7213Ejaaz

so just to recap a crazy week:
- $3 trillion was wiped out of markets in 24 hours
- then Jensen admits cheating on his wife with a chinese spy in a company-wide email
- anthropic & openAI valuations get slashed down to $1-1.3 trillion, openai raises only $10/30B target
- despite this anthropic rumored to have hit $80 billion ARR, ChatGPT hits 20% google search volume, openai hits 1.2B weekly users
- 67% of americans think AI will cause more harm than good. 56% don’t want data centers.
- this endangers 45% of data center projects next year putting AI progress at risk.
- and yet METR reports ant

what’s happening with google right now marks the end of the internet as we know it:
- the internet economy runs on search driven ads. pay google, you get customers
- AI is killing this. customers interact with websites via ai now. information is being sourced via models not google search.
problem: ai search isn’t monetized so neither google nor businesses get paid anymore (anthropic and openai do)
result: companies like reddit and amazon just close their doors and the entire ai cycle slows down.
thats why google and reddit are tanking.
$GOOG

absolute bloodbath in AI this week despite record earnings, people need to pay attention to what’s happening here:
cash is running out to pay for data centers so companies are resorting to borrowing/ raising:
google $GOOGL -12% ($500 billion
Amazon -12% ($315 billion)
Intel $INTC -22%
corweave, nebius, iren down 30-35%
it’s a result of the market not seeing the ROI on the billions spent on AI so far + these companies doubling down on spending for 2027.
also see Reddit following the same path as amazon shutting of access to its platform due to AI stealing its data to train on + google ads fa

about to pass out, some bedtime thoughts on the craziness of what’s happening in AI:
- last 48 hours we’ve seen an increased number of cyber exploits as hackers turn to using AI models to pull off attacks. whats fascinating is if one model fails, the attack can just be replaced by another. artificial general intelligence has reached a level where it doesn’t matter - ability to identify and exploit are freely available.
- personal agents are the new browser: anthropic released Claude Duet today (i’ve got access it’s pretty dope), meta has muse, openai Dots and grok bot. they’re fighting to bec

just to recap how insane things are getting:
- an 11 day old model just solved 100s of math problems in a week that have stumped humans for centuries
- AI is one-shotting every game, tool and software threatening the value of private moats to $0
- AI agents are hitting escape velocity hacking everything in sight AND winning everyone’s attention (Muse #1 in app store)
- the pace of new model releases has compressed to every 11 days
- the most powerful models are increasingly living behind closed walls, accessible to a elite group
- biological AI models are entering mainstream channels & wil

assuming AI “solves” the toughest challenges in Math, physics, medicine over the next decade then the bigger picture is this - we’ve found a new way to scale the creation of knowledge
previous world: human intelligence + resources are limited. only so many “experts” to throw at an infinite list of unknowns
today: throw gpt 6 astra at it and pop out an answer in 3 days.
today this costs a lot of money (openai spent millions to solve Navier stokes) but eventually this will come down.
the sickest part is people will end up inventing more things much faster than we ever have - economic boom

gpt 6 genuinely feels like the first model in a while that feels like magic.
it just does what i tell it to do, works hours if needed but gets the job done to a very high quality. this is a step up similar to when o1 was released.
craziest part is it isn't even more intelligent! it barely beats sol 5.6 on most benchmarks lol but where it shines is its tool-use and ability to use a computer
we're finally at a point where we have models that can meaningfully automate harder tasks
i don't think people are pricing in the ramifications this has for work, leisure and interactions