this could have been you europe-maxxing this summer but instead you chose to share a 1bdr with four other dudes in sf to walk around the city with your laptop slightly open so your agents won’t stop running.
$NVDA CEO Jensen Huang just announced Alpamayo which he calls the world’s first thinking and reasoning model built for autonomous vehicles.
By open sourcing the Alpamayo stack, Nvidia is pushing self driving forward as a category after years of work by thousands of engineers.
The layoff wave tells two stories, not one.
Tech giants like Amazon, Meta, and Microsoft are cutting to fund GPU purchases. Their revenues are growing. Their stock prices are climbing. They're firing people to free up cash for compute. This isn't cost-cutting during a downturn. It's a forced reallocation from payroll to datacenter capacity. The math is brutal: every percentage point of headcount reduction funds another batch of H100s.
Meanwhile, UPS, Nestle, Ford, and Target are cutting for the opposite reason. They've already deployed AI tools that work. Customer service automation, supply chain optimization, generative design systems. The productivity gains are real and compounding. These companies don't need to buy massive GPU clusters. They're renting inference from hyperscalers and cutting headcount because the math finally works.
Both sides are feeding the same beast. Tech companies are buying the shovels. Everyone else is buying the gold those shovels dig up. Semiconductor companies sit in the middle, collecting rent from the entire value chain. TSMC, NVIDIA, and ASML are printing money while employment craters on both ends.
The timing matters. We're at 10% enterprise AI adoption, heading toward 50%. History says this phase moves fastest and generates the most wealth. But that wealth is concentrating in compute, not labor. The gap between market cap growth and wage growth has never been wider. This isn't a recession. It's a rebalancing. And most workers are on the wrong side of it.
@viajaVolaris toda la tarde intentando comprar vuelos y solo sale este error. Solo puedes comprar con 3 dias de anticipacion y la plataforma no funciona??
BREAKING: The Internet
Massive outage being reported across platforms including Spotify, Google Cloud, AWS, Cloudflare, Claude, YouTube, Gmail, and many, many, more