Hey ScorpA\rents!

If it feels like AI just started charging rent, chips are doing all the heavy lifting, and change won’t stop knocking — you’re not imagining it. Between work, kids, and squeezing in a side hustle after bedtime, keeping up can feel like a full-time sport. The good news? You don’t need to run faster — just smarter.

Which brings us nicely to today’s helpers. Gladly asks a simple (and very tempting) question: how much could AI save your support team if it handled the busywork for you? And Attio is here to make sure your CRM actually feels smart — helping teams move faster without adding more chaos to your day.

Alright, coffee topped up? Let’s get into it.

🔎 TL;DR

1) STING OF GROW: AI HUSTLES

• Ads Have Entered the Chat
  AI isn’t just answering questions anymore — it’s becoming a business. Ads inside ChatGPT signal the shift from “cool tool” to serious money machine.

2) STING OF WEALTH: INVESTING

• TSMC to Wall Street: You’re Still Too Conservative
  AI demand isn’t slowing — it’s accelerating. TSMC’s guidance says the AI boom has longer legs than most investors expect.

3) STING OF SUCCESS: MILLIONAIRE MINDSET

• Change Is the Ultimate Skill
  Who Moved My Cheese reminds us that adaptability beats intelligence, experience, and timing. Those who move early keep winning — in markets and in life.

Estimated Reading Time: 5-6 minutes

TOGETHER WITH OUR PARTNER

How much could AI save your support team?

Peak season is here. Most retail and ecommerce teams face the same problem: volume spikes, but headcount doesn't.

Instead of hiring temporary staff or burning out your team, there’s a smarter move. Let AI handle the predictable stuff, like answering FAQs, routing tickets, and processing returns, so your people focus on what they do best: building loyalty.

Gladly’s ROI calculator shows exactly what this looks like for your business: how many tickets AI could resolve, how much that costs, and what that means for your bottom line. Real numbers. Your data.

See your savings

Ads Have Entered the Chat (Yes, That Chat)

Free AI Meets the Real World

You knew this day would come, right? OpenAI is valued at around $500B, and even AI needs to pay its cloud bills.
This week, the company confirmed that ads are officially coming to ChatGPT for some users.

Who Gets Ads (and Who Doesn’t)

Ads will start showing up for Free and Go users (the new $8/month tier).
If you’re on Plus, Pro, Business, or Enterprise, you’re still ad-free — for now.
Think of it as YouTube logic, but with smarter conversations.

How the Ads Actually Work

Ads appear at the bottom of your conversation, not inside answers.
They’re topic-based, meaning chat about productivity and you might see a SaaS tool.
Don’t like it? You can dismiss ads, see why they appear, or turn off personalization.

Privacy Promises – Trust, But Verify

OpenAI says answers stay “independent” — ads won’t influence responses.
They also claim no selling of user data to advertisers.
And under-18 users won’t see ads at all.

The Real Strategy – Follow the Incentives

This move does two things at once.
It monetizes free users and nudges ad-averse folks toward paid plans.
Classic funnel economics, just wrapped in AI.

ScorpA\rents's Quick Strike

AI tools are officially entering the attention economy.
That means new ad inventory, new marketing strategies, and new opportunities for creators and affiliates who understand AI-driven intent.
If you’re building digital assets, this is a signal — not noise.

• Free AI is staying free… but with trade-offs

• Ads + intent = powerful (and monetizable) signals

• Paid tiers just became more valuable

• AI platforms are maturing into real businesses

The chat just changed.

The question is: will you adapt faster than everyone else?

TSMC Just Sent Wall Street a Message: You’re Still Not Bullish Enough on AI

The Ultimate AI Shovel Seller

If AI is a gold rush, Taiwan Semiconductor Manufacturing Company is selling the shovels.
Its Q4 2025 earnings didn’t just beat expectations — they reset them.
Revenue, margins, and long-term guidance all came in hotter than Wall Street models.

AI Growth Got Upgraded (Again)

The Street expected ~25% AI-driven growth in 2026.
Management guided 30% YoY, then casually raised long-term AI CAGR to mid-to-high 50%.
CEO C.C. Wei even hinted this is still conservative — wait, what?

AI Is Now the Core Business

AI already makes up high-teens % of revenue and is accelerating fast.
Advanced nodes (7nm and below) hit a record 77% of sales, led by 3nm and 5nm.
Translation: AI isn’t a side bet anymore — it is the business.

Capex Says Oversupply Fears Are Over

TSMC just guided $52–56B in 2026 capex, far above expectations.
That’s a green light for equipment names like ASML Holding, Applied Materials, and Lam Research.
When the most disciplined foundry spends this much, demand is real.

Numbers That Made Analysts Blink

Q4 revenue hit $33.7B, beating both guidance and consensus.
Gross margin jumped to 62.3%, and net income surged 41% YoY.
That’s software-like profitability… in a capital-heavy foundry.

Platform Breakdown – Follow the AI Money

HPC (think NVIDIA, Broadcom, Advanced Micro Devices, Intel) now drives 55% of revenue.
Smartphones got a seasonal boost from Apple, but AI is clearly the engine.
Everything else is playing catch-up.

ScorpA\rents’s Bite of Wealth

You don’t need to trade chips daily to see the signal here.
TSMC just validated that AI demand is structural, not cyclical.
If you’re investing long-term, this is a reminder: the backbone matters more than the hype.

• AI growth outlook just moved higher

• Capex surge kills oversupply fears

• Margins still expanding — unusually so

• TSMC remains the quiet kingmaker of AI

Wall Street heard the numbers.
The question is: did you hear the message?

Who Moved My Cheese — Why Change Is the Skill That Pays Forever
by Spencer Johnson

Change Is Already at the Door

Ever feel like life, work, or the market changed… without asking you first?
That’s exactly the setup of Who Moved My Cheese.
It’s a short story with a big reminder: waiting for comfort to return is how you get left behind.

Comfort Is the Real Trap

Getting too comfortable feels safe.
But comfort quietly turns into complacency.
And complacency is expensive — in careers, investing, and side hustles.

Stop Overthinking, Start Moving

Overthinking doesn’t protect you; it freezes you.
Johnson’s message is simple: don’t obsess over where the cheese went.
Ask instead, “Where can I find the next one?”

Fear Slows You More Than Change

Fear whispers, “What if this doesn’t work?”
Progress asks, “What if staying here is worse?”
The book reminds us that action beats perfect timing — every time.

Purpose Check – Direction Beats Speed

You don’t need to move fast.
You need to move with intention.
A clear purpose makes change feel less scary and more strategic.

Mindset Reset – Beliefs Shape Your Outcomes

Your beliefs decide whether change feels like a threat or an upgrade.
When you expect change, you adapt faster.
When you resist it, life drags you anyway.

ScorpA\rents’s Strike of Success

Markets shift. Jobs evolve. AI rewrites the rules.
Those who adapt early keep options.
Those who wait pay the price later.

• Comfort zones don’t grow portfolios or skills

• Fear delays progress more than failure

• Small moves beat standing still

• Change isn’t the enemy — ignoring it is

So the real question isn’t who moved your cheese.
It’s how fast are you willing to go find the next one?

TOGETHER WITH OUR PARTNER

AI-native CRM

“When I first opened Attio, I instantly got the feeling this was the next generation of CRM.”
— Margaret Shen, Head of GTM at Modal

Attio is the AI-native CRM for modern teams. With automatic enrichment, call intelligence, AI agents, flexible workflows and more, Attio works for any business and only takes minutes to set up.

Join industry leaders like Granola, Taskrabbit, Flatfile and more.

👉Start for free today

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Let’s make AI work for us, not the other way around.

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