If you double a penny 31 times you end up with about $11 million dollars. No doubles = one penny
1 doubles = two pennies
2 doubles = four pennies
3 doubles = eight pennies
4 doubles = 16 pennies
5 doubles = 32 pennies Which is where we are right now. Guess what comes next? 64
MARKET TRENDS
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Exponential AI Growth: Doubling Every 31 Steps
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Optimus, Robotaxis, Autonomous Trucks: 2036 Vision
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We have seven quarters of pain ahead. Good thing I am invested for another decade. By 2036 will there be more or fewer Optimus robots in the world? Will there be more or fewer Robotaxis in the world? Will there be more or fewer electric autonomous semi trucks in the world?
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UK’s LLM Gap Threatens AI Competitiveness Against France Canada
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It is ghastly how the UK has failed at having its own LLM companies. By doing so it has become irrelevant in the AI race. How do we fix this? @nickclegg @UKParliament France has @MistralAI
. Canada has @cohere
. Every other LLM AI company is / -
Codex AI disrupts five million dollar consulting business model
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Holy shit. Codex just killed the $5,000,000 consulting retainer.
— CHOI (@arrakis_ai) 25 avril 2026
I just tested Codex by asking it to run the exact same analysis provided by a premium, female-exclusive consulting firm making 5M$ a year in South Korea.
What it produced blew my mind.
In one single shot, Codex… pic.twitter.com/VwFL8baWgKHoly shit. Codex just killed the $5,000,000 consulting retainer. I just tested Codex by asking it to run the exact same analysis provided by a premium, female-exclusive consulting firm making 5M$ a year in South Korea. What it produced blew my mind. In one single shot, Codex
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Tesla Robot Outperforms Rivian in Early Deployment
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Yes, let's. Tesla runs better on my eight year old robot than Rivian will on its robot people can't get until next year.
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AI-Powered Feature Development Speed and Market Competition
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It's fast. And gives a good start to quickly add features. AI should allow them to ship a new feature every day. If so motivated. I guess we'll find out soon. If we get a flood of features, then we win. If we don't, you do, but the rest of us lose. They should look at a new
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FSD 14.3.2 Autonomous Driving Technology Reaches Europe
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I'm probably going in September. Europe doesn't have FSD yet. Which leg are you pulling now? Have you been in FSD 14.3.2 yet? No you haven't. It's stunning.
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Kraft Executives Discuss Google Advertising Measurement Effectiveness
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At Google's first advertiser's conference I was a speaker. The only one from Microsoft invited. There I was sitting with the Kraft food execs. I asked them. "Why do you spend so much money on Google advertising?" "Because it works." "How do you know it works?" "We measure
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Huawei narrows ASML lithography advantage with improved machine development
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Yes and no. ASML has an advantage, but as yesterday's release showed, less than one might think. Huawei is now also managing to develop good lithography machines, admittedly not as good as ASML, but far better than expected.