Weekend Notebook #2615 – When AI become Infrastructure, Risk and Rivalry
Published on LinkedIn and amitabhapte.com on 12th Apr 2026 This was a week where AI showed up as an infrastructure bet, systemic risk, competitive battleground, and talent story, all at once. Many stories. One consistent thread: the foundational layers of the AI economy are being built and contested simultaneously, and the institutions designed for a…
Weekend Notebook #2614 – when AI sets the Terms
Published on LinkedIn and amitabhapte.com on 5th April 2026 Three forces are running simultaneously through the AI landscape right now: a scramble for physical control of the underlying infrastructure, a repricing of how AI-driven value gets negotiated, and a fracture in how the world governs it. This week’s signals belong to all three. 1. The…
Weekend Notebook #2613 – When AI Meets Friction
Published on LinkedIn and amitabhapte.com on 29th Mar 2026 This week, ambition collided with reality across nearly every front of the AI story. Agentic commerce promised to remove the human from the checkout. A new model leaked before it was ready to launch. The internet crossed a threshold most of us hadn’t noticed. And one…
Weekend Notebook #2612 – when Agents become the Architecture
GTC Live 2026 Keynote Pregame – photo credit NVIDIA GTC Published on LinkedIn and amitabhapte.com on 22nd Mar 2026 GTC 2026 drew 30,000 people to San Jose. Jensen Huang announced $1 trillion in confirmed orders for Blackwell and Vera Rubin systems through 2027, double last year’s projection. But the number was not the headline. The…
Weekend Notebook #2611, When AI Decides Who Works
Published on LinkedIn and amitabhapte.com, 15th March 2026 This week, AI moved from strategy decks to org charts. Companies restructured around it, economists warned about it, robots were built to replace entry-level roles on both sides of the desk, and a startup reframed the computer itself as a delegate. AI is no longer just a…
Weekend Notebook #2610 – When Intelligence goes Mainstream
Published on LinkedIn and amitabhapte.com on8th Mar 2026 Three signals this week. Barcelona’s biggest mobile show. Apple’s biggest product week in years. And the most honest labour economics report the AI industry has produced. Different stages, same underlying story: intelligence is arriving everywhere at once, and the gap between capability and consequence is widening. MWC…
Weekend Notebook #2609 – When AI becomes the risk
Published on LinkedIn and amitabhapte.com on1stMar 2026 This week, the AI story fractured, not in capability, but in confidence. Capital is still flooding in. The technology is still advancing. But disruption and doubt arrived in the same week as the deal announcements. The OpenAI Capital Architecture OpenAI is raising $110 billion in a landmark funding…
Weekend Notebook #2608 – India’s AI Moment: Capital, Compute, Confidence
Published on LinkedIn and amitabhapte.com — 22nd February 2026 This Week in AI — India Moves from Talk to Build Most global AI events feel like the same conversation, recycled. The India AI Impact Summit, from the coverage and announcements this week read differently. Less vision decks. More committed capital. Less safety debate. More infrastructure.…
Weekend Notebook #2607 – The SaaSpocalypse
Published on LinkedIn and amitabhapte.com on 15th Feb 2026 One word defined markets this week (and to be fair, last week too), SaaSpocalypse. Coined by Jefferies traders as software stocks entered freefall, the term captures Wall Street’s sudden realization that an entire industry’s business model might have become obsolete. Then, just as quickly, the narrative reversed.…
Weekend Notebook #2606 — When Infrastructure Inflates and Software Deflates
Published on LinkedIn and amitabhapte.com on 8th Feb 2026 This week, the AI economy revealed its deepest contradiction. Not through a single event, but through the violent collision of two opposing forces: infrastructure inflation and software deflation. What emerged was a market in the midst of repricing who wins, who loses, and what value actually…
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Amitabh Apte 