Sam Johnson
@samjsnn.bsky.social
It took Microsoft 39 years and Apple 45 to reach $4 trillion market cap. It took Nvidia 2 years to ADD $4 trillion onto theirs.
November 1, 2025 at 11:54 AM
It took Microsoft 39 years and Apple 45 to reach $4 trillion market cap. It took Nvidia 2 years to ADD $4 trillion onto theirs.
This is a “revolution” being measured in GPU consumption and funding rounds rather than real human advancement.
open.substack.com/pub/samjsn/p...
open.substack.com/pub/samjsn/p...
Artificial Economics: The AI Debt Loop
I’m constantly reading that we are in the dawn of a new industrial revolution, but every week it’s looking more and more like a Ponzi scheme wrapped in a bunch of marketing about “innovation.” By shoe...
open.substack.com
October 28, 2025 at 11:26 AM
This is a “revolution” being measured in GPU consumption and funding rounds rather than real human advancement.
open.substack.com/pub/samjsn/p...
open.substack.com/pub/samjsn/p...
OpenAI continually talks about changing the world, but behaves like a startup scrambling to stay relevant.
substack.com/@samjsn/note...
substack.com/@samjsn/note...
Sora 2: OpenAI Is Burning Money For Meth Lab Spongebob
The recent rollout of Sora 2 perfectly encapsulates the essence of today’s generative AI industry, where figures like Sam Altman and Satya Nadella spew vague and nebulous rhetoric about “revolution” w...
substack.com
October 22, 2025 at 8:21 PM
OpenAI continually talks about changing the world, but behaves like a startup scrambling to stay relevant.
substack.com/@samjsn/note...
substack.com/@samjsn/note...