One thing that seems obvious is hindsight is while everyone was focused on GPUs and Nvidia stock, there are other components to building out AI infrastructure. If you’d put your portfolio into every major server component manufacturer a year ago, you could retire today.

Insane.

If you’re wondering how much AI vendors have been subsidizing tokens, here’s what a GitHub Copilot user would have been charged for their current usage under the usage based billing model going live next month.

Simon Willison recently calculated that the $200/month he spends on Claude & Codex actually consumed $2,180.16 worth of tokens. 😱

“That’s the dumbest thing I’ve ever heard. They’re the least expensive employees you have” - Matt Garman, AWS CEO, when someone in a leadership group chat said AI will enable them to fire all their junior employees.
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Fascinated by the idea of CEO group chats full of bragging about who’s firing the most over AI

Saw this on Bluesky and decided to fact check. It's true.

George W Bush, Bill Clinton and Donald Trump were all born in 1946.

Erin Brockovich has been fighting evil corporations that pollute the environment for so long that there was a Hollywood movie about her starring Julia Roberts back in 2000.

It's a bad sign for the AI industry that she is now on the anti-data center bandwagon.

https://www.newsweek.com/erin-brockovich-asks-americans-for-help-as-she-launches-data-center-map-11989813

Wired reports that the FBI and DHS are now monitoring a new class of threats described as “anti-tech violent extremism” resulting from the backlash against AI and data centers.

It’s unclear if this is a real threat or a political move by the White House to target opponents of AI.
https://www.wired.com/story/us-law-enforcement-warns-of-anti-tech-extremism/

McKinsey’s clients are pushing back against the billable hours model given its clear AI makes that a farce.

Instead clients are increasingly tying payment to actual results.

I expect every white collar field that bills based on human effort to face a similar shift to a performance based model.
https://www.ft.com/content/8318a754-7b63-4f1f-8978-7691e7ed3511

I think this is a key insight about the AI psychosis we are seeing exhibited by big tech CEOs.

The further you are away from the work, the more you assume it’s trivial for Claude or ChatGPT to replace the worker.

GitHub is at a crossroads.

• Availability is now so bad given the surge from AI related coding that it’s closer to five 8s than five 9s.
• GitHub Copilot was a pioneer but has lost the lead to Claude Code while angering devs with pricing changes.
• A talent exodus as its former CEO poached key folks to his startup.

Microsoft has squandered its lead in AI and what’s happening at GitHub is a symptom of a broader fumble.

https://www.theverge.com/tech/935250/microsoft-github-struggles-notepad

As the tech industry moves to get rid of middle managers due to AI, I think it’s useful to consider what a good manager does. They help you

1. Deliver results by removing roadblocks, settling disputes and giving guidance.

2. Grow as a professional via coaching.

3. Grow at the company by advocating promotion or key projects.

The question is which of these does AI actually do well enough to replace a human or is the argument that none of these matter anymore?

I guess we got tired of winning.

Demand for MBAs has dropped so much that some schools have offered 40% discounts on tuition while job prospects for people with Masters degrees are the worst in 20 years, besides COVID.

On the other hand if you’re an electrician or in a job that can help with building data centers, you’re in demand

https://www.cnbc.com/2026/05/19/ai-hiring-slowdown-skilled-trade-workers.html?trk=storyline-feed_main-feed-storyline-activity-card_feed-article-content