https://timsloth.com/en/ Watching what comes next for AI agents, marketing tech, and the content industry. Most of what the internet says about me is a decade old — so I decided to define it myself. en https://timsloth.com/en/writing/why-this-site/ https://timsloth.com/en/writing/why-this-site/ Sat, 08 Aug 2026 00:00:00 +0000 What's online about me is stuck a decade in the past. Rather than wait for someone else to update it, I'd rather define it myself. That's the reason this site exists, and it's my whole view on the idea of a "personal website." https://timsloth.com/en/writing/wealth-9ab0dfb4/ https://timsloth.com/en/writing/wealth-9ab0dfb4/ Wed, 29 Jul 2026 00:00:00 +0000 'There''s a question I end up answering for friends and family every single quarter, right on cue with the news cycle: "Has open source finally caught up with closed source?" Lately, more than ever.' https://timsloth.com/en/writing/wealth-32d51416/ https://timsloth.com/en/writing/wealth-32d51416/ Wed, 01 Jul 2026 00:00:00 +0000 'I have a friend who''s a university professor researching AI. He recently supervised a graduate student who, within the bounds of academic ethics, leaned heavily on AI agents to help with the research. The thesis came together smoothly — and then the student suddenly blurted out: "' https://timsloth.com/en/writing/wealth-cae880df/ https://timsloth.com/en/writing/wealth-cae880df/ Wed, 03 Jun 2026 00:00:00 +0000 Cord-cutting is old news at this point, but cutting the cord doesn't mean people stopped watching TV — they just moved to connected TV. A recently released number out of the US TV industry is genuinely symbolic. Since late last year, streaming video's share of Americans' https://timsloth.com/en/writing/wealth-5b4b5b28/ https://timsloth.com/en/writing/wealth-5b4b5b28/ Wed, 06 May 2026 00:00:00 +0000 Because we're a Google partner, I flew out last month for Google Cloud Next '26. I've been to my fair share of tech conferences, but this one genuinely startled me — 30,000 people crammed into https://timsloth.com/en/writing/wealth-0f8d0fc9/ https://timsloth.com/en/writing/wealth-0f8d0fc9/ Wed, 08 Apr 2026 00:00:00 +0000 These days there's so much AI industry news I genuinely don't know where to start — but if you just look at the numbers, you get a pretty good sense of where this industry stands right now. OpenAI just closed the largest private tech funding round in history, $122 billion, https://timsloth.com/en/writing/wealth-76b6b6d5/ https://timsloth.com/en/writing/wealth-76b6b6d5/ Wed, 11 Mar 2026 00:00:00 +0000 Nvidia CEO Jensen Huang said something at Morgan Stanley's Technology, Media & Telecom conference that set the tech world instantly ablaze — he called OpenClaw "probably the most important software release ever," full stop, no qualifiers. This wasn't some hyperbolic headline from an obscure https://timsloth.com/en/writing/wealth-6dc10e87/ https://timsloth.com/en/writing/wealth-6dc10e87/ Wed, 11 Feb 2026 00:00:00 +0000 "Have you got a lobster yet?" These days, engineer friends ask each other that like they're all suddenly aquarium hobbyists. But the lobster in question is actually this month's biggest AI story — the "lobster robot," Moltbot. https://timsloth.com/en/writing/wealth-8b2f43a9/ https://timsloth.com/en/writing/wealth-8b2f43a9/ Wed, 14 Jan 2026 00:00:00 +0000 If you write about the AI industry, the hardest part is that until the very last day of the year, you never know whether you'll actually get to do a year-end review. AI could make another giant leap on the last day and rewrite every argument you'd made. Take, for example, 2025 https://timsloth.com/en/writing/wealth-85dd6804/ https://timsloth.com/en/writing/wealth-85dd6804/ Wed, 17 Dec 2025 00:00:00 +0000 Bring up "Trump stocks" these days and software giant Palantir inevitably comes up. Investors in US equities know the name at least in passing — its performance in recent years has been jaw-dropping, though analysts have spent years hammering it for its sky-high P/E ratio. https://timsloth.com/en/writing/wealth-edfd1437/ https://timsloth.com/en/writing/wealth-edfd1437/ Wed, 19 Nov 2025 00:00:00 +0000 AI has been running hot for years now, lifting practically every stock it touches — and when things sit at such a height, it's natural to worry about the fall. That's why roughly every six months, a fresh round of "AI bubble" debate breaks out. https://timsloth.com/en/writing/wealth-1bac94c8/ https://timsloth.com/en/writing/wealth-1bac94c8/ Wed, 22 Oct 2025 00:00:00 +0000 Over the past three weeks I traveled through Japan and Europe, visiting several software startup accelerators — plenty worth sharing from the trip. Along the way, I made a special stop in Lithuania, a country most people rarely visit, to see its startup scene firsthand. https://timsloth.com/en/writing/wealth-49cad4f7/ https://timsloth.com/en/writing/wealth-49cad4f7/ Wed, 24 Sep 2025 00:00:00 +0000 There's a company so old and so large that everyone forgot it's actually an AI giant too — database and data-center powerhouse Oracle. Its founder, Larry Ellison, recently saw his net worth spike to $340 billion, briefly making him the richest man in the world. https://timsloth.com/en/writing/wealth-8e67dd93/ https://timsloth.com/en/writing/wealth-8e67dd93/ Wed, 27 Aug 2025 00:00:00 +0000 MIT recently published a report titled "The GenAI Divide: State of AI in Business 2025," claiming that 95% of companies see zero return from generative AI. The finding immediately triggered a selloff in US tech stocks. https://timsloth.com/en/writing/wealth-56d28057/ https://timsloth.com/en/writing/wealth-56d28057/ Wed, 30 Jul 2025 00:00:00 +0000 Everyone says the AI era will produce the one-person, billion-dollar unicorn. Loosely speaking, the "solo unicorn" has already arrived. https://timsloth.com/en/writing/wealth-ce88793b/ https://timsloth.com/en/writing/wealth-ce88793b/ Wed, 02 Jul 2025 00:00:00 +0000 It's been exactly 30 months since GPT launched. Now that Google has fully joined the AI race this year with a genuinely formidable Gemini, we've entered an era where AI is simply the new normal — and every small shift it brings tends to have outsized effects. https://timsloth.com/en/writing/wealth-2c040e4f/ https://timsloth.com/en/writing/wealth-2c040e4f/ Wed, 04 Jun 2025 00:00:00 +0000 A major development just happened — Google held its I/O conference and unveiled a huge wave of progress on Gemini. The long-awaited Google "Empire Strikes Back" moment has finally arrived. https://timsloth.com/en/writing/wealth-d4ccb367/ https://timsloth.com/en/writing/wealth-d4ccb367/ Wed, 07 May 2025 00:00:00 +0000 The biggest story of the past few months has probably been the tariff war, with every outlet debating its economic fallout. As it happens, the information services field I work in is one of America's great strengths — an area where the US runs a huge surplus. https://timsloth.com/en/writing/wealth-34a8ff7e/ https://timsloth.com/en/writing/wealth-34a8ff7e/ Wed, 09 Apr 2025 00:00:00 +0000 Something happened recently that made AI suddenly click for everyone: GPT-4o can now generate images in the Studio Ghibli (style), and it barely needs any prompting — it nails the style with remarkable precision. For a few days, my Facebook and X feeds were completely taken over by Ghibli-style images, and even Western https://timsloth.com/en/writing/wealth-3f9bab1e/ https://timsloth.com/en/writing/wealth-3f9bab1e/ Wed, 12 Mar 2025 00:00:00 +0000 Something truly shocking rocked the startup world recently: the chairman of Cubo AI, a well-known baby-monitor startup, killed the company's CTO on the spot after an exit negotiation went sour. When I saw the news, it felt like even a TV drama wouldn't