My biggest takeaways from @benedictevans
: 1. We’re in 1997 for AI—it’s as big a deal as the internet or mobile, and only as big a deal as the internet or mobile. We’re at the stage where most stuff kind of doesn’t work yet, most of what people will build hasn’t been built, and
MARKET TRENDS
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AI in 1997: As Big as Internet or Mobile, Still Early
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Runway announces London as European HQ and $100M AI investment
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Today we're announcing London as Runway's new European headquarters and our newest research hub focused on general world models. Over the next 18 months, we plan to invest $100M into the UK AI ecosystem, and that figure will more than double through 2028 as we scale our European
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Today’s AI highlights: data exchange, roundtable, video workstation, science AI
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Top stories in AI today: – Startup cleans apartments in exchange for AI data
– The Rundown Roundtable: Our AI use cases
– Build a video workstation with Higgsfield and Claude
– Ex-DeepMind group tackles self-improving science AI
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Uber exhausts 2026 AI budget in four months after Claude Code rollout
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Uber burned through its entire 2026 AI budget by mid-April. Four months. Gone. In December, Uber rolled out Claude Code to roughly 5,000 engineers. Internal adoption took off so fast that the company set up a leaderboard ranking teams by total AI tool usage. Per-engineer API
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GPU Crisis: Jensen Huang Responds to Global Concern
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Entire world: THE GPU SHORTAGE IS BECOMING A GLOBAL CRISIS.
— Charly Wargnier (@DataChaz) 1 juin 2026
Jensen Huang:pic.twitter.com/4gOnSXNsj0Entire world: THE GPU SHORTAGE IS BECOMING A GLOBAL CRISIS. Jensen Huang:
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AI as a tool separates winners from losers
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AI is a tool. The companies winning are the ones treating it like one. The ones losing are treating it like the strategy.
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Benchmarks are boring; enterprises need shipping LLM capabilities now.
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Wall Street is watching frontier model benchmark porn while enterprises quietly die waiting for capabilities that actually ship. MMLU and HLE were very useful for about a nano-second. But now they are just boring. We don’t need to know how well an LLM can do on a test. We need
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Vibe shift: Soumith’s dream of personal AI realized by PewDiePie
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just a small zoom out on the vibe shift: in Feb 2025 @soumithchintala was talking about his dream of personal, local, private agents, most people didn't believe him. it's June 2026 and @pewdiepie has just released his vibecoded @opencode wrapper that is a complete personal AI
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Generational upgrade of evals/analytics into continual learning platforms
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every evals/analytics startup is going through a onetime generational upgrade into a continual learning platform in 2026 many will fail but as always the tasteful ones win
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Rational conversation on AI future with Benedict Evans
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A rational conversation on where AI is actually going with @benedictevans For 20+ years, Benedict has been one of the clearest, most reliable thinkers on where technology is heading, and how it'll impact our lives. He was @a16z
's resident "thinker" for 5+ years, and has spent