Bloomberg: “The bigger culprit for the woes of recent grads is an imbalance in supply and demand that’s been quietly building for years: From 2004 to 2024, college completions in the US rose by 54%, according to Lightcast, a labor market analytics company, whereas entry-level jobs suitable for those graduates grew by just 42%. To make matters worse, what students are studying is out of sync with where the economy is creating jobs. The result: In 22 of 35 fields of study, the ratio of entry-level jobs per graduate declined over the past two decades, according to a Bloomberg analysis of Lightcast data. “We’ve never seen so many changes all at the same time and at this speed,” says Elena Magrini, the head of global research at Lightcast. “This is the first time where the education pathway to jobs is kind of broken.””
Decrypt: “Japan isn’t interested in building the next ChatGPT. [Recently], SoftBank, NEC, Honda, and Sony Group jointly formed a new company with one goal: build a trillion-parameter AI model that runs machines, not conversations. The move is a direct bet on what the community refers to as “Physical AI”: the idea that the next frontier isn’t language models that write your emails, but AI systems that control a robot arm, drive a car, or run a factory floor. Japan, with its deep industrial base and decades of robotics heritage, thinks it has a natural edge that Silicon Valley and Beijing can’t easily replicate.”
FT (in the context of Anthropic’s Mythos]: “AI is like the atomic bomb — once you invent the means to build one, you live in a different world.”
Mint: “Consumer brands are reworking their e-commerce marketing strategies as digital advertising becomes more expensive with diminishing incremental reach, prompting a shift away from scale-at-all-costs growth. Instead of relying heavily on marketplace (Amazon, Flipkart, etc.) ads and aggressive discounting, small brands across categories such as food and personal care are now dispersing spends across platforms including their own websites, investing more in brand-building, and focusing on retaining customers. “At scale, it becomes very expensive to advertise because you don’t have enough incremental reach available,” said Jatan Bawa, co-founder of Sauce VC-backed oral care brand Perfora.”
