AI in Education

It's great to see educators embrace technology. instead of having students use ai to complete work that was already arguably meaningless, have students with in tandem with ai to be more prepared for the job market they're will experience.

Source: https://www.businessinsider.com/uneasy-time-to-be-a-computer-science-student-at-stanford-2025-11

Smartphone 2?

hot take, but I don't think anyone knows what the smartphone replacement looks like. there is so much new technology coming out that any hardware bets that aren't focused on better compute just seem like a poor market read.

is it going to be ar headsets like the vision pro? vr glasses like the meta display? or Chinese contact lenses that give you night vision. saas might be last boom's darling, but it won't be going away anytime soon as the easiest and most effective to scale. the real benefit of ai is that more people are willing to look towards computers to solve a problem, but those problems are often inefficient to use AI for.

Source: https://www.techspot.com/news/110382-openai-confirmed-first-hardware-prototype-built-jony.html

Startups and Power Laws

Most startups are a failure, the reason vc is interested in funding them is that a power law controlled unicorn can make up for the losses of the rest of the failures.

The interesting part is that power laws apply to recessions as well. It seems we are due for a good ol fashioned recession to clear out all the bloat. AI might not be a great investment, but it will be a great tool that will shape the future.

Source: https://www.businessinsider.com/ai-boom-huge-winners-wipe-out-overhyped-startups-vc-investor-2025-11