Game on! 🤩 ESPN Unlimited content is now available directly on YouTube TV! Users can enjoy access to the full catalog of live events and on-demand series... all included with their subscription at no extra cost (as long as ESPN is in their plan). Learn more https://t.co/YaOVFxVBdN
Pleased to share my favorite photo from yesterday morning.
Shot using 3 cameras from a parking lot: this is the Falcon Heavy carrying Roman Space Telescope transiting the sun.
More about how it was captured and a video of the transit 👇
Sometimes people don’t have an intuitive sense of what Jevons paradox looks like for token consumption. Those of us working with enterprises get to see this first hand every day.
Basically enterprises have an unending stream of tasks that they’d love to be able to bring automation to. But for each individual task, it’s either ROI positive or not based on the cost of bringing automation to it (including the setup time, change management, and so on).
As tokens get cheaper (at a certain capability threshold), enterprises can afford bringing them to more of the work that they do. This could be processing every contract, reading every log, watching new streams of data for insights, having background agents execute workflows, and so on.
Any time we can lower the cost of tokens, we will see a disproportionate increase in consumption. Even a 50% drop in token prices could result in a 5X increase in tokens for these kinds of workloads.
This is why it’s critical to keep bringing down the cost of AI, and why that’s good for all market participants.
A baseball fan built the app he wished MLB had, with features like mobile multiview, enhanced game tracking and Apple device integrations.
Four months later, MLB hired him.
@LemireJoe has the story of how it came to be: https://t.co/fdqPhPoJUN
My conversation with @benthompson. Ben has been writing Stratechery for over a decade and remains one of my favorite business thinkers.
We covered a lot. Every important company in the industry and the forces acting on all of them.
- Why he thinks it would be problematic for the US to win the AI race
- Will we run out of money to fund AI
- Google becoming Berkshire Hathaway
- Why ads are amazing
- TSMC, Intel, and Samsung
- Nvidia's invisible price cuts + biggest competitors
- Microsoft, Amazon, Apple, and Meta
I love talking to Ben about everything happening in markets and technology. Enjoy!
TIMESTAMPS
0:00 Intro
0:59 America and the AI Race
8:26 AI’s Funding Problem
15:31 AI’s Capabilities and Limits
20:30 Aggregation Theory, AI, and Ads
31:10 Compute, TSMC, and Intel
47:31 Amazon and Apple’s AI Moats
54:43 The Frontier AI Players
74:07 Nvidia and Commoditized Intelligence
82:52 What Survives an AI Bubble?
We’re ending our partnership with Cursor following its acquisition by SpaceX. Under our proposal, Cursor’s direct access to our models would end on November 12.
We know that the people most affected by this decision are the developers who rely on OpenAI models in Cursor. We care about their experience in this transition and we’re ready to go above and beyond to support them.
https://t.co/OzuCTzUjfX
A SpaceX Falcon 9 rocket on mission Starlink Group 10-49 passes over lower Manhattan and One World Trade Center in New York City about 15 after launch from Cape Canaveral in Florida, Tuesday morning before sunrise #newyorkcity#nyc#newyork@SpaceX#sunrise
SpaceX engineers spent several days inspecting Ship 40 in the waters off Christmas Island. They collected heatshield samples and gained vital insight into how the vehicle handled reentry with improvements now planned on future vehicles
TIME’s new cover: In 2026, OpenAI has seen key departures, rogue AI agents, major lawsuits, and has seen increased competition in the AI race. “We clearly had some missteps as a company,” OpenAI CEO Sam Altman tells TIME.
Inside the company’s plan for a reboot: https://t.co/1TDJ1zaFCS
There is “no plan” for the “social, political, and economic upheaval” AI is about to cause, Bill Gates has warned.
The Microsoft co-founder said that AI could become either the “greatest equalizer ever invented, or the worst source of injustice,” but that he saw no “evidence that leaders, experts, and communities are confronting the challenges adequately.”
Read more from Gates: https://t.co/vkwpYsgPNO