It's pretty obvious to me that whoever has the distribution and compute wins. Distribution allows you to acquire customers at zero and compute allows you to discount beyond other providers. Model/data is not a moat. If you build something good people will train on your outputs.
INVESTMENT
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Startups Shutdowns and Acquisitions Erode Shareholder Value
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by that i mean: companies getting shut down or acquired (often back to the companies from which they left) and shareholders (teams and investors) losing their money
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Needham Downgrades Chip Stocks Amid AI Hype Skepticism
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Don’t believe the AI hype: Needham downgrades Applied, ACLS, etc. Even if Nvidia’s incremental chip demand for AI doubled, it would’t drive a lot more wafers to be manufactured at Taiwan Semi. https://
thetechnologyletter.com/the-posts/dont
-believe-the-ai-hype-needham-downgrades-applied-acls-etc
… $AMAT $ACLS $AEIS $NVDA $TSM $KLAC $ONTO $NVMI #investing -
Foundation AI Funding Boom Mirrors Failed Delivery Startup Bubble
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Massive funding of foundation AI model companies eerily reminds me of massive funding of 10 min grocery delivery companies. Particularly because the firms that did the latter are doing the former. Honestly don’t think it’ll end well.
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Major AI Funding Rounds and Breakthroughs Shape 2026
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Stories featured from @StevenLevy (interview w/ Satya Nadella), @ingridlunden (Mistral's monster seed round), @Ryan_Browne_ (Synesthesia round backed by Nvidia), @mrdiscopop (AI assisting in surfacing a new Beatles song!!), and @BrodyFord_
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@EdLudlow (Databricks hits $1B revenue). -
OpenAI’s Pricing Strategy: Cost, Lock-in, and Market Implications
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It of courses raises a ton of questions. How can OpenAI do this in the first place, and why now? Do they sell it at cost (or at a small loss) to keep people locked into the OpenAI ecosystem? Etc. etc. etc.
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AI Pricing Wars: Major Price Cuts Strategy Explained
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So, if you can't win on quality, you do the next best thing: win on price. It's one of the most aggressive price cuts we've seen as far as AI products go so far. And a devs I've spoke with have hoped for big price cut like this—from OpenAI or someone else.
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OpenAI Cuts Ada Embedding Model Price by 75%
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Today's issue is about what seems to be a grand tradition in AI announcements now. OpenAI, talking about a slew of product updates, said in a throwaway line it was cutting the price of its embedding model ada-002 by a whopping 75%.
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Confluent Stock Valuation Concerns After Analyst Day
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Confluent’s analyst day wasn’t quite enough for high expectations The stock is up this year fifty-seven percent, and now one of the most expensive software stocks around. https://
thetechnologyletter.com/the-posts/conf
luents-analyst-day-wasnt-quite-enough-for-high-expectations
… $CFLT #investing #Kafka #software #IPO #streamingdata -
AI and Workforce Analytics Evolution Four-Phase Strategy
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In the latest #CXOSpice, I had the privilege of discussing the intersection of #AI and #workforce strategies with Phil Willburn @workday
. We explored the four-phase evolution of workforce analytics and planning: Reporting, Research, Creating Skills and Creating Value. Don’t