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.
INVESTMENT
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Waymo Tesla Price War in Autonomous Vehicle Market Predicted
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In about three years Waymo and Tesla will have a price war. Autonomous vehicles cost about $4 an hour to operate. Add a human and the cost goes up to $22 (or more). The higher price is just to recoup the R&D costs and because of novelty. The novelty will last about three
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Centralized Data Critical for FSD Robotaxi Networks
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For FSD to really get to the promised land the data needs to be centralized. I believe in 15 years literally every vehicle will be able to be put into a Robotaxi network, either Waymo, Zoox, Tesla, and maybe Uber if it survives. All of which need central data to optimize
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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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Anthropic’s Claude Mythos Enhances Cybersecurity for Tech Giants
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AI just quietly took a MASSIVE step into cybersecurity. Anthropic’s new Project Glasswing uses its Claude Mythos Preview “superhacker” model to help big tech and critical infrastructure hunt bugs before attackers do – backed by $100M in AI credits and 40+ security partners.
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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.