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Over the next 1-2 years we’re going to start hearing more reports about companies pulling back from AI than adopting AI, and markets aren’t ready

🦔Microsoft canceled its internal Claude Code licenses this week after token-based billing made the cost untenable, even for a company with effectively infinite cloud resources. Uber's CTO sent an internal memo warning the company burned through its entire…

i have been incredibly humbled by the inability of fantasy top, friendtech and consumer crypto apps to cross the chasm. crypto in its most ambitious form (of ushering in a new era of user owned software and infrastructure) has failed.

we optimistically tried…

🇯🇵 Two Black-Americans were arrested in Japan on Sunday after a reckless stunt inside a zoo habitat housing Punch, a 9-month-old Japanese macaque who became a viral internet sensation.

The mascot costume worn during the stunt was reportedly associated with…

Your timeline right now: “peace agreement within 24 hours.”

We read this exact headline in April. Then in May. Then again two weeks ago. Each time the market rallied, each time it gave it back by Thursday.

Two hours before this headline, Ghalibaf told Pakistan’s…

Good evening gang-gang.

I think the selling is going to accelerate in the coming days/weeks/months. (v unlikely that btc will not struggle again if/when stonks finally start to slide).

imo at one point, you will look back and wonder why you didn't sell…

各位好，这真的是我最后一个关于Anthropic的故事了，本视频由seedance2制作完成。感谢你一直以来对我的关注。结尾有彩蛋。

Many are using this chart to prove Jevons Paradox is working. They should look closer at the pattern and read Heretic’s Guide Part III.
https://t.co/0QxhGcWDWl
Prices had already fallen for some time when the big token demand lift happened. Tokenmaxxing and…

AI cost crisis hits tech giants as employee 'tokenmaxxing' backfires https://t.co/bdWgbYjkEY

I genuinely, deeply hate to say this because people are going to think I'm predicting the future of the stock market, and I'm not. I have no more of an idea how long they can levitate this than you do.

I lived in Austin from '94 to '03. I *vividly* remember…