The $575 Billion Question Is Whether Anyone Can Afford to Keep Fighting.
Mollick called it. Karpathy scored it. The question now is whether you cut or expand.
Sivulka, Karpathy, Bret Taylor — everyone covered the same three posts. We connected them to something else entirely.
Karpathy rewrote the playbook. Here's who profits when agents get wallets and never sleep.
The correction loop is the most valuable thing in AI right now. Nobody is capturing it.
The trades are running the AI experiment nobody's writing about.
NVIDIA's checkbook is closed. Harvey beats GPT-5.4 at law. Harvard's AI beats frontier models on medicine.
Apple's M5 chip eliminates per-token AI costs. A secret $300M order bets on diamond-cooled GPUs and contrarian views on Jack's moves.
300 engineers revolted. The Pentagon got its AI anyway. And the gap between knowledge and expertise became the most dangerous product in tech.
IBM lost $31B in a day because an AI read old code. The depreciation clock is ticking on your hardware, your software, and your moat.
