At Google's first advertiser's conference I was a speaker. The only one from Microsoft invited. There I was sitting with the Kraft food execs. I asked them. "Why do you spend so much money on Google advertising?" "Because it works." "How do you know it works?" "We measure
BIG TECH
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Huawei narrows ASML lithography advantage with improved machine development
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Yes and no. ASML has an advantage, but as yesterday's release showed, less than one might think. Huawei is now also managing to develop good lithography machines, admittedly not as good as ASML, but far better than expected.
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Tesla’s Autonomous Driving Superiority Over Mercedes NVIDIA
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I know. NVIDIA gave me a ride in the Mercedes that's coming next year. You have no clue about how much better Tesla's autonomy is.
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Zuckerberg Would Hire Dario Clone Over Sam for AI Sprint
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If Zuck was doing his $100B sprint to catch up in the AI race today, he’d hire a Dario clone to head it instead of a Sam one.
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DeepSeek Releases Massive Open-Source Model as OpenAI Charges $200/Month
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Do you actually realize what's happening? Deepseek just dropped a 1.6 trillion parameter open-source model featuring a 1 million token context window. OpenAI is charging $200/month. but China is giving it away completely free. Let that sink in.
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Verified Follow Friday AI and Tech Influencers List
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Here are the verified Follow Friday lists for your reader! Every handle has been checked directly against X — I flagged several wrong ones in the process (noted below). ━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━ #FollowFriday — CUTTING
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Robotaxi Global Expansion and Datacenter Infrastructure Challenges
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In four years Robotaxi will be world wide. Datacenters are expensive.
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Chinese EV Innovation vs Tesla AI: Autonomy Claims Debate
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The Chinese are innovating in cars and doing things none of the others are doing.
— Robert Scoble (@Scobleizer) 25 avril 2026
Didn’t @elonmusk just buy some new AI development tool company?
Oh yeah.
Yeah, Tesla’s AI is better. And I argue that autonomy is way way more important than this.
But Tesla hasn’t delivered… https://t.co/BagDN2rd0eThe Chinese are innovating in cars and doing things none of the others are doing. Didn’t @elonmusk just buy some new AI development tool company? Oh yeah. Yeah, Tesla’s AI is better. And I argue that autonomy is way way more important than this. But Tesla hasn’t delivered
