We are, again, witnessing waves of the AI trade as investors grope for the next opportunity that isn’t already a crowded trade. Even as semiconductors continue to do well, pockets of software are becoming validated as AI beneficiaries rather than AI victims. Such is the case with
BUSINESS
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AI initiatives fail due to agent power imbalance
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Most AI initiatives don’t fail because the models are weak.
— Ronald van Loon (@Ronald_vanLoon) 8 mai 2026
They fail because teams give agents too much power, or not enough.
That’s the real scaling problem nobody talks about, and it’s exactly what I discussed with Arno van de Velde, Principal Solutions Architect at… pic.twitter.com/4AJ6GwNAIMMost AI initiatives don’t fail because the models are weak. They fail because teams give agents too much power, or not enough. That’s the real scaling problem nobody talks about, and it’s exactly what I discussed with Arno van de Velde, Principal Solutions Architect at
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AI Agent Analyzes Earnings Calls from YouTube Links Using Gemini 3 Flash
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I just built an AI Agent that analyzes earnings calls for you using Gemini 3 Flash and Google ADK
— Shubham Saboo (@Saboo_Shubham_) 8 mai 2026
Paste a YouTube link and the agent creates analyst cards as the call progresses.
Tesla Q1 call: "FSD is the product and vehicle is the delivery mechanism"
100% Opensource. pic.twitter.com/s6dVpbOKQII just built an AI Agent that analyzes earnings calls for you using Gemini 3 Flash and Google ADK Paste a YouTube link and the agent creates analyst cards as the call progresses. Tesla Q1 call: "FSD is the product and vehicle is the delivery mechanism" 100% Opensource.
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Thousands of Vibe-Coded Apps Expose Corporate and Personal Data Online
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Thousands of Vibe-Coded Apps Expose Corporate and Personal Data on the Open Web | WIRED https://
share.google/jakCcHeK2SW64e
K2i
… #viben #vibecoding #coding #coder #AI #anthropic #artificialintelligence @AlbertoEMachado @Eli_Krumova @postoff25 @Khulood_Almani @anand_narang @NutritiousMind -
AI is an infrastructure to integrate, not a product
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Read carefully. Many French #TPE #PME still think that #AI is a product to buy. It's an infrastructure to integrate. The nuance determines the next decade of their competitiveness.
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AI developments finance pros should track from MIT Sloan
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Here are the #AI developments that finance pros should be tracking
by Betsy Vereckey @MITSloan Learn more: https://
bit.ly/4eqJtlz #MachineLearning #ArtificialIntelligence #MI -
AI Infrastructure as the Decisive Factor in the Model War
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Anthropic était à genoux. Pas à cause d'un mauvais modèle. Pas à cause d'un mauvais produit. À cause de l'énergie. À cause du calcul. À cause des serveurs. Elon Musk leur a tendu le câble d'alimentation. Et maintenant il alimente Claude. L'IA est une guerre d'infrastructure.
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Détails sous-estimés de l’accord xAI/Anthropic Colossus
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Under-reported details of the xAI/Anthropic Colossus data center deal: Anthropic get Colossus 1 but xAI keep using the larger Colossus 2, Colossus 1 has a REALLY bad environmental record, and xAI just shut down a bunch of older models on 2 weeks' notice
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AI commoditization may benefit Frontier Lab in consumer market
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I mean, that's an interesting question. Frontier Lab: probably not good. But if AI becomes a commodity and it's just about touch and accessibility, they might have a chance, but probably primarily in the consumer market. What do you think?
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xAI and Anthropic have opposite compute problems despite large GPU fleet
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The xAI / Anthropic compute story is not about one company having GPUs and the other wanting them.
It's that they have opposite problems. xAI reportedly runs one of the largest GPU fleets in the world. Yet according to The Information, its recent model FLOPs utilization was