Walmart is building an entrance for shopping agents. The larger question is what happens to advertising, comparison shopping and consumer loyalty when software stands between the seller and the person paying.
Optimus has reached a manufacturing milestone. The harder test comes when someone expects it to finish a shift.
NVIDIA is building controls outside the AI itself. That engineering choice reveals the limits of asking software to behave.
Claude Duet offers to keep working when you leave. The important question is how much judgment you have left behind with it.
AI is becoming cheaper, faster and more capable. So why is the infrastructure required to support it becoming more difficult and expensive to build?
AI agents may someday cause a bank run without anyone panicking. The same mechanism could turn a teenage feud into a campaign. We may have misunderstood what human friction was doing for us. Table of Contents The teenage feud The Bank Run Where Nobody Panics The Teenager and the Bank Are the Same Story We […]
Specialized robots and recurring service contracts may matter more than machines that look impressive on stage.
The cloud depends on buildings, electricity and cooling. AI cannot escape the vulnerability of the infrastructure beneath it.
AI infrastructure promises extraordinary growth. The harder question is whether the financing, utilization and revenue can keep up.
More capable AI needs more than corporate reassurance. What evidence can outsiders actually inspect?