The AI bubble gets postponed for yet another quarter
ECONOMY
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Trillion Dollar AI Narrative: Bullshit or Reality Check?
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“roughly $1.35 trillion of pure narrative” is the best euphemism for pure bullshit that I have ever seen, @gnoble79. 👏 https://t.co/KOkB9AlfVf
— Gary Marcus (@GaryMarcus) 29 avril 2026“roughly $1.35 trillion of pure narrative” is the best euphemism for pure bullshit that I have ever seen, @gnoble79
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Tech Giants Spend Manhattan Project Sums Monthly on AI Losses
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Sheer insanity. Amazon, Google, Microsoft, and Meta collectively are spending more money than the Manhattan Project *every single month*. More than 12x the Manhattan Project every year. And what they have got to show for it? None are making major profits on AI; none has a
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Google proves AI monetization thesis with record earnings growth
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Google just quietly proved the AI monetization thesis. Quite interesting earnings! Cloud revenue up 63% to over $ 20b gen AI product revenue growing nearly 800% year-over-year. The backlog nearly doubled to $460 billion in a single quarter. The number of $100M–$1B deals doubled.
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Cryptocurrency as Economic System: Exposing OS Vulnerabilities
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Cryptocurrency pretends to be the economic operating system after the crash of the current OS, but it’s a virus that demonstrates the vulnerability of the current OS.
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AI Replaces Office Jobs While Trades Remain Secure
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Alphabet Stock Surges to Record High on Q1 2026 Earnings Beat
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BREAKING: Alphabet stock, $GOOGL, surges over +5% to its highest level on record after crushing Q1 2026 earnings expectations.
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China’s AI Innovation: Sex Robots and Government Support
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That totally makes sense actually. The Chinese have been visiting me for years. Insta360 was launched in my house. And I have a ton of Chinese on my lists. They are ahead of us in a whole new way. We should talk about sex robots. They are being supported by the government
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Inference Costs Approaching Electricity Parity as AI Scales
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they got no clue, and quote from NVIDIA taken out of context. classic media. they are as much domain experts as snake oil sales men. We’re running, no correction, we’re sprinting to inference being at cost with electricity production. inference will be as abundant as air