Editorials
Opinions, hot takes, and measured overreactions about artificial intelligence.
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Zuck: Everyone Can Run AI at Home, All They Need Is $30,000+ Computers
By Joseph FloydZuck has clearly lost touch with the average consumer. Meta announced that everyone can now run Meta’s Spark open model on their own Mac hardware…all you need is, wait for it, 2 maxxed out linked Mac Studios ($15K+ each). For rich hobbyists, this might be a cool announcement and a viable option. For most people, on-device inference isn’t a viable option…yet. But it’s close.
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The Only Thing Dario Is Pacing Is Revenue
By Joseph FloydWe are at a pivotal moment for the AI bubble. Anthropic announced $16.8B of Q3 “revenue”, an increase of $5.2B over Q2 (which was up $6.9B from Q1). Extrapolating from the Q3 slowdown, I don’t think they hit their $100B ARR target by year end. Turns out Dario’s doomer talks have been pacing…revenue growth.
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80% of Neoclouds Won't Survive Says Humans at Irrelevant Pre-AI Research Firm
By Joseph Floyd“80% of neocloud providers will not survive as independent businesses much beyond 2030.” - Gartner My first reaction: I didn’t even realize Gartner was still alive/relevant. My second reaction: I agree, 80% of neoclouds won’t be around in 5 years. Mostly because the small ones will be consolidated and the large ones like Coreweave, Nebius and Verda will benefit with scale. The innovators will build the platform layer that sits atop the bare metal.
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Nvidia Has More 2026 Profit from Owning Intel Than Intel Has Ever Made in a Year Being Intel
By Joseph FloydThink about that for a second. Nvidia bought ~$5 billion of Intel toward the end of 2025 and that stake was marked near $30B in June 2026. That's a $25 billion paper profit for the strenuous work of holding a stock. Intel has been in business for 57 years: building fabs, taping out chips, shipping billions of processors in its history.
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SaaSpocalypse Was an Overreaction
By Joseph FloydSafe to say SaaSpocalypse was an overreaction where the baby was thrown out with the bath water. Public SaaS stocks have rebounded and in some cases soared higher than before the Claude induced meltdown. Mr. Market has finally started differentiating software businesses based on their underlying characteristics: business model and growth.
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