Johan Feito

em... in 24h the 1st ever meetup of OpenClaw in BCN is almost fully booked only 2 spots left folks! 😮 runnnn

computers are easy. people are hard.

NEW: Dutch Parliament Member Michel Hoogeveen explains how the 36% unrealized capital gains tax, just passed by the House of Representatives, will work. Here is a more detailed example: Step 1. Starting position You own 500 shares. Value on Jan 1, 2028: €50,000 Value on Jan 1, 2029: €100,000 So the paper gain is: €100,000 − €50,000 = €50,000 unrealized profit You did not sell. But for tax purposes, that €50,000 is treated as income. Step 2. Apply exemption You are married, so you get a €3,600 exemption. €50,000 − €3,600 = €46,400 taxable amount Tax rate: 36% €46,400 × 36% = €16,704 tax bill That bill is due in May, even though you never sold anything. Step 3. Market falls before you pay Now suppose by May the shares drop in value. New total value: €60,000 So your portfolio is no longer worth €100,000. It’s worth €60,000. But the tax bill is still €16,704, because it was calculated based on the January 1 valuation. Step 4. You must sell shares to pay tax To raise €16,704, you sell part of your shares. After paying the tax, you’re left with: €60,000 − €16,704 = €43,296 Originally you had 500 shares. Now you have 360 shares left. You were forced to sell 140 shares. 140 ÷ 500 = 28% of your shares gone. Step 5. What happened economically? Before the correction: Paper gain was €50,000. After the correction: Portfolio is worth €60,000. Original cost basis was €50,000. Real gain is only €10,000. But you paid €16,704 in tax. So instead of being up €10,000, you are now: €43,296 − €50,000 = €6,704 below your original starting value. You turned a €10,000 real gain into a €6,704 net loss. And you lost 28% of your shares permanently.

Tailwind lays of 75% of their team. the reason is so ironic: > their css framework became extremely popular w AI coding agents, 75m downloads/mo > that meant nobody would visit their docs where they promoted paid offerings > resulting in 40% drop in traffic & 80% revenue loss

Apple's $1B annual check to Google is the most expensive admission of defeat in tech history. The company that builds custom silicon for everything just admitted they can't build a competitive LLM. Not at quality. Not at scale. Not at the speed the market requires. When you're Apple and you're paying someone else to power the most important consumer AI surface you control, you've lost the capability race. This is surrender dressed as partnership. Every previous "powered by" deal Apple's done has been in categories they chose not to compete in. Search, maps data, cellular modems. This is the first time they're paying for something in a category they desperately want to own but simply can't. Google tripled enterprise API share in 24 months. From 5% to 18% (Menlo data). The $1B for Siri integration comes from a position of strength, not desperation. When your enterprise motion is working and you're gaining 4-5 percentage points per quarter, you can afford to play offense on consumer brand. Apple gets to avoid another Maps-level embarrassment. Google gets 300M+ daily impressions exactly when their enterprise numbers say they've earned it. The timing is perfect. By the time Gemini launches in Siri in 2026, Google's enterprise trajectory has them accelerating past 25% share and suddenly every laggard F500 buyer realizes they're about to be the last ones on the old stack. The parameter count tells you everything about Google's actual infrastructure advantage. 1.2T parameters for a voice assistant working in real-time means their TPU optimization and serving infrastructure is multiple generations ahead of where anyone thought they were. You can't fake that. Either your inference costs make it economically viable or they don't. Apple looked at their own silicon roadmap, looked at Google's serving costs at that parameter scale, and decided it was cheaper to pay $1B annually than to build the infrastructure themselves. Apple. The company with more cash than most countries. The company that spent a decade building the M-series chips specifically to own their entire stack. They ran the numbers and concluded that Google's infrastructure economics were better than anything they could build in the next three years. The deal structure almost certainly has performance gates and swap rights. Apple's not locked in. Google is. But Google can afford to be locked in because the enterprise chart says they're already winning the game that matters. Apple gets optionality. Google gets proof their inference infrastructure scales to consumer latency requirements, plus user data to improve the model, plus brand awareness to match their enterprise momentum. What makes this different from the search deal is that Google's approaching from a position of enterprise strength rather than monopoly defense. The search deal was "please don't build your own search engine." This deal is "we're winning enterprise and need consumer brand velocity to match." Apple sees the same Menlo chart everyone else does. They know Google's enterprise trajectory is real. The $1B is Google converting enterprise credibility into consumer distribution before anyone else figures out how to do the same thing. Apple gets to save face. Google gets to win.

S&P - all time highs Gold - all time highs Silver - all time highs Mag 7 - oh god all time highs Bitcoin - same US home prices - record levels I don’t know what to invest in anymore.