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A couple of weekends ago, Sarah Polcz, a University of California, Davis, law professor, and her husband, Adam Brown, a top scientist at Google’s DeepMind, hosted a party at their Portola Valley home that had all the trappings of a geeky good time. One guest piloted a drone that rained down ice cream bars on the kids in attendance. At the swimming pool, people took turns riding on a minihouseboat—the creation of another partygoer, Eric Stackpole, a former NASA engineer and co-founder of...

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Paul BaierCEOGai Insights
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The key question is weather profit concentration follows the same pattern as this revenue concentration. Apple, Microsoft and Google all has declining margin cost, so scale drove profit concentration. I assume this will occur in these market, but this hasn't yet been the case (likely token price increases by OpenAI and Anthropic next year post IPO will help).
Elizabeth RichardsonConsultant And OwnerElizabeth Richardson LLC
on… Why Trump Officials and VCs Love This Nuclear Power Startup’s Brute-Force Approach
This is a very balanced story. It shows the hope and the hype in an industry coming of age. July 4, 2026, is not far away. I'll be watching. If Taylor pulls it off? The great American Story. If he doesn't? Echoes of Nikola. I like X-Energy's odds a bit more.
Ivan FatovicCeo, Founder OfModamily
on… A Claude Catharsis: Accepting When Your Life’s Work Becomes Free and Abundant
Experiencing this firsthand right now. Eight years ago, I paid a team ~$20K to build a prototype — architecture, schema, the works. Months of coordination, specs, and revisions. This weekend, I rebuilt a comparable version myself in two days. Same founder. Same product instincts. Radically different leverage. The builders who adapt to these tools are going to compound advantage very, very quickly.
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