OpenAI kills a lot of its products Sora lasted 6 months, Agent Builder 8 months, Group Chat 8 months, Atlas 9 months… Most of the time (Sora excepted?) their own product became obsolete within months, in case you think they are immune to misjudging the exponential themselves
MARKET TRENDS
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Reddit Links Falling Search Referrals to Google AI Mode
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Reddit's CEO on last night's earnings call: “Googles AI Mode does not drive traffic. Not for us, and not to anybody.” Search referrals fell by over 1m a week in October, and Reddit is moving everyone to logged-in, partly to keep scrapers out of its 27B-post corpus. Google still
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AI Stock Selloff Raises Broader Financial Crisis Concerns
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🚨🇺🇸 THE AI SELLOFF COULD BE THE BEGINNING OF A MUCH BIGGER FINANCIAL CRISIS
— Mario Nawfal (@MarioNawfal) 30 octobre 2026
I spoke with financial analyst David Lin as some of the biggest names in technology were getting absolutely hammered.
Alphabet lost roughly $500 billion in market value in a single session. Intel… pic.twitter.com/JQoA66XWsa🚨🇺🇸 THE AI SELLOFF COULD BE THE BEGINNING OF A MUCH BIGGER FINANCIAL CRISIS I spoke with financial analyst David Lin as some of the biggest names in technology were getting absolutely hammered. Alphabet lost roughly $500 billion in market value in a single session. Intel
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Legacy Platforms May Need to Embrace AI Agent Traffic
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The dominoes are starting to fall on legacy platforms embracing agent traffic…
— Olivia Moore (@omooretweets) 30 octobre 2026
With the exception of Amazon and their massive physical logistics as a moat, I think ultimately every platform is going to have to move this direction https://t.co/TLUaRKbNe4The dominoes are starting to fall on legacy platforms embracing agent traffic… With the exception of Amazon and their massive physical logistics as a moat, I think ultimately every platform is going to have to move this direction
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AI Market Selloff Raises Concerns About Debt Exposure
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🚨 The AI BUBBLE is starting to look like a MUCH bigger problem than overpriced tech stocks More than $2 TRILLION was on track to be wiped off the Nasdaq 100 in October, and now Wall Street is getting nervous about something far more dangerous: DEBT. Blackstone expects
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AI Investment Bubble Concerns Extend Beyond Technology Stock Valuations
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🇺🇸 The AI bubble may be bursting, and the damage could go far beyond tech stocks.
— Mario Nawfal (@MarioNawfal) 30 octobre 2026
I spoke with economist Philip Pilkington as another brutal selloff hit the technology sector.
Intel plunged, Alphabet and Amazon have suffered major declines, and Philip says the warning signs… pic.twitter.com/VnFPPJGMmM🇺🇸 The AI bubble may be bursting, and the damage could go far beyond tech stocks. I spoke with economist Philip Pilkington as another brutal selloff hit the technology sector. Intel plunged, Alphabet and Amazon have suffered major declines, and Philip says the warning signs
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Autonomous Agent Workloads Could Expand Token Demand Beyond Human Usage
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High agency people will figure out a way to put infinite intelligence via tokens and agents to work. And the agents will do so autonomously too. agent use of tokens is already 7x more than humans, tho both are rising on an exponential. They are already working on solving the
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Reddit Earnings Highlight Search Disruption From AI
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Yesterday's earnings call with Reddit's CEO will be referenced for years to come. Reddit, $RDDT
, is now down -42% in 8 trading days. AI has disrupted search, and the internet more broadly, forever. Our thoughts on this are included below. -
Commentary Questions Canadian Users’ Demand for Cohere Over AI Alternatives
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The number of Canadians who will choose @cohere over OpenAI, Anthropic or an open weight model is zero.
— JOEY (@JoeyTweeets) 30 octobre 2026
Not a single Canadian will use this product or this company of their own volition. https://t.co/bXILFmumejThe number of Canadians who will choose @cohere over OpenAI, Anthropic or an open weight model is zero. Not a single Canadian will use this product or this company of their own volition.
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Reddit Earnings Discussion Describes AI Search Reducing Outbound Traffic
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Reddit call was absolutely fascinating. Everyone should listen to it as a bellwether for where the internet is going
– AI Mode is increasingly default Google experience
– AI Mode provides rich info and data in line, less incentive to leave search
– AI Mose incentivizes dialog,