Latest / AnyMessages · Daily Podcast
A Hundred-Billion Revenue Runs Into the Power Ceiling — State of AI 2026 Lays Out Five Cards
Anthropic, OpenAI, and Google are locked in a frontier-model dogfight. AI now writes half its own R&D code. Robots are learning general-purpose manipulation. Drug-discovery AI has reached Phase III trials. But the grid underpinning it all is being cornered by $725 billion in infrastructure spending and millisecond-scale power fluctuations.
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.