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Hello, Human Guide

Today, we will talk about these THREE stories:

Google is now answering questions before websites can.

In May 2024, Google began rolling out AI Overviews to users in the U.S., and by late 2024 it expanded to more than 100 countries, according to company blog updates and reporting from Reuters. Data from Similarweb cited by multiple publishers shows some content sites losing between 18% and 64% of search traffic year-over-year as AI summaries replace clicks. One independent recipe publisher told Bloomberg traffic from Google Discover alone fell over 50% in 12 months.

What stands out is how invisible the shift feels. There is no dramatic redesign, just a soft block of AI text at the top of the screen, glowing white at 9 a.m. while dashboards refresh and referral numbers tick down. This is less about better answers and more about control over distribution.

If summaries satisfy intent, fewer users click through. Ad revenue shrinks. Smaller creators disappear first.

If Google becomes the final destination instead of the gateway, the real question is who funds the original work AI keeps summarizing?

Read more from Reuters and Bloomberg coverage of AI Overviews rollout.

The AI boom has a single toll booth.

NVIDIA reported $22.1 billion in data center revenue in one quarter of fiscal 2025, up 427% year-over-year, according to its earnings release. Net income reached $12.3 billion for the same period, and major customers—including Microsoft, Amazon, and Meta—continue committing tens of billions to AI infrastructure. Analysts at Morgan Stanley estimate hyperscalers could spend over $200 billion collectively on AI capex in 2025.

What struck me is how concentrated this has become. Thousands of startups pitch “AI innovation,” but the real leverage sits in the racks humming inside data centers, green LEDs blinking late at night while your chatbot writes marketing copy. This feels less like a software race and more like an electricity race.

If infrastructure spending slows, everything above it wobbles. Everything else gets cut.

When the market eventually asks for profits instead of promises, the real question is how many AI companies survive without NVIDIA’s margin cushion beneath them?

See NVIDIA earnings release and Morgan Stanley capex estimates for full details.

The essays look better, but something else drops.

A 2024 study from researchers at Massachusetts Institute of Technology used EEG monitoring on 54 participants writing essays with and without AI assistance. The AI-assisted group showed measurably lower activity in brain regions associated with deep cognitive processing and later struggled to recall passages they had just written. Separately, a joint survey by Carnegie Mellon University and Microsoft of 319 knowledge workers found higher reliance on AI correlated with reduced critical evaluation of outputs.

What bothers me is how seductive the shortcut feels. Late at night, laptop open, cursor blinking, the AI fills the hard middle in seconds. This is not about laziness. It is about substitution, where the friction that builds skill quietly disappears.

Better outputs, weaker understanding, quieter classrooms.

If AI keeps smoothing every rough edge of thinking, the real question is whether we design it to amplify judgment or slowly replace it.

Read the MIT research summary and the Carnegie Mellon/Microsoft survey findings for more detail.