noahpinion.blog

Are you finally ready to admit it's the phones?

The students said that they only stayed on TikTok because other people were on it too, and they were afraid of missing out. FOMO is not utility; it's a bad equilibrium.

noahpinion.blog

Roundup #83: I told you so!

The number of apps with significant usage is actually going down in the age of AI, even as people are releasing floods of new apps into the world. The deeper story here may be that demand for many of the things that generative AI produces might be a lot more inelastic than we thought. The things we really want a lot more of may not actually be the things that generative AI is yet equipped to provide.

wired.com

M-Audio M Track Duo HD Producer Pack Review: Hot Takes, Cold Opens

The M-Track Duo HD Producer Pack removes the last remaining excuse for terrible audio and potentially terrible opinions.

stratechery.com

2026.22: Luceing Their Mind

electric cars are focused first and foremost on efficiency, and not only is that different than performance, Ferrari's calling card, but also representative of the parts of modern society — including tech — that leave everyone feeling increasingly alienated (and why, surprisingly, AI might help).

readtrung.com

SpaceX: The AI IPO

We believe we have identified the largest actionable total addressable market ("TAM") in human history. We estimate that our quantifiable TAM is $28.5 trillion, consisting of $370 billion in Space from space-enabled solutions; $1.6 trillion in Connectivity across $870 billion in Starlink Broadband and $740 billion in Starlink Mobile as well as additional opportunities in enterprise and government; $26.5 trillion in AI across $2.4 trillion in AI infrastructure, $760 billion in consumer subscriptions, $600 billion in digital advertising, and $22.7 trillion in enterprise applications.

longreads.com

The Prehistory of A.I. Slop

By the early nineteen-sixties, there was enough of this kind of thing going around that it caused both a panic and understandable excitement.

noahpinion.blog

All non-drone militaries are obsolete

The reason is cost. Drones are simply so cheap to produce in huge numbers that they can overwhelm any more expensive system.

jefftweedy

Baby Where You Are (Ted Lucas cover)

I'm sharing a cover of a Ted Lucas song today, using the overdubbing capabilities of an iPhone, which are rudimentary but fun.

stratechery.com

The Deployment Company, Back to the 70s, Apple and Intel

Agents aren't copilots; they are replacements. They do work in place of humans — think call centers and the like, to start — and they have all of the advantages of software: always available, and scalable up-and-down with demand.

upstartsmedia.com

These Startups Can Capitalize On AI Security's Coming Boom (And Doom)

And the redrawn rules of engagement for the AI era are bringing back into play certain security risks, like phishing and identity theft, that previously seemed mostly solved.

ai-supremacy.com

OpenAI's Momentum is Spiraling Down ▼

While Google and Anthropic have executed well in their Generative AI efforts, OpenAI has fumbled their priorities while losing considerable marketshare over the last year.

3quarksdaily.com

Business Leaders Say Adapting to AI Is Essential to Survival

As AI tools become more widely used and increasingly specialized, many business leaders are trying to think quickly and creatively about how to best utilize this technology at nearly every level of their operations.

wired.com

‘Saros’ Shows Off the PS5’s DualSense Tricks

The new game from the creators of Returnal goes all-in on the PlayStation's haptics and 3D audio.

platformer.news

The week that Meta employees became training data

For years, tech companies have asked contractors to behave like machines so that machines can learn to behave like people. Now Meta is asking its own full-time employees, who once occupied the top of the digital labor hierarchy, to do the same.

wired.com

A Humanoid Robot Set a Half-Marathon Record in China

An autonomous robot from the company Honor ran a half marathon in 50:26, beating the human record by 7 minutes.

stratechery.com

2026.16: Servers, Satellites, and Stars

The key to understanding and analyzing tech has been appreciating the implications of zero marginal costs, which govern the economics of everything from chips to software to services. AI services generally fall under the same rubric — fixed costs in terms of data centers and chips matter more than marginal costs (mostly electricity) — but the worsening shortage in compute means it is opportunity costs that matter more than ever.

dwarkesh.com

Jensen Huang – TPU competition, why we should sell chips to China, & Nvidia’s supply chain moat

In the end, something has to transform electrons to tokens. The transformation of electrons to tokens and making those tokens more valuable over time is hard to completely commoditize.

ai-supremacy.com

What if World Models and Quantum Computing complemented LLMs?

For all the book smarts of LLMs, they currently have little sense for how the real world works and there's a growing list of "world model" AI startups trying to fill the gap.

wired.com

Why Is It So Hard to Fix an Electric Bike? (2026)

Bike shop mechanics have lost fingers and their shirts while repairing ebikes of dubious origins.

honest-broker.com

The Ten Commandments of the New AI Religion

The faithful have been liberated from the responsibility of thinking for themselves. The bot now thinks for them.

noahpinion.blog

Salarymen, specialists, and small businesses

So far, AI is replacing tasks, not jobs. Alex Imas and Soumitra Shukla have written that as long as there are a few things that only humans can do, this pattern can be expected to hold.

lennysnewsletter.com

An AI state of the union: We’ve passed the inflection point, dark factories are coming, and automation timelines | Simon Willison

It genuinely feels to me like GPT-5.2 and Opus 4.5 in November represent an inflection point: the moment when AI coding agents crossed from "mostly works" to "actually works."

longreads.com

Opposing ICE Might Save the Country. It Could Also Ruin Your Life.

In that time, he also lost his job, racked up a range of tech costs, and suffered through hacks and harassment, all stressors on his mental health.

stratechery.com

Apple’s 50 Years of Integration

For decades after the fact, conventional wisdom was that Microsoft's modular approach — the one that let me build my own computers — was unquestionably superior to Apple's integration of hardware and software. In fact, it was Apple's integration that kept the company afloat.

wired.com

A School District Tried to Help Train Waymos to Stop for School Buses. It Didn’t Work

The incidents in Austin raise questions about how self-driving cars "learn" and adapt to their surroundings.

noahpinion.blog

Plentiful, high-paying jobs in the age of AI

The fact that we call most of the new tasks "services" doesn't change the fact that the set of new human tasks seems to have expanded faster than machines have replaced old ones.

fs.blog

Joe Liemandt: Alpha School and the Future of Education

He argues the traditional classroom was designed for a narrow slice of students and wastes everyone else's time. The fix isn't more money or better teachers; it's rebuilding from scratch around mastery, motivation, and AI.

readtrung.com

The Sphere's $4B Business, explained

The exterior of the Las Vegas Sphere, known as the Exosphere, is a 580,000-square-foot LED display wrapping a 366-foot-tall, 516-foot-wide spherical structure. This colossal screen is composed of 1.2 million individual "LED pucks," each containing 48 LEDs, to create a dynamic and high-resolution visual experience.

ai-supremacy.com

The Problem with AI Anxiety in 2026

We shouldn't seek to quell AI anxiety, we should embrace and analyze it. The truth is, the U.S. labor market is in serious trouble, and it has little to do with AI so far.

whyisthisinteresting

The Saturday Selection, Vol. 97

How are things different now from the way they were in the golden age? The best way to answer that might be to imagine what someone from the golden age would notice if we brought him here in a time machine.

upstartsmedia.com

Star Catcher’s Andrew Rush: Harnessing The Sun To Build The First Energy Grid In Space

Our daily lives are based on and enriched by space, regardless of who we are. So providing more power ultimately enriches humanity.

stratechery.com

2026.11: Winners, Losers, and the Unknown

However, the most recent evidence — particularly Copilot Cowork — is that the companies who are best able to harness (pun intended) model capabilities are the model makers themselves.

oneusefulthing.org

The Shape of the Thing

This new approach to AI is the outcome of the rapid exponential improvement in AI abilities. That means you can't understand where we are, and where we might be going, without understanding the increasing capability of AI.

platformer.news

Grammarly turned me into an AI editor against my will and I hate it

I've long assumed that before too long, AI might take my job. I just assumed that someone would tell me when it happened.