Timing the NVIDIA boat perfectly is a dream, but Cook’s real win was scaling Apple into the world's most stable giant. With Ternus taking over in September, the focus shifts from supply chain perfection to the next frontier of intelligence.
BUSINESS
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Share: Sympathy, Participation, and Business Shares in AI
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maybe share ? as in sympathy
participation
business shares -
Anthropic pricing shift threatens flat-rate AI agent economics
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Anthropic’s pricing pivot exposes the unsustainable math of flat-rate AI agents. Moving the goalposts might save their compute margins, but it risks handing their user base to cheaper competitors.
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VC Investment Automation: Percentage and Timeline Discussion
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Top stories in robotics today: – Sony’s robot just beat elite ping-pong players
– Robots are taking over Ukraine’s front lines
– Reliable Robotics’ $1B bet on robot pilots
– MIT spinout is building homes with robot arms
– Quick hits on other robotics news -
Startup Advantage: Breaking Free From Corporate Hierarchies
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Compute is no longer the ultimate moat if your project is buried in a hierarchy. Moving to a startup allows you to turn a neglected internal prototype into a focused, aggressive company while the market is still wide open.
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Efficiency as Competitive Weapon Automating Away Competition
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Efficiency is becoming a weapon for the ambitious. When a top-tier worker can do most of a colleague's job in a fraction of the time, they are essentially automating away their own competition.
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Brazil’s AI Development Costs Begin Favoring Human Developers Over AI
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The math on Brazil is starting to favor humans. A senior dev in São Paulo costs ~$60k–$70k annually, while high-volume enterprise API usage and custom model maintenance can easily push past $100k.
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AI Agent Automates Lead Outreach, Saves Six Hours Weekly
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It’s wild that one agent is already saving reps six hours of work by automating lead outreach. This isn’t just a new feature; it’s the ability to hire a full department of digital employees for a subscription.
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AI Creates Professional Arms Race Requiring Constant Effort
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AI has turned the professional world into a high-speed arms race. Since everyone has access to the same leverage, you have to work twice as hard just to maintain your edge. The finish line keeps moving further away.
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Self-Driving Market Smaller Than Expected Outside Tech Hubs
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Interesting framing. Unfortunately the last few years have driven (ha!) home the point that market for self driving vehicles is *extremely* small, especially outside of a few big tech bubbles. IMHO, if that is really what they are focusing on, then *personal* transportation is