AI investment is shifting from GenAI hype to foundational, scalable innovation! #AI #ArtificialIntelligence #GenAI #GenerativeAI #LLMs #AIinvestment #investment #innovation @AlbertoEMachado @Eli_Krumova @postoff25 @Khulood_Almani @anand_narang @NutritiousMind @baski_LA
MARKET TRENDS
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AI Creates More Jobs Than It Eliminates Starting 2028-2029
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There will be no “jobs apocalypse” due to AI — but there will be job chaos. @Gartner_inc 2025 AI Job Impacts Analysis found that starting in 2028-2029, AI will create more jobs than it eliminates. Yet, each year, over 32 million jobs will be significantly transformed. #AI
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Investing in Agent-First Companies and Claude’s Build vs Buy Behavior
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im actively trying to invest in companies that agents would be the main users of one interesting thing i saw in a report somewhere was does claude code buy or build – and it built tools in the majority of cases. so this could go against my thesis too in some respects
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Is Hermes Faster in Practice or Just Benchmarks?
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Hermes actually faster in practice or just on benchmarks though?
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Radiologists Thriving Despite AI Volume Increase and Timeline Challenges
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Radiologists are not only fine but doing more volume than ever haha, timelines are the hardest part of AI predictions
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VITURE Announces Advanced AR Glasses Without Camera
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Having coffee with @getVITURE CMO and getting a look at their new glasses that will be announced Monday. Way way way better! Huge screen inside. And no camera for filming. Just to “lock” virtual screens and things to real world. This Silicon Valley company is the top USA
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Post covers TIME and AI tensions
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Classic study gave 146 economist teams the same dataset & got wildly different answers New paper reruns it with agentic AI. Claude Code & Codex land near the human median, but with far tighter dispersion & no extremes. Suggests that AI is now useful for doing scalable research.
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AI-First Workforce: Massive Staff Restructuring Ahead
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"In the next 12-24 months, we're going to see massive shedding of staff, and then a massive rehiring. You might see a company shed 30,000 and hire 8,000. But the 8,000 people they're gonna hire are going to all be AI-first." https://t.co/qt8LRsWu6Y pic.twitter.com/ACGH5xexq0
— Lenny Rachitsky (@lennysan) 20 avril 2026"In the next 12-24 months, we're going to see massive shedding of staff, and then a massive rehiring. You might see a company shed 30,000 and hire 8,000. But the 8,000 people they're gonna hire are going to all be AI-first."
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Apple needs Chief AI Officer to match chip team success
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My AI is opinionated about Apple today: https://
alignednews.com/ai Says: “The chip team is in great hands.
The AI team is not.
Ternus needs to hire a Chief AI Officer immediately. Not a VP. A peer. Someone who can own the AI future the way Srouji owns the chip future.
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Users Growth: People and Agents Ratio Impact on Revenue
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users (people + agents, i think the agent to people ratio will be what goes bananas) which could obv knock on to rev+usage