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The most popular blog posts about tech industry & business on Hacker News. 522 posts.

2026
92

I'm not convinced the AI bubble exists

The AI bubble is a speculative concept that the AI industry is extremely over-valued. If true, the value of most companies involved in AI (several of whom are worth well over a trillion dollars) will collapse, devastating the entire economy. If you check any online discussion about the financial situation …

100

Surely the crash of the US economy has to be soon

Last year I predicted there would be a significant (2008+) economic crash that year. The year is now 2026 and I was wrong. At the time my main argument was essentially this: The unemployment rate just follows these smooth curves, covid was an exception, and it was due to jump again. Not very scientific I […]

105

OpenClaw is what Apple intelligence should have been

Something strange is happening with Mac Minis. They’re selling out everywhere, and it’s not because people suddenly need more coffee table computers. If you browse Reddit or HN, you’ll see the same pattern: people are buying Mac Minis specifically to run AI agents with computer use. They’re setting up headless…

106

AI is killing B2B SaaS

SaaS is the most profitable business model on Earth.1 It’s easy to understand why: build once, sell the same thing again ad infinitum, and don’t suffer any marginal costs on more sales. I have been writing software for more than half my life. In the last year itself, I’ve talked to hundreds of founders and operators…

109

How ChatGPT serves ads

OpenAI's ad platform has two halves. On the ChatGPT side, the backend injects structured single_advertiser_ad_unit objects into the conversation SSE stream while the model is responding. On the merchant side, a tracking SDK called OAIQ runs in the visitor's browser and reports product views back

110

The end of Microsoft Research's AI Frontiers group

In 2023 after the ChatGPT release, it was clear to me that research needed to be more organized to succeed than was typical within Microsoft Research . The amount of support and focus which other research groups were applying was great enough that even with a clever idea pursued by one person it was likely to arrive…

112

I love LLMs, I hate hype

I think from this blog you may misunderestimate how absolutely giddy I am about AI. I did hacking from 2007-2014, after that my whole career has been devoted to AI. I love the progress. I’m so excited for the new LLMs, self driving cars, video generation models, and coding agents. I set up a Linux box with opencode on…

117

How will OpenAI compete?

OpenAI has some big questions. It doesn’t have unique tech. It has a big user base, but with limited engagement and stickiness and no network effect. The incumbents have matched the tech and are leveraging their product and distribution. And a lot of the value and leverage will come from new experie