How #AI Helps the Best and Hurts the Rest
by Nicholas Otis Rowan Clarke @mitsmr Learn more: https://
bit.ly/4cLPtmC #ArtificialIntelligence #MachineLearning #ML
MARKET TRENDS
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How AI Helps the Best and Hurts the Rest
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Industrial Intelligence: AI Transitions from Scarcity to Utility
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What we saw in today’s mega-cap earnings reports is the exact manifestation of my Industrial Intelligence thesis: the transition of intelligence from a scarce human trait to industrial-grade utility through foundational infrastructure.
— Nina Schick (@NinaDSchick) 30 avril 2026
Can you take the "AI bubble" argument… https://t.co/tDfqnWzoqB pic.twitter.com/9PejGexAhcWhat we saw in today’s mega-cap earnings reports is the exact manifestation of my Industrial Intelligence thesis: the transition of intelligence from a scarce human trait to industrial-grade utility through foundational infrastructure. Can you take the "AI bubble" argument
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Oracle as Bellwether for the AI Bubble Bursting
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“If you want to know whether the AI bubble is bursting, there’s only one publicly traded company that will tell you: Oracle…” “Oracle has the lowest credit rating. It also has the greatest debt load, even before the infrastructure buildout came into play…” “OpenAI… is by
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AI Agent Cuts Corporate Proposal Creation From Weeks to Hours
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Today's Nikkei newspaper also features this initiative. We expect to shorten the proposal document creation process for large corporations, which previously took 1-2 weeks, to just tens of minutes to a few hours. Our company's AI agent will autonomously investigate and analyze
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CNET Reviews Vitures as Superior Product Choice
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CNET just reviewed both and says the Vitures are better, and I agree. It is just a really beautiful product.
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Tech Leader’s Failed Strategy: Control Over Innovation
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He didn't get retail stores, mobile phones, or tablets, for that matter. He tried to force his way down everybody's throat, and we didn't like it. So, now we're in a different world. He could have owned the whole thing. Instead, he didn't get it, which I guess is a good thing.
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Market Dips Present AI Investment Buying Opportunities
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Every dip at this point is what we call a buying opportunity.
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The Scarcity of Investment Genius in Modern Markets
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And how many Warren Buffetts are there? Not many.
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Web 2.0 Origins: Tim O’Reilly and Early Google Advertising
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Even Bill Gates didn't. I sat next to Tim O'Reilly at the first Google Advertisers Conference, and he showed me all of Web 2.0. He had just written the Web 2.0 memo that kicked off the movement. I went home to Microsoft, where I was working at the time, and wrote Bill Gates and