The examples they show are someone typing something into a prompt and then some agent starts coding.

But the hard part in automation these days is not writing software. It is "how does the software get the credentials to access data and services? What APIs does it use?". So before being able to type a prompt and then use the software created, there must be the hard part: Setting up all those interconnectivity pieces. Making sure the software can access and change data, trigger actions, but only within a certain scope.

Who are the contenders that start fresh with focus on AI?

One that comes to mind is IONOS. They seem to be in the process of building something like a "SAP in the times of AI" from the ground up. Starting with the demands of SMEs. It looks like an interesting approach to me: Having a "knowledge base" for each customer, initially filled with the data from the website. Then let the customers add more data. Then offer agents that do work for the customers. Answer calls and emails and do marketing for example.

    Emarketer’s data finds that standalone chatbots like ChatGPT,
    Microsoft Copilot app, Google AI Mode, and Amazon Alexa for
    Shopping (formerly Rufus) in U.S, will generate less than $1
    billion in ad revenue this year, and just $5.41 billion by 2030.

Just because there are no ads now does not mean there never will be. Google search was run without ads for the first years too.

As long as the website gets paid more than the cost of serving the pages, it does not matter if a human or a bot did the POW.

Securing signup forms is another issue. Maybe related. But not what I was referring to.

Bitcoin and others are already secured via massive pow computations. If we could shift that into browsers, no additional energy would be used and we could solve an issue that has been unsolved for too long: How to pay websites that provide useful information other than with ads.

The question is which resources typical consumer hardware has that large centralized compute power does not. In-browser POW to pay websites would only be possible if such a resource exists.

I am not familiar with the topic, but maybe CPU power and memory? Both seem significant in a typical consumer device.

Napkin math: If a consumer device can generate $100 per month, that would be 100/30/24/60/60=$0.00004 per second. If the user waits for 5 seconds before the first pageview, that would then make the website provider $0.0002 per visitor. Serving a million visitors per month is nowadays easily possible on a $10/month machine. So the $0.0002x1000000 = $200 would make the website a nice profit.

Over time, more and more work is going to be done by AI though. At some point, it will be unthinkably slow and expensive to let humans work on anything.

To do *that* locally, you need GPUs and LLMs.

How will Europe solve these two?

Growth in Q1, Q2 and Q3 2018 was higher than anything that came before.

Q1, Q2 and Q3 2018 are all higher than anything that came before.

     "...the slowing GDP growth rate in America..."

https://fred.stlouisfed.org/series/GDP

That would mean that Bitcoin is pure monetary value. In that case, it would suck out all the monetary premium from other assets like real estate, equities and gold. The monetary premium in those is probably a few hundred trillion. So by that time, Bitcoin's price should be 2 orders of magnitude higher than today.

If this is it for this cycle, that would indicate the volatility of Bitcoin went down significantly.

Taking a look at the Bitcoin to USD price chart, I see roughly these numbers:

2013: $1,100 -> $238 = -78%

2017: $19,000 -> $3,500 = -82%

2021: $68,000 -> $16,000 = -76%

It will be interesting to watch if the volatility really stays this low suddenly. If so, one could point to the institutional adoption over the last years as the reason for this. When I ask Gemini for the number of public companies with Bitcoin on their balance sheets over the last years, I get:

2023: 67

2024: 79

2025: 190

And a similar trend for Bitcoin ETFs and ETPs. Twice as many in 2025 than in 2023.

So if Europe will rely on US AI infrastructure, nothing is won by moving the old CPU bound processes off of US cloud infrastructure.

Europe has no wafer production and no companies that produce GPUs.

That means it is dependent on Taiwan for wafers and the USA for GPU design.

Then there is the question wether there is a will to invest. Gemini gives me this list of publicly traded companies in the US and what they invested in AI infrastructure in 2025:

    Amazon: $100B
    Alphabet: $90B
    Microsoft: $80B
    Meta: $70B
    Tesla: $20B

    Deutsche Telekom: $1B

Comments URL: https://news.ycombinator.com/item?id=46795834

Points: 1

# Comments: 0

And on the side they built the best AI and the best autonomous ride service.

Not bad for a "hollow shell" of a company.

    I've never seen a company that ...

Example: Alphabet has started share buybacks in 2015 and increased those every year. $70B in 2025 alone. And they are firing on all cylinders product-wise.

The sender does not have a direct communication channel with the receiver. They send the payment to a hop they are connected to (they have a channel with) and it gets routed to the receiver. The first hop would already drop an invalid payment. If they spam them with more invalid payments, all that would happen is that their connection to the Lightning Network would get lost as their channel partners would disconnect from them. The receiver would not receive a single network packet in the whole process.

What would be the incentive to send failing payment requests?

The user would know that each pageview is $0.001.

The website owner would know each pageview pays for itself.

We probably could get there with some type of crypto approach. Probably one that is already invented, but not popular yet. I don't know too much about crypto payments, but maybe the Bitcoin Lightning network or a similar technology.