MARKET TRENDS - AI Dynamics

I don't think it's five years; I think the change is hitting next year. There is a ton of world model work coming. New HoloDeck glasses are coming, and next year is going to be huge for this industry.

→ View original post on X — @scobleizer

10 April 2026

Funding Tech Acquisitions: Why Rich Investors Think Like Businesses

By

@scobleizer

–

10 April 2026 8h00

Ha! I asked her dad for a billion dollars or so several times and he turned me down. Of course, I was going to buy all of Web 2.0 with it, but, you know. Even rich people need to drive their businesses like a real business; it's not a charity. If she feels that it's only worth

→ View original post on X — @scobleizer

10 April 2026

SpaceX Investments: How Future Profits Drive Valuations

By

@scobleizer

–

10 April 2026 7h41

Instagram was purchased for $1,000,000,000 on a day when it didn't have a single dollar in sales and had a lot of debt. So, this is not unusual. Investors are betting on future profits, and there's a lot of them in SpaceX. The investments being made don't bother me at all.

→ View original post on X — @scobleizer

10 April 2026

Cheap models replicate Claude; Glasswing involvement justified strategically

By

@pmddomingos

–

10 April 2026 7h38

Cheap models can do what Claude did, and the simplest risk/hype calculation shows it’s better to be involved in Glasswing than not. If you don’t see that, the problem is yours.

→ View original post on X — @pmddomingos

10 April 2026

Hidden Value Locked in X Platform Revealed

By

@scobleizer

–

10 April 2026 7h33

So true. People have no idea the value locked up in X.

→ View original post on X — @scobleizer

10 April 2026

Inflation Crisis: Asset Investment Strategy for Economic Collapse

By

@akshat_world

–

10 April 2026 7h29

Here is what is likely to happen if the world implodes:- (1) We will witness extremely high inflation (what costs 100Rs today, will start costing 150Rs tomorrow) Such things have happened in Venezuela, Sri Lanka etc. Cash is the worst asset to hold. Investing in assets now;

→ View original post on X — @akshat_world

10 April 2026

Media Company Burning Cash Before Achieving ROI Success

By

@scobleizer

–

10 April 2026 7h22

We're burning $100 bills left and right. Haven't had the ROI show up yet, but that will come. You know, every media property I've ever been a part of lost money until it started making money.

→ View original post on X — @scobleizer

10 April 2026