Felix Macx

Jensen Huang just gutted the AI job panic with one profession. Radiology. The field AI was supposed to kill first. Jensen Huang: “Computer vision was superhuman in 2019. And yet, the number of radiologists grew.” Not competitive. Not close. Superhuman. Every forecast said radiologists were finished. Every forecast was wrong. Not slightly wrong. Directionally wrong. There are now fewer radiologists than the world needs. A global shortage. In the exact specialty AI was supposed to erase. Why? Because the task was never the job. Huang: “The purpose of your job and the tasks and the tools that you use to do your job are related. Not the same.” Reading a scan is a task. Diagnosing disease is a purpose. AI handled the task. The purpose didn’t shrink. It compounded. Faster reads meant more patients seen. More patients seen meant more disease caught. More disease caught meant more demand for the people who decide what to do about it. The tool did not kill the job. It fed it. Then the fear did what the technology never could. Huang: “The alarmist warning went too far and it scared people from doing this profession that is so important to society. It did harm.” People heard radiologists were finished and walked away from the field. Medicine bled talent it could not afford to lose. Not because the work vanished. Because the panic said it would. The prediction was wrong. The damage was real. Huang: “The number of software engineers at Nvidia is going to grow, not decline.” Not hold steady. Grow. The company building the infrastructure that automates code is hiring more of the people who write it. Huang: “I wanted my software engineers to solve problems. I didn’t care how many lines of code they wrote.” Nobody ever hired an engineer to type. They hired them to think. When the machine handles syntax, the engineer does not become obsolete. The bottleneck just moves upstream. To architecture. To edge cases. To the kind of reasoning no model handles alone. The world was never short on unsolved problems. It was short on people free to chase them. That is the part the fear narrative misses every single time. 340,000 women once worked as telephone switchboard operators. That job is gone. Nobody mourns it. What replaced it created millions of roles that nobody in 1920 had the vocabulary to describe. The losses are always visible. The gains are always invisible until they arrive. That pattern has survived every technological shift in history. It is surviving this one. The people forecasting mass displacement are making the same mistake as the people who forecasted the end of radiology. They can see the task being automated. They cannot see the purpose expanding underneath it. That blindness is not just wrong. It is expensive. Every person scared out of a career that AI will actually make more valuable is a cost the economy absorbs for nothing. Not because of the technology. Because of the story told about it.

Morgan Stanley just mapped the most DANGEROUS money loop in history (Save this). Here is what the chart actually shows. One company sits at the center of over a trillion dollars in circular deals. That company is OpenAI. Microsoft gave OpenAI $13 billion and in return, OpenAI promised to spend $250 billion buying Microsoft's cloud services. Now add Oracle. OpenAI signed a $300 billion cloud deal with them. Oracle takes that money and buys Nvidia chips to build the data centers. The cash goes straight back into the same circle. Now add Nvidia, Nvidia invested $100 billion into OpenAI. OpenAI takes that money and buys Nvidia chips. Nvidia funded its own customer. Now add CoreWeave and Nvidia owns 7% of CoreWeave. Nvidia also committed $6.3 billion to use CoreWeave's cloud. CoreWeave then invested $350 million into OpenAI and expanded its contracts with OpenAI to $22.4 billion. Every player is funding the next player in the chain. Amazon is the newest entrant, they committed $50 billion to OpenAI. OpenAI agreed to spend $100 billion on Amazon Web Services over the next eight years. Amazon gave OpenAI money and OpenAI hands it back. Morgan Stanley calls this "capital inner circulation." The money does not come from customers or real revenue, it travels between the same giant firms in a closed ecosystem. But here is the danger, OpenAI's annual revenue today is roughly $13 billion. Its total infrastructure spending commitments are over $1.4 trillion which they have already cut in half. The new funds raised only cover some of what OpenAI has already promised to spend. The other depends on future revenue that does not yet exist. Morgan Stanley warned that AI capital spending is now on track to exceed 50% of all large-cap capital expenditures, surpassing the intensity of the dot-com bubble. The risk is systemic. Morgan Stanley warned these deals use off-balance-sheet guarantees, warrants, and revenue-share arrangements that hide the true leverage from investors. You cannot see the full exposure on any single company's books. If OpenAI cannot generate the revenue needed to honor these commitments, Microsoft, Amazon, Oracle, and Nvidia all take hits simultaneously. These are not small companies and their combined market cap runs into the tens of trillions.

Forget artificial general intelligence. Ireland just got Artificial Guinness Intelligence. Her name was Rachel, and she had one job. She called every pub in Ireland and asked how much a pint of Guinness cost. Rachel is an AI voice agent built by a London based engineer named Matt Cortland and the entire project took one long weekend and cost him €200. She called over 3,000 pubs across all 32 counties before anyone realized what was happening. More than 2,000 pubs picked up the phone, and over 1,000 gave her a price. Some bartenders felt sorry for her and offered to help if she could not afford the drink. Here is the part that should embarrass every government official in Ireland. The Central Statistics Office stopped tracking the price of a pint in 2011. One AI agent closed that 14-year data gap in a single weekend. The average pint of Guinness now costs €5.95. When the government was last paying attention, it cost €3.93 and that is a 48% price increase with no official record of it happening. The tools Cortland used are available to anyone with a laptop and a credit card. Most pub owners had no idea they were speaking to a machine. One call reached an automated hotel phone system, and two AIs talked to each other in circles for the entire call. Neither one got the price. Market research firms charge millions for the kind of data Rachel gathered in 48 hours. One engineer did it for the cost of a round at the very pubs he was calling. The economics of information gathering just changed permanently.

OpenAI just exited the video generation business entirely. App dead. API dead. No video inside ChatGPT. Disney’s $1 billion deal, signed four months ago, is dead. Read that again. This isn’t a consolidation into the super app. Altman told staff Tuesday that OpenAI is winding down all products using video models. Disney’s own statement says they respect OpenAI’s decision to “exit the video generation business.” The Sora research team is being redirected to robotics. The reason is sitting right there in the competitive data. Anthropic hit $19 billion in annualized revenue by early 2026 selling text and code. No video generation. No image generation. No consumer social app. No Disney deal. One product surface: chat, code, computer use, all in one place. OpenAI looked at where every dollar of market growth was coming from and saw the answer: coding and enterprise. So now they’re copying the model. ChatGPT, Codex, and the browser merge into one app. Instant Checkout killed today too. Every consumer experiment is getting cut. What remains is the Anthropic playbook: one app, code and chat, enterprise and developer focus. The Sora numbers explain the urgency. Total consumer revenue across iOS and Android since September: $1.4 million. Peak month was $540,000. Every video generation burned GPU compute that could have been running inference for ChatGPT or Codex instead. OpenAI’s own head of Sora announced generation limits because chips couldn’t keep up. At $14 billion in projected 2026 losses, every GPU matters. Google just inherited the AI video market by default. Nano Banana already lives inside Gemini. No standalone app to manage, no separate brand to support. Among the majors, they’re the only ones left. Runway, Kling, Minimax, Luma, and the other independents are still shipping, but none of them have Google’s distribution. Disney put $1 billion in stock warrants on a product that lasted six months. The deal was announced in December. Characters from Marvel, Pixar, and Star Wars were supposed to be generating fan videos on Sora by now. Instead, Disney is writing a polite press statement about “respecting OpenAI’s decision” while its legal team unwinds a deal that never produced a single licensed video. Four months from billion-dollar partnership to obituary. That’s how fast the AI product landscape reprices when the unit economics don’t work.

THE APPLE APP STORE IS DROWNING IN AI SLOP people are treating the App Store like a Medium blog spitting out apps one after another. All with zero users and $0 revenue. Apple reviews that used to take hours are now stretching into WEEKS and even months > more than 550k apps were submitted just last year, highest in a decade.