Hello there.

Happy Friday! We’re flying high with AI now… just… don’t look down…

A lot went down at Davos this week during the World Economic Forum. It was hilarious, concerning, moving, and so many other things.

And we feel the same ways about Elon Musk’s X spat with Ryanair’s CEO 😂

This week:

Fasten your seatbelts, this could get a little bumpy.

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The world's richest people descended on Davos this week, and the only thing they could agree on was that AI is about to eat everything. Nvidia CEO Jensen Huang showed up to tell everyone that renting his company's GPUs is getting harder because demand is through the roof, calling the AI buildout "the single largest infrastructure buildout in human history." Translation: keep buying the dip on chip stocks, nerds.

Also, we got this new meme from French President Emmanuel Macron:

But not everyone's popping champagne. JP Morgan boss Jamie Dimon dropped a reality check, warning that AI "may go too fast for society" and could cause actual civil unrest if 2 million truckers suddenly find themselves competing for $25k jobs instead of $150k ones. His solution? Phase it in to "save society" and maybe throw some retraining programs at the problem before the pitchforks come out.

(Also also, update: the US isn’t going to take Greenland by force. They’ll prob just buy a few pieces of it.)

Meanwhile, Alphabet quietly became the first Big Tech company to show Wall Street what "measurable AI returns" actually look like. Apple confirmed Gemini will power Siri (RIP to whatever Siri was before), and Walmart's using it for AI-powered shopping and drone delivery. The stock hit $4 trillion market cap. Investors are happy to ignore their existential AI questions as long as earnings keep expanding.

Elon Musk and Ryanair CEO Michael O'Leary spent the week calling each other idiots on the internet, and naturally, both of their shareholders are winning.

The drama started when O'Leary rejected Starlink for Ryanair's fleet, saying it would cost $200-250 million between the service and aerodynamic drag on short-haul flights. Musk fired back that Ryanair would lose customers to airlines with Wi-Fi. O'Leary told Irish radio that people should ignore Musk because he's a "very wealthy" idiot. Musk then called O'Leary an "utter idiot" who should be fired and floated the idea of buying Ryanair just to install someone named Ryan to run it.

But somehow, both "idiots" have absolutely crushed it for investors. Ryanair has returned 16% annually since going public in 1997, while other airlines rotated through bankruptcy court. Tesla has returned 43% per year since its 2010 IPO. Ryanair's stock actually went up during the spat, because nothing says "buy signal" quite like free publicity from the world's richest man. (Tesla’s stock is up as well, but not from the Ryanair spat. It was Elon posting a video claiming Robotaxis will start driving without a safety monitor.)

O'Leary held a press conference on Wednesday to address the feud. No word yet on whether Musk will actually make a bid, but if history is any guide, he'll probably tweet about it seventeen more times before moving on to his next target. Honestly, we can’t wait 😂

In this episode, TWIT unpacks why Claude isn’t just another AI model; it’s the front door to a new era of ultra-personalized, vibe-coded software that’s reshaping how builders and normal users interact with technology heading into 2026.

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That’s all for today. Write us and let us know your thoughts on the market, the newsletter, or the weather—we’d just love to hear from you.

Till next time,
— Brandon and Blake