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Having your break even occur at $125B of revenue is typically the opposite of economies of scale.

Sheel Mohnot a new challenger has appeared

if zuck has offered you nine figures to be an AI researcher at meta my dms are open

Sat down this morning with Apple executives and asked them about the Siri delays, the future of AI and more. Here's the first part of the interview. More to come later in the week. wsj.com/tech/ai/apple-…

“While some proponents of the moratorium have floated a claim that there are about 1,000 state laws regulating AI, that’s not the case. Although more than 1,000 pieces of AI-related legislation were introduced so far in 2025, just over 75 have been adopted or enacted.”

this one aged well theverge.com/2024/7/1/24190…

This is one of the most jaw-dropping pieces I've ever read and I'm not entirely sure what to do with it. nytimes.com/2025/06/13/tec…

The Verge on Apple and AI: “I would have loved to hear Tim Cook address this issue [Apple’s failure and strategic loss in AI] directly, but the only interview he did for WWDC was a cover story in Variety about the company’s new F1 movie.” 👇

a good reminder that OpenAI is not yet a normal company, it’s a legal nonprofit that signed away IP rights and meaningful rev share to a partner it is now trying to detach from