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Thieves have stolen €90,000 worth of fine French snails destined for some of the country’s most prestigious restaurants
November 27, 2025 at 9:56 PM

What's the difference between AGI and AI? The answer, of course, is G. haha, but behind this stupid joke is a point about do the "general" in AGI. Whether we reach AGI tomorrow or it takes us decades, we should never underestimate Sutton's bitter lesson. #DailyPlanet
The Daily Planet #91: The AI Bubble, Part 16
dailyplanet.leaflet.pub
November 27, 2025 at 5:59 PM
AGI pilling seems like a Valley thing. Sitting in Boston, I don't hear as much about AGI nearby in comparison to Bay Area Substack. Not to lean too hard on anecdotal evidence, but it sure feels like AGI fervor decreases linearly with distance from Palo Alto. #DailyPlanet
The Daily Planet #90: The AI Bubble, Part 15
dailyplanet.leaflet.pub
November 26, 2025 at 4:47 PM
@leaflet.pub I would absolutely love it if I can schedule posts; otherwise, I have to remind myself to publish the post several days after writing the post and leaving it as a draft - a much needed feature!
November 25, 2025 at 2:47 PM
AGI may arrive tomorrow or in the next century, but it's amazing to see progress on a case by case basis. Frontier Math is a well known obstacle course on which solid progress is being made, but it's not just in abstract disciplines such as math or programming. #DailyPlanet
The Daily Planet #89: The AI Bubble, Part 14
dailyplanet.leaflet.pub
November 25, 2025 at 1:18 PM
I have no way of knowing whether AGI is two days away, two decades away or two centuries away. If that wasn't bad enough, I find AGI doomerism and singularity speak uninteresting. Maybe it's because I find AGI uninteresting. But I am going to write about it this week in the #DailyPlanet
The Daily Planet #88: The AI Bubble, Part 13
dailyplanet.leaflet.pub
November 24, 2025 at 12:28 PM

AI isn't emerging into an empty field; it's arriving at the end of a long arc of economic transformation - the era of cognitive capitalism, where value comes from the organization of knowledge, communication, and attention rather than the fabrication of physical goods. More in today's #WeeklyPlanet
The Weekly Planet #14: The AI Bubble, Part 2. The Financial Bubble
dailyplanet.leaflet.pub
November 23, 2025 at 10:58 PM
For day 6 of this week's #DailyPlanet, a history lesson: AI mania has sparked both excitement and concern, drawing parallels to 1929 culminating in the Great Depression.
The Daily Planet #87: The AI Bubble, Part 12
dailyplanet.leaflet.pub
November 22, 2025 at 2:41 PM
Vertical integration works for high-tech production, part 2: what works for Google in AI (and Apple for Phones) has also worked for BYD when it comes to EVs in today's #DailyPlanet
The Daily Planet #86: The AI Bubble, Part 11
dailyplanet.leaflet.pub
November 21, 2025 at 7:31 PM
Really looking forward to this discussion on Open-Source organized by @gabriel-export.bsky.social and @kpaxle.bsky.social with @ronentk.me, @erlend.sh and Regis Chapman and me being the talking heads.
November 20, 2025 at 4:43 PM
Once you're committed to spending trillions like the hyperscalers are, it makes sense to think of efficiencies that reduce your spend. One obvious solution: own the entire stack from chips to models to data centers to distribution. Google is doing that quite well, and Gemini 3 is proof. #DailyPlanet
The Daily Planet #85: The AI Bubble, Part 10
dailyplanet.leaflet.pub
November 20, 2025 at 3:07 PM
If cognitive capitalism became the engine of American prosperity after deindustrialization and the neoliberal turn, McKenzie Wark helps us see why this shift wasn’t merely a change in industrial organization — it was a transformation in the deep logic of value creation. #DailyPlanet
The Daily Planet #84: The AI Bubble, Part 9
dailyplanet.leaflet.pub
November 19, 2025 at 11:39 AM
First of two #DailyPlanets on Cognitive Capitalism. We can't make sense of the massive investment in data centers by the Hyperscalers without:
1. The millenarian belief that AGI is imminent and inevitable.
2. The Hyperscalers' understanding of the sources of their own economic success.
The Daily Planet #83: The AI Bubble, Part 8
dailyplanet.leaflet.pub
November 18, 2025 at 4:13 PM
1/3 @leaflet.pub has been experimenting with how it can become a better destination for scientists. I have some - strong! - opinions on the topic, and a new publication for sharing those opinions. Let me present Hyperproblems to the world:

hyperproblems.com/3m5tkmhnof224
Hyperproblems: New Ways of Doing and Communicating Science - Hyperproblems
hyperproblems.com
November 17, 2025 at 3:44 PM
We are now into the second week of the AI bubble. Yesterday's Weekly Planet mentioned three potential bubbles: the Financial Bubble, the Technical Bubble and the Cultural Bubble. This week the #DailyPlanet will cover the financial bubble, starting with the insane evaluations of the Magnificent Seven
The Daily Planet #82: The AI Bubble, Part 7
dailyplanet.leaflet.pub
November 17, 2025 at 11:27 AM
When Sam Altman admits we're in an AI bubble while seeking a trillion dollars for data centers & Geoff Hinton meets the Pope to discuss whether AI threatens human dignity, we've wandered far from normal market speculation. There are at least three potential AI bubbles. More in today's #WeeklyPlanet
The Weekly Planet #13: The AI Bubble, Part 1. Three AI Bubbles
dailyplanet.leaflet.pub
November 16, 2025 at 8:17 PM

And to round out this weeks coverage of the AI Bubble, a thoughtful defense of the non-bubblic character of AI by Peter Wildeford. #DailyPlanet
The Daily Planet #81: The AI Bubble, Part 6
dailyplanet.leaflet.pub
November 15, 2025 at 2:29 PM
The AI Bubble is also fueling the fossil fuel bubble. The energy needs of hyperscalers is ramping up so quickly that the demand for gas turbines is shooting up in response. More in today's #DailyPlanet
The Daily Planet #80: The AI Bubble, Part 5
dailyplanet.leaflet.pub
November 14, 2025 at 2:07 PM
AGI/ASI fever hasn't spread through Chinese AI communities in the way it has done so within Silicon Valley. Afra Wang's piece on the China Tech Canon walks us through the way Chinese AI entrepreneurs think about the singularity - or the lack of it. #DailyPlanet
The Daily Planet #79: The AI Bubble, Part 4
dailyplanet.leaflet.pub
November 13, 2025 at 12:39 PM
The hype around AI is partly due to predictions about the imminent arrival of Artificial General Intelligence (AGI). Is it around the corner? Is it just a matter of pouring more money into existing tech and building out more data centers? Gary Marcus doesn't think so. More in today's #DailyPlanet
The Daily Planet #78: The AI Bubble, Part 3
dailyplanet.leaflet.pub
November 12, 2025 at 12:31 PM

Bubbles burst when supply for the previously hot commodity runs ahead of demand, whether those be tulips or internet bandwidth or derivatives based on subprime loans. We are not there yet when it comes to AI. More in today’s #DailyPlanet.
The Daily Planet #77: The AI Bubble, Part 2
dailyplanet.leaflet.pub
November 11, 2025 at 6:34 PM
Is it a Bubble?
Even Sam Altman says so, while following it up with promises to invest a trillion dollars in data centers. But fears of a financial bubble severely underestimate what's going on with AI.
More on the AI Bubble in this series of posts in the #DailyPlanet starting today.
The Daily Planet #76: The AI Bubble, Part 1
dailyplanet.leaflet.pub
November 10, 2025 at 4:59 PM
I am back to metabolic sovereignty in the #WeeklyPlanet after a deepish dive into energy and compute sovereignty. TLDR; the Anthropocene is:
- An exercise in metabolic sovereignty for all humans
- Human-wide metabolic sovereignty has unfortunately justified an sharply unequal metabolic pyramid.
The Weekly Planet #12: Metabolic Sovereignty Revisited
dailyplanet.leaflet.pub
November 9, 2025 at 4:49 PM

I am going to end this series on Metabolic Sovereignty not with an essay on Energy or Information, but on the greatest disruption to global metabolism ever: the COVID pandemic. #DailyPlanet
The Daily Planet #75: Metabolic Sovereignty Revisited, Part 6
dailyplanet.leaflet.pub
November 8, 2025 at 10:55 PM
One of the great hopes of climate action is that of an "energy transition," where we replace fossil fuel sources with renewable sources and we don't emit carbon into the atmosphere anymore. Not so quickly says Tooze about Fressoz in today's #DailyPlanet
The Daily Planet #74: Metabolic Sovereignty Revisited, Part 5
dailyplanet.leaflet.pub
November 7, 2025 at 1:32 PM