Current AI spending means the industry needs $2 trillion in annual revenue by 2030, according to estimates from Bain & Co. That’s “more than five times the size of the entire global subscription software market,” write Eliot Brown and Robbie Whelan. But there’s a plan: 1. Build data centers. 2. ???? 3. Profit. Anyway, I’ve been wondering about this for a while now.
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Archives for September 2025

Guest host Joanna Stern and the head of Ford discuss Apple CarPlay Ultra, competing with BYD, and what car she should lease next.



TikTok is just the latest prize in the Silicon Valley billionaire’s second act as a media mogul.






Engadget and The Register note that Fiverr CEO Micha Kaufman has announced layoffs affecting 30 percent of its workforce, after telling employees in May that “...AI is coming for your jobs. Heck, it’s coming for my job too.”
Millions of businesses around the world already depend on Fiverr to stay competitive, but we know there are even larger opportunities that we have yet to tap into - AI applications, enterprise budgets, and long-term projects.
Yesterday it was reported that the just-merged Paramount Skydance corporation wants to merge a little more, exploring acquiring Warner Bros. Discovery. Or, as one commenter pointed out, it’s all getting a bit medieval.
BlueClouds:
Ah yes, we rejoice that our feudal overlords will unite their great houses under one royal banner!
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The OpenAI chairman, now working on AI agents at his new startup Sierra, on why he’s all in on AI.









