Entrepreneur
Amazon will buy Anthropic. Uber will buy OpenAI. The Bundlers will acquire intelligence to strengthen the whole life subscription, directing research and capital toward more useful days, dependable service, and recurring human choice. … readThe Bundlers Buy Intelligence
Dots win my vote for the delegation dump: handing over several outcomes and putting the phone away. Elapsed time can rise while human attention cost falls, provided the work meets its deadline and the results are actually delivered. … readDots Are the Winner (So Far)
When your AI fills the input box with your next prompt in gray and you just press Tab, then Enter, your whole contribution has shrunk to a yes. It is Try it at the size of a sentence, and the first visible sign of personal AI that predicts your next move. … readTab, Enter
Around 2040, I expect 1.4 billion people to pay $500 a month for an AI bundle that makes them, by any older standard, superhuman, while 7.8 billion go without. Every class division in history was a relationship. This one will be a wall. … readThe Served and the Unserved
Billions of people chat with AI while only a few million let it work in the background. The bridge between them is an AI that finishes the work unasked and holds the state change for Accept or Reject — and the notification everyone wants is Done. … readThe Notification Everyone Wants Is Done.
Desktop access lets AI work with your real files, applications, and browser. The advantage depends on which sandbox boundaries each tool can cross—and where the task actually runs. … readThe Desktop Advantage
Usage credits at OpenAI and Anthropic expire in a year, cannot be transferred, and are priced when you spend them, not when you buy them. Every property of a financial asset has been engineered out. What is left is a better asset: one whose only exit is turning it into something. … readBuy Low, Use High
The first organization to report a trillion dollars in annual revenue will be OpenAI: a billion customers, an average order of $100 a month, and a product called usage credits that already exists in the settings menu. The race is not against Anthropic. It is against Amazon. … readThe First Trillion
Most people will pay a frontier AI company directly. The routers, resellers, and platforms now lining up to stand in between will mostly be gone by 2030, because everything new appears at the source first and only the source ever feels like yours. … readThe Pure Utility
The $100 intelligence bill is not a new subscription; it is the one that eats the others — and that single fact reprices the software industry and tells my students which startups not to join. … readThe Last Subscription