Any given government program will do the opposite of its name
ECONOMY
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Ecosystem value creation exceeds direct investment returns
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no you cant b/c you only skim the top percent of the value creation you invest in creating a whole ecosystem there of sub contractors and suppliers – there are more compounding effects in this than in your returns
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Logistics Automation: Beyond Cost Reduction to System-Wide Effects
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Lower delivery costs sound like pure progress. 10,000+ unmanned vehicles and ultra-cheap last-mile pricing within 30km is impressive. But cost reduction is only one side of the equation. What happens when logistics becomes this cheap? Volume increases. Delivery frequency rises. Urban traffic patterns change. And the system becomes more dependent on continuous, automated flows. There are also practical questions: How do these vehicles perform in dense, unpredictable environments? What happens at scale when edge cases become daily cases? Where does responsibility sit when something goes wrong? Efficiency is real. But so are the second-order effects. The transformation of logistics isn’t just about cheaper delivery. It’s about how systems behave when friction approaches zero. #Logistics #Automation #AI #Innovation #SupplyChain Source 🙏 @sutoroveli_news
→ View original post on X — @mvollmer1, 2026-04-12 09:53 UTC
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Market Upsides Remain Constrained in Current Environment
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The markets hence upsides are simply smaller
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Memory Portability: Next Major Battle in Tech Switching Costs
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Memory portability is going to be the next big fight Sarah. The switching cost only goes up from here.
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AI Adoption Could Enable 4-6 Hour Work Days
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People spend roughly 10/hours working 5 days a week. [8 hours at work, 2 hours in traffic; this is the norm across most major cities] As AI gets adopted: governments can reform labour laws. Institute 4-6 hour/work days. Allow people more time with their families. I am not
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AI: Solution to the Energy Crisis, Not the Problem
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People haven’t figured out yet that AI makes EVERYTHING more efficient. https://t.co/CgwETf6sCR
— Robert Scoble (@Scobleizer) 12 avril 2026People haven't figured out yet that AI makes EVERYTHING more efficient. The man who won the Nobel Prize just told the world that AI is not the energy crisis, it is the cure for it. Everyone has been screaming about how much electricity AI consumes, the data centers, the training runs, the billions of queries every single day. Hassabis just said AI will extract 30 to 40 percent more efficiency out of national power grids, grids that, right now, operate at only 30 percent of their total capacity according to Stanford researchers. That means the grids we already built are massively underused, and AI is the key to unlocking what is already there. But that is the smallest part of what he is saying. He is saying AI will crack nuclear fusion, the energy source that has been 30 years away for the last 60 years and DeepMind is already working with Commonwealth Fusion in the US to help AI contain plasma inside fusion reactors. His personal mission is to use AI to discover a room-temperature superconductor, a material that would allow electricity to travel with zero loss, something physics has never been able to deliver. The implications of that alone would reshape the entire global economy overnight. He is also saying AI will design next-generation batteries and build the best climate modeling systems humanity has ever had, using them to figure out exactly where the planet is breaking down. Think about what this means, the thing everyone is blaming for the energy crisis is the same thing being bet on to end it forever. [Translated from EN to English]
→ View original post on X — @scobleizer, 2026-04-12 06:03 UTC
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Platforms monetize attention hijacking and paid solutions equally
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Platforms charge companies to hijack our attention, then charge us to reclaim it.
A very elegant way to monetize both the problem and the fake solution. YouTube perfected the art of monetizing both the interruption and the escape. #AI #Advertising #AttentionEconomy -
Rising premium on outlier ideas as AI reduces execution cost
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Really interesting ideas are going to be increasingly at a premium as the cost of executing those ideas drops. (Our research and others shows AI is quite good at generating interesting ideas, but not nearly as good at generating outlier really interesting ideas)
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Trump’s Strategic Reshaping of Global Supply Chain Power Dynamics
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Playing the long game, Trump has already caused China to lose its chokehold on rare earths and Iran its chokehold on Middle Eastern oil. What next?