Victor Racariu

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The S&P 500 just told the AI cohort to wait in line like everyone else
S&P Dow Jones refused to bend its profitability rules for SpaceX, which quietly closes a side door OpenAI and Anthropic were counting on.
 • Victor Racariu
The job that survives the agents is babysitting them
Wipro cut HR query time from 48 hours to five seconds. Read past the productivity number and the actual headcount math gets stranger.
 • Victor Racariu
OpenAI's IPO timing won't be set by Anthropic. It'll be set by a rocket company.
SpaceX prices in June at 95 times revenue. That print becomes the yardstick for every frontier listing, OpenAI included.
 • Victor Racariu
The AI slowdown case nobody at the labs wants to make
Chad Jones's weak-link math says even infinite free software gets you 2% more GDP. The bottleneck isn't intelligence.
 • Victor Racariu
Perplexity just moved the search bottleneck into the model's hands
"Search as Code" reads like an efficiency story. It's really an argument about who controls the filtering logic between you and a citation.
 • Victor Racariu
Goose is free. The thing that makes it work isn't.
Block's open-source agent removes Anthropic's subscription. It does not remove the model bill underneath.
 • Victor Racariu
Google's opt-out toggle is a release valve, not a concession
The new Search Console switch lets you leave AI search. It just makes sure leaving costs you everything.
 • Victor Racariu
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