Jake Mintz

This might be the funniest chart in tech right now. Apple's capex strategy has to be the luckiest accident in history: Amazon, Microsoft, Meta, Google, are in a spending arms race plowing over $100B PER QUARTER into data centers - While Apple spending is down 19% Meanwhile: - Mac Minis sold out bc everyone's buying them to run OpenClaw - Mac Studios have a 6-week backlog - Someone ran Qwen 3.5 on an iPhone yesterday - The M5 Max just shipped with 128GB of unified memory and runs Llama 70B from anywhere The company spending the least on AI infrastructure accidentally became the AI infrastructure

Powerful new Harvard Business Review study. "AI does not reduce work. It intensifies it. " A 8-month field study at a US tech company with about 200 employees found that AI use did not shrink work, it intensified it, and made employees busier. Task expansion happened because AI filled in gaps in knowledge, so people started doing work that used to belong to other roles or would have been outsourced or deferred. That shift created extra coordination and review work for specialists, including fixing AI-assisted drafts and coaching colleagues whose work was only partly correct or complete. Boundaries blurred because starting became as easy as writing a prompt, so work slipped into lunch, meetings, and the minutes right before stepping away. Multitasking rose because people ran multiple AI threads at once and kept checking outputs, which increased attention switching and mental load. Over time, this faster rhythm raised expectations for speed through what became visible and normal, even without explicit pressure from managers.