AI Monetization & Generational Lag: Why The Best Customers Haven't Been Born Yet

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.

Advertising & AI: Finance Meets Performance Marketing — Live Notes from Google Ads: Rethink Retail 2026

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.

Why OpenAI and Anthropic Want to Pause AI Right Now: When the IPO Window Closes (The Slowdown Bluff)

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?

iPhone Duo: Will It Bring In More Developers to Adapt or Push for Generative UI?

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?

Next-Generation Extra Large Autonomous Underwater Vehicles (XLAUVs) — The Submarine That Doesn't Need Humans

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.

AI Will Make Humanity Taller

We think AI makes us smarter. The first visible effect will be it makes us taller — especially where we need it most.

After Tokens Get Cheap, Fiber Is the Moat: Why Slow Internet Countries Must Build Now

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.

Julie Yoo: The Healthcare Tech Disruptor

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.

AI Will Make It More Difficult to Pick Stocks

The biggest alpha was always finding what the market missed. When everyone has the same AI analyst, nothing is missed — and everything moves together.

AI & Grandmother Effect: Will It Amplify or Reverse It

Post-menopausal longevity evolved to feed grandchildren. AI now wants that same job — will it make grandmothers super-powered or obsolete?

The AI Alliance Wars

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 Most Likely Scenario of AI Destroying the Civilization in Near Future

The end will not be Terminator fighting humans. It will be AI perfectly calculating who wins, then deciding it needs the superweapon first.