The Daily View 8/10/2026: Attention, Shrinkflation, Truth Social API, …

Item #1. The attention bottleneck. This is an astute observation: Nobody wants to hear this, but the biggest moat in business right now is attention. 40 cents of every venture dollar raised goes to Google and Facebook for ads. As a founder, spending time building an audience organically will give you a higher long term ROI than almost… — Codie Sanchez (@Codie_Sanchez) July 23, 2026 Attention, GPUs/memory, and bandwidth are the three biggest bottlenecks. Similar to attention or “compute,” bandwidth is a resource constraint, orthogonal to content. AI cannot fix these. Agents can do a lot, but they cannot actually consume/buy in the way humans do. So this still means paying for advertising–an ancient and thriving industry against a backdrop of LLMs. This is why $Google and $Meta stock are thriving, alongside AI. Every startup needs to draw attention towards it, hence super-pricey online advertising. For Bandwidth bottlenecks, I recommend Cloudflare stock, which I recently purchased.…