Artificial Intelligence
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?
Artificial Intelligence
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.
Artificial Intelligence
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.
Gemini
Create and Use an Avatar in Gemini Apps
Google just made you the main character. Record your face and voice once, then star in any video or image inside Gemini.
Technology
Those Who Overcommunicate Over Text Might Use LLM Chatbots Better
You've been told your whole life to stop overexplaining. "Just say yes/no." "You CC'd 20 people on every update." "You're sending 5 follow-up messages before waiting for reply." In the human world, that's annoying.
How Dreambeans Will Boost Subscribers For Google One, Photos and Cloud
Google just solved the "why would I pay for AI?" problem. It's called Dreambeans — and it's the perfect Trojan horse to sell you 2TB of Google One.
Economy & Markets
We Won't Grow Our Way Out of $40 Trillion In Debt With Better Models. We Need Better Adoption.
Washington thinks AI will let us grow our way out of $40 trillion in debt. The math says otherwise: interest is now growing faster than GDP. And Silicon Valley is solving the wrong problem.
Technology
Meta Should Launch Cloud Photos. Apple and Google Already Proved Why.
Apple and Google cracked the code: storage is the Trojan horse to sell AI. Meta is about to make the same move with Meta One, but they're selling the wrong horse. They should be selling Meta Cloud Photos.
Economy & Markets
The AI Bubble Will Continue Until The Cash Runs Out. And Right Now, Google and Meta Are Still Printing It.
The AI bubble has a simple fuel: Google and Meta printing cash and pouring 100% of it into capex. Market hates them for it. Market loves Nvidia, Micron and SK Hynix for it. That divorce can't last.
Technology
AI Agents as Software Value Extraction Layers (SaaSpocalypse Cancelled)
Everyone thinks AI agents will kill SaaS. The SaaSpocalypse narrative wiped $1T in market cap. The truth is the opposite: agents won't kill SaaS, they'll finally make us use 100% of what we already paid for.
Meta
Meta One: Meta's Super-Bundle is Here
Meta just bundled everything into Meta One. One subscription to rule Facebook, Instagram, WhatsApp, Messenger and Meta AI. And the features they're paywalling will change how creators stalk... I mean, study their audience.
OpenAI
The Jalapeno Moment: How Nvidia's Dominance Might End
OpenAI's first-gen Jalapeno just beat Nvidia's Blackwell and even Rubin. First-gen chips are never supposed to be competitive. This one is. That's the moment Nvidia's absolute dominance starts to crack.