Claude Co‑work: Brilliant but Reset Daily Like a Lobotomized Employee
Claude Co-work is like having an especially smart employee who gets a lobotomy every morning. https://t.co/Ff3M83LKs3
AI Infrastructure Drives Explosive Step‑Function Cloud Backlog Growth
The chart shows the cloud backlog story moving from steady accumulation to step-function growth, with the most recent quarters suggesting the AI infrastructure cycle is now converting into contracted demand at a much larger scale. https://t.co/RYugYQJg5L
Copilot Engagement Matches Outlook; Satisfaction Now Key
Copilot weekly engagement now matches Outlook. That is the structural signal, not the 20M seats or the 250% growth. The next number that matters is satisfaction. Email-level habit is not the same as email-level value, and we all use email...
PJM Reopens Queue, Prioritizing Gas Projects Again
PJM's interconnection queue is back open for the first time since 2022. And it's gas, gas, gas, and more gas... https://t.co/o95wpzqCXw https://t.co/MiEOHOp4NK
Agents Build Agents, Generative UI, 1,000 Real AI Use Cases
Seroter Daily Reading List – April 29, 2026 (#773): Today’s links look at using agents to create agents, what generative UI is actually about, and a thousand real-world AI use cases from actual companies. https://t.co/xbjkX63V0c
AI Leadership Is Temporary, Not Insurmountable
Crazy how many people expect some company or country to achieve a “insurmountable lead” in AI, when in reality no company seems to hold a lead of more that a few weeks or at most a few months before someone...
Sam Altman Fills in for GDB at Stripe Sessions
Looks like @gdb couldn’t make it, so @sama just took the stage at @stripe sessions https://t.co/Xif3MuwTtx
Dutch Buildings Could Support 36 GW of Façade Solar
Dutch buildings could host 36 GW of façade solar capacity #energysky -- via pv magazine global: https://t.co/IMVHeqIawc
US Renewables Surge, Outpacing Gas for First Time
US renewables (yes, US) are flourishing, thank you very much >US Solar 2025: Up a massive 28% over 2024 >Renewables officially passed a quarter of all US generation in 2025 >In March 2026, renewables beat gas (35% to 34.4%) for 1st time...
Expert Offers Free SEO Q&A for SaaS & AI
I’ve done SEO for over 40+ SaaS and AI SaaS. If you have questions, leave them below. I’ll answer in a vid soon.
Reallocating IT Budgets Around Unequal AI Outcomes
. @satyanadella today: “IT budgets get reshaped by business outcomes and reallocation from other line items on the income statement.” He is right, per seat breaks when two users consume AI completely differently. Consumption pricing is the easy part. Reorganizing enterprise...
AI‑obsessed CEOs See No Real Business Improvement
Your CEO is Suffering from AI Psychosis https://handyai.substack.com/p/your-ceo-is-suffering-from-ai-psychosis I'm sad to say I know SO many people like this. Crazy about AI. Convinced it's doing so so much for them and their businesses. Yet revenue, productivity, cost, and margin trajectories look basically...
Life Shouldn't Revolve Around API Peaks and Token Limits
Are you also planning your life around agents running, api peak hours and token limits?
Our Essay Tops World Models Search over Nvidia, GitHub, Nature
Pim just pointed out that our essay is the top organic result for World Models, ahead of Nvidia, the original Ha and Schmidhuber GitHub, Reddit, Nature, and Wikipedia. https://t.co/CkWZ9n95Bf
Friends Use AI for Fun, Not Professional Tasks
i don't get how most of my friends have never opened claude or chatgpt for their professional work, but did for random questions
AI Teammates Boost Sales Velocity, Win Rates, Certainty
Velocity, Win Rates, and Certainty: The CEO’s Case for AI Teammates by @Timothy_Hughes https://t.co/QidhAjRFgR @DLAIgnite #SocialSelling #DigitalSelling #Sales #SalesTips #SalesLeader #ArtificialIntelligence #Technology #Innovation #Tech #TechNews #Marketing #Strategy https://t.co/e0eZHkbm1l
Google’s AI Edge: Monetize Existing Platforms, Amazon Leads Commerce
On consumer AI, Apple aside, Google has the runway. Monetizing on top of YouTube, Maps, and Search beats inventing new behavior which is something OpenAI would have to do. And before I bet on Meta, I bet on Amazon for...
AI Revenue Hits $37B, Signals Agentic Computing Shift
Just wrapped our quarterly earnings call. We are focused on delivering AI infrastructure and solutions that empower every business to eval-max their outcomes in this agentic computing era. Our AI business surpassed a $37 billion annual revenue run rate, up...
Unlock Five Hidden NotebookLM Features for Teachers
📊 Data tables, infographics, and slide decks, all from your uploaded sources. ✨ NotebookLM is packed with features most teachers haven't tried yet. 🔗 I walk you through five of them in my latest episode. https://t.co/tF2UsWB319
Actionable Routine Videos Boost Authentic Paid Social Conversions
Here's what is working right now for paid social ads: "Building a routine" and "optimizing your life" style videos. Why does it work so well? It's because the optimized routine feels actionable and make the product feel like part of a system of...
Actian Unveils Edge‑ready VectorAI DB for On‑prem AI
.@ActianCorp launches VectorAI DB designed for on-premises, edge AI deployments https://t.co/5vkdGEX0QY Actian launched its first vector database with Actian VectorAI DB, which is designed for AI workloads in regulated, disconnected and edge computing environments.
AI Agent Reads 40k Posts Daily, Beats Manual Watching
To keep up with AI you can either watch X Pro. Like this. Or you can visit https://t.co/kiuZ7QXLzb I trained an AI agent to read 40,000 posts a day to build that. You tell me what is better. :-) https://t.co/xsyUlvSoZU
Low‑Cost Arms
This is the most promising direction in robotics today. Problem: industrial robot arms are too expensive to install Solution: low cost arms + vision + targeted machine learning technoques to make programming easier and system more robust to variation without...
Big Tech Shifts to Usage‑Based Intelligence Utility Model
MSFT, GOOG, AMZN all insinuating consumption/usage-based business models. Welcome to the intelligence utility era, friends. https://t.co/cspnwjWdqN
AI Coding Tools Save only 3.6 Hours Weekly
84% of developers use AI code generation, but it's only saving 3.6 hours per week. Because coding is just one part of the job. The full SDLC still requires human investment. #VibeCoding #CIO https://t.co/p7yRF5nHjg
EU Launches Homegrown Clean Energy Push After Price Shocks
EU responds to energy price shocks with ‘homegrown’ clean energy push #energysky -- via pv magazine global: https://t.co/uqzZN3tyrr
MOKiN 8‑in‑1 USB‑C Hub Simplifies All Connections
Running out of ports or want to simplify plugging your notebook into your accessories, from keyboard to monitor? Then you'll really appreciate the MOKiN 8-In-1 USB-C Hub. It even has some secret functions that are pretty slick, as I demonstrate:...
Tech Giants Waste AI Billions, No Returns Yet
Sheer insanity. Amazon, Google, Microsoft, and Meta collectively are spending more money than the Manhattan Project *every single month*. More than 12x the Manhattan Project every year. And what they have got to show for it? None are making major profits...
Consumers Still Prefer Lawyers Over AI for Estate Planning
Interesting debate for estate planning attorneys playing out in #AdvisorTech - to what extent will consumers trust AI-driven tools to draft most/all of their estate documents? Current state of affairs, per Trust & Will survey: - Only 30% trust AI more than...
Microsoft Refocuses on Fundamentals to Win Back Consumers
Microsoft CEO Satya Nadella just commented about winning back consumers across Windows, Xbox, and more: "When it comes to our consumer business, we're doing the foundational work required to win back fans and strengthen engagement across Windows, Xbox, Bing, and Edge....
Agentic AI: From Answers to Action in Banking
Agentic AI is not about answering questions. It is about taking action. In this episode, I explain why moving from passive to autonomous systems is critical for the future of banking. 👉 Watch the full episode: https://t.co/Sk040KYyAk https://t.co/BJPjJXhpkH
Solar, Batteries, EVs Last Decades, Unlike Fossil Imports
100% agree. Once you've deployed solar panels, batteries, or EVs, they operate for 20+ years. Very different dynamic than importing fossil fuels.
AI's Global Reach Will Redefine Jobs Everywhere
AI will transform everything. On my recent trip to Morocco, our tour guide asked ChatGPT and invented a novel career for himself. We have 8 billion handsets on the planet, and I'm hopeful AI will diffuse into every one.
FDA Proposes AI-Driven Real-Time Trials, Ending Phase Gaps
No more Phase 1, 2, or 3 in clinical trials? The FDA is proposing using AI to get trial data in real-time from EHRs and giving trial design feedback based on what it sees. No more batch processing could eliminate the wait...
Created 16 Automated Emails in Just 15 Minutes
Just shipped 16 automated emails complete with copy, design, and backend logic in ~15 minutes. Magister invites going out every day now 😎 https://t.co/hrpjUT0WVl
Workday’s Service Empire May Expose Vulnerability
"A $30B company with 10,000+ customers and a services cartel that’s arguably bigger than the product itself will not roll over quietly." https://t.co/eBzsJxBGUV < is Workday finally vulnerable? They've got an enviable footprint and new focus. All platforms need to...
Anthropic Eyes $900B+ Valuation in Upcoming Funding Round
NEWS: Anthropic is considering offers from investors for a round that would value it above $900B. No firm term sheets, nothing accepted but new reporting @TheTerminal with and led by @shiringhaffary @nmasc_ Story to follow
Meta's Muse Spark Boosts Sessions, Deepening Screen Addiction
$META says its new Muse Spark model is improving user sessions by a "double digit" percentage. My take: AI is going to make it even more difficult for humanity to put down their screens.
Seeking a Versatile Calendar Client Beyond Gmail
Would *really* love it if someone would vibe code a really great calendar client that supports more than just Gmail.
AI Cloud Surge Validates Bull Thesis Across Tech Giants
The bull thesis just got validated. In a single afternoon. ...
Compute Limits Revenue: Build More Capacity Fast
Hyperscalers' revenue all constrained because of compute constraints. When you run an AI hotel, and there is a massive line waiting for rooms, you build more hotels as fast as you can. Compute = revenue.
Gemini's Document Features Lag Behind True AI Capabilities
Gemini now can create documents, and it is a nice start, but not up to the frontier yet, as you can see from my "LBO of Hogwarts" test. PowerPoints are substantially worse than NotebookLM, spreadsheets are primitive, still no thinking trace,...
Meta Cuts 15% Staff, Touts AI Empowerment
Zuckerberg says AI will amp the ability for people to do what they want. Trying to smooth over the fact that Meta has been the most aggressive company at replacing humans with AI. My math is they've cut...
From Undrivable Supercar to Self‑Driving Revolution
So Elon Musk spent his paypal $$$ on a supercar only to learn he couldnt drive it. so then he takes the rest of his $$$ to build a car that could drive itself
Amazon's Q Beats Forecast, Growth Accelerates Across All Segments
$AMZN: good Q w beat/raise. TR +17% w N.A. retail +12%, intl +19%, AWS +28%, Ads +24%. OI beat and capex in line. Clearly the capex is working. Incredible growth for a company of this size/scale.
AI-Generated Album Impresses: Music Has Evolved
Haven't checked it out in a while but pretty amazed by where we are at with AI music. This is a pretty good album top to bottom https://t.co/dKg5ZGHBrf
Waymo Hits 500k Fully Autonomous Rides Weekly
Google $GOOGL owned Waymo is now doing more than 500,000 fully autonomous rides a week
AWS Expands Amazon Connect to Boost Enterprise Automation
.@AWSCloud accelerates enterprise agentic automation with expanded @Amazon Connect portfolio https://t.co/3Y5BXSKfYw @SiliconANGLE @Mike_Wheatley “The supply chain use case is no surprise, because Amazon has plenty of in-house expertise in...” #AWSSummit
Oracle AI Agent Studio Simplifies Workflow Creation for Non‑Developers
Oracle's AI Agent Studio is making waves, lowering the barrier for non-developers to build workflows using natural language. It's a strategic move bridging ERP AI with open-source and agentic AI trends. #OracleAI #AIStudio https://t.co/PNfZe1TFyF
Google Bets on Agentic Commerce as New Revenue Engine
$GOOG says agentic commerce is long term growth driver. Has not started. The process of commerce will have "new standards from discovery to buying" My take: More shots for Google to make money.