Digital advertising revenue is concentrating in a few global platforms, with more than half flowing through three players. As budgets scale beyond one trillion dollars, market entry increasingly depends on platform rules and algorithms. Microblog @antgrasso
BIG TECH
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AI Chips in the Cloud Displacing x86 Dominance
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I predicted in a Barron’s article back in 2015 that the semiconductor renaissance would lead to lots of AI chips running in the cloud that would dispense with the dominance of x86. That is coming more finely into focus with the proliferation of Google’s TPU and Amazon AWS’s
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Google ReasoningBank Gives AI Agents Persistent Memory from Experience
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Google just made AI agents learn from experience like humans do. The new framework is called ReasoningBank. Instead of retraining models, it gives agents a memory layer. Every task run gets distilled into a short strategy card. Successes become playbooks. Failures become
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Big Tech Q1 2026 Earnings Beat Expectations as Stocks Fall
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Cloud revenue explodes, stocks still tumble: Meta, Amazon, Alphabet and Microsoft earnings: All four tech giants reported Q1 2026 earnings on the same day, and every single one beat Wall Street expectations. Alphabet led the pack with $109.9 billion in revenue, up 22% year over
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Baidu Launches ERNIE 5.1 Preview With Efficient Architecture
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ERNIE 5.1 Preview just went live With a lighter, more efficient architecture, it delivers strong performance at its scale. And this is just the start — more ERNIE model updates to come at Baidu Create 2026.
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OpenAI Rolls Out GPT-5.5 Cyber as Anthropic Keeps Mythos Quiet
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While Anthropic largely keeps its cybersecurity model Mythos under wraps, OpenAI is seizing the opportunity and making it available. How far they will roll out their GPT-5.5 cyber, and whether everyone will have access, remains to be seen. However, OpenAI is currently generating
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AI perceived as dumber, users petition for GPT-4o return
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“AI is getting dumber.” That’s the most popular take on AI Twitter right now. 22,000 people signed a petition to bring back GPT-4o. Reddit threads titled “GPT-5 feels like 3.5” are hitting the front page weekly. Mainstream press picked it up. Reuters, The Guardian, Ars
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Microsoft vs OpenAI: Same Models, Different Execution Strategies
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It is really interesting that Microsoft and OpenAI have access to the exact same models at the exact same time, and they have done such different things with them. A rare pure experiment with a no-name startup and one of the biggest firms on earth with the same product offering.
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Industrial Intelligence: AI Transitions from Scarcity to Utility
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What we saw in today’s mega-cap earnings reports is the exact manifestation of my Industrial Intelligence thesis: the transition of intelligence from a scarce human trait to industrial-grade utility through foundational infrastructure.
— Nina Schick (@NinaDSchick) 30 avril 2026
Can you take the "AI bubble" argument… https://t.co/tDfqnWzoqB pic.twitter.com/9PejGexAhcWhat we saw in today’s mega-cap earnings reports is the exact manifestation of my Industrial Intelligence thesis: the transition of intelligence from a scarce human trait to industrial-grade utility through foundational infrastructure. Can you take the "AI bubble" argument
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Oracle as Bellwether for the AI Bubble Bursting
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“If you want to know whether the AI bubble is bursting, there’s only one publicly traded company that will tell you: Oracle…” “Oracle has the lowest credit rating. It also has the greatest debt load, even before the infrastructure buildout came into play…” “OpenAI… is by