MICROSOFT – from old and boring enterprise software shop with a few false starts in AI (remember Tay and MSR?) to playing 4D chess to lead the hyperscale pack in AI 2016: "Remember Tay?” 2024: "Satya is a master at work" $MSFT
BIG TECH
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Anduril’s Transformation: From Controversial Startup to Defense Leader
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ANDURIL – today's lighthouse of american dynamism and the new defense industrial base! wasn't always so… 2020: "#23 most evil company” 2024: "Please defend us"
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Anthropic’s shift from AI risk discourse to Claude adoption
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ANTHROPIC is another favorite, as is the broader safety / x-risk vibe shift…more on this tomorrow in a longer piece on @airstreetpress 2023: "AI could kill us all” 2024: "Plz use Claude"
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Meta shifts AI strategy ditching DEI and content review policies
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META is another, with an ever growing vibe shift in the last week with their ditching of dei and human driven content reviewers 2024: "Cult leader of open AI" 2018: "A threat to democracy" $META
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Palantir’s Evolution: From Big Brother to AI Leader
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PALANTIR is an obvious one – i wrote about it in a bit more detail a few weeks ago 2018: "Big Brother's Sidekick" 2024: "The AI Flame of West" https://
x.com/nathanbenaich/
status/1873764670148137321
… $PLTR -
Nine AI industry vibe shifts that defined 2024
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our industry is run by vibes here are my 9 favorite vibe shift snapshots of 2024 thread below
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AI Agents Revenue Projections Meta 2030 Financial Expectations
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Wall Street’s Best Ideas: The financial expectations for AI ‘agents’ are starting to soar One estimate has Meta making $115 billion in revenue from AI “agents” in 2030. The math on Pure Storage’s new cloud customer is tantalizing. Plus, what it’s like to bet wrong against
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Google’s Strategic Role as Demanding Customer Zero
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Google's strength has always been that it's usually Customer Zero (and a very demanding one, at that).
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Nvidia’s Real Competitive Moat Despite Free Hardware Alternatives
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Many people, including me, willingly pay lots of money for Nvidia hardware even when we could have gotten access to other hardware for free. the moat is real.
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CES 2025: Top 10 AI and Robotics Trends Unveiled
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Les 10 tendances du CES 2025 IA hyper-personnalisée Delta Concierge anticipe les besoins en voyage (passeports, météo, divertissement en vol).
Samsung connecte tout : TV, électroménager, PC… avec l'IA et SmartThings. IA physique et robotique #Nvidia lance la