Elon Musk says the rapid advance of artificial intelligence and robotics will fundamentally reshape society, producing extreme abundance while simultaneously destabilizing the social order. In a new interview with Peter Diamandis, Elon Musk says his long term outlook centers on a paradox where material needs are met, but human purpose is disrupted. “I have universal high income. And social unrest. That’s my prediction.” Musk says the disruption comes from the sheer speed and scale of change driven by AI. “Well, because there’s going to be so much change.” He cautions that many of the outcomes people say they want may…
Author: Henry Kanapi
Google’s Gemini is showing signs of a sharp acceleration in user adoption, with daily usage rising at a pace that now rivals the fastest growing consumer AI platforms. New data from Similarweb shows that Gemini’s daily active users increased more than tenfold year over year (YoY) on January 1, marking one of the most dramatic growth rates across major AI assistants. The figures compare global traffic and mobile usage between January 1, 2025 and January 1, 2026, covering both iPhone and Android activity. According to the data, Gemini’s website visits surged 620% YoY, while daily active users climbed by 913%.…
A veteran macro analyst is warning that markets may be mispricing the value of software at a moment when its economic scarcity is rapidly disappearing with the evolution of AI. In a series of posts on X, Luke Gromen responds to comments from AI researcher David Shapiro about the future of software, arguing that the implications extend far beyond technology and into asset valuations and financial stability. Says Shapiro, “You guys realize that all software is about to be free, right? And software is presently the most valuable capital asset, right? Guys?” Gromen highlights the risk in market concentration, pointing…
Nvidia is pushing autonomous vehicles toward a new phase built around reasoning, not just perception. The chipmaker unveils Alpamayo, a new family of open AI models, simulation tools and datasets designed to help self-driving systems reason through rare and complex driving situations that have long limited full autonomy. The company says the core challenge for autonomous vehicles is not everyday driving, but edge cases that fall outside standard training data. Alpamayo is designed to address those scenarios by introducing reasoning-based vision language action models that can work through cause and effect step by step. Nvidia founder and CEO Jensen Huang…
OpenAI says the next phase of ChatGPT will focus less on raw intelligence and more on turning advanced capabilities into everyday usefulness. In a new Substack post, OpenAI CEO of Applications Fidji Simo says the firm plans to close what she calls the “capability gap” between frontier AI models and real world impact, with 2026 positioned as a pivotal year for product transformation. Simo says personalization will be central to closing the gap, particularly around how ChatGPT feels to individual users. She says OpenAI will continue making ChatGPT’s personality and tone more steerable and personalized. “A personal super-assistant has to…
Billionaire Mark Cuban says it is within the realm of possibility for today’s leading generative AI models to fade into the background as infrastructure layers, despite their popularity. In a new post on X, Mark Cuban says he sees a future where current large language model leaders follow the path of once dominant technology and retail companies that failed to remain relevant as computing evolved. “Will today’s leading foundational LLMs be the DEC, Cray, Wang, Radio Shack, Sun, Data General, Compaq, etc. of tomorrow?” Cuban says many generative AI companies appear to be positioning their models as the operating systems…
A legendary Fidelity investor says Tesla’s valuation has drifted far beyond anything supported by comparable businesses or realistic assumptions. In a post on X, George Noble says he is short Tesla and lays out a sum of the parts framework that he argues puts the stock’s intrinsic value well below current prices. Noble, the protégé of Peter Lynch, challenges the optimism embedded in Tesla’s robotics narrative, comparing it to companies already operating at scale. “About that TSLA sum of the parts valuation… Boston Dynamics is estimated to be worth $5 billion. Figure AI recently raised money at a valuation of…
A former Morgan Stanley executive believes that President Donald Trump’s move against Venezuela’s Nicolás Maduro is more about the AI supply chain than oil. Over the weekend, the US launched airstrikes in Venezuela to capture its president, Nicolas Maduro, on drug trafficking charges. Said Trump in a press conference: “We will run the country until such time as we can do a safe, proper and judicious transition.” While most experts say that the attack is a move to secure the country’s oil reserves, ex-Morgan Stanley managing director Jordi Visser believes it is about AI-era supply-chain security and the physical inputs…
Anthropic co-founder Daniela Amodei says the pace of AI progress is forcing a hard reset in how people think about capability, timelines and readiness. In a new CNBC interview, Amodei says the term artificial general intelligence (AGI) is no longer a useful concept today, as today’s AI is more capable than humans in some domains but limited in others. “Claude can write code about as well as many developers at Anthropic now. Or it can write a percentage of code as well as developers at Anthropic. That’s crazy. We probably employ some of the best engineers and developers in the…
The US government is moving to retool workforce training for the next phase of the economy, tying apprenticeships, AI literacy and hands-on job preparation into a single national push. The U.S. Department of Labor announces the availability of $98 million in funding to expand pre-apprenticeship programs for young people through its YouthBuild initiative, targeting industries facing persistent labor shortages and technological change. The funding will support education, occupational skills training and employment services for young people aged 16 to 24, particularly in communities where labor force participation remains low. Priority sectors include construction, advanced manufacturing, information technology and healthcare. Labor…
