Indeed. Just speaking about the US in light of the TSMC announcement, but this is not lost on me. Writing on it now.
INVESTMENT
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Cerebras Appoints Hagay Lupesko as SVP AI Cloud Inference
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Please join us in welcoming three exceptional leaders to Cerebras! – Hagay Lupesko, Senior Vice President of AI Cloud and Inference: With deep expertise in software engineering and machine learning, Hagay will accelerate the development of our AI Inference and Cloud
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Perplexity Could Bid $100M Acquisition: Market Analysis
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$100M? I could see Perplexity making a bid (based on their recent track record of publicity stunts)
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WPP Partners with Stability AI for Generative AI Integration
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News: @WPP has a new strategic partnership with @StabilityAI
, which includes a joint R&D pipeline, access to Stability's AI models and a direct integration with WPP's AI platform WPP Open. This seems like a very different investment than agency holdcos usually make, doesn't it? -
How AI Startups Can Compete Against Billion-Dollar Incumbents
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How can small AI startups beat incumbents that have billions of dollars?
— Dan Shipper 📧 (@danshipper) 5 mars 2025
Mike Maples (@m2jr)—legendary @floodgatefund seed investor who wrote early checks for Twitter, Twitch, Okta, and Lyft—has an answer. It's not building the smartest model or raising the most money:
Startups… pic.twitter.com/ywOkzugAM3How can small AI startups beat incumbents that have billions of dollars? Mike Maples (
@m2jr
)—legendary @floodgatefund seed investor who wrote early checks for Twitter, Twitch, Okta, and Lyft—has an answer. It's not building the smartest model or raising the most money: Startups -
WPP invests in Stability AI for multimodal generative content
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We are excited to announce a strategic partnership and investment by @WPP in Stability AI. Through this partnership, WPP will leverage Stability AI’s best-in-class open visual media models across image, video, 3D, and audio to craft compelling brand narratives. In turn, WPP’s
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Google Breakup Data Security Risks and Adtech Leakage Threats
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Only reason I can think of off is the growing risk of adtech data leakage, which many experts have noted is a real threat — but unrelated to the Google cases. …Is the hypothetical argument that selling off parts of Google could provide more risks depending who buys them?
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20VC Podcast: Mike Krieger on Anthropic’s processes and challenges
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The 20VC Podcast with @HarryStebbings should be in your regular rotation if you’re into tech, investing and / or AI. I learn a ton from every episode. This one with @mikeyk was exceptional. He was very open about processes, decisions, challenges at Anthropic.
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Financial Institutions Focus Data Governance for AI Adoption
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When AI adoption has stalled, financial institutions should begin taking a closer look at the data. Data governance needs focus and reliable frameworks to succeed. Read more about methods to achieve risk management transformation in SAS' new report: http://
2.sas.com/6017LxbdX -
CuspAI Advisory Board Welcomes AI Pioneers Led by Geoffrey Hinton
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I am proud to announce the pioneers who will be joining Nobel Laureate Prof. Geoffrey Hinton on the CuspAI Advisory Board! Yann Lecun , Prof. Kristin Persson and Verity Harding will join our mission to build an AI search engine for discovering novel breakthrough materials.