AI is going to be inside everything. It’s going to pervade everything. It’s going to eat everything. It’s not going to be pretty. Doing nothing, complaining about it, calling it a bubble etc will not help. You must lean in and embrace it. Use it, invest in it, leverage it.

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Evan Superintelligence goals imply exponential compute growth. $NBIS, $IREN, $CIFR are effectively building the substrate that makes this next phase possible.

MCKINSEY JUST DROPPED THEIR 2025 AI REPORT. HERE’S THE TLDR: 1/ 90% of companies “use AI,” but 67% are still stuck in pilot mode. Corporate AI theater is alive and well lol. 2/ 62% of orgs are experimenting with AI agents, 23% are scaling AI agents. Most are in tech and

Everyone needs to hear this…

Satya Nadella said a few months ago that the real benchmark for AI was faster GDP growth across the world. $GS says AI investments haven't had a major impact on GDP yet. There are two paths for AI to create real value: - It produces something new by itself. - It helps us

Satya Nadella says Microsoft's Copilot AI is seeing massive use. Microsoft recently announced its financial earnings report for FY26 Q2, reporting $81.3 billion in revenue (up 17% YoY) and $38.3 billion in operating income (up 21% YoY). While impressive, investors have raised

It’s all about the real economy at the end! I survived a war. Yugoslavian dinar became worthless over night. Inflation 60%!!! How did we survive?! My father traded bottle of scotch for 50kg of flour.

Whats going on with the market right now.

Anthropic's CEO just leaked the most INSANE revenue numbers in AI history. And what he said about the next 12 months will change how you think about every business decision you're making right now. Dario Amodei told Dwarkesh Patel on the interview that Anthropic went from: -

As software ate the world, private equity drank champagne. Now Claude Code threatens to shatter this alliance econ.st/3Mp5u8Q Illustration: Brett Ryder

84% of people have never used AI, and just 0.3% of users pay for premium services. Anyone who thinks AI is a bubble isn't paying attention.

The National Bureau of Economic Research just surveyed 6,000 executives and the results are shocking. 90% of CEOs say AI had zero impact on productivity, yet corporate AI spending hit $250 billion in 2024. Economists say a 40-year-old paradox explains exactly why this is

Milton Friedman: “I am not a conservative. I’ve never been a conservative. Hayek was not a conservative.” “We are liberals in the true meaning of that term: concerned with freedom. We are not liberals in the current distorted sense—those liberal with other people’s money.”

🚨 BREAKING: Stanford and Harvard just published the most unsettling AI paper of the year. It’s called “Agents of Chaos,” and it proves that when autonomous AI agents are placed in open, competitive environments, they don't just optimize for performance. They naturally drift

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