https://t.co/JMj0weGi1P pic.twitter.com/A5zgN6W6yh
— Bojan Tunguz (@tunguz) 14 avril 2026
it's rare, but LinkedIn delivers alpha every now and then
INVESTMENT
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LinkedIn Occasionally Delivers Valuable Investment Insights
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Unlimited AI Usage Economics: Perplexity’s Costly Mistake
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Every AI product built on unlimited usage is running the same math right now. Perplexity just handled the correction as badly as possible while others are watching how this plays out.
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China’s State Grants Strategy: Competition to Industrial Consolidation
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Great article. Shows how state grants in China are not “additional boost” but intentional hunger games. Incentivize 500 companies to start. Put money in supply chain to force competition. Dog eat dog until its 1-4 mega corps. Meanwhile you get whole industrial infrastructure
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Indian AI Startups Scale Globally Through STATION F Partnership
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India’s AI startups aren’t just building; —they’re scaling beyond borders. Through the collaboration of IndiaAI Mission with STATION F, the world’s largest startup campus and @HECParis , one of Europe’s premier business schools, this program equips 10 selected Indian AI startups
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Marketplace Validation: The Ultimate Business Success Metric
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Marketplace is the best validation.
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Datacenters on Indian Reservations: Tech and Tribal Economic Development
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I have an idea: we build datacenter on Indian reservations. It's a win-win. Tech companies don't have to deal with increasingly polarized anti-tech politics. Native tribes get a way better financing option than casinos. What's there not to like.
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Foundation model companies facing challenges and negative indicators
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Not a good sign for the foundation model companies…
→ View original post on X — @scobleizer, 2026-04-13 22:00 UTC
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QA Investment Strategy Shows Promise Despite Current Challenges
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It’s been a real struggle, we do invest lots in better QA so there’s a good path forward. Just takes time.
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AI Index 2026 Released: Data on AI Authors and Inventors
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See data on the net flow of AI authors and inventors and thousands of other insights in the #AIIndex2026, released today.
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ServiceNow AI Strategy: Enterprise Adoption and Monetization
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How ServiceNow gets customers to gorge at the AI trough https://
go.theregister.com/feed/www.there
gister.com/2026/04/13/servicenow_ai_everywhere/?utm_source=dlvr.it&utm_medium=twitter
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