This guy really does everything.
Open Source Intel@Osint613
Additional footage of Marco Rubio DJing at a family wedding last night.
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Tom Ryan
20.9K posts
Tom Ryan
@consequencerisk
AI call center and SMS. cut your call center cost up to 90% while increasing conversions. https://t.co/hCa4CeoVAN
South Florida Katılım Ocak 2016
3.3K Takip Edilen682 Takipçiler
At some point service companies go vertical. Think banks, insurance, lenders, mortgage etc.
There businesses will be totally transformed by AI. People will begin automating the entire process over the next few years.
Citrini@citrini
The best performing thematic basket in our universe since the recent market lows is our “AI Power Plumbing” basket - comprised of analog semis names making capacitors, PSUs, inductors, magnetics, MLCCs and discrete power semis. We were a bit early to this - at the end of 2024 , we flagged the whole analog stack between the grid and the GPU as boring, deeply cyclical, and an asymmetric corner of the AI buildout the market kept ignoring because of a dual China/Auto-cycle overhang. It took a little longer than we anticipated, but the analog cycle finally turned and content per server keeps climbing. Names like TXN, MCHP, STM, ON, AOSL, VSH, DIOD, ADI, Infineon, MPWR, VICR, Murata Manufacturing, TDK, ALGM, WOLF, Nippon Chemicon, Sumida etc…a lot of quality names that still have a long way to go to match the re-rating of names in memory, optics and compute.
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@iam_elias1 And no one will get other jobs or start other companies?
I’m sure the math is correct and all the assumptions are wrong.
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Two economists just published a mathematical proof that AI will destroy the economy.
Not might. Not could. Will — if nothing changes.
The paper is called "The AI Layoff Trap." Published March 2, 2026. Wharton School, University of Pennsylvania. Boston University. Peer reviewed. Mathematically modeled.
The conclusion is one sentence.
"At the limit, firms automate their way to boundless productivity and zero demand."
An economy that produces everything. And sells it to nobody.
Here is how you get there.
A company fires 500 workers and replaces them with AI. A competitor fires 700 to keep up. Another fires 1,000. Every company is behaving rationally. Every company is following the incentives correctly. And every company is building a trap for itself.
Because the workers who were fired were also customers.
When they lose their jobs faster than the economy can absorb them, they stop spending. Consumer demand falls. Companies respond by cutting costs — which means automating more workers — which means less spending — which means more falling demand — which means more automation.
The loop has no natural exit.
The researchers tested every proposed solution. Universal basic income. Capital income taxes. Worker equity participation. Upskilling programs. Corporate coordination agreements.
Every single one failed in the model.
The only intervention that worked: a Pigouvian automation tax — a per-task levy charged every time a company replaces a human with AI, forcing them to price in the demand they are destroying before they pull the trigger.
No government has implemented this. No major economy is seriously discussing it.
Meanwhile the numbers are already tracking the curve. 100,000 tech workers laid off in 2025. 92,000 more in the first months of 2026. Jack Dorsey fired half of Block's workforce and said publicly: "Within the next year, the majority of companies will reach the same conclusion."
Nobody is doing anything wrong. Companies are following their incentives perfectly. That is exactly the problem.
Rational behavior. At scale. Simultaneously. With no mechanism to stop it.
Two economists built the math. The math leads to one place.
Source: Falk & Tsoukalas · Wharton School + Boston University ·
arxiv.org/pdf/2603.20617
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Workday is arguably the most important and least loved product in enterprise software.
More than 10,000 organizations run it, tens of millions of employees live inside it, it's approaching $10 billion in annual revenue, and it's incredibly sticky.
HCM is the last large enterprise software category without a serious AI-native challenger, and that’s about to change.
@joeschmidtiv on Workday's last workday: a16z.news/p/workdays-las…
Joe Schmidt IV@joeschmidtiv
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AI-Native Service Companies
@gustaf
The total spend on services is many times larger than the spend on software, and a lot of those services are already outsourced, which makes them easier to replace with an AI-native product.
We're excited about companies that don't sell a tool to help you do the work: they just do the work.
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AI has stopped being a feature and started being the foundation.
We're excited about a new wave of startups rebuilding software, services, and silicon— and pushing AI into the physical world.
ycombinator.com/rfs
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@rohit4verse The harness around the model will provide the most value.
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a16z just dropped the billion-dollar opportunities in AI for 2026.
three partners. three theses. same underlying bet.
Marc Andrusko: the prompt box is dying.
next-gen apps observe what you're doing and act on your behalf.
TAM shifted from $ 400B software spend to $ 13T labor spend.
market got 30x bigger.
Stephanie Zhang: stop designing for humans.
start designing for agents.
agents read every word on the page. visual hierarchy stops mattering.
GEO is the new SEO.
Olivia Moore: voice agents ate the phone in 2025.
healthcare, banking, recruiting, 911 calls.
voice AI beats humans on compliance every single time.
some companies now slow their agents down to sound human.
every thesis converges on the same layer.
the harness around the model is where the leverage compounds.
full breakdown of how the shift happened below.
Rohit@rohit4verse
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I didn't know there was a brand new bottleneck in rental cars?
$CAR up 509% in 1M.
Apparently, this is a short squeeze done by institutions.
> SRS / Pentwater locked up over 100%+ of the supply.
> 54% of the stock was sold short.
> Then Pentwater executed a massive block of call options, forcing share delivery, which was nonexistent.
I have no positions, but it’s fun to watch institutions fight it out.
Infinite money glitch?
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Tom Ryan retweetledi
Lovable has a mass data breach affecting every project created before november 2025.
I made a lovable account today and was able to access another users source code, database credentials, AI chat histories, and customer data are all readable by any free account.
nvidia, microsoft, uber, and spotify employees all have accounts. the bug was reported 48 days ago. its not fixed. They marked it as duplicate and left it open.
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Tom Ryan retweetledi
Data center capex will hit $930 billion in 6 years. Everyone calls this the biggest infrastructure buildout in history. The chart says US railroads were eleven times bigger relative to GDP, and they ran for seventy-one years.
At its 1880s peak, railroad capex consumed 9% of annual US GDP. Data centers will peak at 0.8%. The Apollo Program peaked at the same 0.8%. The Marshall Plan, a one-off wartime aid package, peaked at 2%. The Interstate Highway System, which paved over the country, peaked at 0.6%.
Measured against the economy around it, the AI buildout is not historically large. It fits comfortably inside the range of things the US has built before.
The unusual variable is compression. Railroads took seventy-one years to spend $550 billion. Data centers will spend $930 billion in six. That's an annualized rate roughly twenty times higher than the average year of railroad construction, in real dollars.
The railroad era ran through a massive bubble before it finished. The Panic of 1893 put 156 railroad companies into receivership, roughly a third of total US track mileage. After every bankruptcy, the track was still there. The infrastructure outlived the companies that financed it.
Data centers will likely follow the same arc. Some of the $930 billion will be wasted on capacity that never fills. Some of the companies doing the building will not exist in ten years. The buildings and chips and fiber will be there anyway, and they will get absorbed into whatever the next wave of software looks like.
The chart's real lesson is that the US has always built infrastructure ahead of demand, and the economy has always caught up. The AI bet is a speed bet. The economy has absorbed buildouts this big before. It has never absorbed one this fast.
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@RealJimChanos @SpecialSitsNews The are going to make it up on volume.
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So Avis Budget Group ($CAR) has negative equity, loses money, has almost $25B in net debt with negative FCF. And is now trading at 60x 2028E hoped-for EPS. No position, but where is the Board here…?! They should be selling equity as fast as possible at these prices.
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Incredible…. The 2% of people using these tools are experiencing AGI, and the other 98% belief AI is a ChatGPT 3.5 result filled with hallucinations
One month is seven months of progress right now
There is no precedent for what we are experiencing
This Week in AI@ThisWeeknAI
One shotted by Opus 4.7 The full prompt: "Make a website for This Week in AI podcast with great branding."
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