OpenAI’s CFO, Sarah Friar, is a former sell-side stock analyst. She knows all too well what happens once a company has to report every ninety days and answer to shareholders. The IPO will be a real reality check on what have been very large intentions to spend by the company.
BIG TECH
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Celestica, Cadence, Rambus hit by high expectations
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It’s not the end of the world for companies such as Celestica. Tuesday’s sell-off, against a weak tape, is largely a product of terrific gains year to date and profit taking. Celestica, Cadence, Rambus hit by high expectations, high prices Heightened expectations and big stock
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NVIDIA Nemotron 3 Nano Omni: Lightweight Perception Model
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NVIDIA just launched Nemotron 3 Nano Omni. Not the first omni-model, but built for a different job. And that makes it really interesting: Models like ChatGPT and Gemini already handle vision, audio, and text. What they're not optimized for is running as a lightweight perception
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Google Cloud Gemini App Enables Reusable Workflow Skills
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This is a great update from @googlecloud
. Allowing teams to turn their specific workflows into reusable "Skills" with @GeminiApp looks like a fantastic way to standardize processes and save time across the board. #AI -
Chinese AI Talent Exit Bans: Global Workforce Implications
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If the Chinese government considers Chinese citizens working in AI as state assets subject to exit bans then does this extend to Chinese citizens working for AI companies outside of China? What if they want to go home and visit their parents? Should they be concerned now that
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Google’s shift from ‘Don’t Be Evil’ to mass surveillance monetization
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Google, 2001: Don’t Be Evil
Google, 2026: How much does mass surveillance pay? -
Dangerous Professionals: Operating Methods in AI Industry
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Bits about Money later this week is not the Dangerous Professional piece I've been itching to write for forever, explaining that amusing metaphor I often use to describe a particular way of operating. But it is a *very* Dangerous Professional piece, if you catch my drift.
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Elon Musk and OpenAI Trial: Judges Concerns About Public Posts
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I wondered if the judge would comment on Elon, Sam and OpenAI posting about the trial as it got underway. From what I know, it's such an abnormal thing to do and usually seem as very inappropriate.
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OpenAI faces mounting pressure toward public market debut
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OpenAI will face growing pressure to go public. The company has already made promises to the investment market that are too large to remain private forever. Future value, AGI expectations, data centers, and dedicated compute infrastructure have all become the logic behind the
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Google Signs Pentagon AI Contract Despite Employee Opposition
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Google is the latest company to wade into AI deals with the military, and a lot of employees aren't happy. Pichai signed a classified Pentagon AI contract this week — the same day 600+ Google staff, many from DeepMind, sent an open letter asking him to refuse. The contract