As predicted from the early days, this is all about people, power, and politics. Would make an amazing tv show, but it’s happening IRL.
BIG TECH
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Infrastructure Scaling for AI Performance and Economic Outcomes
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Better at performance, insight and outcome – and more economical depends on whether they can build the infrastructure to scale it – IE, what they are starting to do now.
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DeepSeek R1 Inspires American Labs to Compete on Open Source
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What DeepSeek has done with r1 is amazing. Will hopefully inspire an American lab to compete for the best open source models.
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Gemini Thinking Release Shows Rapid Progress
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Great & super fast progress from our first Thinking release in December, kudos to @jack_w_rae @NoamShazeer and the whole Gemini team!
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American Innovation Dominance in Fundamental Technology Breakthroughs
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the fundamental innovations are still american
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Stargate AI Infrastructure Investment: Not Groundbreaking News
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Wall Street’s Best Ideas: Stargate is nothing new unless you’ve been under a rock The last thing in the world that needed any “help” is artificial intelligence infrastructure spending. Trump’s photo-op with Larry Ellison, Masayoshi Son, and Sam Altman is nothing new for an AI
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Google Astra AI Assistant Launches on Android Samsung Galaxy S25
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Project Astra is our vision for a universal AI assistant. Soon some of its capabilities will come to Android & Samsung Galaxy S25 devices via @GeminiApp! Super excited to partner w/ @SamsungMobile & @Android to bring Astra features there first. More to come in the months ahead. https://t.co/XAP5FAiLlB
— Demis Hassabis (@demishassabis) 22 janvier 2025Project Astra is our vision for a universal AI assistant. Soon some of its capabilities will come to Android & Samsung Galaxy S25 devices via @GeminiApp
! Super excited to partner w/ @SamsungMobile & @Android to bring Astra features there first. More to come in the months ahead. -

SambaNova Advances AI Chip Technology at WEF25
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Exciting to see the conversation around #AI & #semiconductors at #WEF25! As @BloombergHT highlights, the demand for powerful & efficient computing hardware is skyrocketing. We're working to address this need with our advanced AI chips. Learn more: https://
sambanova.ai. #Davos -

New AI Infrastructure Site Launch: Country Priority Over Corporate Interests
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https://t.co/GdajYZ5Nu8 pic.twitter.com/T0bsGq3KQw
— Paul Roetzer (@paulroetzer) 22 janvier 2025wrong, as you surely know. want to come visit the first site already under way? this is great for the country. i realize what is great for the country isn't always what's optimal for your companies, but in your new role i hope you'll mostly put first.
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AI Agents That Glitter: Separating Hype from Reality
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The TL Podcast for January 20th: All the AI agents that glitter Don’t be fooled by spreadsheet math concerning artificial intelligence: some of the bold predictions of revenue for things such as “agents” will never come to pass. Plus, Taiwan Semi knocks it out of the park, and
