When Spending $155 Billion Is Just the Beginning
It’s astonishing—but not shocking—how tech giants have poured $155 billion into AI this year alone, dwarfing what the U.S. government spends on education, jobs, and social services combined. That isn’t just money, it’s the underline on a thesis: AI isn’t the future. It’s now.
Silicon Valley Meets Policy at the Whiteboard
In the U.S., markets rallied after President Trump floated a major concession: semiconductor tariffs might not apply to companies investing in U.S. chip manufacturing. Stocks like Apple, Nvidia, AMD, and Broadcom jumped, riding optimism that U.S. production could be rewarded—not punished.
Meanwhile, back in California, Governor Gavin Newsom has doubled down on AI’s future—partnering with Google, Microsoft, IBM, and Adobe to bring AI training to high schools and colleges statewide. Not flashy, but deeply important. Tech isn’t just allocation—it’s education.
Epic vs. Apple & Google: A Ruling That Could Reshape the App Store
In another corner of our industry, the long‑running Epic Games battle with Apple and Google is reaching a climax. A court decision—possibly 2,000 pages thick—is expected any day now, with ripples likely to influence competition policy across the globe.
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Why This Matters—For You, Me, and Everyone
• AI is more than buzz—it’s transforming everything from infrastructure to school curricula.
• Policy matters—tariffs, court rulings, and education programs all steer the ship.
• We’re in a pivot—where what happens in Silicon Valley, Sacramento, and D.C. gets personal.
So let’s stay curious, question assumptions, and remember: these big-picture moves are the groundwork for the gadgets, jobs, and ideas that end up in our lives.
