12 posts found
Demis Hassabis stepped down from day-to-day leadership at Google DeepMind. I explain why this reshuffle looks a lot less like career growth and a lot more like a strategic surrender.
A study covering 47,000 companies shows the real difference between companies that 'use AI' and companies that are AI-Native. I explain why that gap is far bigger — and far scarier — than it sounds.
While Wall Street keeps celebrating the AI race, the real financial scare happened in Seoul. I break down why the KOSPI panic is the scariest mirror of what could come next.
55% of employers regret it. Gartner predicts 50% reversal by 2027. Klarna rehired. Ford rehired 350 engineers. Forrester says: 57% of executives expect AI to INCREASE headcount. The 'Layoff Boomerang' is real — and it's costing more than the original layoffs.
The SaaS market is worth $140B. The labor market is worth $11.7T. When software starts DOING the work instead of organizing it, the TAM explodes 83x. Salesforce already earned $800M with Agentforce. Zendesk charges $2 per resolution. The per-seat model is dying.
SpaceX joined the Nasdaq-100 on July 7 with $4.3B in forced buying. Anthropic filed its IPO confidentially in June ($965B valuation). OpenAI follows. If you have a 401(k) or index fund, you're already a shareholder. You didn't choose to be.
Nature Medicine, June 12, 2026: GPT-5.2, Claude Opus 4.6 and Gemini 3.1 Pro beat OpenEvidence and UpToDate on ALL tests. 100 real physician queries. 12 clinicians evaluating blind. 1,800 annotations. And the 'specialized' tools didn't even beat Google Search AI Overview.
51% of Americans use AI for research. 76% don't trust the results. 55% think it will do more harm than good. Usage went up. Trust went down. And that's not ignorance — it's experience.
Epoch AI estimates the stock of quality public text (~300 trillion tokens) will be exhausted between 2026 and 2032. Meta invested $15 billion in Scale AI. And the scarcest resource in the world is now a human expert's judgment.
Anthropic passed OpenAI in revenue: $30B vs $25B annualized. 30x growth in 15 months. 8 of the Fortune 10 use Claude. All without ever having a viral app. How?
On April 4, 2026, Anthropic cut OpenClaw usage via subscriptions. Thousands saw costs spike 50x. And a 512,000-line code leak revealed the real reason: Project Conway.
How fear of AI is shaping financial markets while the real revolution happens in how we work and think.