AI talent is still highly underpaid: Google’s market cap fell by 7% when Noam Shazeer and John Jumper left, so on average they’re each worth $150B .
ECONOMY
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AI money flooding is a warning sign of overhyped claims
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“All the Money Flooding Into AI Is a Giant Warning Sign” “The deeply depressing third possibility is that companies are raising and spending so much merely because shareholders are cheering them on, and the AI claims are just wildly overhyped.” James Mackintosh @wsj
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AI job impact hits youngest workers, down 12%
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Since ChatGPT, employment for workers aged 22 to 25 in the most AI-exposed jobs is down 12%. Every older age group held steady. Why only the youngest? Source: https://
randalolson.com/2026/06/22/ai-
jobs-hit-youngest-workers/?utm_source=x&utm_medium=social&utm_campaign=ai-jobs-hit-youngest-workers
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AI Great Replacement Era: How Can Ordinary People Survive?
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The era of AI great replacement has arrived. How can ordinary people survive? (Translation) Over the past two years, many people have mixed feelings when reading AI news. On one hand, it feels great: what used to take days can now be done in minutes. On the other hand, there is a creeping anxiety: if I can use these tools, and my boss can too, and the company can too, then what am I really worth? Dan Koe
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Unfair comparison: US costs soar, Chinese open source gains
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Unfair comparison as revenue figures not quite apples to apples plus over time I can see the Chinese open source gaining massive momentum as US frontier model costs skyrocket – the most of size and scale results in an Achilles heel of soaring costs
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Canaries Dashboard Explores AI Employment Impacts by Work Experience
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Building on a 2025 study of emergent labor market impacts of AI, the Stanford @DigEconLab has launched the Canaries Dashboard in collaboration with @AdpResearch to explore how recent employment changes vary with work experience and exposure to AI.
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Multi-trillion-parameter open-source models coming soon to lower token pricing via Jevons paradox
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Also, other multi-trillion-parameter open-source models are landing soon, from what I hear. It's going to be awesome for token pricing and riding the Jevons paradox.
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AI bubble as a decade of waves, not a tsunami
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The thing that's different about the AI bubble (if you could call it a bubble) is that it's really a series of waves that will continue for at least the next decade. It might look like a tsunami, but surf season is up.
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SaaS bears’ belief: software worth zero with Claude, lack of vision
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It seems almost too stupid to be true, but apparently the literal belief of SaaS bears is 'all software is worth 0 because Claude can one-shot these apps'. Absolutely staggering levels of lack of long-term vision in that statement.
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Levels of AI adoption in Europe widen gaps
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AI adoption in Europe is divided into levels, with some countries advancing faster than others. Gaps are widening as skills and workflows progress unevenly, forcing slower regions to react rather than plan.