『The Floor Is Moving』のカバーアート

The Floor Is Moving

The Floor Is Moving

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Whatever you believe about AI, check the date on it. In this field, out of date means days, not years.

This week three things landed together: a Sequoia keynote arguing this is a revolution in computation rather than communication, a Y Combinator chief executive shipping like a team of twenty, and a banking boss caught describing 7,800 job cuts as "replacing lower-value human capital."

David Richards MBE connects them, then turns to the economics (one firm reportedly spent half a billion dollars on Claude in a month) and the human cost recorded in the weekly Sunday Signal Layoff Tracker: 472,150 cuts so far this year, 169,430 of them in tech.

In this episode:

  • Why Pat Grady says "the floor keeps moving underfoot"
  • Garry Tan, gstack, and one builder shipping like twenty
  • The survival playbook for anyone whose job is a task
  • The 725 billion dollar capex wager and the dot-com parallel
  • Standard Chartered, ClickUp, and the algorithm in Thatcher's coat

Read the full written edition and subscribe free at thesundaysignal.ai. A new issue every Sunday.

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