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The amount of money that Larry Page and Sergey Brin made just today on the google earnings beat would have put them 4th and 6th on the 2000 Forbes Billionaires List, respectively, in a little Warren Buffett Sandwich. Zuck lost a 2000 9th place amount today.
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Ouch! Current AI assistants often corrupt documents. Sounds like an intern you can’t trust — once again. A trillion dollar investment in scaling hasn’t solved this.
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Oracle has dropped 50% since I declared that the OpenAI deal they made was “peak bubble”. And, as @edzitron lays out below, they may fall a lot further yet. At which point the entire house of cards could collapse.
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Anthropic vaulation $61.5b -> $900b (15x) in ~12 Months. Read that again. Twelve months ago, Anthropic was valued at $61.5 billion, and now investors are lining up to hand the company $50 billion in fresh capital at a valuation approaching $900 billion, a nearly 15x jump in a
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DO YOU EVEN REALIZE WHAT'S HAPPENING?@Stripe just gave AI agents a wallet.
— Charly Wargnier (@DataChaz) 30 avril 2026
Soon, bots will be spending billions on behalf of humans and companies.
The "Service as a Software" (SaaS v2) market is at $0 today.
We must build platforms designed for agents to buy from, not… https://t.co/n53Kt5qrbj
DO YOU EVEN REALIZE WHAT'S HAPPENING? @Stripe just gave AI agents a wallet. Soon, bots will be spending billions on behalf of humans and companies. The "Service as a Software" (SaaS v2) market is at $0 today. We must build platforms designed for agents to buy from, not
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Cloud revenue explodes, stocks still tumble: Meta, Amazon, Alphabet and Microsoft earnings: All four tech giants reported Q1 2026 earnings on the same day, and every single one beat Wall Street expectations. Alphabet led the pack with $109.9 billion in revenue, up 22% year over
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Yes, agree but earning bet today shows we have wayyy more demand than supply.
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Samsung and SK Hynix supply ~80% of the world’s High Bandwidth Memory – essential for AI. Another small democracy that knows all too well what communism means, and understands deeply, the CCP. America’s pivot to the Pacific was coming, but now that it is here: it has everything
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What we saw in today’s mega-cap earnings reports is the exact manifestation of my Industrial Intelligence thesis: the transition of intelligence from a scarce human trait to industrial-grade utility through foundational infrastructure.
— Nina Schick (@NinaDSchick) 30 avril 2026
Can you take the "AI bubble" argument… https://t.co/tDfqnWzoqB pic.twitter.com/9PejGexAhc
What we saw in today’s mega-cap earnings reports is the exact manifestation of my Industrial Intelligence thesis: the transition of intelligence from a scarce human trait to industrial-grade utility through foundational infrastructure. Can you take the "AI bubble" argument