Latest / Jeremy Hemsworth Weekly Digest
Apr 13–19 | Compute replaced headcount · Enterprise is 2/3 of AI · Software has no moat
Sundar on compute allocation, the 60% doom loop, Anthropic's structural compounding, and Evan Spiegel's lesson every software company is learning right now.
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.