The others stayed out of politics and their sales went down more.
ECONOMY
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GPU Compute Shortage and Price Surge in Early 2026
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hearing the same SemiAnalysis (@SemiAnalysis_) GPU PRICE INCREASE ALERT: Finding GPU compute in early 2026 has been like trying to book the last flight out – high prices, almost no availability. Customers are fighting to pay $14/hr/GPU for p6-b200 spot instances in AWS, some Neocloud Giants no longer sell single nodes, H100s are getting renewed at the exact same rate they were signed at 2-3 years ago. (1/5)🧵 — https://nitter.net/SemiAnalysis_/status/2039729682677924250#m
→ View original post on X — @nathanbenaich, 2026-04-03 08:50 UTC
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Organizational Leverage Through Human-Agent Coordination Context
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Fascinating from the legal perspective, but the implications on organizational design cross over into every industry. “Leverage is no longer about how much one organization can produce; it’s found in how much context people, teams, and institutions can coordinate across humans and agents” Gabe Pereyra (@gabepereyra) x.com/i/article/203973340086… — https://nitter.net/gabepereyra/status/2039735237165404292#m
→ View original post on X — @paulroetzer, 2026-04-03 08:01 UTC
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Intellectual Property Value Hierarchy in AI Economy
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everything is ip just some are more valuable than others
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AI Adoption Fastest in Poorest Countries, Greatest Democratization
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the most underrated finding in this study: usage in the lowest-income countries is growing four times faster than in the highest-income countries. OpenAI everyone debates whether AI will take jobs in silicon valley but the real story is a farmer in kenya or a student in bangladesh getting access to the same cognitive tool as a harvard professor. 18 billion messages a week from 10% of the worlds adults OpenAI and the adoption curve is steepest where the need is greatest. thats not hype, thats the most significant democratization of knowledge access since the printing press @ChrisLaubAI Chris Laub (@ChrisLaubAI) This blew my mind. OpenAI just published the first comprehensive study of how 700 million people actually use ChatGPT. The results destroy every assumption about AI adoption. Here's everything you need to know in 3 minutes: — https://nitter.net/ChrisLaubAI/status/2039629191805829537#m
→ View original post on X — @whiteafrican, 2026-04-03 03:20 UTC
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Intelligence Demand Explodes Amid Major Supply Crisis
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Demand for Intelligence is exploding, and we are facing a major supply crisis. https://t.co/EmAKgJ3nEk
— Nina Schick (@NinaDSchick) 3 avril 2026Demand for Intelligence is exploding, and we are facing a major supply crisis.
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TBPN acquired for $100 million in major tech industry deal
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The actual industry: https://
x.com/i/lists/195353
6336675365173?s=20
… And TBPN was on it from the beginning. It sold for about $100 million. -
Advertising Profitability in AI-Driven Transactional Markets
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Advertising will be highly profitable for this. Audience is highly transactional.
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Media Disruption Analysis: AI Impact on News Industry
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And my analysis is that this represents media disruption:
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Supply shortage of AI tokens and intelligence emerging
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Just like we're seeing with oil and gas, the supply-shortage for 'tokens' or Intelligence is coming.