If the algorithm decides what story you believe about an asset, it may also be deciding what you pay for it.
Adam Mosseri on the danger of letting AI take control in human-AI collaboration.
Adam Mosseri on the gap between what users say they want and what data shows they actually prefer.
Jeff Currie on AI breaking the zero marginal cost assumption because it consumes physical raw materials.
Glenn Fogel dismisses the concept of a competitive moat in the age of AI-driven innovation.
Adam Mosseri on the limits of AI for strategy generation.
Jeff Currie on why the renewable energy grid race has nothing to do with the environment.
Brent Donnelly on the information-confidence trap for traders.
Ben Carlson on prediction markets as falsehood machines.
Brent Donnelly on where trading edge now lives, short-term human flow over macro policy calls.
Alex Wiltschko on the current state of chemical sensing infrastructure.
Brent Donnelly on Bitcoin losing all coherent narratives among mainstream market participants.
Jason Lemkin on the COVID-era software buying boom being a historical fluke.
Anthropic engineers now ship eight times as much code per quarter as they did across the 2021 to 2025 period, and most commits are already AI-assisted. The throughput gains are real, but they may be accumulating pressure at the review layer faster than teams have noticed.
“You're spending a trillion dollars a year and the revenue on AI talk about maybe 70 80 billion.”
“We believe it would be good for the world to have the option to slow or temporarily pause frontier AI development.”
“You cannot sell Bitcoin. If you are selling Bitcoin, the whole system breaks.”
“The most high value product of the Ethereum blockchain financially speaking is ETH the asset.”
“It's not the P that's the bubble, it's the E.”
“It's not the stress that burns us down, it's the response to stress.”
Booking Holdings repurchased approximately 40% of its outstanding shares over roughly 12 years.
Instagram's new 'product staff' role (an evolution of the traditional PM) can perform design, data science, and research tasks using internal AI tools, signaling a structural collapse of specialist roles inside large tech teams.
Why social media algorithms are less semantically sophisticated than users assume: they rely on illegible embedding vectors, not detailed models of user interests.