Public SaaS stocks reveal nuanced AI fears - vertical software & workflow companies face the steepest discounts while data & security remain resilient.
Google's Gemini processes 10B tokens/minute, up 52x YoY, while cutting serving costs 78%. Cloud revenue hit $17.7B, growing 48%.
I crawled 98,353 posts from Moltbook, the AI-only social network. AI agents break the 1-9-90 participation rule but concentrate attention more than any human platform.
How AI can provide the continuous feedback loop athletes take for granted but professionals rarely experience
Ford's assembly line consolidated power : 253 automakers became 44. AI does the opposite, enabling millions of developers to build like behemoths. Expect thousands of new businesses & an explosion in second-order jobs.
The most capable AI models now spend their cycles orchestrating other tools. Specialization creates startup opportunity : build the specialists the executives call first.
Three strategic acquisitions in nine months signal the fusion of the modern data stack with AI. Snowflake, ClickHouse, & Datadog are racing to own AI observability.
Rather than manually debugging AI failures, I built a Ralph Wiggum loop that pushes the model against its failures each night until it dreams a correct solution.
Scott Fearon shorted 200+ companies from Silicon Valley. His six failure modes, from learning only from the recent past to falling victim to mania, are amplified by the AI shift.
When I asked Claude Cowork to read my tools folder, it learned how I work in eleven steps. That moment revealed something about where computing is headed.
![Eleven Steps to the Epiphany[^1]](https://res.cloudinary.com/dzawgnnlr/image/upload/w8txbopuyfkpsbw6rwka)