Artificial Intelligence
Everyone is talking about AI reaching RSI. The bigger question is how humanity uses AI to build RSI for itself, on an individual level and a collective level.
Gaming
Farming bots are now 24/7 companions. Game studios will fight them, then monetize them. Like player housing in World of Warcraft Midnight on March 2 2026, controlled bot assistance will unlock wilder creativity, new competitive layers, and the next evolution of roleplay.
Meta
Meta just added Purchase Profit. Google just launched Product Value Optimization. Same week. Same message. AI will no longer optimize for volume. It will optimize for margin. And it needs your first party data to do it.
If colleges will not adapt to AI fast enough, tech will build its own schools. And it will accelerate national prosperity faster than spreadsheets ever did.
Meta just added Purchase Profit. Google just launched Product Value Optimization. Same week. Same message. AI will no longer optimize for volume. It will optimize for margin. And it needs your first party data to do it.
Google's first year had 350 advertisers. AI's first generation is just experimenting. The real money comes from the natives — and costs are collapsing 60x per year to make it possible.
Google's message at Rethink Retail is clear: Best ads in the age of AI are answers. Ads = information, not creative. And for the first time, performance marketing is being managed like a P&L.
Two CEOs call for safety. One delays IPO to 2027. One still races to IPO in October. Markets slide 4%. If this is about existential risk, why does the calendar line up with SoftBank's P&L?
Post-menopausal longevity evolved to feed grandchildren. AI now wants that same job — will it make grandmothers super-powered or obsolete?
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Rockstar just turned music marketing into the game. Nine artists, three Spotify billboards, one playbook from 2018. Games are now ad platforms, if you respect immersion.
Google's first year had 350 advertisers. AI's first generation is just experimenting. The real money comes from the natives — and costs are collapsing 60x per year to make it possible.
Google's message at Rethink Retail is clear: Best ads in the age of AI are answers. Ads = information, not creative. And for the first time, performance marketing is being managed like a P&L.
Two CEOs call for safety. One delays IPO to 2027. One still races to IPO in October. Markets slide 4%. If this is about existential risk, why does the calendar line up with SoftBank's P&L?
Apple's first foldable at $1,999 is not a hardware story. It is a developer story. Will you hand-code adaptive layouts for two screens, or will you let AI generate the UI?
85 ft, 3,100 miles, months without surfacing, fits in a shipping container, carries 3 payloads or one missile. The future of undersea warfare is unmanned.
We think AI makes us smarter. The first visible effect will be it makes us taller — especially where we need it most.
Token costs are in freefall. The next bottleneck is not intelligence, it is infrastructure. Civilizations that do not lay fiber today will not run AI tomorrow.
The person who went from 0 to 20M patients now decides who builds the next system. Julie Yoo bet that healthcare is in 1999 internet moment — and her portfolio is how we get to 2026.
The biggest alpha was always finding what the market missed. When everyone has the same AI analyst, nothing is missed — and everything moves together.
Post-menopausal longevity evolved to feed grandchildren. AI now wants that same job — will it make grandmothers super-powered or obsolete?
The AI war is no longer model vs model. It is $25B + $100B cloud vs $1B/year iPhone brain vs non-exclusive Azure vs solo closed personal superintelligence.