Lumentum and Arista shine despite uncertainty Cloud computing demand for fiber optics and networking is supporting healthy results at both Lumentum and Arista, but both companies are waiting to find out what happens when the tariff pause ends on July 8th. Some companies, such as
ECONOMY
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Uber’s Quiet AI Layoffs Spark Employee Pushback on Benefits
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“Quiet AI layoffs” continue. Khosrowshahi said Uber is a “Gen-AI powered company” that needs to be on its A game. He said employees should be more interested in learning and their impact on the company than on its benefits, which spurred more employee pushback.
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Political Irresponsibility in AI: Hidden Risks for Middle Classes
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La classe politique est IRRESPONSABLE en matière d’IA 1 Elle cache le tsunami à l’opinion 2 Elle maintient une administration remplis de technophobes ne connaissant rien à l’IA 3 Les élites et leurs enfants seront les grands gagnants 4 Les classes populaires et moyennes
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AI-Powered Marketing Fatigue: When AI Features Become Standard
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I almost feel like saying an app is "AI powered" is becoming a negative selling point. At this point, I feel like it should just be assumed. lol
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Geopolitics Constrains Remote Engineering Hiring for Financial Crime Prevention
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I was once optimistic that we’d solve a lot of financial crime by simply opening up remote engineering hiring in a few concentrated geographies but due to geopolitics/etc that now seems increasingly unlikely on medium timeframes.
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Value Distribution Across Competence and Social Position Curves
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There’s something of a curve here of available value at various parts of the competence/social position distribution, and unless you specialize in crime, the One Big Score will often sound tempting to somebody but not to you.
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Philanthropic Leaders Struggle Generating Impact on Major Issues
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Existence proofs for our best-organized people having above replacement rate impact on issues 4+ are very rare. Most e.g. large philanthropic founders fail to generate alpha even at one with an extreme-tail founder and a budget of stupid amounts of money.
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ChatGPT Education: Five Steps for Children’s Future Success
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Parents 5 choses pour l’avenir de vos enfants 1 Abonnez les à ChatGPT 2 Aidez les à bien l’utiliser 3 Faites qu’ils l’utilisent pour apprendre plus vite 4 Exigez que l’école intègre ChatGPT en classe 5 Devenez experts pour mieux les orienter Sinon…. chômeurs à vie
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Palantir Stock Falls Despite Strong AI Growth Numbers
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Palantir sells off despite everything being ‘on fire’ The valuation is insane for Palantir, but the growth numbers keep impressing. The only fly in the ointment is Europe, where they just don’t get it, according to CEO Alex Karp. https://
thetechnologyletter.com/the-posts/pala
ntir-sells-off-despite-everything-being-on-fire
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OpenAI Converts Commercial Division to Public Benefit Corporation
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OpenAI a annoncé la transformation de sa division commerciale en une société d'intérêt public (structure d'entreprise qui concilie profit et mission sociale), tout en maintenant l'organisation à but non lucratif comme actionnaire majoritaire. Cette réorganisation répond aux
