Diet TBPN

North Korea’s Secret US Workforce, Canceling the SaaSpocalypse, MSL’s Latest Exits | Diet TBPN

There are SAS apocalypse victims that have not come back, are probably not coming back, need to completely reinvent the business because they have been uh made obsolete by just base level LLM capabilities.

The CEO Signal

Reed Hastings on Life After Netflix and the Next Wave of AI | The CEO Signal

For the last decade, AI has been getting roughly twice as good every year. Uh if that continues, which looks pretty likely, um then in 5 years, uh the AI will be 32 times smarter, more effective than it is today. You could either cut your workforce in half and stay in the same business lines, or you can use all these new resources to expand against your competitors.

Diet TBPN

China Considers AI Export Controls, SK Hynix $28B IPO, Banks Target Payment Business | Diet TBPN

By summer of 2026, it will be as though the digital world is going through some kind of fast evolution with some parts of it emitting a huge amount of heat and light and moving with counterintuitive speed relative to everything else. Great fortunes will be won and lost here and the powerful engines of our silicon creation will be put to work further accelerating this economy and further changing things.

The a16z Show

John and Patrick Collison on Stripe's Growth, Agent Commerce, and the Future of Software

the economics of software are shifting from mass-produced products to bespoke, on-demand systems cooked fresh at the moment of use

The Business of Tech

Too small is a tech myth – Mehran Gul on NZ’s real advantage

if one or two places can change their relative importance in technology within such a short time span, you know, five to seven years, and it's not just China, you know Canada, for instance, the outsize role that it has played in AI research. You know, much of the AI boom that we see today comes from just a couple of major advancements in AI that happened, for instance, alexnet, which was this seismic event in neural networks.

The Prof G Pod – Scott Galloway

Nvidia Says $1T Is Coming — The Market Isn’t Buying It | Prof G Markets

Investors don't believe the great data center build that will continue into next year. The market is now telling us that it is expecting 2026 to be the peak year in the data center buildout.