Marcus Schuler
@marcus-schuler.com
Living the tech beat in Silicon Valley | Founder & Chief Brain https://implicator.ai
Decoding Silicon Valley's Al revolution for curious minds | Journalist, San Francisco
Decoding Silicon Valley's Al revolution for curious minds | Journalist, San Francisco
New METR study reveals the AI coding paradox: developers predicted 24% time savings and felt 20% faster, but actually worked 19% slower with AI tools. The perception gap may... https://www.implicator.ai/hooked-on-the-code-the-hidden-costs-of-ais-programming-revolution/
December 26, 2025 at 6:24 PM
New METR study reveals the AI coding paradox: developers predicted 24% time savings and felt 20% faster, but actually worked 19% slower with AI tools. The perception gap may... https://www.implicator.ai/hooked-on-the-code-the-hidden-costs-of-ais-programming-revolution/
Nvidia paid $20 billion for Groq's assets and hired its leadership, but calls it a "licensing deal" to dodge merger review. The acquihire playbook that... https://www.implicator.ai/nvidias-20-billion-groq-deal-perfects-silicon-valleys-favorite-antitrust-dodge/
December 25, 2025 at 10:20 AM
Nvidia paid $20 billion for Groq's assets and hired its leadership, but calls it a "licensing deal" to dodge merger review. The acquihire playbook that... https://www.implicator.ai/nvidias-20-billion-groq-deal-perfects-silicon-valleys-favorite-antitrust-dodge/
Mayer's new AI startup raised $8M at $35M valuation—what you'd expect for an unknown founder, not a former Yahoo CEO. Her last venture Sunshine burned $20M for 1,000 total downloads. Track... https://www.implicator.ai/marissa-mayers-dazzle-ai-raises-8-million-that-number-tells-you-everything/
December 25, 2025 at 4:00 AM
Mayer's new AI startup raised $8M at $35M valuation—what you'd expect for an unknown founder, not a former Yahoo CEO. Her last venture Sunshine burned $20M for 1,000 total downloads. Track... https://www.implicator.ai/marissa-mayers-dazzle-ai-raises-8-million-that-number-tells-you-everything/
Marissa Mayer's Dazzle AI raises $8M seed round - modest figure for a former Yahoo CEO in today's AI market. Her previous startup Sunshine burned $20M over seven... https://www.implicator.ai/marissa-mayers-dazzle-ai-raises-8-million-that-number-tells-you-everything/
December 24, 2025 at 4:54 AM
Marissa Mayer's Dazzle AI raises $8M seed round - modest figure for a former Yahoo CEO in today's AI market. Her previous startup Sunshine burned $20M over seven... https://www.implicator.ai/marissa-mayers-dazzle-ai-raises-8-million-that-number-tells-you-everything/
Slovenian AI tutor Astra AI claims 50B monthly tokens for 170K users at €24/month. Basic math suggests $2.5M+ annual API costs alone - far exceeding likely... https://www.implicator.ai/a-slovenian-ai-tutor-is-burning-through-50-billion-tokens-a-month-can-the-math-work/
December 23, 2025 at 10:19 AM
Slovenian AI tutor Astra AI claims 50B monthly tokens for 170K users at €24/month. Basic math suggests $2.5M+ annual API costs alone - far exceeding likely... https://www.implicator.ai/a-slovenian-ai-tutor-is-burning-through-50-billion-tokens-a-month-can-the-math-work/
macOS 26.2 beta includes RDMA over Thunderbolt support. Four Mac Studios can now run Deep Seek V3.1 at 24-26 tokens/sec for $50K vs $780K+ NVIDIA equivalent. Apple said nothing publicly.... https://www.implicator.ai/apple-just-turned-a-software-update-into-a-730-000-discount-on-ai-infrastructure/
December 22, 2025 at 5:34 PM
macOS 26.2 beta includes RDMA over Thunderbolt support. Four Mac Studios can now run Deep Seek V3.1 at 24-26 tokens/sec for $50K vs $780K+ NVIDIA equivalent. Apple said nothing publicly.... https://www.implicator.ai/apple-just-turned-a-software-update-into-a-730-000-discount-on-ai-infrastructure/
macOS 26.2 beta includes RDMA over Thunderbolt support. Four Mac Studios can now run Deep Seek V3.1 at 24-26 tokens/sec for $50K vs $780K+ NVIDIA equivalent. Apple said nothing publicly.... https://www.implicator.ai/apple-just-turned-a-software-update-into-a-730-000-discount-on-ai-infrastructure/
December 21, 2025 at 5:25 PM
macOS 26.2 beta includes RDMA over Thunderbolt support. Four Mac Studios can now run Deep Seek V3.1 at 24-26 tokens/sec for $50K vs $780K+ NVIDIA equivalent. Apple said nothing publicly.... https://www.implicator.ai/apple-just-turned-a-software-update-into-a-730-000-discount-on-ai-infrastructure/
Cursor paid "way over" $290M for code review startup Graphite to fix bottlenecks from AI productivity gains. But July study using Cursor's own tools found experienced devs were 19%... https://www.implicator.ai/cursors-29-billion-bet-on-a-bottleneck-it-may-be-creating/
December 20, 2025 at 3:46 AM
Cursor paid "way over" $290M for code review startup Graphite to fix bottlenecks from AI productivity gains. But July study using Cursor's own tools found experienced devs were 19%... https://www.implicator.ai/cursors-29-billion-bet-on-a-bottleneck-it-may-be-creating/
China's EUV prototype can generate light but remains far from production-scale chipmaking, according to Reuters. The real issue: former ASML engineers reportedly helped via "reverse... https://www.implicator.ai/opinion-light-in-shenzhen-darkness-in-europe/
December 18, 2025 at 1:32 PM
China's EUV prototype can generate light but remains far from production-scale chipmaking, according to Reuters. The real issue: former ASML engineers reportedly helped via "reverse... https://www.implicator.ai/opinion-light-in-shenzhen-darkness-in-europe/
Chinese scientists assembled an EUV lithography prototype using former ASML engineers and $47.5B in funding. The machine generates light but hasn't produced chips.... https://www.implicator.ai/chinas-euv-machine-exists-what-it-can-actually-do-remains-an-open-question/
December 18, 2025 at 1:00 PM
Chinese scientists assembled an EUV lithography prototype using former ASML engineers and $47.5B in funding. The machine generates light but hasn't produced chips.... https://www.implicator.ai/chinas-euv-machine-exists-what-it-can-actually-do-remains-an-open-question/
Meta spent $14B to put Scale AI's data-labeling founder in charge of frontier AI research. Turing Award winner Yann LeCun is leaving after objecting to the new org chart. Signal: Zuckerberg... https://www.implicator.ai/metas-14-billion-bet-on-logistics-over-research/
December 17, 2025 at 10:38 PM
Meta spent $14B to put Scale AI's data-labeling founder in charge of frontier AI research. Turing Award winner Yann LeCun is leaving after objecting to the new org chart. Signal: Zuckerberg... https://www.implicator.ai/metas-14-billion-bet-on-logistics-over-research/
Google's Gemini 3 Flash launches with 67% higher input costs than the model it replaces, despite "fraction of the cost" marketing. The industry's four-quarter streak... https://www.implicator.ai/googles-gemini-3-flash-arrives-with-a-price-hike-disguised-as-a-discount/
December 17, 2025 at 8:09 PM
Google's Gemini 3 Flash launches with 67% higher input costs than the model it replaces, despite "fraction of the cost" marketing. The industry's four-quarter streak... https://www.implicator.ai/googles-gemini-3-flash-arrives-with-a-price-hike-disguised-as-a-discount/
Amazon negotiates $10B OpenAI stake with strings attached: OpenAI must adopt Trainium chips and rent more AWS capacity. Investment flows right back to Amazon as infrastructure fees. Pattern repeats across... https://www.implicator.ai/amazon-hedges-washington-hammers/
December 17, 2025 at 1:51 PM
Amazon negotiates $10B OpenAI stake with strings attached: OpenAI must adopt Trainium chips and rent more AWS capacity. Investment flows right back to Amazon as infrastructure fees. Pattern repeats across... https://www.implicator.ai/amazon-hedges-washington-hammers/
Amazon's proposed $10B OpenAI investment requires OpenAI to spend that money on Amazon's chips and cloud services. Capital flows out as equity, returns as... https://www.implicator.ai/amazons-10-billion-openai-investment-creates-a-closed-loop-funding-structure/
December 17, 2025 at 12:05 PM
Amazon's proposed $10B OpenAI investment requires OpenAI to spend that money on Amazon's chips and cloud services. Capital flows out as equity, returns as... https://www.implicator.ai/amazons-10-billion-openai-investment-creates-a-closed-loop-funding-structure/
USTR threatens nine European companies unless EU stops enforcing its laws against US tech firms. Spotify, Siemens, SAP among targets over Musk's X fine and Google... https://www.implicator.ai/washingtons-tech-ultimatum-when-trade-policy-becomes-sovereignty-extraction/
December 17, 2025 at 12:12 AM
USTR threatens nine European companies unless EU stops enforcing its laws against US tech firms. Spotify, Siemens, SAP among targets over Musk's X fine and Google... https://www.implicator.ai/washingtons-tech-ultimatum-when-trade-policy-becomes-sovereignty-extraction/
Mozilla's new CEO says AI "should always be a choice" users can "easily turn off" then commits Firefox to becoming an "AI browser" in the same post. With 2.3% market share... https://www.implicator.ai/mozillas-new-ceo-commits-to-ai-browser-while-promising-user-choice/
December 16, 2025 at 7:13 PM
Mozilla's new CEO says AI "should always be a choice" users can "easily turn off" then commits Firefox to becoming an "AI browser" in the same post. With 2.3% market share... https://www.implicator.ai/mozillas-new-ceo-commits-to-ai-browser-while-promising-user-choice/
AI transcription accuracy now exceeds 90%, but professionals still default to keyboards for critical work. The $4.7B market offers crowded solutions with hidden trade-offs between speed,... https://www.implicator.ai/the-4-7-billion-scramble-to-replace-your-keyboard/
December 16, 2025 at 3:00 PM
AI transcription accuracy now exceeds 90%, but professionals still default to keyboards for critical work. The $4.7B market offers crowded solutions with hidden trade-offs between speed,... https://www.implicator.ai/the-4-7-billion-scramble-to-replace-your-keyboard/
Oracle's credit swaps trade at 125 basis points - junk territory despite investment-grade ratings. Barclays projects cash exhaustion by Nov 2026. Unlike Microsoft/Meta using off-balance SPVs, Oracle... https://www.implicator.ai/oracle-bleeds-red-google-crawls-free/
December 16, 2025 at 2:02 PM
Oracle's credit swaps trade at 125 basis points - junk territory despite investment-grade ratings. Barclays projects cash exhaustion by Nov 2026. Unlike Microsoft/Meta using off-balance SPVs, Oracle... https://www.implicator.ai/oracle-bleeds-red-google-crawls-free/
Ford takes $19.5B in charges to abandon EV strategy after losing $12B in two years. Converting Kentucky battery plant to energy storage, but relies on... https://www.implicator.ai/fords-19-5-billion-retreat-reveals-the-real-cost-of-an-ev-strategy-that-never-made-sense/
December 16, 2025 at 1:09 PM
Ford takes $19.5B in charges to abandon EV strategy after losing $12B in two years. Converting Kentucky battery plant to energy storage, but relies on... https://www.implicator.ai/fords-19-5-billion-retreat-reveals-the-real-cost-of-an-ev-strategy-that-never-made-sense/
Oracle's investment-grade bonds trade like junk debt as credit swaps hit 125+ basis points. Barclays projects cash exhaustion by Nov 2026. The company's 500%... https://www.implicator.ai/the-ai-infrastructure-reckoning-when-investment-grade-bonds-trade-like-junk/
December 16, 2025 at 12:23 PM
Oracle's investment-grade bonds trade like junk debt as credit swaps hit 125+ basis points. Barclays projects cash exhaustion by Nov 2026. The company's 500%... https://www.implicator.ai/the-ai-infrastructure-reckoning-when-investment-grade-bonds-trade-like-junk/
Cloudflare data shows Googlebot crawled 11.6% of web pages vs 3.6% for OpenAI's bot. Publishers face impossible choice: block Google's AI training and lose... https://www.implicator.ai/googles-quiet-conquest-what-cloudflares-data-actually-reveals-about-ais-power-grab/
December 15, 2025 at 10:00 PM
Cloudflare data shows Googlebot crawled 11.6% of web pages vs 3.6% for OpenAI's bot. Publishers face impossible choice: block Google's AI training and lose... https://www.implicator.ai/googles-quiet-conquest-what-cloudflares-data-actually-reveals-about-ais-power-grab/
Federal government cut 317K workers, now recruiting 1K tech staff at $200K who keep stock in companies bidding on government contracts. Previous federal AI hiring... https://www.implicator.ai/tech-force-the-federal-governments-200k-attempt-to-rehire-what-it-just-fired/
December 15, 2025 at 8:08 PM
Federal government cut 317K workers, now recruiting 1K tech staff at $200K who keep stock in companies bidding on government contracts. Previous federal AI hiring... https://www.implicator.ai/tech-force-the-federal-governments-200k-attempt-to-rehire-what-it-just-fired/
Nvidia releases Nemotron 3 open models as Meta reportedly retreats from open source. The timing isn't coincidental - as OpenAI, Google, and Amazon build custom chips, Nvidia needs software... https://www.implicator.ai/nvidias-open-source-play-isnt-about-openness/
December 15, 2025 at 3:21 PM
Nvidia releases Nemotron 3 open models as Meta reportedly retreats from open source. The timing isn't coincidental - as OpenAI, Google, and Amazon build custom chips, Nvidia needs software... https://www.implicator.ai/nvidias-open-source-play-isnt-about-openness/
OpenAI drops vesting cliffs as talent wars intensify. Company spends $6B annually on stock comp - nearly half projected revenue - while employees bet equity on 2030 IPO timeline. Signal: retention economics... https://www.implicator.ai/jensen-walks-in-the-cliff-falls/
December 15, 2025 at 2:04 PM
OpenAI drops vesting cliffs as talent wars intensify. Company spends $6B annually on stock comp - nearly half projected revenue - while employees bet equity on 2030 IPO timeline. Signal: retention economics... https://www.implicator.ai/jensen-walks-in-the-cliff-falls/
Trump's executive order claims to override state AI laws but admits it "must act with Congress" to actually do so. Meanwhile, Nvidia's CEO lobbied for the... https://www.implicator.ai/trumps-executive-order-claims-to-block-state-ai-laws-but-legal-experts-see-a-bluff/
December 15, 2025 at 1:25 PM
Trump's executive order claims to override state AI laws but admits it "must act with Congress" to actually do so. Meanwhile, Nvidia's CEO lobbied for the... https://www.implicator.ai/trumps-executive-order-claims-to-block-state-ai-laws-but-legal-experts-see-a-bluff/