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  • Palantir Launches American Tech Fellowship-Mobilize Program
    Palantir Launches American Tech Fellowship-Mobilize Program

    Ever since my book Mobilize launched earlier this week, I’ve been flooded with messages from people asking how they can help save the American industrial base. Now we’re launching a new fellowship to connect patriots to the movement: Are you a veteran with an active security clearance looking for a new mission? A cleared, tech-savvy civilian who wants to do more than ride a desk? Palantir wants YOU for the American Tech Fellowship-Mobilize. We started ATF last year to identify and train elite American talent to revitalize our country.  Now we’re launching a new, accelerated ATF cohort (ATF-Mobilize) to teach America’s cleared workforce how to wield industry-leading software to reboot the defense industrial base. ATF-Mobilize fellows will participate in eight weeks of live, virtual training on Palantir Foundry and AIP, guided by domain experts from Palantir and our partner, Ontologize. They will learn-by-doing, building custom tools solo and with their peers. Graduates will gain mission-critical skills and access to a growing alumni network. They will also be considered for jobs at Palantir and our customers supporting urgent missions across the defense industrial base. ATF-Mobilize is your chance to deploy from your couch to a job in the engine rooms of American power. We want the best of the best. We want heretical heroes. Don’t let this opportunity pass you by. Applications are live now. Training begins April 28.  Mobilize is a movement. Move out with us: mobilizebook.com/#recruiting

    → View original post on X — @bobgourley, 2026-03-20 19:00 UTC

  • AI Tools Empower Non-Technical Founders to Ship Products

    5 of 5
    One founder captured it best: “It is amazing and it is also scary.” The era of saying “I am not technical” is ending. The era of “I ship with AI” has begun. If you are still treating Claude or any AI like a simple chatbot, you may be missing the shift that is already

    → View original post on X — @terenceleungsf

  • Machine Gods Replacing Workers: Investor Narrative and Job Displacement

    because workers are going to be replaced by their machine god that will do our jobs so much better than us. Investors want to hear the talking point of these machine gods displacing workers because, well that's how they make money.

    → View original post on X — @timnitgebru

  • TL20 Semiconductor Portfolio Rebalanced Up 320% in 3.5 Years
    TL20 Semiconductor Portfolio Rebalanced Up 320% in 3.5 Years

    I’ve been writing for over a decade about a semiconductor renaissance taking place. That development is building now every day, with hundreds of companies such as Google having become chip designers. This week I rebalanced the TL20 group of stocks to consider, which is up 320% in three and a half years. One of the new additions is Celestica, the principal maker of the TPU under contract with Google. Celestica is in that bunch of contract electronics manufacturers (EMS) that do an amazing job of getting by with thin margins and still generating real cash profits. In a little over 3.5 years, the TL20 is up 315% even in this tumultuous market. The TL20 rebalancing: The biggest thing since the microprocessor Whatever you think about speculative excess in AI, the fact is that we are at an historic moment in the history of computer chips, a semiconductor renaissance that has been gathering steam for years. That very profound change is sending ripples through the tech market. Nvidia is a big part of the story. Here are other ways an investor can capture the seismic shift. thetechnologyletter.com $CLS

    → View original post on X — @tiernanraytech, 2026-03-20 18:04 UTC

  • Perplexity Computer integrates major market research data sources

    Perplexity Computer can now connect to to market research data from Pitchbook, Statista and CB Insights, everything that a VC or PE firm has access to. Enjoy!

    → View original post on X — @aravsrinivas, 2026-03-20 17:18 UTC

  • Weekly Stratechery Podcast: Jensen Huang, Steve Jobs, Trump Beijing

    2026.12: Please Listen to My Podcast The best Stratechery content from the week of March 16, 2026, including everything not written, what Jensen Huang has in common with Steve Jobs, and Trump's delayed trip to Beijing. stratechery.com/2026/please-…

    → View original post on X — @benthompson, 2026-03-20 17:00 UTC

  • Pokémon Go Players Unknowingly Trained Delivery Robots

    Every Pokémon Go player unknowingly trained future robots. Over the years, players photographed 30 billion images from cities around the world. And now that data is teaching delivery robots to navigate streets. Niantic (company behind Pokémon Go), spun out an AI company called Niantic Spatial that's turning years of player data into a visual positioning system for machines. When 500 million people installed the game and pointed their phones at buildings, landmarks, and street corners, they were also capturing detailed location data that normal GPS can't match: > GPS signals bounce off skyscrapers and lose accuracy by up to 50 meters in dense cities. > That's a dealbreaker for sidewalk delivery robots that need to stop at exactly the right point. > Niantic Spatial trained a model on those 30 billion images to pinpoint a robot's exact location based on what its cameras see, not satellite signals. > Delivery startup Coco Robotics is the first partner, using the system to guide thousands of robots across LA, Chicago, and Miami. Don't think anyone thought they were training robots when they were chasing Pikachu during COVID.

    → View original post on X — @rowancheung, 2026-03-20 16:15 UTC

  • Cohere Leaders Showcase Enterprise AI Innovation at NVIDIA GTC
    Cohere Leaders Showcase Enterprise AI Innovation at NVIDIA GTC

    Our team had a great week in San Jose at @NVIDIAGTC ! Cohere leaders and technical staff delivered talks across the event, covering hardware efficiency, enterprise-grade automation, and innovation across the stack. Our CEO, @aidangomez, also joined the GTC live stage to discuss the exciting possibilities for enterprise customers, the barriers to deploying enterprise technology into global economies, and what surprised him most about the evolution of AI adoption. It was great connecting with our customers and partners, including @Dell, @Microsoft, @Oracle, and @CoreWeave, as well as the many other brilliant minds across the ecosystem who are shaping the exciting future of AI. #NVIDIAGTC

    → View original post on X — @cohere, 2026-03-20 16:09 UTC

  • Super Micro Computer Falls After Nvidia GPU Fraud Accusations
    Super Micro Computer Falls After Nvidia GPU Fraud Accusations

    Bad day for some investors! Super Micro Computer stock $SMCI tumbles after co-founder charged in Nvidia GPU smuggling case — alleged $2.5 billion scheme to smuggle high-performance servers containing Nvidia GPUs to China: https://finance.yahoo.com/markets/stocks/articles/super-micro-computer-stock-tumbles-144500339.html …

    → View original post on X — @kirkdborne

  • Google achieves 1 GW flexible demand milestone in cloud infrastructure

    Google is now the first cloud provider to integrate 1 GW of flexible demand into long-term utility contracts. Our ability to shift or reduce our energy demand when it’s needed can help utility companies balance supply/ demand and plan for future capacity needs. This is a big milestone for responsible data center growth and helps keep costs lower for local communities. blog.google/innovation-and-a…

    → View original post on X — @jeffdean, 2026-03-20 16:01 UTC