Kallum Pickering Warns of AI Boom Bust Risks
THE SO WHAT
Heavy AI capex layered on high rates concentrates risk in a narrow set of assets—classic boom-bust conditions. When you model AI investments, include a scenario where funding tightens and multiples compress sharply over 12–24 months, not just the up-and-to-the-right case.
READ THE SOURCE
MORE FROM THE WIRE
A protester and a robot duck hiccup: 2 moments from Jensen Huang's keynote didn't go to plan
Public friction — protests plus a wobbly robot demo — is a reminder that AI and robotics are now political and symbolic stages, not just tech showcases. If your roadmap depends on visible demos, over-invest in reliability and narrative framing; miscues now travel as fast as product wins.
Tech & InnovationApple says it plans to add Reachability for the iPhone Duo later in 2026, helping people with smaller hands more easily access the left or right display edges
Apple baking Reachability into a foldable Duo underscores that ergonomics will decide whether dual-screen form factors become mainstream work devices. If you build mobile apps, plan for split and foldable layouts now — UX that ignores reach and posture will feel broken on the next hardware cycle.
Tech & InnovationEBay to Cut 9% of Staff to Streamline Operations, Reuters Says
A second 9% cut in a year at a major marketplace is another sign that scaled consumer platforms are pruning headcount to fund AI, logistics, and core profit centers. If you rely on these ecosystems, expect slower human support and more automated tooling — and adjust your channel and support strategies accordingly.
Tech & InnovationHeckler disrupts Nvidia CEO Huang’s speech at Berlin conference
Public disruption at a flagship AI keynote underlines that large-scale compute and AI roadmaps now attract organized scrutiny. Policy, ESG, and community engagement need to be wired into your external narrative if your business depends on visible AI infrastructure builds.