uptick in these today means either
1. negotiations are going well and hardline irgc elements are sperging out that they're going to concede
2. there's some sticking point in negotiations and iran is using this as a leverage tactic
longer this drags on the higher of an incentive iran has to negotiate
weekend negotiation framework summoning circle
US blockade & sanctions crippling Iran's economy - Treasury report cited by Axios axios.com/2026/10/30/iran-wa…
why is everyone saying google is dead when ai mode is the main way most people are interacting with ai?
they're going to start cramming ads in it and those ads will have higher engagement due to the fact that they provide so much more signal/intent than a simple query
Reddit call was absolutely fascinating. Everyone should listen to it as a bellwether for where the internet is going
- AI Mode is increasingly default Google experience
- AI Mode provides rich info and data in line, less incentive to leave search
- AI Mose incentivizes dialog, Google wants to keep you engaged to serve more ads at each turn
- Google will milk search for as much revenue as possible as they transition from a search company to a cloud service and chip company
- As traffic from humans becomes more scarce this will put Google in an increasingly adversarial position to the rest of the internet
- This is a massive headwind to all media type companies who are not destinations
- This is a massive headwind to all content-driven go-to-market motions especially in the SMB. You have seen companies like HubSpot and Monday.com get crushed by this funnel collapse
We are entering the end game - a knife fight for the remaining and dwindling volume of human traffic on the internet
icyponds retweeted
If you degross/lower net, Iran peace deal + booming Ant arr drop this weekend
If you don’t, war escalation + OAI $30b round falls apart + Ant arr not good enough black Monday
