Future In Review

This week in iNews …

Nathan Kundtz, FiRe 2014 FiReStarter speaker, is featured in "A CWRU entrepreneur studied invisibility cloaks. Now he’s working to cut AI’s energy use."

To learn more and read the full article, visit: https://bit.ly/3VCTMvA

And to learn about Nathan Kundtz, visit: https://bit.ly/4ygNzmp

About iNews:
iNews is our free mailing list spotlighting timely and relevant articles about FiRe thought leaders and other important headlines! If you like what you see but want more, including full analysis of the stories, consider becoming an SNS member to receive our weekly Global Report.

This week in the SNS Global Report…

Evan Anderson takes a look at the LLM boom, what we were told would happen, what actually happened, and what is likely to come.

See why Evan says: “Supplies, land, power, GPUs, labor ... all are now in short supply. Spending so much money in one industry creates massive bottlenecks. This is the heart of the lie of the trillion-dollar promise: if these companies really do need this much compute, they literally cannot buy it. It does not exist, and it cannot be made. They will fail.” In this week's Global Report: “THE TRILLION-DOLLAR PROMISE II: Truth and Consequences.”

Members, check your inbox!

Tell us in the Comments: If everyone in the LLM ecosystem is simultaneously a customer, supplier, investor, and owner, how do we distinguish genuine demand from circular growth? What breaks first, and who bears the cost?

Read the full piece here: https://bit.ly/47I3gs5

(🔗 in Bio)

The headlines tell us what’s happening. Spark is where we gather to talk about how you and your business are impacted. Beyond the headlines.

On October 29, the SNS Global Report editorial team will bring together the SNS Community from around the world for our monthly Spark salon, a virtual hosted roundtable conversation about the news, patterns, emerging technologies, and ideas we’re watching.

Bring the question you can’t quite answer yet. The trend you think people are underestimating. The pattern you’ve been tracking. Or simply your perspective on what’s changing.

Spark is off the record and held under Chatham House Rule, creating space for the kind of candid conversation that doesn’t always happen in public.

RSVP: https://bit.ly/3TBnS1G
Thursday, October 29 | 12–1pm PT / 3–4pm ET

As always, this is an open invitation. Non-SNS members are welcome to attend their first Spark as our guests.

This week in iNews …
Peter Lee, FiRe 2014 speaker, is featured in "Microsoft Science president Peter Lee to retire after 16 years for ‘once-in-a-lifetime’ next move."

To learn more and read the full article, visit: https://bit.ly/4hpEAKG

And to learn about Peter Lee, visit: https://bit.ly/4djoWht

About iNews:
iNews is our free mailing list spotlighting timely and relevant articles about FiRe thought leaders and other important headlines! If you like what you see but want more, including full analysis of the stories, consider becoming an SNS member to receive our weekly Global Report.

This week in the SNS Global Report …

SNS Asia editor Scott Foster reports out on the state of Asia in Q3, covering everything from off-the-record defense updates from Japan and NTT Data & Palo Alto Networks' new AI secure networks all the way to Formula E and the boundaries being pushed in EVs and a sped-up new trade route along the coast of Russia.

See why Scott says: “According to the new Defense Buildup Program document, Japan would develop the capability to stockpile enough am******on, missiles, and fuel to enable the ground, maritime, and air (including space) self-defense forces to fight for a year … in short, everything required to make it a formidable military power capable of defending itself if, in a worst-case scenario, it can no longer rely on the US." In this week's Global Report: "SNS Asia Letter, Q3 2026: TDK INSIDE."

Members, check your inbox!

Tell us in the Comments: What do these developments suggest about the emerging balance between economic interdependence and strategic self-reliance in Asia?

Read Here: https://bit.ly/4yXm5Dk

(🔗 in Bio)

Stablecoins Are Moving Into the Mainstream. What Comes Next?

Stablecoins are gaining regulatory clarity and moving further into the financial mainstream.

But what does that actually mean?

At this month’s SNS Spark salon, we’ll explore what the rise of stablecoins could mean for cross-border payments, competition among banks, and dollar dominance worldwide, and what happens as stablecoins become part of the core financial infrastructure.

Spark is a virtual roundtable designed to go beyond the headlines and connect the dots around the developments shaping technology, business, geopolitics, and the wider world.

What are you watching? What questions are you still trying to make sense of?

Bring your questions, ideas, and observations to the conversation.

RSVP: https://bit.ly/4iI7wi3
Thursday, September 24 | 12–1pm PT | 3–4pm ET

Spark is held off the record under Chatham House Rule to encourage open, candid conversation. Non-SNS members are welcome to attend their first Spark session as our guests.

Headlines about the wonders of AI aren’t slowing down. But beneath the hype, the signals are changing.

Data centers are being canceled. Chips are running short. And some of the assumptions behind the LLM boom are facing serious blowback.

At today’s virtual Spark salon, we’re asking: What signs are showing a turn of the tides, and what happens next?

Using Mark Anderson’s latest SNS Global Report, “THE BIG PIVOT: Sudden Reversals in Global Tech,” as our jumping-off point, we’ll explore what’s changing – and what the headlines may be missing.

What are you seeing? We’d love to hear your take.

RSVP: https://bit.ly/4zxxpqC
Thursday, August 27 | 12–1pm PT | 3–4pm ET

Tomorrow: The LLM Boom & the Big Pivot

Headlines about the wonders of AI aren’t slowing down. But beneath the hype, the signals are changing.

Data centers are being canceled. Chips are running short. Public skepticism is growing. And some of the assumptions behind the LLM boom are facing serious blowback.

Tomorrow at Spark, we’re asking: What happens next?

Using Mark Anderson’s latest SNS Global Report, “THE BIG PIVOT: Sudden Reversals in Global Tech,” as our jumping-off point, we’ll dig into what the headlines may be missing.

What are you seeing?

RSVP: https://bit.ly/4zxxpqC
Thursday, August 27, 12–1pm PT | 3–4pm ET

This week in the SNS Global Report…
Mark Anderson examines the forces behind the AI boom and the sudden reversals now reshaping the global technology landscape. From LLMs and hyperscaling to chips, data centers, and the growing challenges facing the industry, the assumptions that fueled the boom are being put to the test.

See why Mark says: “The choice of OpenAI, and LLMs as a technology, with all that followed, was broken from the very start. What do you get when you hyperscale a broken technology? It doesn’t work.” In this week's Global Report: "THE BIG PIVOT: Sudden Reversals in Global Tech.”

Members, check your inbox!

Tell us in the Comments: What big pivots are you noticing in AI and global tech right now?

Read the full piece here: https://bit.ly/4xrbvnQ

(🔗 in Bio)