“The Social Reckoning movie won't dent Meta; ad business is unboycottable and regulation won't single it out”
The Social Reckoning movie won't dent Meta; ad business is unboycottable and regulation won't single it out
“But every rejection is this implicit invitation to hop on the phone with an Anthropic sales rep and get on the Mythos Enterprise plan. And that's where the…”
Anthropic's Fable-5 guardrails are good business: cut off rivals, sell biohackers up to enterprise plans
“SpaceX IPO is 4x oversubscribed but tiny float means retail flips day one and S&P weight starts near 0.1%”
SpaceX IPO is 4x oversubscribed but tiny float means retail flips day one and S&P weight starts near 0.1%
“It's going from 12 down to 1 or 2.”
AI compresses Snowflake migrations 12mo to 1-2 and lifts win rates 75%, accelerating ARR and re-rating shares.
“Amazon has now removed its token leaderboard. Microsoft has canceled Cloud Code subscriptions, and there have been multiple reports of unexpectedly large…”
Cheaper-model shift raises total inference volume, and every token still runs on memory the bottleneck.
“I don't believe that people are going to go to these lengths unless they're making money on it. … There's a lot of, like, prediction markets with plenty of volume.”
Take-Two stock and prediction markets will react sharply to any GTA 6 delay; surveillance signals point to launch
“you need a different architecture … Cloudflare Workers was built not on containers as much, but on something called isolates, which is a much more efficient technology.”
Agents need a different compute architecture; Cloudflare's isolates beat containers and capture AI labs' workloads
“it has gotten tougher to get equipment today. Memory prices are through the roof. Things are harder.”
Structural memory shortage keeps DRAM/HBM ASPs climbing, expanding Micron margins into 2027.
“Frontier models are pulling away from open source, so the leaders compound their lead”
Frontier models are pulling away from open source, so the leaders compound their lead
“just given the power of the hardware in our pockets right now, I think Edge will be a part of it … there also could be some privacy benefits to that”
Edge and on-device voice AI emerges, and Apple's privacy posture makes it a natural leader