Scuttlebutt

Scuttlebutt

Home
Notes
Chat
Archive
About

Tech

Replacing a lost Social Security card takes 87 clicks, says the US chief design officer
5 moments: how one team took federal retirement from six months to six seconds, why 29,000 government websites are becoming one, and what other…
 • Scuttlebutt
AI agents see no ads, so the web's ad-funded model has to be replaced, says Parallel CEO
20 predictions: why web search prices must fall by an order of magnitude, what Amazon risks by blocking agents, and how 5–20% of AI inference spending…
 • Scuttlebutt
Cloudflare CEO: bots passed humans online in May and could be 1,000x them in 5 yrs
24 takeaways: why AI bots should pay a fraction of a penny per page, why his local paper earns more from AI licensing than ads, and which jobs he cut…
 • Scuttlebutt
Microsoft Copilot EVP: every AI agent has its own email address
4 takeaways: a non-technical staffer built her own dashboard in Copilot's new Code tab, sending an email still needs a human's OK, and how pricing…
 • Scuttlebutt
"That 10% chance is not grounded on science": Jensen Huang on Hinton's AI warning
19 arguments: Why AI labs that fear losing control shouldn't ship, why Nvidia chips are an asset class like airplanes, and why he says AI is the best…
 • Scuttlebutt
30 AI safety groups raised $500M, but founders are scarcer than money, Halcyon CEO finds
19 insights: why he fears billions of AI safety money with too little to fund, the 4 boxes a founder must check, and why no AI pact holds without…
 • Scuttlebutt
China leads in open-source AI, and it's cheaper, says webAI's public sector president
4 arguments: Why he calls centralized data centers a military target, why AI depends on rare earths as much as code, and the electric-vehicle mistake he…
 • Scuttlebutt
Meta's $27B data center is financed off its books, Enron-style, says ‘Big Short’ investor
11 insights: Why a 10-year yield above 5% probably means a correction, what Oracle's force majeure notice signals, and how SoftBank is using junk bonds…
 • Scuttlebutt
Hyperscaler returns may fall below their cost of capital by mid-2027, says Jim Chanos
14 arguments: why he calls AI data centers an equipment leasing business, how Cisco's orders collapsed in 2001, and why he would short Nvidia's…
 • Scuttlebutt
Early Uber investor on Google's SpaceX stake: "this is a 100x bet for Google"
10 calls: why he sold part of his Uber stake to SoftBank before the IPO, why seed investors get a pass on conflicts, and what a $5-an-hour Optimus robot…
 • Scuttlebutt
"I've seen absolutely zero evidence": Bloomberg's Apple reporter on in-house AI
15 insights: The half-dozen AI devices Apple ships inside 18 months, why its chief hardware officer may already be leaving, and the case for foldables…
 • Scuttlebutt
Franklin Templeton CEO on its own AI tools: "they're seeing 23% more clients"
7 lessons: why she says a CEO cannot pace themselves against China, the governance layer she thinks every company is missing, and why AI has not rerated…
 • Scuttlebutt
© 2026 The Golden Age LLC · Privacy ∙ Terms ∙ Collection notice
Start your SubstackGet the app
Substack is the home for great culture