The TL Podcast for June 17th: AI bets broaden out Investors are finding a broader and broader basket of AI investments, including Broadcom, VAT Group, Adobe, Oracle, and, most notably, Apple. Also, interviews with Impinj about the future of IoT and with Pure Storage on the
@tiernanraytech
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Pure Storage CEO: Gen AI Infrastructure Uncertain for Enterprises
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Please enjoy my interview with Pure Storage CEO Charlie Giancarlo. Pure Storage CEO: Gen AI is ‘a very uncertain market’ There’s still a lot of infrastructure that needs to be put in place for “generative” AI before it’s ready for most enterprises, says Pure Storage CEO Charlie
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Apple Develops Hardened OS for Secure AI Data Centers
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Apple is building a high-security OS to run its AI data centers – here's what we know so far The hardened derivation of iOS and MacOS, running Apple's Private Cloud Compute servers, will be made available to allow security researchers to verify the company's promises of privacy
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Musk’s Compensation Outpaces Tesla’s Autonomous Driving Progress
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Musk’s pay is more self-driving than his cars… Wall Street’s Best Ideas: Musk will get his money sooner than we’ll get autonomous driving Tesla’s “full self-driving” seems a long ways from being fully self-driving, a fifteen percent jump in Adobe stock may be an
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Oklo’s nuclear ambitions race Sam Altman’s OpenAI timeline
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Oklo is another of the "pre-revenue" hopefuls in the struggle to devise safer, cleaner, cheaper nuclear energy. Sam Altman thinks it's a perfect fit for the enormous energy needs of AI. Will Oklo make money before OpenAI’s Altman cashes out? https://
fastcompany.com/91136574/oklo-
ipo-spac-sam-altman
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Nvidia Maintains Dominant Lead in Latest AI Training Benchmarks
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I've been covering Nvidia for decades, and the way the company has held onto its dominant position is stunning to me. Latest AI training benchmarks show Nvidia has no competition Across a suite of neural network tasks, competitors' chips didn't even come close to Nvidia's
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Impinj CEO on RFID Chip Innovation in Retail
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Please enjoy my interview with Impinj CEO Chris Diorio Impinj CEO: ‘We’ve got a tiger by the tail’ It’s taken almost a quarter-century for Impinj’s tiny, low-power wireless chips to turn retail apparel into a high-tech industry. CEO Chris Diorio sees intriguing opportunities
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Apple Private Cloud Compute: Secure AI Data Protection
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Apple unveils Private Cloud Compute: How it works to protect your data from AI Apple claims the cloud servers using its custom chips will not only be more secure but will also be verifiable by outside security experts. https://
zdnet.com/article/apple-
unveils-private-cloud-compute-how-it-works-to-protect-your-data-from-ai/
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Informatica CEO: Gen AI Only at Top of Second Inning
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Please enjoy my interview with Informatica CEO Amit Walia Informatica CEO: We’re only at the top of the second inning with Gen AI There are tantalizing use cases for “generative” artificial intelligence in the enterprise, says Informatica CEO Amit Walia, but it’s going to
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Semtech CEO Exit Triggers Stock Plunge, Axcelis Surges
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Wall Street’s Best Ideas: Semtech plunges, Axcelis surges Shares of Semtech plunged Friday on the surprise dismissal of its chief executive, though one analyst says things seem to be okay, Axcelis had a winning presentation at a conference, and bulls argue you should keep the