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/
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/
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/
Oracle's denial didn't dispute the 2027-to-2028 delay—it redefined "delays" to exclude it. Meanwhile, CDS traders are betting against the company at five-year highs. #AI
www.implicator.ai/oracles-care...
www.implicator.ai/oracles-care...
December 14, 2025 at 2:37 AM
Oracle's denial didn't dispute the 2027-to-2028 delay—it redefined "delays" to exclude it. Meanwhile, CDS traders are betting against the company at five-year highs. #AI
www.implicator.ai/oracles-care...
www.implicator.ai/oracles-care...
OpenAI's GPT-5.2 shipped in 10 days after Altman's Gemini panic memo. Leadership overruled employees pushing for more testing. DeepSeek offers comparable models at 1/20th the price.
#AI
www.implicator.ai/openai-sprin...
#AI
www.implicator.ai/openai-sprin...
December 12, 2025 at 2:57 PM
OpenAI's GPT-5.2 shipped in 10 days after Altman's Gemini panic memo. Leadership overruled employees pushing for more testing. DeepSeek offers comparable models at 1/20th the price.
#AI
www.implicator.ai/openai-sprin...
#AI
www.implicator.ai/openai-sprin...
Trump's AI preemption order can't actually override state laws—only Congress can, and they rejected it 99-1. The real play: threaten $42B in broadband funding until states back down.
#AI
www.implicator.ai/trump-signs-...
#AI
www.implicator.ai/trump-signs-...
December 12, 2025 at 2:16 PM
Trump's AI preemption order can't actually override state laws—only Congress can, and they rejected it 99-1. The real play: threaten $42B in broadband funding until states back down.
#AI
www.implicator.ai/trump-signs-...
#AI
www.implicator.ai/trump-signs-...
OpenAI shipped GPT-5.2 ten days after Altman's "Code Red" memo on Gemini. Performance nearly doubled—but so did the questions about whether competitive panic compressed necessary testing.
#AI #OpenAI
www.implicator.ai/chatgpt-5-2-...
#AI #OpenAI
www.implicator.ai/chatgpt-5-2-...
December 12, 2025 at 10:49 AM
OpenAI shipped GPT-5.2 ten days after Altman's "Code Red" memo on Gemini. Performance nearly doubled—but so did the questions about whether competitive panic compressed necessary testing.
#AI #OpenAI
www.implicator.ai/chatgpt-5-2-...
#AI #OpenAI
www.implicator.ai/chatgpt-5-2-...
OpenAI's "code red" response to Gemini 3 produced a 40% price hike and a model that lies 1.6% of the time. The scaling era is over—now it's version inflation for captive enterprise customers.
#AI #OpenAI
www.implicator.ai/openais-code...
#AI #OpenAI
www.implicator.ai/openais-code...
December 11, 2025 at 6:47 PM
OpenAI's "code red" response to Gemini 3 produced a 40% price hike and a model that lies 1.6% of the time. The scaling era is over—now it's version inflation for captive enterprise customers.
#AI #OpenAI
www.implicator.ai/openais-code...
#AI #OpenAI
www.implicator.ai/openais-code...
Google open-sourced a benchmark for AI research agents—one designed around its own search infrastructure. Gemini leads at 66.1%; Claude models bottom out at 12.8-24%. The company built the ruler, then declared itself tallest.
#AI
www.implicator.ai/google-turns...
#AI
www.implicator.ai/google-turns...
December 11, 2025 at 6:17 PM
Google open-sourced a benchmark for AI research agents—one designed around its own search infrastructure. Gemini leads at 66.1%; Claude models bottom out at 12.8-24%. The company built the ruler, then declared itself tallest.
#AI
www.implicator.ai/google-turns...
#AI
www.implicator.ai/google-turns...
Stanford's AI pentester beat 90% of humans but couldn't click a login button. The $18/hour cost excludes infrastructure, monitoring, and the fact vulnerability counts aren't penetration tests. #AI #Cybersecurity
www.implicator.ai/stanford-stu...
www.implicator.ai/stanford-stu...
December 11, 2025 at 4:39 PM
Stanford's AI pentester beat 90% of humans but couldn't click a login button. The $18/hour cost excludes infrastructure, monitoring, and the fact vulnerability counts aren't penetration tests. #AI #Cybersecurity
www.implicator.ai/stanford-stu...
www.implicator.ai/stanford-stu...