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Good question here: the whole Studio Ghibli phenomenon has been fun. OpenAI double its users. But is that actually helping it build a sustainable business?

I have yet to see anyone articulate an even remotely coherent business model for Tesla selling Robotaxis. Are these for consumers? Businesses? Would Tesla run its own Robotaxi biz? Just epic silliness.

cc: Lexi The Kingdom’s Queens Arrowhead Addict It’s Jodi Newsome Patrick Allen Patrick Mahomes II Chris how bout those CHIEFS Kansas City Chiefs Chief Concerns

🚨UnitedHealth Group ($UNH) Just Lost $149bn in Value. Al Might Be the Fix—But Only If It Rebuilds the Moat. 🏰 1/

I had the pleasure of attending the "Financing the AI Revolution" conference organized by The Information at the NYSE 🏛. Lots of great conversations about AI and valuations that really resonated with me. In particular, the discussions on Neoclouds, how new business models for

🏰 In the Agentic Era, Orchestration And Distribution Are the New Moats While the market fixates on headline-grabbing funding rounds and model launches, a fundamental strategic realignment is underway in AI. Raw model capabilities no longer determine winners in foundational

🧵The Agentic Era is here. AI is evolving from tools we operate to agents that operate independently. This shift is architectural, strategic, and existential for businesses. (1/10)

So, a Frenchie is going to effectively be running OpenAI! Congrats to Fidji Simo of Sète! (one of my favorite corners of France, btw.)

Wonder what the French equivalent would be?

Live feed of Elon Musk on Twitter:

Super impressive stuff. And appreciated Daniel Diez's perspective on making the robot vs human debate a win-win.

Sovereign AI + Infrastructure Are Redefining Valuations and Moats --> The AI investment landscape requires a recalibration of analytical frameworks as the topic of sovereignty is starting to come increasingly into focus. This became clear over the past month. First, Saudi

Yes, the #FetedelaMusique has officially jumped the shark. 10,000 bars blasting techno music through giant speakers. Just pure awfulness.

🚀The Salesforce Paradox: Slowing Growth Masks a $1T Agentic Opportunity Salesforce's ($CRM) growth may be decelerating, but beneath the surface lies a transformative shift that markets are missing: the rise of agentic systems. A 🧵...

Decoding Discontinuity is now ranked #79 on @Substack's top technology newsletters! I'm genuinely overwhelmed by this milestone and want to take a moment to express my deepest gratitude to every single reader and subscriber who has supported this journey. Your engagement,