Episode 49
Today in Tech & AI: The Smartest Twitter Threads You Missed
A daily digest of the most insightful, fast-moving conversations in Tech & AI—curated by your well-read Twitter lurker.
Sources
- TheValueist on X: "Beyond CoWoS: How CoPoS Panel-Level Packaging Reshapes the AI Semiconductor Value Chain (2026–2030)." / Xx.com
- Towards AI (@towards_AI) / Xtwitter.com
- ARK Invest on X: "DeepMind’s New AI System, AlphaProteo, Should Accelerate The Discovery Of New Drugs, & More" / Xx.com
- Global AI Debates on X: "Global AI Debates 2026! Debate the future of superintelligence. Get judged by experts in AI research, safety, and policy. Speech or debate track. $1.5k prize pool. Register by April 10th: https://t.co/yOHkk0U2Sl @FLI_org https://t.co/oLUOiUscoe" / Xx.com
- Vikram Singh on X: "No-Touch SaaS: API Payments in an AI World" / Xx.com
- TheValueist on X: "$NVDA Kress at UBS conference 12/2/25 The transcript reinforces that NVIDIA is positioning the current AI cycle as a multi-year infrastructure transition rather than a short-lived bubble. Management frames 2–3 overlapping transitions: the migration of data centers from" / Xx.com
- rinko on X: "https://t.co/3v4F76GGbp" / Xx.com
- DrKnowItAll on X: "OK asking without the reasoning trace addition produced a MUCH more substantial response. Fascinating how @grok was so exceptionally terse when I asked for the reasoning trace. Grok's response to the AI bubble question: **The 2026 AI Productivity Paradox is real and" / Xx.com
- AI News (@AI_TechNews) / Xtwitter.com
- Paweł Łaskarzewski on X: "The Interconnected Web of OpenAI's AI Infrastructure - A House of Cards or the Future of Tech? Is it a bubble? OpenAI's aggressive expansion under CEO Sam Altman is shaping up as one of the largest speculative bubbles in history—one built not just on cash flows, but on sheer https://t.co/qybYEf3H3M" / Xx.com
- The Institute for Ethics in AI (@EthicsInAI) · Xtwitter.com
- X. It’s what’s happening / Xx.com