We’ve all been there: You see a photo of a perfectly styled living room or a well-curated street-style outfit, and you want to know where everything came from. Until recently, visual search was a one-item-at-a-time process. But a major update to Circle to Search and Lens now allows Google to break down and search for multiple objects within a single image simultaneously. This means if you use Circle to Search on Android to search for an entire outfit, you’ll see results for every component of a look, not just one piece at a time. In recent months, we’ve also launched several updates that enhance both visual search and image results in AI Mode, so you can better find inspiration as you search. — Read More
Daily Archives: March 6, 2026
Anthropic’s Compute Advantage: Why Silicon Strategy is Becoming an AI Moat
Compute is not a commodity for frontier AI labs. It is a structural cost input that determines margin, throughput, and model iteration velocity at scale. The divergence in how Anthropic, OpenAI, and Microsoft have approached silicon procurement over the last 18 months is not just a supply chain story — it is a compounding strategic gap.
Anthropic has built what is today the most diversified and cost-efficient compute architecture among frontier AI labs. OpenAI remains almost entirely dependent on Nvidia. Microsoft’s internal chip program is years behind schedule. The structural implications favor Anthropic on unit economics and negotiating leverage as inference workloads scale. While Anthropic has had so much demand, it has struggled with up-time — its long-term strategy is the most fundamentally resilient.
One important caveat up front: compute advantage amplifies model advantage; it does not replace it. If a competitor’s models are materially better, customers absorb the higher token cost. The argument here is not that Anthropic wins because of infrastructure. The argument is that equivalent model quality delivered at 30–60% lower cost per token is a compounding advantage — on margin, on training budget, and on the pace of iteration. — Read More
The Death of Spotify: Why Streaming is Minutes Away From Being Obsolete
I was walking down Queen Street in Toronto last week, completely zoned out, listening to Episode #391 of David Senra’s Founders podcast. If you don’t listen to Founders, you should. Senra obsessively analyzes the careers of history’s greatest entrepreneurs. This particular episode was a two-hour deep dive into the life and mind of one of my biggest heroes – Jimmy Iovine.
… About an hour into the podcast, Jimmy Iovine starts discussing the current state of the music business. I literally stopped walking. I had to pull out my phone and rewind it three times just to make sure I heard him correctly.
Speaking about Spotify and Apple Music, Iovine flatly stated: “The streaming services, to me, are minutes away from being obsolete.” — Read More
Labor market impacts of AI: A new measure and early evidence
The rapid diffusion of AI is generating a wave of research measuring and forecasting its impacts on labor markets. But the track record of past approaches gives reason for humility.
… In this paper, we present a new framework for understanding AI’s labor market impacts, and test it against early data, finding limited evidence that AI has affected employment to date. Our goal is to establish an approach for measuring how AI is affecting employment, and to revisit these analyses periodically. This approach won’t capture every channel through which AI could reshape the labor market, but by laying this groundwork now, before meaningful effects have emerged, we hope future findings will more reliably identify economic disruption than post-hoc analyses. — Read More
Netflix Acquires AI Filmmaking Start-Up Founded by Ben Affleck
In a rare acquisition, Netflix has bought InterPositive, a start-up founded by Ben Affleck that makes AI-powered tools for filmmakers.
… While Netflix historically is more often a builder than a buyer, the company said it saw Affleck’s InterPositive as providing a unique set of AI tools that “keeps filmmakers at the center of the process.” — Read More
Moats in the Age of AI
We’re currently in the SaaSpocalypse. People believe software is dead and margins will compress to zero. Some are even saying that companies like Visa get bypassed and DoorDash gets aggregated away in the age of AI. Everything that looks like software becomes a commodity and no moats remain.
Before we declare the end of defensibility of all businesses, I think it’s worth grounding ourselves in the actual sources of defensibility that exist. My favourite book around defensibility and moats is Hamilton Helmer’s 7 Powers which outlines the common ways companies build defensibility.
The question is: In an AI world, which sources of power weaken, and which survive? — Read More
You Need to Rewrite Your CLI for AI Agents
I built a CLI for Google Workspace — agents first. Not “built a CLI, then noticed agents were using it.” From Day One, the design assumptions were shaped by the fact that AI agents would be the primary consumers of every command, every flag, and every byte of output.
CLIs are increasingly the lowest-friction interface for AI agents to reach external systems. Agents don’t need GUIs. They need deterministic, machine-readable output, self-describing schemas they can introspect at runtime, and safety rails against their own hallucinations. — Read More
Not Prompts, Blueprints
I hate to micromanage & I’ve been micromanaging AI.
A few months ago, I’d use Claude for a familiar workflow : capturing notes from a meeting, drafting a follow-up email, updating the CRM, writing the investment memo. Micromanagement at 10x speed. The agent would finish a step, then wait. I’d scan the output, type the next instruction, wait again. Prompt, response, prompt, response. I was the bottleneck in my own system.
A year ago, this was necessary. The models couldn’t hold a complex task in their heads. Now they can.
But this leverage requires planning. Now I sketch the workflow before I touch the machine. — Read More
Rick's Cafe AI 