I agree with you. But AI also is changing the game for social media. And there is a lot more competition for Snap than there once was (TikTok and Instagram, amongst others).
ECONOMY
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Opus 4.7 tokenizer increases quota consumption concerns
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Eyes wide open with what they warn about here, because Opus 4.7 comes with a new tokenizer that uses up more tokens, and on top of that, at the higher reasoning levels it can end up using even more. Just looking at it burns through your quota.
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Monetizing AI Capabilities When Competition Intensifies
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If you can’t beat them, monetize what you got.
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Fund Portfolio Revenue Growth Visibility Tool Launch
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i can't believe i didn't have this before, but i can now see (and show) revenue growth across each fund's portfolio
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Trading Old Shoes for GPUs: GPU Economics and AI Hardware Value
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so where can i trade in my old shoes for gpus?
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America Awakens to AI’s Dangerous Power and Implications
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"The Mythos Moment" https://
economist.com/leaders/2026/0
4/16/america-wakes-up-to-ais-dangerous-power
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Remote Work as Defense Against Corporate Disposability Culture
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This is one of the top reasons why I am so militant about remote work. I've realized that it's insane to constantly uproot and risk my family's well being for the sake of companies that treat you like a disposable paper towel.
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Current AI capabilities will disrupt business government education society
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Yup. Whether the industry ever agrees on a definition of AGI—or if we’ve reached it—is largely irrelevant. The current and near-term AI capabilities are enough to completely disrupt business, government, education, and society.
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Exponential AI Growth Breaks Traditional Valuation Models
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$30B ARR in four months from $9B is the kind of number that breaks most valuation frameworks. The analysts trying to price this are using models built for companies that grow 30% a year. None of those models were designed for what's happening here.
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Compute constraints drive vendor switching in AI market
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The compute constraint is actually the most credible part of this. Friction with a current vendor is what makes teams open the door to alternatives. That's a real vulnerability and it has nothing to do with benchmarks.