6/ The next breakthrough in AI might not come from better algorithms but from smarter energy plays. Watch this space. Follow for more insights on the tech behind the tech. Full Analysis: https://t.co/Rp2hNWj953

5/ Expect to see more tech companies doubling as energy companies. Think less "Silicon Valley" and more "Energy Valley." This is the new AI arms race.

4/ Whoever controls energy can control AI growth. It's not just software engineers racing to build the future it's energy strategists and infrastructure teams behind the curtain.

3/ Why? Because energy is the #1 bottleneck for AI scaling. Training massive models and running data centers require insane amounts of electricity. The grid can't keep up.

2/ Meta is now acting like a power trader. Microsoft is investing in nuclear. Amazon's building entire energy infrastructures. These efforts aren't side projects they're core go-to-market strategies.

The silent war powering AI isn't about code, it's about energy ⚡️ 1/ Big Tech isn't just scaling AI they're going full energy mogul. Meta, Amazon, Microsoft... all quietly moving into energy like their future depends on it. Because it does.

I can’t wait to read the S-1 from Anthropic and OpenAI whenever they drop.

I spend 20% of my time on this: → Automate: Turning every repetitive task into a workflow. → Augment: Use AI as a creative partner. → Accelerate: Using a personal AI ‘second brain’. Pick a platform, it doesn't matter. You can port your context to a better tool if there is

The career ladder is collapsing. The new game is about building a platform of leverage around your role.

The game isn’t about personal output anymore. It’s about personal leverage. The same skills that made you a top performer are now table stakes that AI can replicate.

Being great at your job is like being the fastest bricklayer in a world of prefabricated buildings. Your skill is admirable, but your leverage is zero.

Seems like being great at your job is no longer the job. #FutureOfWork #AI #GTM

Not those that control the shelf space. I wrote the full breakdown with all the data and strategic implications. Link in bio 👉 https://t.co/0dXwFVcImT #AgenticCommerce #AI #Ecommerce

Block external agents → Risk antitrust and customer defection Allow access → Cannibalize $60B ad business There's no good answer. That's why this shift is inevitable. The companies that win next decade will be those that earn the right to act on behalf of the user.

The retail media market is projected to hit $300B-$500B by 2030. That entire market depends on controlling the customer journey. If agents take over that journey, the value of first-party platform data plummets. Amazon faces a classic innovator's dilemma:

Agents need data to operate. Platforms control that data. Amazon can block APIs. Walmart can restrict crawlers. Shopify can change terms of service. This is the critical chokepoint. And it's why Amazon is suing Perplexity.

To understand where this breaks, you need to see the value chain. There are 4 critical layers: 1. Infrastructure 2. Data Access & Legal 3. Agent Platform 4. Transaction / Platform Interface Layer 2 is where the battle happens. Here's the twist:

The business models are fundamentally incompatible: Platforms maximize ad revenue. Agents optimize for users. Platforms want you to browse. Agents want you to decide. This isn't a feature difference. It's a strategic misalignment.

[Image: Amazon Ad Revenue Growth Chart] When you ask Perplexity "find me running shoes," it doesn't show you 10 options. It shows you one answer. No discovery. No browsing. No ads. I call this "quiet commerce." And it's the biggest threat to retail media ever.

But agents are changing the game entirely. Amazon's ad business grew from experiments to a $60B empire. It's built entirely on discovery. Brands pay for shelf space. Consumers browse and click. But what happens when there's no browsing?