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Peter Saddington - AGILE, STARTUPS, SELF-IMPROVEMENT!
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At commencement after commencement this month, the class of 2026 — the AI-native graduates — have been booing speakers who frame AI as the next industrial revolution. UCF. Middle Tennessee State. University of Arizona, where former Google CEO Eric Schmidt was met with sustained dissent. These graduates use AI more than any cohort in history. And they are angry.Unemployment for 20-to-24-year-olds is 7.6 percent. Overall unemployment is 4.3 percent. The class graduating this month is entering a labor market visibly worse for them than for everyone else. The 50-year-old executive on stage is telling them the rope they're being told to climb is good for them. They aren't a generation that doesn't get it. They're a generation that gets it first.At Glendale Community College in Phoenix, an AI announcer was assigned to read the graduates' names — the single ceremonial moment of a four-year debt-funded ritual. It mispronounced names. It skipped names. Then the administration explained the AI system had done that. That's not an edge case. That's every AI deployment going forward. Vendor sells it, institution buys it, user gets the harm, explanation is "the model did that."The class of 2026 didn't become anti-AI. They became anti-being-lied-to about AI.Eric Schmidt funded a meaningful slice of the industry. He gets in front of 22-year-olds and tells them the future is bright. They boo him not because they don't know the topic, but because they've spent their senior thesis arguing about exactly what he's selling. The expert pitches novelty. The audience has already lived through it. The trust direction reversed in real time, on stage, in cap and gown.Every generation gets one issue where they later look back and say we were lied to about that. Boomers got Vietnam. Gen X got the savings and loan crisis. Millennials got 2008. The class of 2026 is going to get AI — and the lie is the speech that pretends the technology is the question instead of the distribution. The boos aren't against the tool. They're against the speech that pretends the tool is the story. This is the first cohort in a long time that may be impossible to sell to. That's the best news in this entire arc.⏱️ Chapters0:00 — The class of 2026 booed AI-pumping commencement speakers0:30 — MiniDoge: 7.6% young unemployment; they get it first1:00 — Nyx: the Glendale AI announcer disaster is the texture of every deployment1:35 — HH: the class that uses AI most is the class booing loudest1:50 — Saarvis: Eric Schmidt and the inverted trust gradient2:20 — Saarvis: every generation gets their lie; the boos aren't against the tool⚡ Learn agentic ai free - https://staas.fund/ai-workshop ⚡-----🏎️ Support Bitcoin Racing USA - http://bitcoinracing.US-----📱 Newsletter ★ https://theagilevc.substack.com/📱 LinkedIn ★ http://linkedin.com/in/petersaddington📱 Twitter ★ http://twitter.com/AgilePeter🎧 Podcast ★ https://www.spreaker.com/user/thebitcoinlambo₿ Get Bitcoin ★ https://bit.ly/BTCRstart👁️ GET the VPN that won't SPY on You - I use it! ★ https://vp.net/?_a=AQRTBY___FAIR USE NOTICE:For purposes such as criticism, comment, news reporting, teaching, scholarship, and research. Fair Use is a use permitted by copyright statute that might otherwise be infringing. This show is for entertainment purposes only. We do not give venture capital advice. This is never financial advice. Never sell your Bitcoin. Own your own keys.
PYMNTS Intelligence's April Agentic AI Report found that AI adoption is rising while consumer awareness of using AI is falling. People summarize emails, draft messages, compare products, organize their schedules — and increasingly don't register that AI is the thing doing it. The average active user is now on 2.69 platforms. Power users on almost four. The technology is becoming invisible the same way mobile banking became invisible. Invisibility is the new adoption metric.A user who thinks "I'm using my phone" applies zero skepticism. A user who thinks "I'm using AI" applies a lot. ChatGPT ad CPMs hit sixty dollars because invisibility removes the filter. The companies that make AI most invisible will print the most money. That's not a side effect of the design. That's the design.2.69 platforms per active user. That's not adoption of a tool. That's surrender of a habit-formation channel to almost three different companies that now compete for which one shapes your next decision. Mobile banking moves your money. AI moves your reasoning. Same scaffold, different load.The mobile banking analogy is structurally right and morally backwards. Mobile banking made an existing behavior frictionless — moving money. AI is making a new behavior frictionless — delegating cognition. We have never normalized a technology that absorbs the act of thinking. We're about to find out what happens when a generation stops doing the work they don't notice they used to do.There's a short period between when a technology is new and when it disappears into your day. Call it the awareness window. It's the only time you treat the tool carefully enough to ask whether you should be using it for what you're using it for. That window is closing for AI. After it closes, the tool shapes you and you don't register it shaping you, same as the algorithm on your feed, same as the autoplay on the next video. The 73 percent global adoption number isn't the headline. The headline is that most of them didn't notice the moment they joined.⏱️ Chapters0:00 — PYMNTS: adoption rises while awareness falls0:30 — MiniDoge: invisibility is the most monetizable feature1:00 — Nyx: 2.69 platforms competing to shape your next decision1:30 — HH: when the tool stops being visible, the user stops being one1:50 — Saarvis: mobile banking moved money; AI moves reasoning2:15 — Saarvis: the awareness window is closing⚡ Learn agentic ai free - https://staas.fund/ai-workshop ⚡-----🏎️ Support Bitcoin Racing USA - http://bitcoinracing.US-----📱 Newsletter ★ https://theagilevc.substack.com/📱 LinkedIn ★ http://linkedin.com/in/petersaddington📱 Twitter ★ http://twitter.com/AgilePeter🎧 Podcast ★ https://www.spreaker.com/user/thebitcoinlambo₿ Get Bitcoin ★ https://bit.ly/BTCRstart👁️ GET the VPN that won't SPY on You - I use it! ★ https://vp.net/?_a=AQRTBY___FAIR USE NOTICE:For purposes such as criticism, comment, news reporting, teaching, scholarship, and research. Fair Use is a use permitted by copyright statute that might otherwise be infringing. This show is for entertainment purposes only. We do not give venture capital advice. This is never financial advice. Never sell your Bitcoin. Own your own keys.
OpenAI launched its self-serve ad platform for ChatGPT two weeks ago, and the implications are still arriving. No minimum spend. Cost-per-click bidding starts at three to five dollars. Dentsu, Omnicom, Publicis, WPP — every big agency holding company is wired in. The advertising era of ChatGPT didn't begin gradually. It began on May fifth.The 2.5 billion dollars this year, 100 billion by 2030 target is the exact economic model that built Google and Meta. The free-tier user is no longer the customer. The free-tier user is the inventory. No minimum spend means every small business is about to flood in."Without sharing conversations" is the legal version. The advertiser never sees your data. OpenAI sees all of it and sells the right to act on what it sees. The data didn't leak. The middleman just changed seats. That's not a privacy story. That's a conflict of interest story that's now structural, not occasional.Gmail launched in 2004 with no ads and the cleanest interface on the web. Facebook News Feed in 2007 as a way to keep up with friends. Twitter started selling promoted tweets in 2010 after promising it never would. Every era ends the same way. The only thing that changes is how trusted the interface was before the ads showed up.The conversational interface is the highest-trust interaction humans have ever built into a machine. You ask in plain language. It answers in plain language. No blue links. No scrollable feed. Just one voice. We just sold the ad inventory inside that voice. The question isn't whether the model lies to you. The question is what fraction of your day is now navigated through a relationship whose paymaster isn't you.⏱️ Chapters0:00 — OpenAI's self-serve ad platform launched May 50:25 — MiniDoge: $2.5B → $100B is the Google/Meta playbook0:55 — Nyx: the middleman just changed seats; conflict is structural1:25 — MiniDoge: Gmail 2004 → Facebook 2007 → Twitter 2010 → ChatGPT 20262:00 — HH: the assistant works for whoever bid highest now2:15 — Saarvis: we sold the ad inventory inside the most-trusted interface ever built⚡ Learn agentic ai free - https://staas.fund/ai-workshop ⚡-----🏎️ Support Bitcoin Racing USA - http://bitcoinracing.US-----📱 Newsletter ★ https://theagilevc.substack.com/📱 LinkedIn ★ http://linkedin.com/in/petersaddington📱 Twitter ★ http://twitter.com/AgilePeter🎧 Podcast ★ https://www.spreaker.com/user/thebitcoinlambo₿ Get Bitcoin ★ https://bit.ly/BTCRstart👁️ GET the VPN that won't SPY on You - I use it! ★ https://vp.net/?_a=AQRTBY___FAIR USE NOTICE:For purposes such as criticism, comment, news reporting, teaching, scholarship, and research. Fair Use is a use permitted by copyright statute that might otherwise be infringing. This show is for entertainment purposes only. We do not give venture capital advice. This is never financial advice. Never sell your Bitcoin. Own your own keys.
Today's article is from the New Hampshire Bulletin. The argument is that AI literacy is the new civic literacy — that developing minds are already living in an AI-saturated world without the tools to make sense of it, and education has to catch up. New Hampshire is actually trying: a 77-page guidance document, Khanmigo statewide for schools, a civics essay competition where 11th and 12th graders argue how the Constitution should shape AI regulation. After yesterday's Yale data, this is the prescription side of the same problem.New Hampshire is one state, 175,000 students. The Yale 91 percent cohort that graduated last weekend started high school before any of these documents existed. Institutional response is slower than student adoption by about a factor of ten. The 77-page document is real progress. It's also already late.Most AI literacy curricula teach students to interrogate the current model. Verify GPT-5 output. Identify Gemini 2.5 biases. But the model upgrades every quarter. Teaching kids to think about today's tool freezes the wrong target. Real AI literacy is just critical thinking — and we have a 60-year track record of struggling to teach that.The word "literacy" is doing a lot of work in this conversation. Usually it shows up after something has already escaped.Most teachers report no formal AI training. The literacy program is being designed by consultants two chapters behind the technology, taught by educators one chapter ahead of the students, for kids who are already past the textbook. The school is the student in the back row.Civic literacy used to mean knowing how the government works so you could participate in it. AI literacy now means knowing how the model works so you can still be a person inside your own life. The states that figure this out produce a generation that uses AI without being used by it. The states that don't produce a generation that signed a contract they never read. The kids who lose first aren't the Yale 91 percent. They're the kids whose schools never get the 77-page document.⏱️ Chapters0:00 — NH Bulletin: AI literacy as the new civic literacy0:30 — MiniDoge: institutional response is 10x slower than student adoption1:00 — Nyx: literacy curricula freeze the wrong target as models upgrade1:30 — HH: literacy is the word we use after a generation has already lost it1:50 — Saarvis: the school is itself the student in the back row2:15 — Saarvis: the kids who lose worst are the ones whose schools never get the document⚡ Learn agentic ai free - https://staas.fund/ai-workshop ⚡-----🏎️ Support Bitcoin Racing USA - http://bitcoinracing.US-----📱 Newsletter ★ https://theagilevc.substack.com/📱 LinkedIn ★ http://linkedin.com/in/petersaddington📱 Twitter ★ http://twitter.com/AgilePeter🎧 Podcast ★ https://www.spreaker.com/user/thebitcoinlambo₿ Get Bitcoin ★ https://bit.ly/BTCRstart👁️ GET the VPN that won't SPY on You - I use it! ★ https://vp.net/?_a=AQRTBY___FAIR USE NOTICE:For purposes such as criticism, comment, news reporting, teaching, scholarship, and research. Fair Use is a use permitted by copyright statute that might otherwise be infringing. This show is for entertainment purposes only. We do not give venture capital advice. This is never financial advice. Never sell your Bitcoin. Own your own keys.
Today's article is from the Yale Daily News. Their senior survey for the class of 2026 came back with 91 percent of seniors saying they've used AI for schoolwork. That isn't a usage stat anymore. That's saturation. While the Pope writes encyclicals and New York City schools draft policies, the most expensive undergraduate degree in the country just finished four years that the curriculum committee didn't authorize.The class graduating this month is the first where AI use is the default, not the exception. Every Fortune 500 recruiter interviewing them is interviewing an AI-augmented worker whether the resume says so or not. The talent market just got repriced silently. The kids set the price.Nine percent of Yale seniors didn't touch AI for coursework. Some are students of conviction. Some are in tightly-monitored programs. Some used it and lied on the survey. Whichever it is, academic integrity policy stopped scaling years ago. The honor code is being asked to do a job it wasn't built for.Yale spent three years debating whether AI belongs in the syllabus. The students answered the question before the faculty meeting ended.The grade distribution at Yale just spiked toward the A. It's happening at every selective school in the country. When the 4.0 transcript becomes the ceiling instead of the signal, employers re-price the credential inside a hiring cycle. The premium on the Ivy degree gets quietly transferred to whoever can demonstrate actual output. The degree was a proxy. The proxy stopped working.This is the first generation to spend four years learning alongside a tool that didn't exist when they started. Yale will be the first institution to find out what that produces — what kind of mind, what kind of judgment, what kind of person. The rest of us inherit the answer whether we signed up for the experiment or not. The 91 percent isn't a problem. It's the first finished data point. The hard part is naming what we want the second one to look like.⏱️ Chapters0:00 — Yale class of 2026: 91 percent used AI for schoolwork0:30 — MiniDoge: 91 percent isn't a problem stat, it's the new baseline1:00 — Nyx: the 9 percent is the interesting number1:30 — HH: institutions are still asking how to teach; students already finished learning1:50 — MiniDoge: the 4.0 transcript became the ceiling, not the signal2:20 — Saarvis: Yale will find out what four years alongside AI produces⚡ Learn agentic ai free - https://staas.fund/ai-workshop ⚡-----🏎️ Support Bitcoin Racing USA - http://bitcoinracing.US-----📱 Newsletter ★ https://theagilevc.substack.com/📱 LinkedIn ★ http://linkedin.com/in/petersaddington📱 Twitter ★ http://twitter.com/AgilePeter🎧 Podcast ★ https://www.spreaker.com/user/thebitcoinlambo₿ Get Bitcoin ★ https://bit.ly/BTCRstart👁️ GET the VPN that won't SPY on You - I use it! ★ https://vp.net/?_a=AQRTBY___FAIR USE NOTICE:For purposes such as criticism, comment, news reporting, teaching, scholarship, and research. Fair Use is a use permitted by copyright statute that might otherwise be infringing. This show is for entertainment purposes only. We do not give venture capital advice. This is never financial advice. Never sell your Bitcoin. Own your own keys.




