Elon Musk is throttling Grok users because its cost is '"unsustainably high"
Are AI subscriptions speed-running their own version of the Uber/Lyft VC subsidy? (Cheap prices to hook you, and then real prices to run an actual business)
Are AI subscriptions speed-running their own version of the Uber/Lyft VC subsidy? (Cheap prices to hook you, and then real prices to run an actual business)
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I wrote about the end of Google search traffic — for Reddit, publishers, and for Google.
Google believes its AI strategy will prevail, trading search for AI summaries and personalized dialogue with LLMs. That’s the optimistic case. It’s also a nightmare for almost everyone else
Google believes its AI strategy will prevail, trading search for AI summaries and personalized dialogue with LLMs. That’s the optimistic case. It’s also a nightmare for almost everyone else
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This story is filled with great quotes picking apart Colossus and the style of tech-friendly content marketing that rejects the ideas of journalism, criticism, and the public interest.
The same people who champion AI writing back the in-flight magazine for the billionaire class
The same people who champion AI writing back the in-flight magazine for the billionaire class
On Colossus magazine, which publishes gorgeous, obsequious profiles of people like Zuck and Josh Kushner: “It’s all well and good for the tech industry media bubble to have its own in-flight magazine, but audiences aren’t stupid" — @reckless to @andrewfed sfstandard.com/2026/10/30/col…
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At every stage the words people put on the internet will be extracted and homogenized.
Google will probably be fine.
But for everyone else, not only will AI work as another intermediary, but like the social platforms before, they will change incentives/editorial choices/content
Google will probably be fine.
But for everyone else, not only will AI work as another intermediary, but like the social platforms before, they will change incentives/editorial choices/content
The rise of Google AI Mode (plus agents) will be a big economic shift for the web—but it's also a huge psychological shift in our relationship to other people on the web.
Right now, AI summaries of queries do not send our attention outward to links but rather answer our questions directly by summarizing the material they can consume faster than the user. This will change the economics of the internet because the machine has gone from hunting and gathering (ranking and displaying links to which they send traffic) to serving final meals (summarizing the results). We're seeing AI Mode affect Alphabet earnings, Reddit revenues, and search traffic for publishers. That's already a big story.
But I'm also watching now information consumers are being moved up the hierarchy of search:
- Bottom rung: Find links in response to search
- Next rung up: Generic summary of links (AI)
- Next: Encourage me to talk to the AI about the results rather than click any of the below links, so that the AI summary isn't generic but rather tailored to the user who did the search (personalized advanced AI)
- Next: Anticipate the next search/prompt and give me the information or product I need before I know I need it (Muse, Instinct, advanced agents)
With each rung, the human-to-human interaction of the web (eg, me reading an article by a person) is being intermediated and then finally replaced by a machine that anticipates what I wanted from that human-to-human interaction and serves it up to me, possibly even before I knew that I wanted it.
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What a fun sentence!
"In Speed’s hands, livestreaming multiplies the spontaneity of social media by the intimacy of podcasting: The viewer is thereby transformed from consumer to sidekick, a remora hitching along for an unpredictable ride."
nytimes.com/2026/10/29/mag…
"In Speed’s hands, livestreaming multiplies the spontaneity of social media by the intimacy of podcasting: The viewer is thereby transformed from consumer to sidekick, a remora hitching along for an unpredictable ride."
nytimes.com/2026/10/29/mag…
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A great interactive story, filled with testimonials from young people, about how demoralizing and dehumanizing it is right now trying to get a job.
Searching for jobs, Gen Z feels likes it's staring into the void
Searching for jobs, Gen Z feels likes it's staring into the void
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Reading these two stories, doing some tiktoks about the job market and engaging with commenters, I don't think employers and tech companies realize how deeply despised AI interviews are.
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Getting absolutely zero feedback is tech-dystopia
"There are no phone numbers to call, no publicly accessible hiring managers to charm with a personalized email. Instead, there is what feels like a wall of tech that needs to be pierced in order to reach a human being."
"There are no phone numbers to call, no publicly accessible hiring managers to charm with a personalized email. Instead, there is what feels like a wall of tech that needs to be pierced in order to reach a human being."
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Operation AI Baddies. (This will be a subplot in Industry season 5)
I have an idea for solving this: the double honeypot.
In the interest of national security, a domestic agency recruits and deploys their own honeypots to closely monitor individuals with sensitive information, while effectively defanging foreign honeypots.
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If American men didn't face a loneliness crisis our tech workers would be less susceptible to honeypot spies!
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This gave me the thought that even if the Fed determined the crazy AI buildout was the key driver of overheating, wouldn't it be too politically and economically damaging for the Fed to do anything about it? (Too much is riding on AI's success)
Warsh's quote about making the economy more durable and promoting a longer lasting economic cycle stuck out to me when thinking about why stocks are holding up despite the market pricing more hikes.
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