The Roblox numbers are the engineering signal I keep staring at: more than 80% of the top 100 games by hours engaged used AI tools, daily asset uploads tripled month-over-month, and MCP-server daily users among top creators grew nearly 5x. That is a different claim than "AI writes more code"—it is saying AI-assisted assets are making it into games people actually play. Still curious how much of the top-20 breakthroughs (Break and Steal an Egg, Huss Valley) came from Build's prompt-to-game path versus Studio Assistant on an existing project, because those two workflows fail in very different places.
The chart showing Apple's capex below its pre-AI level while the hyperscalers are up 6–9x is striking, especially with Apple the only Mag 7 name beating both indexes this year. What signal would tell you Apple's decision to sit out the build-out has flipped from a strength into a liability?
Apple is my favourite story this earnings season. Everyone else in Big Tech was burning cash to build out AI infrastructure, and Apple is sitting back, selling phones and services while outperforming the rest of the pack. It really proves that sometimes the best strategy is just sticking to what already works.
The Roblox numbers are the engineering signal I keep staring at: more than 80% of the top 100 games by hours engaged used AI tools, daily asset uploads tripled month-over-month, and MCP-server daily users among top creators grew nearly 5x. That is a different claim than "AI writes more code"—it is saying AI-assisted assets are making it into games people actually play. Still curious how much of the top-20 breakthroughs (Break and Steal an Egg, Huss Valley) came from Build's prompt-to-game path versus Studio Assistant on an existing project, because those two workflows fail in very different places.
The chart showing Apple's capex below its pre-AI level while the hyperscalers are up 6–9x is striking, especially with Apple the only Mag 7 name beating both indexes this year. What signal would tell you Apple's decision to sit out the build-out has flipped from a strength into a liability?
Apple is my favourite story this earnings season. Everyone else in Big Tech was burning cash to build out AI infrastructure, and Apple is sitting back, selling phones and services while outperforming the rest of the pack. It really proves that sometimes the best strategy is just sticking to what already works.
I keep wondering when we'll stop celebrating how much AI can produce and start asking whether people actually want any of it.