18-month shortage timeline
Micron said the memory chip supply crunch will last at least 18 months before conditions improve.
Snapshot · Bloomberg Intelligence
AI Cost Reality Check Hits Tech Stocks as Apple Hikes Price
Explore episode
Jun 26, 2026
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OnlyFans content is managed by Eastern European typing teams
Matt McCusker explained that many OnlyFans models pre-record content for a year or two then stop, leaving management teams — often Eastern European workers — to drip-feed old content and reply to messages while impersonating the model.
CxMT most valuable China-listed company
Chinese chipmaker CxMT's shares soared on their Shanghai trading debut, making it the most valuable company listed on China's stock exchange.
AI models: 60% correct market direction
AI models tested in the same Elm Wealth experiment correctly predicted market direction 60% of the time, slightly better than humans, but still struggled with bet sizing.
Cars took 60 years to get safety rules
It took roughly 60 years of automotive evolution before seatbelts and airbags became upstream design criteria — illustrating why premature regulation stifles innovation.
AI companies begged Congress to regulate them
Just two years ago, AI company leaders went to Congress and literally pleaded to be regulated — a move Sinofsky called a 'crazy notion' that handed government the leverage it had been seeking over tech.
Microsoft investigated by government after 2 years
Sinofsky noted that he had only been at Microsoft for about two years before the government began investigating the company in 1992, illustrating how quickly government scrutiny can arrive.
Precautionary principle constrains solution set
Regulating before harm occurs doesn't prevent it — it constrains the available solutions, potentially freezing innovation at an immature stage, like locking the internet at AOL Instant Messenger.
Innovation war with China, not Cold War
Sinofsky frames U.S.-China AI competition as an 'innovation leadership war' rather than a Cold War or trade war, noting mutual trade reliance complicates direct economic confrontation.
70% of Americans fear AI job losses
About 70% of Americans polled believe AI will lead to fewer jobs overall.
