Sheer insanity. Amazon, Google, Microsoft, and Meta collectively are spending more money than the Manhattan Project *every single month*. More than 12x the Manhattan Project every year. And what they have got to show for it? None are making major profits on AI; none has a
MARKET TRENDS
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Google proves AI monetization thesis with record earnings growth
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Google just quietly proved the AI monetization thesis. Quite interesting earnings! Cloud revenue up 63% to over $ 20b gen AI product revenue growing nearly 800% year-over-year. The backlog nearly doubled to $460 billion in a single quarter. The number of $100M–$1B deals doubled.
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Apple vs Google: Hardware Comparison and Market Outlook
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For now. Apple is the best. But too heavy and too expensive. I'd hang onto your money. Later this year Google has amazing devices coming.
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Musk OpenAI Lawsuit Generates Intense Media Coverage
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I was about to say “my phone is ringing off the hook with media calls about the Musk-OpenAI lawsuit” — and then realized a lot of people here might not know how hooks and phones relate 🤣 pic.twitter.com/HJGThLRysm
— Gary Marcus (@GaryMarcus) 29 avril 2026I was about to say “my phone is ringing off the hook with media calls about the Musk-OpenAI lawsuit” — and then realized a lot of people here might not know how hooks and phones relate
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Open Source AI Will Win Against Popular Narrative
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Contrary to the recent popular narrative, Opensource AI will win
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Cloud and AI convergence gaining momentum in 2026
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This seems good. Maybe there's something to this cloud + AI thing.
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Apple’s WWDC June Event Expected to Drive Market Adoption
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Oh, I have a feeling that everyone will buy Apple's when they come. WWDC in June will set the tone for all that.
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CMO Thomas Been Recognized in B2B Marketing 100 List
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Congrats to our CMO Thomas Been on inclusion in the B2B CMO 100 List! With 20+ years across technical, sales, and global roles, he brings a rare perspective to enterprise AI marketing, and a relentless focus on our customers driving real impact with AI. https://
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AI-Native Founders Rise: Insights from Replit Leaders
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— Replit ⠕ (@Replit) 29 avril 2026
At @Replit they’re empowering a new wave of million-dollar founders. Cofounders @amasad and @HayaOdeh joined us at @southpkcommons to discuss: – The rise of AI-native founders – New AI models and their capabilities – And why most founders quit too early Full Minus One
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AR Glasses Review: Vision Pro, Viture, and Emerging Competitors
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I gotta do a new review of glasses. My favorites at the moment: Heavyweights: Apple Vision Pro
Middleweights: Viture
Lightweights: Mentra Glass or Even Realities The Viture is a great set to sit down and compute virtually. Like when you are stuck in an airplane, or want to sit