Market price equals the worst surviving supplier's cost.
Demand exceeds supply right now which hides this.
Weak unit economics die in a single quarter.
Both CEOs predicted AI would destroy white-collar jobs. Both are walking it back. Both are filing IPOs.
Sam Altman now says he was pretty wrong.
Dario Amodei now says automation "expands" work.
Funny how the narrative softens when you need public market investors to feel good.
Uber burned its entire 2026 AI budget by April.
95% of engineers use AI tools monthly.
70% of committed code comes from AI.
The COO's response? "It is very hard to draw a line between token usage and useful consumer features."
Google retired the search box.
The traditional results page is gone.
Gemini 3.5 Flash is now the default interface for every search query on the planet.