Agree with this. We should no sooner lump all software together as we should lump all model capabilities together. What I think is really happening is we are starting to unwind or decompile skills, tools, connections, and data. Each one of those in various combinations makes up the software category we think of today. To Mike's point, it is highly nuanced and there are going to be very different outcomes based on those nuances.

Results from Rainmaker's Alaska Research Campaign Today, we’re excited to share initial results from Rainmaker's Alaska R+D campaign: 19 million gallons of net-new water generated in just three hours. rainmaker.com/blog/rainmaker…

For the fourth time in program history, the Scituate Sailors (@ScitAthletics) are state champions. @BosHeraldSports @Murray_Jack_ @CoachPuzzPE_Lax

Report: New Boston rooftop bar called “Go Fuck Yourself” that features absurdly overpriced, low quality drinks, rude, unhelpful service, and horrible food—but offers picturesque city views—fully booked into November

Boston College Names Luke Murray To Lead Men's Basketball 🦅 Full Release: bit.ly/4bCCZyo

A MIT professor taught the same lecture every January for 40 years, and every single time it was standing room only. I watched it at 2am and it completely rewired how I think about communication. His name was Patrick Winston. The lecture is called "How to Speak." His opening line hit like a truck: your success in life will be determined largely by your ability to speak, your ability to write, and the quality of your ideas in that order. Not your GPA. Not your pedigree. Not your IQ. How you speak is what separates people who get heard from people who get ignored. Here's the framework he drilled into MIT students for four decades. He said never start with a joke. Start by telling people exactly what they're going to learn. Prime the pump before you pour anything in. He called it the "empowerment promise" give people a reason to stay in their seats within the first 60 seconds. Then he broke down the 5S rule for making ideas stick: Symbol, Slogan, Surprise, Salient, and Story. Every idea worth remembering hits at least three of these. The part that floored me was his "near miss" technique. Don't just show what's right show what almost looks right but isn't. That contrast is when the brain actually locks something in permanently. His final rule before any big talk: end with a contribution, not a summary. Don't recap what you said. Tell people what you gave them that they didn't have before they walked in. I've used this framework in pitches, interviews, and presentations ever since watching it, and the results are not subtle. Patrick Winston passed away in 2019, but this lecture is still free on MIT OpenCourseWare. One hour, watched by millions, and it costs absolutely nothing. The most important class MIT ever put on the internet isn't about code or math. It's about how to make people actually listen to you.

OpenAI just exited the video generation business entirely. App dead. API dead. No video inside ChatGPT. Disney’s $1 billion deal, signed four months ago, is dead. Read that again. This isn’t a consolidation into the super app. Altman told staff Tuesday that OpenAI is winding down all products using video models. Disney’s own statement says they respect OpenAI’s decision to “exit the video generation business.” The Sora research team is being redirected to robotics. The reason is sitting right there in the competitive data. Anthropic hit $19 billion in annualized revenue by early 2026 selling text and code. No video generation. No image generation. No consumer social app. No Disney deal. One product surface: chat, code, computer use, all in one place. OpenAI looked at where every dollar of market growth was coming from and saw the answer: coding and enterprise. So now they’re copying the model. ChatGPT, Codex, and the browser merge into one app. Instant Checkout killed today too. Every consumer experiment is getting cut. What remains is the Anthropic playbook: one app, code and chat, enterprise and developer focus. The Sora numbers explain the urgency. Total consumer revenue across iOS and Android since September: $1.4 million. Peak month was $540,000. Every video generation burned GPU compute that could have been running inference for ChatGPT or Codex instead. OpenAI’s own head of Sora announced generation limits because chips couldn’t keep up. At $14 billion in projected 2026 losses, every GPU matters. Google just inherited the AI video market by default. Nano Banana already lives inside Gemini. No standalone app to manage, no separate brand to support. Among the majors, they’re the only ones left. Runway, Kling, Minimax, Luma, and the other independents are still shipping, but none of them have Google’s distribution. Disney put $1 billion in stock warrants on a product that lasted six months. The deal was announced in December. Characters from Marvel, Pixar, and Star Wars were supposed to be generating fan videos on Sora by now. Instead, Disney is writing a polite press statement about “respecting OpenAI’s decision” while its legal team unwinds a deal that never produced a single licensed video. Four months from billion-dollar partnership to obituary. That’s how fast the AI product landscape reprices when the unit economics don’t work.

Perplexity just became the the first Al company to truly go head-to-head with the Bloomberg Terminal... Using Perplexity Computer (with no local setup or single LLM limitation), it was able to build me a terminal with real-time data to analyze $NVDA using Perplexity Finance: