Ideas Weave Every Narrative with AI.
The AI industry is obsessed with building massive, eloquent models that do everything. But the breakout star of the year is Jev, a model built by a ChatGPT creator that refuses to speak. It only makes decisions. Here’s why stripping away language generation is the key to unlocking 200x speed and 400x cost savings in AI agents.
Sequoia’s move to raise risk tolerance isn’t about boldness — it’s about fear. The legendary VC is scrambling to keep pace with rivals who already took bigger bets. For entrepreneurs, this means pitch moonshots, not margins. For competitors, brace for a war on terms. The truth: AI investing is still a lottery, and Sequoia just bought a second ticket.
AI hardware costs are skyrocketing due to a structural mismatch between exponential demand and linear supply. From GPUs to server screws, every component is inflating. This is creating a bubble that will likely burst by 2028, while startups and consumers foot the bill. The cheap AI era is over.