Anthropic’s pricing pivot exposes the unsustainable math of flat-rate AI agents. Moving the goalposts might save their compute margins, but it risks handing their user base to cheaper competitors.
ECONOMY
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VC Investment Automation: Percentage and Timeline Discussion
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Top stories in robotics today: – Sony’s robot just beat elite ping-pong players
– Robots are taking over Ukraine’s front lines
– Reliable Robotics’ $1B bet on robot pilots
– MIT spinout is building homes with robot arms
– Quick hits on other robotics news -
Efficiency as Competitive Weapon Automating Away Competition
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Efficiency is becoming a weapon for the ambitious. When a top-tier worker can do most of a colleague's job in a fraction of the time, they are essentially automating away their own competition.
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Jensen’s Physics-Breaking Promises: A Critical Interview Analysis
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The Dwarkesh interview with Jensen is a testament to Dwarkesh's journalistic skill and dedication, while Jensen comes across as a coked up hustler who is promising to break the laws of physics and willing to sell his grandmother to China if it helps Nvidia's bottom line
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Brazil’s AI Development Costs Begin Favoring Human Developers Over AI
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The math on Brazil is starting to favor humans. A senior dev in São Paulo costs ~$60k–$70k annually, while high-volume enterprise API usage and custom model maintenance can easily push past $100k.
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AI Creates Professional Arms Race Requiring Constant Effort
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AI has turned the professional world into a high-speed arms race. Since everyone has access to the same leverage, you have to work twice as hard just to maintain your edge. The finish line keeps moving further away.
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Self-Driving Market Smaller Than Expected Outside Tech Hubs
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Interesting framing. Unfortunately the last few years have driven (ha!) home the point that market for self driving vehicles is *extremely* small, especially outside of a few big tech bubbles. IMHO, if that is really what they are focusing on, then *personal* transportation is
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Plain Chips Resurgence: Texas Instruments Reports Valuation Surge
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The resurgence in “plain-old” chips is something I’ve been writing about for over a year now. It has come to pass, best exemplified by Texas Instruments’s Wednesday evening report. But the stocks anticipated this turn-around, and many see shares as fully valued even if AI data
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Software CEOs Still Struggle to Monetize AI Despite Hype
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Every quarter, software CEOs tantalize with the prospects of AI-linked revenue. Three and a half years after ChatGPT burst on the scene, it’s still hard for the Street to see any material payoff from AI for most software vendors. I somehow suspect this quarter won’t be different.
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Huawei Ascend chips independence could reshape China AI landscape
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My honest opinion: everything hinges on whether Huawei can truly train DeepSeek v4 entirely on the Ascend chips and run the inference process. If they are efficient enough, and China manages to scale this and thus become truly independent of NVIDIA and CUDA, then China's AI