Aviv Shamny: “When you advertise to humans, you target eyeballs, emotions and dopamine, but when you advertise to agents, you advertise to logic, a very mathematical logic.”
Stijn Van Nieuwerburgh: “The rapid progress in artificial intelligence is often described as a software revolution. In economic terms, however, the current phase of AI development is better understood as a large-scale investment cycle in physical capital. Training and deploying modern AI systems requires vast quantities of specialized hardware, electricity, and purpose-built facilities. As a result, the expansion of AI is tightly linked to the construction of a new layer of industrial infrastructure…. The institutions, contracts, accounting practices, and investor base supporting this infrastructure are still being formed.” [via Arnold Kling]
Rana Foroohar: “One thing to remember from both the old and new Great Games is that outside nations can swing the battle. Afghans and Persians repeatedly foiled the plans of both Britain and Russia. And it was ultimately the rise of Germany that ended the Great Game, by shifting the entire geostrategic chessboard westward. Today, India, Japan, Canada, Turkey, the Gulf states, Nordic nations, Asean and the EU are hardly passive. Their choices, not just the aspirations of America and China, may decide our 21st-century power struggle.”
Ben Thompson: “Are you getting that messaging — chatbots now, natural interfaces later — is how we will communicate with AI? Are you getting that not only will we not program computers, we won’t use them — AI will? Are you getting that pre-built UI — write once, run everywhere, for everyone — is dead? These are not three separate predictions: this is reality, right now, in 2026.”
WSJ: “Hope is a muscle. Give it exercise. To be free and fearless, it helps to think, “What’s the worst that can happen?” Then assess the answer.”
