News/Predictions
7 AI infrastructure stocks positioned for the boom beyond NVIDIA
The artificial intelligence boom has created a complex investment landscape where traditional tech giants compete alongside specialized infrastructure providers and emerging players across the entire AI value chain. Understanding where to allocate capital requires recognizing that AI's exponential growth demands massive investments in computing power, energy infrastructure, and specialized components that extend far beyond software companies. Smart investors are positioning themselves across multiple layers of the AI ecosystem, from the semiconductors that power machine learning to the data centers that house them. This approach recognizes that AI's infrastructure requirements create opportunities across industries that might not immediately appear connected to...
read Jul 18, 2025HSBC warns Apple’s slow AI rollout may delay iPhone upgrades
HSBC has warned that Apple's slow rollout of AI features introduced at WWDC 2024 has "failed to trigger significant improvement in user experience," potentially leading users to delay iPhone upgrades. The investment bank's analysis suggests that initial hopes for AI to accelerate the iPhone renewal cycle have been short-lived, with delays in launching the AI-powered Siri particularly concerning for Apple's hardware sales strategy. What you should know: Apple's AI strategy isn't delivering the expected boost to iPhone sales, according to HSBC, a global investment bank. The iPhone still represents about half of Apple's total sales, making upgrade cycles critical to...
read Jul 18, 2025Amazon scholar says personalized AI agents will spark next ChatGPT moment
The next major AI breakthrough will be developing agents that understand individual users' personal preferences and decision-making patterns, according to Michael Kearns, an Amazon Scholar who also teaches computer science at the University of Pennsylvania. This personalized "common sense" represents a significant technical challenge that could determine which company leads the next phase of AI development. The challenge: Current AI systems lack the ability to understand personal context and individual decision-making patterns that humans use in everyday situations. While today's generative AI models have learned from vast datasets, tomorrow's agentic systems need common sense specific to each person's unique context....
read Jul 17, 2025AI monitoring will become essential as society faces addiction crisis
Josh Mitchell, founder of Overlord, an AI monitoring service, argues that AI-powered 24/7 accountability partners will soon solve humanity's self-control crisis by monitoring behavior and implementing deterrence mechanisms. He believes these "AI Iron Domes" will become essential as society faces unprecedented challenges from job displacement and addictive AI superstimuli. The core premise: Most people's biggest life problems stem from lack of self-control, which could be solved with constant monitoring and gentle deterrence.• Mitchell uses obesity as an example, noting that 40% of Americans are obese and could lose 2 pounds per month simply by having someone suggest "medium fries" instead...
read Jul 15, 2025Bernie Sanders warns AI could create “doomsday scenario” for workers
Senator Bernie Sanders has issued a stark warning about artificial intelligence's impact on workers, describing a potential "doomsday scenario" where AI technology could eventually control humanity rather than serve it. In a recent interview with Gizmodo, the Vermont legislator argued that AI's effects on the labor market could be "a lot more severe" than the Industrial Revolution, with benefits flowing primarily to corporations and tech companies while workers face massive job losses. What you should know: Sanders has been consulting with AI experts and CEOs following his proposal for AI to help establish a four-day work week, finding them split...
read Jul 14, 2025CEOs are getting less shy about AI’s shredding of management positions
CEOs across major tech companies are openly acknowledging that AI will eliminate millions of white-collar jobs, with middle managers becoming the first casualties in what's being called the "Great Flattening." Data from Gusto, a payroll company serving small and medium-sized businesses, shows middle managers now oversee double the number of workers they did five years ago, while Ford's CEO Jim Farley predicts AI will eliminate half of all white-collar jobs in the U.S. What you should know: Major tech companies are already cutting management positions to fund AI investments, creating a domino effect across industries. Microsoft announced 9,000 layoffs, including...
read Jul 11, 2025“Murderbot” author: Today’s AI is years away from true intelligence
Martha Wells, author of the acclaimed Murderbot Diaries series, argues that today's large language models are fundamentally different from true artificial intelligence and warns that we're "light-years away" from genuine machine intelligence. Her perspective comes as the TV adaptation of her books debuts on Apple TV+ to critical acclaim, offering a timely counterpoint to the current AI hype cycle and corporate marketing claims. What you should know: Wells draws a clear distinction between current AI technology and the sentient machine intelligences depicted in science fiction. "A large language model is not a machine intelligence," Wells explains, describing current AI as...
read Jul 10, 202532% of entry-level jobs could disappear due to AI. Here are some ways to cope.
The workplace is experiencing a seismic shift as artificial intelligence reshapes entire industries. Recent data from Techerati suggests that entry-level positions could shrink by 32% due to AI tools like ChatGPT. This stark prediction signals a crucial reality: simply knowing how to use AI isn't enough anymore. If a job's core tasks can be automated through basic AI interactions, that position is likely headed for obsolescence. The question facing professionals across industries is no longer whether they need AI skills, but rather what level of AI expertise will keep them competitive. While AI literacy provides a foundation, the rapidly evolving...
read Jul 10, 2025Apple shareholder warns Tim Cook’s departure would trigger stock sell-off
Malcolm Ethridge, managing partner at Capital Area Planning Group and Apple shareholder, stated that replacing CEO Tim Cook would be a compelling reason to sell Apple stock. The comment came during a CNBC "Closing Bell" segment where Ethridge discussed Apple's leadership and the company's ongoing challenges in artificial intelligence development. What you should know: The discussion centered on Apple's current strategic position under Tim Cook's leadership and the company's AI capabilities. Ethridge, representing Apple shareholders' perspective, emphasized Cook's critical importance to the company's value proposition. The conversation addressed Apple's struggles in the AI space, highlighting potential competitive disadvantages as artificial...
read Jul 9, 2025AI shopping platforms eye e-commerce with seamless checkout and fulfillment
Forrester Principal Analyst Nikhil Lai predicts that generative AI platforms like Google's AI Mode, ChatGPT, and Perplexity will fundamentally transform how consumers shop, potentially becoming full-funnel purchase destinations if they integrate seamless checkout and fulfillment capabilities. This shift is reinvigorating the search engine optimization market, as businesses scramble to adapt their strategies for AI-integrated search environments that could reshape traffic patterns and media spending priorities. What you should know: Consumer behavior strongly suggests AI shopping platforms will gain traction if they can match the convenience of existing e-commerce leaders. Thirty-eight percent of US online adults check delivery speed before ordering,...
read Jul 3, 2025Amazon CEO says AI will replace some jobs while creating new ones
Amazon CEO Andy Jassy acknowledged that AI will replace human workers in some roles while simultaneously creating new, more "interesting" jobs during a CNBC interview this week. His comments come as Amazon has laid off around 27,000 workers since early 2022 while investing heavily in AI technologies, reflecting a broader trend among tech giants balancing workforce reductions with AI spending. What you should know: Jassy's remarks represent a candid admission from a major tech leader about AI's impact on employment, countering typical industry messaging that downplays job displacement concerns. "We're going to hire more people in AI, more people in...
read Jul 1, 2025Harvard study finds AI out of alignment…with successful executive business forecasting
A new Harvard Business Review study reveals that executives who used generative AI to make business predictions performed significantly worse than those who relied on traditional methods. This finding challenges the widespread assumption that AI tools automatically improve decision-making quality, particularly in high-stakes business scenarios where nuanced judgment is crucial. What you should know: The research specifically examined how generative AI affects executive-level forecasting and strategic decision-making, moving beyond previous studies that focused on routine tasks. While earlier research demonstrated AI's effectiveness for simple or repetitive work, this study tackled more complex cognitive challenges that require strategic thinking and contextual...
read Jul 1, 2025AI intelligence explosion could trigger AGI by 2038
Futurist Lance Eliot, an AI expert and Forbes columnist, forecasts a potential "intelligence explosion" breakthrough that could rapidly transform conventional AI into artificial general intelligence (AGI) by 2038-2039. This moonshot scenario represents one of seven possible pathways to AGI, contrasting sharply with gradual advancement models and potentially compressing decades of AI development into a sudden, chain-reaction-like leap forward. What you should know: An intelligence explosion theoretically works like a nuclear chain reaction, where AI intelligence feeds off other intelligence to create exponentially more intelligence in rapid succession. The concept was first articulated by John Good Irving in 1965, who predicted...
read Jul 1, 2025Can’t keep up? AI will eliminate jobs faster than workers can adapt, Amazon CEO warns
The Silicon Valley mantra echoes from every conference stage: "You won't lose your job to AI, but to someone who learns to use AI." While this reassuring narrative helps executives sleep soundly as HR departments scramble to deploy AI literacy programs, it fundamentally misses the seismic shift occurring across industries today. The real disruption isn't about individual workers becoming AI-proficient. Instead, entire job categories face obsolescence as artificial intelligence demonstrates exponentially improving capabilities in core business functions that once required human expertise. The exponential reality Today represents the least capable AI will ever be. Current models from major providers have...
read Jun 25, 2025Humans will become CEOs of AI agent teams, Stanford expert predicts
AI agents are rapidly evolving from coding assistants to comprehensive business tools that will require human managers to oversee "fleets" or "swarms" of automated workers. Industry leaders like Erik Brynjolfsson of Stanford and Anthropic's Dario Amodei predict this shift will fundamentally change how we work, with humans serving as CEOs of AI agent teams rather than individual contributors. What you should know: The transition from single-purpose AI tools to multi-agent systems is happening faster than expected, starting with software development but quickly expanding across business functions. Coding remains the fastest-moving application, progressing from basic autocomplete to "vibe coding" where users...
read Jun 25, 2025Hugging Face cofounder poopoos AI science pep, says AI can’t ask the right questions
Hugging Face cofounder Thomas Wolf is challenging the tech industry's optimistic predictions about AI's potential to revolutionize scientific discovery. Speaking at VivaTech in Paris, Wolf argued that current large language models excel at finding answers but lack the creativity to ask original scientific questions—a critical limitation that may produce digital "yes-men" rather than breakthrough discoveries. What they're saying: Wolf believes the fundamental challenge lies in AI's inability to challenge existing frameworks of knowledge. "In science, asking the question is the hard part, it's not finding the answer," Wolf told Fortune. "Once the question is asked, often the answer is quite...
read Jun 24, 2025Anti-War Games: Anadyr Horizon’s AI simulates world leaders to forecast and prevent conflict
Anadyr Horizon is using predictive AI to forecast and prevent global conflicts through its "peace tech" platform called North Star. The startup, founded in 2024, creates digital twins of world leaders and runs thousands of simulations to predict how they might react to real-world scenarios like economic sanctions or military blockades, with clients already including government agencies and corporate risk managers. Why this matters: Violent conflict cost the global economy an estimated $19 trillion in 2023, and Anadyr's approach represents a departure from traditional defense tech by focusing on conflict prevention rather than warfare capabilities. • The company emerges as...
read Jun 24, 2025AI will automate 78% of marketing tasks within 3 years, upending customer journey
The advertising industry's annual pilgrimage to Cannes Lions has always served as a barometer for where marketing is headed. This year's festival revealed a seismic shift that's been building for over a decade: the traditional advertising agencies that once dominated the iconic Croisette have been replaced by tech giants including Amazon, Google, Meta, Microsoft, Netflix, Pinterest, Reddit, Spotify, and Salesforce. This changing of the guard represents more than a simple industry reshuffling. We're witnessing the death of marketing as we know it, replaced by an AI-driven paradigm that's rewriting every fundamental rule. IDC, a leading market research firm, predicts that...
read Jun 23, 2025The end of free AI is coming—and ads will replace VC funding
AI-powered consumer applications are currently subsidized by venture capital funding, similar to how companies like Uber and DoorDash operated at losses to build market share in the 2010s. This "AI lifestyle subsidy" is expected to end as companies shift toward advertising-based revenue models, fundamentally changing how users discover and interact with AI-generated content. The big picture: Just as venture capital previously funded unprofitable startups that sold services below cost, investors are now subsidizing AI applications that provide expensive large language model access at artificially low prices. Dedicated groups are already exploiting free trial accounts from AI startups to resell access...
read Jun 23, 2025Study: AI could actually cut global emissions by 5.4B tons annually by 2035
New research suggests artificial intelligence could cut global climate pollution by up to 5.4 billion metric tons annually by 2035—far exceeding the emissions created by AI's own energy-hungry data centers. The findings from the Grantham Research Institute challenge growing concerns about AI's environmental impact, showing that strategic deployment across transportation, energy, and food systems could deliver net climate benefits equivalent to eliminating all of the European Union's current emissions. The big picture: AI's climate potential hinges on governments channeling the technology toward high-impact applications rather than letting market forces alone dictate its development. The study identifies five key areas where...
read Jun 20, 2025AI critics who downplay or ignore job displacement fears are stuck in 2023, argues top tech journalist
Vox tech journalist Kelsey Piper argues that academic critics are missing the point about AI's real-world impact by focusing too heavily on whether AI can "truly reason." While philosophers and linguists debate AI's cognitive limitations, the technology is already beginning to displace workers across industries, making theoretical questions about reasoning increasingly irrelevant to practical concerns about employment and economic disruption. What you should know: Recent academic papers claiming AI lacks genuine reasoning abilities are gaining widespread attention, but they may be distracting from more pressing concerns about AI's actual capabilities. A viral Apple paper argued AI models have "fundamental scaling...
read Jun 19, 2025White House AI czar: China now just 2 years behind US chip design
White House AI and crypto czar David Sacks warned that China has become highly skilled at circumventing US semiconductor export controls and is now only about two years behind American chip design capabilities. His comments highlight growing concerns about the effectiveness of current trade restrictions and China's rapid technological advancement despite ongoing sanctions. What you should know: Sacks pointed to specific examples demonstrating China's ability to work around US restrictions and continue advancing its technology sector. Huawei Technologies, the Chinese telecommunications giant hit with extensive US export controls, is rapidly closing the gap with international competitors. DeepSeek's breakthrough AI model...
read Jun 12, 2025Sam Altman predicts AI will transform human productivity by 2030
OpenAI CEO Sam Altman declared in a June 10 blog post that artificial intelligence has already passed "the event horizon" and that humanity is close to building digital superintelligence, describing the transition as a "gentle singularity." His optimistic vision suggests AI will drive unprecedented scientific progress and productivity gains, with individuals capable of accomplishing far more by 2030 than they could in 2020, though his claims have sparked significant debate within the AI community about both the timeline and risks of advanced AI. What he's saying: Altman's blog post "The Gentle Singularity" contains several bold predictions about AI's imminent transformation...
read Jun 11, 2025PE billionaire predicts 60% of investor jobs will be lost to AI, despite agentic struggles
Private equity billionaire Robert Smith told a crowd of 5,500 investors at the SuperReturn conference in Berlin that 60 percent of them will be jobless within a year due to AI automation. Smith's stark prediction comes despite mounting evidence that AI agents remain largely ineffective at complex tasks, with nearly 75 percent of businesses failing to deliver promised returns on their AI investments. What he's saying: Smith, who runs Vista Equity Partners, painted a dramatic picture of AI's impact on knowledge workers during his presentation. "We think that next year, 40 percent of the people at this conference will have...
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