Great map of the new adtech landscape for the AI era.
INVESTMENT
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Is Google Forever? Market Sentiment Shifts Signal Change
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Plenty more in the full story, but the big question more are starting to ponder even before shifts in sentiment lead to shifts in ad spend: What if Google isn’t forever?
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AI System Escape: Market Crisis, Investigations, and Physical Incidents
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It assumes (though I think it is successfully anticipating me here) billions of dollars of shed market cap, a WSJ article, multiple investigations, and (in least likely bit?) several minor injuries sustained during recapture.
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Offgrid energy Africa bitcoin mining frontier market opportunity
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Building offgrid energy in Africa isn't charity. Paired with bitcoin mining it's one of the best risk-adjusted opportunities in frontier markets today.
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Competitive Strategy: Maintaining AI Advantage Over Three Years
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The game, when you’re three years ahead of a hypothetical competitor who has a budget of a few billion dollars and a mandate from the CEO, is figuring out what you need to do such that, three years from now, you will be six years ahead. https://t.co/dBq7KD9zCc
— Patrick McKenzie (@patio11) 5 mai 2025The game, when you’re three years ahead of a hypothetical competitor who has a budget of a few billion dollars and a mandate from the CEO, is figuring out what you need to do such that, three years from now, you will be six years ahead.
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ChatGPT Surpasses X in Website Visits During April
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OpenAI's ChatGPT just surpassed Elon Musk's X in terms of website visits in April
— Rowan Cheung (@rowancheung) 5 mai 2025
SimilarWeb data shows ChatGPT had 4.786B visits over the last 28 days of April, while X had 4.028B visitspic.twitter.com/CJs7W9UiTlOpenAI's ChatGPT just surpassed Elon Musk's X in terms of website visits in April SimilarWeb data shows ChatGPT had 4.786B visits over the last 28 days of April, while X had 4.028B visits
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OpenPhil contest prize awarded to AI risk skeptic with longer timeline
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Eg: OpenPhil ran a "change our views" contest with money, which I didn't bother trying to submit to because I correctly predicted that they'd give the prize money to a "we need two Stalins" critic — in this case, somebody who argued for less AI risk and longer timelines.
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Building MCP Servers for Stock Market Data with LangChain
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MCP Server Tutorial Learn to build MCP servers that process stock market data using FastMcp and LangChain. This comprehensive guide demonstrates how to create ReAct agents with LangGraph for standardized data access. Check out the tutorial: https://
youtube.com/watch?v=3K39NJ
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Crypto Investment Strategy: Buy Low, Sell High
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Every coin has its up and down. Be the lucky one, buy when it’s down, sell when it’s up.
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Warren Buffett’s Circle of Competence Applied to AI Fund
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In addition to being a great investor, @WarrenBuffett has also been a great teacher, and I'm grateful to have learned a lot from him. For example, one concept I refer to frequently at @AI_Fund is the Circle of Competence, meaning we figure out what we're good at and what we're