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?
Gatekeeper Economy
We assume the artificial intelligence revolution will strictly enrich the major technology monopolies building the foundational models. In reality, the most massive explosion of corporate profit margins will belong to legacy, labor intensive companies outside of Silicon Valley.
Artificial Intelligence
ChatGPT is smart, but it doesn't know you. Apple and Google own your keystrokes, your location, and your memories. They are building the "Digital Twin" that will make every other AI look like a toy.