Mark Cuban just described the largest wealth transfer of the AI era.
Almost nobody understood what he said.
Cuban: “There are 33 million companies in this country. Aren’t going to have AI budgets. Aren’t going to have AI experts.”
Not tech startups.
The shoe store. The regional trucking outfit. The accounting firm with 12 employees.
The businesses that actually run the physical economy.
They know AI is coming. They have no idea what to do with it.
Cuban: “You’ve got the head of Microsoft saying software is dead because everything’s going to be customized to your unique utilization.”
Software is dead.
The SaaS era ran on one rule. Build a generic product. Force millions of companies to bend their workflows around it. Charge rent forever.
AI ends the contract.
The business stops bending to the software. The intelligence bends to the business.
But customized by whom.
The third-generation manufacturer cannot tell Claude from Gemini. The county hospital is staring at a reactor asking where the light switch is.
Cuban: “Who’s going to do it for them?”
That question is worth more than the frontier models themselves.
Hundreds of billions are being burned to build the foundation. The smartest engineers alive are locked in a bloodbath over who owns the base layer.
Let them fight.
Let them burn the capital. Let them drive the cost of raw intelligence toward zero.
Because the wealth does not collect where the brain is built.
It collects where the brain meets the business.
Every ambitious kid in college right now thinks survival means a seat at OpenAI or Anthropic.
Cuban is staring at the other 99 percent of the economy.
Learn the models. Then learn the messy, unglamorous reality of how a 50-person company actually operates.
Walk through the door. Understand their problems. Wire the intelligence directly into their revenue.
That is not a job title. That is an entire economic class being born.
You do not need to build the brain. You need to build the nervous system.
The biggest winners of the electricity era were not the engineers who built the generators. They were the ones who walked into dark factories and showed the owners where to plug in.
33 million companies are standing in the dark right now.
Silicon Valley is racing to build the god. The fortunes will belong to whoever teaches him a trade.
America’s biggest pharmacy chain slapped with massive penalty over fraud
@cvspharmacy could be a leader in pharmacy but instead is the bane of healthcare showing their true colors ❌❗️🚨🔴 & causing massive harm to communities across America. https://t.co/cATNsJCYpe
CVS Health is the Standard Oil of our healthcare system.
A vertically integrated giant that controls your insurance, your pharmacy, your drug pricing—and ultimately, your access to care.
Here’s how they built a modern-day monopoly 👇🏼
"It's wrong, it's legalized monopoly and its set up to essentially crush the little guy. And we're not going to tolerate it anymore." https://t.co/X9OoWm0ivk
Two of the players not involved in direct healthcare make more money than the pharmacy. It's no wonder pharmacies are closing, and CVS would rather close it's pharmacies than give up it's PBM. Wholesalers make more too. This is outrageous and morally wrong.
Entering Wednesday, NBA teams leading by at least 14 points in the final 2:45 of the fourth quarter had been 994-0 since play-by-play tracking began in 1997-98.
After last night, teams are 994-1 now. https://t.co/U3PQcTGagO
Thank you, @ChuckGrassley, for keeping the push and holding the @SenJudiciaryGOP meeting on PBMs and Prescription Drug Competition. PBMs have taken advantage of Americans and their pharmacies for too long. It’s time for Congress to deliver comprehensive #PBMreform❗️
Thank you Senator Hawley. It is time to end the onerous policies of PBMs in Missouri. States all around us are passing legislation. Why not in Missouri ??
Thank you @CoryBooker for standing up and saying what is independent pharmacy owners have been shouting for years.
PBMs are corrupt. Their hurting our small businesses and they’re endangering American lives.
What more does Congress need to hear? At this point, inaction is a declaration of war against the American people and small business owners.
@endpts Rebates should be prohibited, & multi-tier pricing eliminated. A national price, applicable to all purchasers, is essential. It is unproductive to fault other nations effective pricing models. Instead, we should consider adopting similar approaches. The solution is clear
@WhiteHouse@HHSGov Rebates should be prohibited, & multi-tier pricing eliminated. A national price, applicable to all purchasers, is essential. It is unproductive to fault other nations effective pricing models. Instead, we should consider adopting similar approaches. The solution is clear