Meanwhile, as OpenAI and Anthropic lose more and more money . . .
INVESTMENT
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AI Market Bubble Deflation: Stock Prices Fall Sharply
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Nvidia hasn’t budged in six months.
Coreweave is down 21%
Oracle is down 50%
Microsoft is down 25% Like it or not, the bubble has already started to deflate. -
Advice to VCs: Avoid Technology Dependency in Robotics
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Advice to VCs investing in robotics: when the underlying technology landscape is still changing SO incredibly quickly, avoid making bets that make you path dependent on a specific technology approach. (e.g. Vision Language Action Models vs. @GeneralistAI's System1/System 2 approach). We're still so early and have only seen ~0.1% of the ideas and innovation in this space. Invest in infrastructure & picks and shovels. [Translated from EN to English]
→ View original post on X — @ken_goldberg, 2026-04-13 18:39 UTC
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Anthropic Mythos Sets New AI Competition Bar for OpenAI
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Now that @AnthropicAI has introduced Mythos, the bar is set for @OpenAI and “Spud.” In today's @BigTechnology newsletter, @Kantrowitz look at what comes next. We also ask series of questions — like whether “too dangerous” is a new trend that's part warning & part marketing.
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Where Are All The Predicted Tesla Killers Today?
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What happened to all the Tesla killers that legacy press and hedge fund short sellers predicted were coming?
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Weekly Podcast: TL20 Stocks Surge 12% on Massive Gains
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Each week I do a podcast to put together various things in a way that makes sense to me, and, I hope, to investors. One of the functions of the podcast is to reflect on what is and is not working. The TL20 group of stocks soared 12% this past week thanks to enormous gains from
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Portfolio Monitoring Solution Built on Existing Data Sources
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yessssss look at this beautiful portfolio monitoring solution that just sits on top of existing data (CRM, notes, email, calendar) – normalizes revenue to annualized rate
– tracks time since each data point received
– auto-recalculates runway remaining
– updates automatically -
AI Layoff Trap: Economic Collapse Risk and CEO Dilemma
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The "AI Layoff Trap" has been mathematically proven by UPenn & BU researchers. They warn that replacing workers with AI will trigger an economic collapse, and CEOs are stuck in a Prisoner’s Dilemma. 100K+ tech layoffs in 2025. 52,000 more in early 2026. IBM & Salesforce are
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Free-energy control in protocol-mediated intelligence markets
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"Free-energy control in protocol-mediated intelligence markets" A multiscale statistical-mechanical formalization of AGIJobManager Vincent Boucher, President, http://
Montreal.AI and http://
Quebec.AI : https://
github.com/MontrealAI/AGI
JobManagerPrime/blob/main/docs/Protocol_mediated_intelligence_markets_Elite_final.pdf
… #AGIJobs