Alexis Krivkovich: “The great paradox is just that. Companies expect massive transformations from AI and have invested with that mindset. Yet more than 80 percent of companies say they’re not yet seeing impact on the bottom line from those investments. The real question is “How do we meet this moment and create the agentic organization of the future?” In every conversation I have, leaders feel like they’re on the precipice of that question. What they’re trying to think through is really a set of questions: “How are roles going to change? What are the skills we’ll need in the future? How do I bring along our workforce with excitement, not fear? How do I drive that change so it hits every corner of the organization?””
Morgan Housel: “It’s the classic John Adams line, which I’ll paraphrase: “I studied war so my kids will have the liberty to study engineering. They will study engineering so their kids can have the liberty to study philosophy, whose kids can have the liberty to study art.” I hope my kids and grandkids won’t have to worry about cancer in the ways we do. I hope they have incredible technology that makes their jobs easier than ours. I hope that everyday frictions we deal with today disappear. I hope their energy is so abundant they consider it unlimited. Is that spoiled? I suppose, but when you frame it like that you might think of a different word – perhaps “lucky,” or, “fortunate.” Or perhaps, “beneficiaries of the accumulated hard work of those who came before them in a way that leaves them able to spend their days solving new problems.” Which is what you and I are today.”
WSJ: ““Everyone’s talking about oil, but I think what the world is mainly short of is tokens,” said Ben Pouladian, an engineer and tech investor based in Los Angeles. A token is a unit of measurement in AI to track how much computing resources are being used for a task. “AI is at this point no longer just some chatbot that we ask for a recipe while we stand in front of the fridge. It’s orchestrating tasks, it’s getting smarter,” Pouladian said…Historically, price increases have been among the only ways to address a supply crunch, but such a move could be perilous for frontier AI companies, which are in a ferocious competition to gain users. Hourly rental prices for GPUs, the microchips used to train and run AI models, have surged since the fall. Anthropic, the maker of popular chatbot Claude and viral coding app Claude Code, has been plagued recently by frequent outages. The company has begun metering computing supply to users during peak hours, but the rollout has been marred by customers who have complained that they are reaching the limit far too quickly.”
NYTimes: “India’s investments in renewable energy, especially solar, have been staggering. By the end of last year, it had 55 solar parks, including one that stretched across 14,000 acres of desert. The solar farms alone were producing 40 gigawatts — enough energy to power about 80 million rural households. Smaller rooftop arrays sprouted seemingly everywhere. India announced last summer that it could meet 50 percent of its electricity requirements with renewables alone, years ahead of schedule. But solar and wind power don’t flow on demand. India’s critical challenge is storing surplus energy from peak production and delivering it consistently when people need it to run businesses or turn on a stove. Battery systems and transmission lines can’t be built fast enough.”
