Japan just set a target: 30% of the global physical AI market by 2040. The driver isn't efficiency. It's survival. Physical AI is being bought as a continuity tool. How do you keep factories, warehouses, and service operations running with fewer people? The US doesn't face the same demographic cliff. But the labor economics in blue-collar ops are running the same direction. The difference is American operators are choosing this, not being forced into it. The choice is both the opportunity and the delay. techcrunch.com/2026/04/05/ja…

Everyone's racing to automate white collar work. Meanwhile the biggest bottleneck in the US economy is a shortage of people who know how to do things with their hands. The most valuable skill in 2030 will be operating a robot, not prompting one.

⁠App Store submissions up 84% in Q1 2026. Down 48% from 2016–2024. Then AI coding tools launched and the trend reversed overnight. Cheaper software development doesn't mean less software. It means more. Domain expertise is the scarce resource now. Source: entrepreneur.com/business-ne…

"Operational improvement" in PE usually means: cut headcount, raise prices, hire a new CFO. What it almost never means: actually change how the work gets done. The gap between those two definitions is where most of the real value is hiding.

If you don't use gradients, it's not AI.

"It's either a hell yes, or it's a no" - @kberger on @lennysan's Pod. Startups are hard as is and it's how we've been operating when it comes to hiring. Most importantly, this principal needs to hold for both parties. Full Episode: youtube.com/watch?v=KSCjl_VI…

Post-training is where it's at 👌 "A tiny amount of data... 30 examples" was enough to steer the model in the right direction - @johnschulman2 (OpenAI co-founder) on @dwarkesh_sp 's Pod

"Business Supply" and "Travel" software are the fastest-growing app categories across companies. In-person meetings are clearly in vogue again. We should be delegating the booking/purchasing to AI agents in the coming year. 📊 report by @okta - okta.com/businesses-at-work/

Coincidence? @OpenAI v @Google

Whilst the GPT4o announcement was a masterclass in guerrilla marketing, Google has an opening to prove this wrong at @googleio today. Let’s see

There’s no benchmark for human creativity, but this paper has been stuck in my head years later. Scaling Creative Inspiration - a model able to scour millions of ideas and help users discover inspirations. arxiv.org/pdf/2102.09761 h/t to @Hoper_Tom & team

💯 "An assistant with perfect memory will lead to a 30% human productivity increase" @bgurley on @BG2Pod

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“When you leave it to the last minute it only takes a minute to do” -fmr manager