smesser

3 ms·

1.
by smesser 1mo ago
Every prior tech bubble was funded by venture capital alone, and broke when VC ran out. This one isn't. Big Tech alone is spending $725B on AI in 2026, more than four times what all of venture capital deploys in a year. That single fac
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by smesser 1mo ago
One Person Plus a Hundred AI Agents Beats a Hundred People Plus None. That Is How Ukraine Took the Eastern Front. It Is How Wiz Reached $32 Billion in Five Years. Here Is the Playbook. And the One-Question Test That Reveals Whether Your CEO
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by smesser 2mo ago
Andreessen's fund raised $15B in January — 18% of all US venture dollars that year. BlackRock manages 767 times more. Blackstone, 1,000 times more. Every sector these giants touch is now a tech sector. This is what happens when a small
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by smesser 2mo ago
The debate over the AI data center buildout has been about whether OpenAI, Anthropic, and Oracle can generate enough revenue to justify what they are building. That is the wrong question. The right one is what a stockpile of general-purpose
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by smesser 3mo ago
Americans spend $11,577 a year on a vehicle that sits parked 95% of the time. Self-driving services are now operating in a dozen US cities, with more arriving monthly. The car is about to become what the landline became after the mobile pho
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by smesser 3mo ago
For thirty years, we built instruments to study sellers. The buyers were always the ones who decided. This final piece is about what changes when you flip the instrument — and what becomes possible when you know more about how a buyer buys
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by smesser 4mo ago
The AI-will-take-your-job argument skips straight to UBI without asking the most important question: if they're right about displacement, what happens to the cost of everything? That answer changes the entire debate — and almost nobody
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by smesser 4mo ago
Its a good point but one i deal with in a follow up article. The key here is to start the conversation not hit every point ;-)
9.
We're complaining about the wrong thing(reloadnyc.com)
2 points by smesser 4mo ago|3 comments
10.
The Next Computer Is Alive(reloadnyc.com)
3 points by smesser 4mo ago|1 comments
11.
The Race Is on (AI)(reloadnyc.com)
3 points by smesser 4mo ago|1 comments
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The Intelligence Stack(reloadnyc.com)
1 points by smesser 5mo ago|0 comments