AWS outage on Diwali morning. Perfect day
BIG TECH
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Half Trillion Dollar AI Investment Losses: Critical Analysis
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my opinions could have saved the investment community over half a trillion dollars that so far have not produced a return.
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Electricians and plumbers: AI era’s biggest economic winners
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AI isn’t just for coders. It’s creating a boom for builders. Nvidia’s Jensen Huang told CNBC that electricians, plumbers & carpenters are the big winners of the AI era, powering the data centres that fuel intelligence itself. Nvidia’s investing $100B+, analysts see
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Microsoft adds video generation and shopping sidebar to Copilot
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Microsoft prepares to add video generation capabilities to Copilot. Video generation will likely be powered by Sora 2 and will be available from the same Copilot app.
— 🚨 AI News | TestingCatalog (@testingcatalog) 19 octobre 2025
Shopping is also expected to expand and get a dedicated link from the sidebar. pic.twitter.com/xhRPWsjts0Microsoft prepares to add video generation capabilities to Copilot. generation will likely be powered by Sora 2 and will be available from the same Copilot app. Shopping is also expected to expand and get a dedicated link from the sidebar.
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Adobe Faces Similar GenAI Disruption Narrative as Google Did
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Let me explain. The reason I brought up Adobe is because it is caught in a similar narrative as Google was 6 months ago. Everybody (and I mean *everybody*) currently believes that Adobe is dead in the water because of GenAI disruption (just like they did for Google previously).
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The $1T AGI Investment Bubble and Narrative Pressure
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The reason it is so important for everyone to keep pretending that AGI is definitely right around the corner is that there is now over $1T of investment riding on this belief (either already expended, or committed) Current (and recent past) capex cannot be justified by current
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Salesforce CEO questions AI soul after agent adoption layoffs
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After going for AI agents, laying off 4,000 employees; Salesforce CEO Marc Benioff says: AI doesn't have a soul, it is not… https://
search.app/1WPRj #Salesforce #artificial_intelligence #AI @lexfridman @KirkDBorne @Ronald_vanLoon @erikbryn @antgrasso @sallyeaves @Nicochan33 -
Building Influence Through Truth-Speaking on Tech Topics
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A moment of reflection on a long journey: Countless people have blocked or muted for speaking truths that were difficult to accept, often long before they were widely recognized. Yet I have still reached nearly 200,000 followers (and over 80,000 substack subscribers) speaking
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Elon Musk AGI Definition Bet Accountability Challenge
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Elon has given his own definition of AGI, and say there is a 10% chance of his next model can achieve it. (Reality? Near zero.) In effort to hold him accountable, I hereby offer $1,000,000 to charity on 10:1 odds to @Elonmusk – using his definitions — if he accepts the bet and