Sam Altman concedes that AI has been net job creating so far, against his own prior expectations.

Rory O'Driscoll on CFO pushback against doubling tech budgets without headcount reduction.

Kendall Cole on AI labs competing with their own users by absorbing customer data.

Takahe Capital argues that uniqueness in a fund strategy is actually a red flag, not a selling point.

Thomas Seyfried on oncologists and the metabolic theory of cancer.

Satya Nadella on the hidden cost of AI services: users pay twice, once with money and once with proprietary knowledge.

Ramez Naam warns that AI 2040 uses speculative doomsday framing to justify real authoritarian surveillance infrastructure.

Corey Gannon on the gap between perceived and actual value of async access in AI consulting retainers.

Rory O'Driscoll on the AI industry's capital burn versus revenue gap.

Howard Marks on why Oaktree shrinks its next fund after strong performance.

Peter Boockvar draws a hard line between the AI capex bubble and the underlying technology.

Peter Boockvar on China's strategic priority in AI and technology competition.