Microsoft -25.9% in Q1 2026. Besides Meta, it's the only company that hasn't managed to properly integrate AI into its processes. And apparently, not even Azure can salvage expectations.
ECONOMY
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Compute Constraints Force Rationing of AI Resources
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We are already so compute constrained ! Given what it takes to build Intelligence Factories, don’t see how we don’t start rationing compute in the near to mid-term.
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Payment Solutions for AI Agents Beyond Visa and Mastercard
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I don't think the solution is going to be Visa and Mastercard, which were built for humans at cash registers. They're too expensive for the kind of rapid-fire small-scale transactions we're going to see with agents ($0.3 + 3%). They're also quite slow (T+48h settlement) So you
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Agent-Native Payment Infrastructure for 10x Transaction Growth
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I basically agree. Agents are soon going to be buying services/resources online, and the world is going to need agent-native payment infra, like Sam's @agentcashdev We're probably looking at a >10x transaction increase.
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AI’s Economic Impact: Direction Uncertain
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When they said that AI will upend the world economy they didn't specify in which direction.
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Market Shifts in AI Will Happen Incredibly Fast
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mark my words, the market shifts will happen incredibly fast
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Compounding Strategy: Long-term Investment Lesson
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Extraordinary. A lesson in compounding and staying invested.
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From Data to AI Agents: The New Business Paradigm
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2016: here is a lot of data, build me a business! 2026: here are a lot of agents, build me a business!
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Google Voice API Disrupts Call Center Industry with Python Automation
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Google just wiped out the entire call center industry. → Their new voice API handles sub-second latency voice AI
→ Multi-lingual calls perfectly.
→ 90+ languages.
→ Replaces receptionists with a Python script. Want to profit? Do this:
#1 Target salons, clinics or