I have Amazon cameras on the front of my house. They better watch out for me!
BIG TECH
-
Distribution and Compute as AI Competitive Moats
By
–
It's pretty obvious to me that whoever has the distribution and compute wins. Distribution allows you to acquire customers at zero and compute allows you to discount beyond other providers. Model/data is not a moat. If you build something good people will train on your outputs.
-
US Bipartisan AI Bill Timing Shadows EU AI Act Adoption
By
–
From a publicity perspective, why introduce a bipartisan bill about AI in the U.S. the same day as major news about AI in the EU with European Parliament adopting the AI Act? https://
hawley.senate.gov/hawley-blument
hal-introduce-bipartisan-legislation-protect-consumers-and-deny-ai-companies-section
… -
Female leadership in tech declining trend analysis
By
–
Female #leadership in tech is falling https://
cnb.cx/41akOre #WomeninTech -
Needham Downgrades Chip Stocks Amid AI Hype Skepticism
By
–
Don’t believe the AI hype: Needham downgrades Applied, ACLS, etc. Even if Nvidia’s incremental chip demand for AI doubled, it would’t drive a lot more wafers to be manufactured at Taiwan Semi. https://
thetechnologyletter.com/the-posts/dont
-believe-the-ai-hype-needham-downgrades-applied-acls-etc
… $AMAT $ACLS $AEIS $NVDA $TSM $KLAC $ONTO $NVMI #investing -
Foundation AI Funding Boom Mirrors Failed Delivery Startup Bubble
By
–
Massive funding of foundation AI model companies eerily reminds me of massive funding of 10 min grocery delivery companies. Particularly because the firms that did the latter are doing the former. Honestly don’t think it’ll end well.
-
EU Parliament Approves AI Act Regulating Tech Giants
By
–
Europe moves ahead on #AI regulation, challenging tech giants’ power https://
washingtonpost.com/technology/202
3/06/14/eu-parliament-approves-ai-act/
… -
Major AI Funding Rounds and Breakthroughs Shape 2026
By
–
Stories featured from @StevenLevy (interview w/ Satya Nadella), @ingridlunden (Mistral's monster seed round), @Ryan_Browne_ (Synesthesia round backed by Nvidia), @mrdiscopop (AI assisting in surfacing a new Beatles song!!), and @BrodyFord_
+
@EdLudlow (Databricks hits $1B revenue). -
OpenAI’s Pricing Strategy: Cost, Lock-in, and Market Implications
By
–
It of courses raises a ton of questions. How can OpenAI do this in the first place, and why now? Do they sell it at cost (or at a small loss) to keep people locked into the OpenAI ecosystem? Etc. etc. etc.
-
AI Pricing Wars: Major Price Cuts Strategy Explained
By
–
So, if you can't win on quality, you do the next best thing: win on price. It's one of the most aggressive price cuts we've seen as far as AI products go so far. And a devs I've spoke with have hoped for big price cut like this—from OpenAI or someone else.