Sam Altman predicts AI CEOs within years while betting billions on human-centric infrastructure. His Tyler Cowen interview reveals three tensions: monetizing without breaking trust, energy bottlenecks limiting AI, and models that persuade without intent.
Ex-Tencent AI scientist Wei Liu chose Singapore for unrestricted Nvidia chip access, raising $50M for Video Rebirth. The geography play matters more than the physics pitch—it's about training on Blackwell while China can't.
Good Morning from San Francisco, The AI bubble found its puncture point this week. Palantir beat earnings, then lost 8%
Explore Klarna CEO's insightful perspective on why they chose to leave Salesforce, and why it might not be the best move for everyone.
Klarna CEO Sebastian Siemiatkowski wants to set the record straight. His company's dramatic farewell to Salesforce wasn't a breakup story for the masses.
The fintech leader sparked industry buzz last September when Klarna replaced Salesforce's CRM with an in-house AI system. The move cut 700 contract jobs and saved $40 million yearly. Salesforce CEO Marc Benioff raised eyebrows, questioning how Klarna handles customer data.
Now, as Klarna eyes an IPO, Siemiatkowski clarified on X.com: They didn't just plug everything into ChatGPT and call it a day. The company built its own tech stack, using Neo4j's graph database and other tools to consolidate data from various SaaS systems.
The Swedish fintech's AI transformation isn't a blueprint for others. Instead, Siemiatkowski predicts fewer SaaS players will dominate the market. These survivors will offer similar AI-powered solutions to companies that lack Klarna's resources.
Why this matters:
Read on, my dear:
Sam Altman predicts AI CEOs within years while betting billions on human-centric infrastructure. His Tyler Cowen interview reveals three tensions: monetizing without breaking trust, energy bottlenecks limiting AI, and models that persuade without intent.
Palantir beat earnings but fell 8% at 250x forward P/E, triggering global risk reset. Banking chiefs gave cover for year-end de-risking while AI capex outpaces revenue visibility. When leaders wobble, concentration risk becomes system risk.
Amazon sues Perplexity to block its AI shopping agent from making purchases autonomously. The first major legal clash over whether AI assistants can act as user proxies sets precedent for the $20B question: who controls the future of online commerce?
Coca-Cola's 2025 AI holiday campaign cuts production from a year to a month, replacing 50-person crews with 5 specialists. Consumer opposition softens as creative industry backlash intensifies. The workforce math reveals what efficiency narratives obscure.
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