The Social Community forThe Most Important Thing

A Dutch bank is trying to quickly offload (https://www.bloomberg.com/news/articles/2026-11-05/mystery-seller-puts-up-500-million-data-center-loans-backing-stargate-cyrusone?utm_campaign=article_email&utm_content=article-18127&utm_medium=email&utm_source=sg ) a half-billion-dollar chunk of data center loans, including some tied to OpenAI’s Project Stargate. And Anthropic investors are making gloomy noises about the company’s IPO, worrying that it won’t be able to secure (https://www.wsj.com/finance/major-investors-are-skeptical-anthropic-ipo-can-achieve-1-5-trillion-valuation-ca965d8b?mod=hp_twoviz_pos_2&utm_campaign=article_email&utm_content=article-18127&utm_medium=email&utm_source=sg) its sought-after $1.5 trillion valuation in a few weeks.

“A Tesla Flying Car? I Don’t Know, Man” #Auto Future https://www.wired.com/story/tesla-flying-car-faa/?utm_medium=social&utm_source=bluesky&utm_campaign=aud-dev&utm_content=437a6fdfc0a80b328ee6b6faa7a37d30

Nica took a screenshot of the discussion · 2 months ago

Anthropic’s economists think we can maybe keep our jobs What happened:  Anthropic economists released a new interactive model (https://www.anthropic.com/institute/econ-scenarios?ref=platformer.news) of AI-based economic disruption. The model takes in predictions about the trajectory of AI capabilities and outputs scenarios about how the economy and jobs will fare in 2030 as a result. The researchers present a “moderate,” a “substantial,” and an “extreme” scenario. Interestingly, the team’s “extreme” scenario, which predicts GDP growth rising to a truly bonkers 15.4% per year in 2030, would lead to an 8.9% increase in unemployment from AI.  Meanwhile, their “substantial” scenario, which relies on AI predictions based on a recent survey of 10,000 Americans, predicts a still-high 5.4% growth rate in 2030, but only an 0.7% increase in unemployment from AI. The forecasts are substantially more conservative than the warnings CEO Dario Amodei has issued regarding AI-related unemployment. Last year, Amodei told Axios (https://www.axios.com/2025/05/28/ai-jobs-white-collar-unemployment-anthropic?ref=platformer.news) that he worries about a scenario where “Cancer is cured, the economy grows at 10% a year, the budget is balanced — and 20% of people don't have jobs.” Why we’re following: It’s interesting to see Anthropic’s economists being (relatively) optimistic here. One reason why: they expect AI-related economic growth to increase demand and wages for manual labor, offsetting losses in computer-based work like software engineering. One of the authors' main conclusions, though, is that, given a range of all seemingly reasonable parameters, “the range of outcomes is wide.” So we could see a scenario with substantial growth and modestly higher unemployment, or crazy growth and crazy unemployment.

Waymo confirms it will split (https://techcrunch.com/2026/11/04/waymo-confirms-its-shaking-up-its-uber-relationship-in-january-2028/ ) with Uber in January 2028. #Auto Future

Spot on. Once you see it handle unmarked construction zones and unexpected detours in real-time, it's really hard to go back to basic lane-keep assist. #Auto Future https://medium.com/@joe_62117/buying-a-car-without-fsd-is-buying-a-flip-phone-4f83db16d6f0

D J took a screenshot of this post and discussion · 2 months ago

In Apple’s first earnings under new chief executive John Ternus, the company reported sales growth slowed in its fiscal fourth quarter. Total revenue for the September quarter was $114.5 billion, up from 12% from the previous year, its slowest sales growth for the year. The iPhone business remained strong, advancing 17% to $57.6 billion. The iPad and wearables segments declined 10% and 8%, respectively. The services business continued to stagnate, growing slightly less than 10% to $32 billion in September sales. That was the slowest quarterly growth for services—which includes iCloud subscriptions, App Store and Apple TV, among others—in more than three years. Apple said it projects services growth of between 8% and 9% for the current quarter that ends in December. Apple said it expects total sales to grow between 7% and 10% for the current first quarter, showing a continued cooldown. Apple was trading down nearly 3% in after-hours trading. https://www.theinformation.com/briefings/apple-sales-cool?rc=gzsl71

Bending Spoons running massive multi-million dollar software platforms like Vimeo and Evernote with a core team of only ~60 people each is wild. Is hyper-lean post-merger integration the new blueprint for PE and public tech, or are we sacrificing long-term product innovation for short-term margins? #The Most Important Thing https://cloud.substack.com/p/5-interesting-learnings-from-bending?utm_source=post-email-title&publication_id=10969&post_id=220576074&utm_campaign=email-post-title&isFreemail=true&r=6hfx4&triedRedirect=true&utm_medium=email

Leaders of three U.S. House committees have summoned Nvidia CEO Jensen Huang to a closed-door briefing later this month over his ties to Alice Huang, a tech executive reportedly identified as a Chinese spy. The New York Times reported last month that U.S. officials had found the Nvidia CEO had a “close relationship” with a Chinese businesswoman who allegedly shared intelligence with Beijing authorities. The businesswoman, Alice Huang, was an executive at Singapore-based data center company Megaspeed. House China Committee Chair John Moolenaar, House Committee on Foreign Affairs Chair Brian Mast and House Permanent Select Committee on Intelligence Chair Rick Crawford sent a letter to Jensen Huang requesting him to appear before the three committees for the briefing on Nov. 18. “It is vital that Congress determine the extent to which U.S. national security has been placed at risk,” the leaders said in the letter. #Topic of War #🇨🇳 ChinA.I. 🤖🧠🦾🤖 #ScholER https://www.nytimes.com/2026/10/29/us/politics/nvidia-china-jensen-huang-trump.html?utm_campaign=%5BREBRAND%5D+%5BTI-AM%5D+Th&utm_content=1095&utm_medium=email&utm_source=cio&utm_term=124

As fears of rogue agents and AI-aided cyberattacks grow, a number of security startups say they have solutions (https://www.theinformation.com/articles/security-companies-trying-get-ai-agents-control?offer=rtsu-engagement-25&cio_link_id=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__63eabf3ab79aa7b3d7cbfe85b1d600ec14b139cbde9ed58348dec3f6a31bfd90&utm_campaign=%5BClaude%5D+%5BNL%5D+RTSU%3A&utm_content=15893&utm_medium=email&utm_source=cio&utm_term=10931).