There is a ton of money riding on the hope that the exponential curve the Big Three Labs are on will end soon If that happens, small and open models become viable, businesses get time to react, costs drop & the world gets weirder more slowly. But that isn’t happening so far.
BUSINESS
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Ali Ghodsi wants to rebuild the data stack for agentic AI
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"Ali Ghodsi wants to rebuild the stack itself," writes @iamVictorDey for @Forbes
. For 40 years, every data stack has carried the same split: one set of systems to run the business, another to analyze it. The real bottleneck for agentic AI isn't model intelligence. It's that -
Scobleizer interviews Rahul Kar on cheaper AI datacenter power
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At the recent AI Infra Summit by Ignite GTM at @PlugandPlayTC they had me interview a few interesting founders. Here's Rahul Kar, founder of Hammerhead, http://
hammerheadco.ai, which is working to make power cheaper in AI datacenters. https://
youtu.be/cX-TE_PgZ3Q?si
=_uQPzVVwk9N8bA8Z
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AI strategies from late 2025 now outdated by agentic revolution
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Big issue with AI strategies at big companies which realized the importance of AI last year (which is only a small subset, most are still not moving fast) is that, in the best case, they developed their strategy in late 2025, before the agentic revolution Things changed since…
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Gary Marcus: AI revenue depends on sustained tokenmaxing
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“If tokenmaxing is not sustained … then these [AI] companies are probably not going to make the revenue that they thought," – @garyMarcus
@CBCNews
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AI Maturity Shifts from Pilots to Operations with Governance Scaling
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AI maturity is no longer about how many copilots a company has deployed. It is about whether AI can operate inside real workflows with: Identity Policy Workflow Audit The market is moving from AI pilots to AI operations. Governance is the scaling layer. The key
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Market Moving from AI Pilots to AI Operations with Governance
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AI maturity is no longer about how many copilots a company has deployed. It is about whether AI can operate inside real workflows with: Identity Policy Workflow Audit The market is moving from AI pilots to AI operations. Governance is the scaling layer. The key
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AI deployment struggles to scale across plants due to differing footprints and costs
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A successful AI deployment at one plant often cannot scale to another because the IT and OT footprints, labor costs, and supply chain strategies are completely different across enterprise locations. Partner content with @skkynetinc and Arch Systems. #skkynet_ai pic.twitter.com/7oBDY5crhg
— Lucian Fogoros (@fogoros) 17 juin 2026A successful AI deployment at one plant often cannot scale to another because the IT and OT footprints, labor costs, and supply chain strategies are completely different across enterprise locations. Partner content with @skkynetinc and Arch Systems. #skkynet_ai
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Satya Nadella discusses enterprise context, AI innovation, and value creation
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@satyanadella
, Chairman and CEO of @Microsoft
, on the importance of enterprise context, the pace of innovation today, and the future of value creation with AI. Nadella joined @alighodsi
, co-founder and CEO of Databricks for a discussion shared with attendees at #DataAISummit on -
NVIDIA and Corning announce long-term partnership for US AI manufacturing
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GLW NVIDIA and GLW Announce Long Term Partnership To Strengthen U.S. Manufacturing for AI Infrastructure! NVIDIA Corporation operates as a data center scale AI infrastructure company in the U.S.A. NVIDIA is making a major strategic investment in Corning to secure