Tracks vs. Trains: Why the Real Artificial Intelligence Boom Hasn’t Started Yet – Insights for 2026 – shawnHarris()

kept by eddie jan 02

The AI infrastructure bubble is peaking in 2026, and value will shift to application-layer companies that leverage cheap, abundant compute to transform industries.

The Untrainable - Sarah Guo
As AI models commoditize measurable tasks, lasting value lies in 'untrainable' work requiring private data, trust, organizational change, and domain-specific authority.
also on Harvey, Nvidia, #enterprise, #business-strategy, #ai-agents
AI's Bundling Moment
As AI model release cadence accelerates to every 42 days, companies like Harvey, Glean, and ElevenLabs are expanding from single workflow tools into broad platforms, reversing the SaaS-era unbundling strategy.
also on Harvey, #enterprise, OpenAI, #business-strategy, #ai
The AI revolution is here. Will the economy survive the transition?
Anthropic's co-founder Jack Clark, investor Michael Burry, and podcaster Dwarkesh Patel debate whether AI spending is a historic capital misallocation or justified by rapid capability gains.
also on Palantir, Nvidia, #business-strategy, #ai
The future of work is world models - by Rohit Krishnan
Managing a business with numerous AI agents requires a 'world model' that simulates operations and predicts outcomes, shifting management from direct control to exception handling and simulation.
also on Palantir, #enterprise, OpenAI, #business-strategy, #ai-agents
Codex for every role, tool, and workflow
OpenAI launched role-specific plugins, Sites, and annotations for Codex, enabling non-developers to build apps, dashboards, and reports across 62 apps.
also on Figma, Nvidia, #enterprise, OpenAI, #ai-agents