Meta AI is a total mixed bag. The chatbot is plagued by brand trust issues, unfinished features, and unclear direction. But the potential is massive.Just ask its rivals, Chat GBT, Google Gemini, Perplexity, and Microsoft Copilot. They've all called Meta AI impressive in some ways, frustrating in other ways. And they're not wrong.Meta's assistant now reaches over a billion users thanks to integration across Facebook, Instagram, WhatsApp, and devices like Rayban smart glasses and the Quest headset. But it's s ...

this shift of what Doge is now, you wrote a great piece for Wired about, you know, quote unquote Doge 2.0%. What do you see as Doge 2.0%. >> So, a lot of those folks who were brought on at the beginning, Edward Bigballs, Corine, Luke Farader, who Bloomberg did a wonderful profile of, a lot of those kids are still in government, right.They're at a variety of different agencies. Farader is still at the Department of Labor. Um, he still has, you know, a tremendous amount of power.I think Doge 1.0% can be defin ...

Product Performance & Strategy - Apple's Vision Pro launch is considered a potential flop, contrasting with the success of previous major product categories like the Apple Watch, iPod, iPhone, and iPad [1][2] - The limited immersive video content available for the Vision Pro is a key constraint, with only 27 pieces released in the last 18 months, creating a dilemma between content investment and headset sales [3][4] - Apple plans to release a lighter, cheaper, and revamped version of the Vision Pro in 2027 [5] - Apple will refresh the Vision Pro in the coming weeks with a faster processor and a new strap to improve performance and comfort [6] Competitive Landscape & Future Outlook - Augmented reality glasses are expected to become standard for tech companies within 3-5 years [7] - Google and Samsung are also developing augmented reality technology [7] - Apple's original concept was glasses, but they are waiting until the visual quality matches the Vision Pro [8]

Rare Earths & Critical Minerals Supply Chain - Establishing a domestic rare earth magnet manufacturing business is possible but faces challenges [1] - Building the infrastructure for harvesting and refining rare earths takes considerable time, impacting EV production [2] - Government intervention is warranted in cases of market failure or negative externalities related to public goods like climate [4][5] - Ford and other U S manufacturers have experienced production pauses due to rare earth supply shortages [6] - The U S refining infrastructure for rare earths is estimated to be up to speed within 5 to 10 years [7] Electric Vehicle (EV) Market & Policy - The transition to EVs accelerated after 2010, reaching approximately 10% market share [8] - IRS tax credits have significantly influenced EV sales, with potential slowdowns anticipated without them [8][9] - Domestic sourcing of critical minerals is crucial for climate and national security reasons [9] - The Trump administration invested in private industry, such as MP Materials, to advance domestic rare earth production [3]

I have to say, I'm following these companies closely. And when you know the unit sales numbers come out every month, I'm shocked to see how small they are for EVs in general. But also the fact that all these companies have tried to get in with pickup trucks first.Why is that. I think when you had announcements from Rivian and Tesla early on that they were going to go with trucks. I think what everybody figured is the US pickup market is so big that even if a small portion of it went electric, you would stil ...

The White House is looking at taking an actual stake in Intel and could use money from Biden's Chips Act to do it. How do you see that. Well, I think that's a distinct possibility, and especially because, well, if you look at where the chips are produced, the most important chips in the world, which I can say is probably two fold, of course, chips, but also defense types of chips, and not just for the US, but drones and all manner of smart, you know, killing machines that they use in the in defense are made ...

Viewership & Market Position - YouTube is the single most popular video platform [1] - In the US, YouTube's viewership on TV is much bigger than Netflix, Amazon, and all Disney channels combined [2] - People spend more time watching YouTube on TV than all of Disney's television networks and streaming services combined [2] Oscars & Industry Dynamics - The Oscars are considering YouTube as a potential platform, a move considered controversial within Hollywood [3] - Disney had an exclusive negotiating window for the Oscars rights but let it lapse after investing in the Grammy Awards [5] - Several companies are vying for the Oscars rights, including Disney, Paramount, Netflix, Amazon, YouTube, and Comcast/NBCUniversal [5] - The Film Academy might not choose YouTube due to its limited involvement in the traditional movie business [6] - Choosing YouTube could maximize the audience for the award show [7]

AI and Digital Infrastructure - The "Stargate" project, potentially valued at $500 billion, is considered a real development, involving numerous tech companies, though its full realization remains to be seen [1] - The US government views investment in digital infrastructure positively, aiming to maintain a leading position in this area, similar to having a strategic petroleum reserve, especially given the proliferation of AI [3] - The productivity improvements from AI are still in the early phases of discovery, with potential challenges for the entry-level workforce and the need for training and experience to validate AI outputs [5] - Digital infrastructure is attracting investor interest beyond chips and servers, extending to real estate and industrials providing power and cooling for data centers, all related to the AI theme [13] Geopolitics and Trade - The tariff strategy is reportedly compelling foreign-owned companies like TSMC and Foxconn to establish production in the US [6] - Nvidia views China as a significant total addressable market of $15 billion to $50 billion, emphasizing the importance of American technology maintaining a presence there [7] Monetary Policy and Economic Impact - The market anticipates a potential rate cut in September, influenced by inflation and unemployment figures [9] - The current Fed target rate of 45% feels restrictive, with a belief that a rate closer to 3% to 35% would be more appropriate in normal times [10][11] - Lower interest rates could aid cyclical companies in refinancing, benefiting industrials and real estate investment trusts [12]

It's a massive amount considering a month ago it was worth 260 billion. Has it really grown in value that much in four weeks. Not necessarily, but it's really you have to look at this as a talent worth story And opening and opening eye employees are getting offers from big tech companies for tens of millions, even hundreds of billions of dollars to leave open I Secondary transactions like this help opening.I retain their talent in terms of. Why we're seeing these big secondary offerings. And at the same tim ...

Job Displacement Risks - Experts estimate millions of jobs involving repetitive tasks could disappear in the next decade, especially junior level positions [1] - Goldman Sachs projects 300 million jobs could be exposed to automation in ten years, with approximately 66% of current roles altered by AI [1] - The World Economic Forum estimates machine-performed tasks will increase from over 20% to over 33% in five years [2] - Microsoft's layoffs of up to 16,000 workers were partly due to AI efficiencies [2] - An Amazon CEO warned of potential headcount reduction, though no layoffs have occurred yet [3] Job Creation Opportunities - GPT predicts AI will create millions of new roles in data engineering and human-AI collaboration [3] - The World Economic Forum predicts AI, robotics, and related technologies will add 170 million jobs by 2030 [4] - The industry anticipates a net increase in total jobs within five years [4]