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.
Artificial Intelligence
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
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?
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?
We assume a populist shift away from foreign interventions will naturally destroy the revenue of defense contractors. The reality is that political isolationism redirects billions of dollars strictly toward rebuilding the domestic military base.
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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.
The end will not be Terminator fighting humans. It will be AI perfectly calculating who wins, then deciding it needs the superweapon first.
South Korea tried paying people to date. It did not work. The fertility math shows why the fix is cheaper childbearing, not forced matchmaking.
Apple just launched its first foldable. And it proves the phone era is over.
We assume a populist shift away from foreign interventions will naturally destroy the revenue of defense contractors. The reality is that political isolationism redirects billions of dollars strictly toward rebuilding the domestic military base.
Google just put an AI assistant inside your inbox. Meet CC from Google Labs.