TBPN AI Isn’t Covid, FBI probes Tai Lopez, Mistral’s $2B Sweden bet | Diet TBPN
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Feb 12, 2026 They unpack why the COVID analogy for AI breaks down and how growth may plateau. They debate how coding agents could reshape software jobs and which roles face disruption. They cover a major SEC probe into a retail investment scheme and a surprising jobs report. They discuss photoreal AI video risks, Mistral’s huge Sweden data center bet, and a billion-dollar stake in Meta.
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AI Growth Is S-Curved Not Purely Exponential
- AI's growth feels exponential now but actually follows S-curves like past tech waves, so expect plateaus and subsequent leaps.
- Modeling AI purely by energy shows vast headroom, but many bottlenecks will slow continuous exponential gains.
Get Hands-On With AI Tools Today
- Encourage non-tech friends to try current AI tools on small personal projects to overcome outdated assumptions about capabilities.
- Software engineers should delegate one abstraction level above the model to stay relevant as agents automate lower-level work.
Agents Reshuffle Software Economics
- Coding agents reshape software economics and will accelerate migrations away from complex legacy moats.
- Some companies benefit while others face damage as agents can automate previously hard-to-replace systems.