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Marcus Schuler @marcus-schuler.com · 13h

Hollywood spent decades fighting the internet. Lost billions. Now racing AI video—but Sora's already generating feature-quality scenes. Same mistake, faster clock. #AI

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Marcus Schuler @marcus-schuler.com · 13h

OpenAI burns $5B yearly on $12B revenue but signed $1T in chip deals through 2029. Nvidia invested $100B, then sold them the chips. The money makes a circle. Tab comes due 2027. #AI

OpenAI's $1T Bill: Vendors Finance Their Own Sale

OpenAI's $1T compute deals with Nvidia, AMD, Oracle create circular financing. Burning $5B yearly against $12B revenue. The 2027 math gets interesting.

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Marcus Schuler @marcus-schuler.com · 14h

OpenAI will finance chip makers before revenue arrives. They're not buying compute—they're underwriting an industrial base so bottlenecks don't kill the roadmap.

Altman's OpenAI Strategy: One AI, Trillion-Dollar Bet

Sam Altman laid out OpenAI's plan: one AI assistant that follows users everywhere, backed by a trillion-dollar compute buildout. The vision is coherent. The execution surface is vast, spanning chips,...

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Marcus Schuler @marcus-schuler.com · 14h

Germany killed Chat Control. Without Berlin's 19% of EU population, qualified majority math fails. Signal stays. Encryption holds. Vote next week is theater now.

Germany blocks EU Chat Control encryption scanning vote

Germany blocked Chat Control, killing the Council majority needed for mandatory message scanning. The move preserves Europe's encryption advantage but leaves child safety policy unresolved—and exposes...

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Marcus Schuler @marcus-schuler.com · 16h

Fathom's pushing enterprise features while scoring 3.5/5 accuracy vs rivals' 5.0. The bet: free tier + distribution wins before transcript quality kills deals. Works until legal needs audit trails and bots miss commitments. Price buys time. Accuracy buys trust. buff.ly/XqByAc7

Marcus Schuler @marcus-schuler.com · 19h

Germany just killed EU "Chat Control." Real story: Europe wanted encryption backdoors to scan devices "for safety"—but exempted government comms because too risky. That exemption exposed the lie. SMEs would've paid. US platforms shielded. www.implicator.ai/germany-reje...

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Marcus Schuler @marcus-schuler.com · 20h

Google's agent only runs the browser—rivals do the whole desktop. Looks weak. Actually smart. Most work is web-based anyway. Smaller scope means faster, fewer errors, clearer safety rules. Browser-only is the feature. www.implicator.ai/googles-gemi...

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Marcus Schuler @marcus-schuler.com · 20h

Altman's real play: lock users into "one AI for life," then finance the gigawatt empire to run it. OpenAI becomes both platform and anchor tenant—funding chip/power partners before revenue arrives. Sora proves demand. Now physics decides. www.implicator.ai/altmans-unif...

Marcus Schuler @marcus-schuler.com · 1d

OpenAI signed $1 trillion in compute deals it can't pay for. 20GW by 2029. Burns $5B yearly on $12B revenue. Nvidia and AMD took equity to secure orders—vendor financing disguised as investment. 2027 is when the tab comes due. www.implicator.ai/openais-tril...

Marcus Schuler @marcus-schuler.com · 1d

OpenAI turning ChatGPT into an app platform. Spotify, Zillow, Uber all building inside it. Same playbook that made Apple's App Store worth $1T. #AI

ChatGPT apps are live: Here are the first ones you can try

Apps inside the ChatGPT… app.

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Marcus Schuler @marcus-schuler.com · 1d

Microsoft finally fixing Windows 11's "update and shut down" that never shuts down. Only took them 3 years to fix what worked fine in Windows 10.

Windows 11 will soon finally update and shut down your PC like it's supposed to

The latest Windows 11 preview build includes a fix for the infamous "update and shutdown" bug where your PC wouldn't actually shut down after installing an update.

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Marcus Schuler @marcus-schuler.com · 1d

OpenAI turns ChatGPT into a platform. Spotify, Uber, Zillow plug in directly. You never leave the chat. They're not building features—they're becoming the operating system.

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Marcus Schuler @marcus-schuler.com · 1d

Microsoft finally fixing the "update and shut down" lie—your PC stayed on all night. Took them three years to admit the button didn't work.

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Marcus Schuler @marcus-schuler.com · 1d

OpenAI shifts from viral demos to enterprise contracts. Consumer hype pays bills differently than corporate lock-in. The real monetization starts now. #AI

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Marcus Schuler @marcus-schuler.com · 1d

Everyone sees OpenAI's app platform. I see controlled distribution. Code is open. Suggestions aren't. 800M users. Apps get reach. OpenAI keeps the customer and decides who wins. www.implicator.ai/open-code-ga...

Marcus Schuler @marcus-schuler.com · 1d

Taylor Swift's Google promo used AI video. Fans spotted it instantly. When your audience hunts Easter eggs for fun, they'll find your shortcuts too. #AI

Taylor Swift fans accuse singer of using AI in her Google scavenger hunt videos | TechCrunch

Swifties love a puzzle, but some were rubbed the wrong way by a promotional scavenger hunt which appeared to use AI-generated videos.

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