“If there is a deflation of the AI bubble, the optimists say that the new infrastructure will remain even if the companies do not — just as railways survived the 19th-century railway bust. However, this fails to reckon with the reality of depreciation (few pieces of silicon hold
AI
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Kevin Explains Claude Ecosystem: Chat, Co-working, Coding, Design
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Watch this before you build anything with Claude – Kevin breaks down the full Claude ecosystem in one video. Overview of Claude’s ecosystem and how its main tools work together. Different ways Claude can be used for chat, co-working, coding, and design. Breakdown of
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Local and open-source AI enters rocket acceleration phase, next week wild
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I am not just saying this We have entered the Local and Opensource AI rocket acceleration phase Next week is gonna be wild
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Companies overlook fine-tuned self-hosted GLM; users prefer brand names
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Most companies are not even thinking about giving every employee a fine-tuned self-hosted version of GLM that they need to update and keep harnessed and build connectors for. There are lots of places where roll-your-own AI stacks make sense, but end users want name brands.
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Companies’ AI stack plans vs employee demand for simple ChatGPT access
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I feel like on X all you hear about is elaborate plans by firms to build their own AI stacks but in my experience companies are full of people who want access to Claude or ChatGPT and are pressuring their purchasing staff to get licenses so they can just use the tools they know.
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Use a MCP gateway to get all connectors into Claude Tag immediately
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You can also use a mcp gateway and get all of the connectors into Claude Tag immediately
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Nvidia’s biggest moat is not CUDA or GPUs
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It's actually way dumber than that. CUDA is not even the biggest Nvidia moat. And neither are the GPUs. Both of those could be completely commoditized tomorrow and it would hardly have any impact on Nvida's AI infra dominance.
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AI regulation will not ignore open source loophole
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The point is that AI regulation will not somehow ignore open source as a loophole.
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US can ban open weights models for companies
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As this post points out, contrary to what many say, the US government could absolutely effectively ban open weights models. That doesn’t mean you won’t be able to download the weights & run them, but they can ensure that no US company would use or provide access or host them
