Do you see: Texas is the future for building and deploying Intelligence.
MARKET TRENDS
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Investor Commentary Links Robotics Momentum to Advances in AI Models
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The best insights into why investors in San Francisco are hot and bothered by robotics all of a sudden. Thanks @FredaDuan
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Commentary Predicts More Diverse AI Providers Beyond Three Dominant Families
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GPT, Claude and Gemini are the ABC, NBC and CBS of the AI age. Soon we’ll have 500 channels and then the Internet.
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AI Startup Visits Illustrate Geographic Concentration in Silicon Valley
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Most of the AI startups I've visited are centralized in San Francisco, for instance, or Palo Alto.
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Proactive Always On Goal Oriented Agents Mark a New Development Direction
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💯 A major shift toward proactive, always-on, goal-oriented agents is starting now and will gain momentum over the next few months
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Reddit Earnings Link Falling Search Referrals With AI Disruption
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The collapse of Reddit will be studied. After reporting earnings, its stock collapsed 30% in a single day. It's down 44% in 2 weeks. But the most important detail is what was revealed in that earnings call. The CEO said AI is killing Google search. People no longer get sent
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Tesla Waymo Debate Compares Growth Timing Costs and User Experience
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You don’t get it. Waymo started years before Tesla. Move Tesla’s chart to where Waymo was four years ago and you will see it. And anyway it doesn’t matter. Tesla is cheaper to operate and is a way better experience.
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Autonomous Fleet Comparison Uses Equivalent Stages of Tesla and Waymo Growth
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You aren’t understanding. Tesla is following but growing faster than Waymo did in its early months. A lot faster.
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Tesla and Waymo Comparison Distinguishes Fleet Size From Growth Rate
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Tesla is growing its fleet faster than Waymo is. They don’t contradict each other. It is hard but not impossible
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Tesla Waymo Comparison Examines Relative Autonomous Fleet Growth
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Both of these systems are exponentially growing, but it's really hard to catch an exponential grower who's ahead of you. We'll see next year. I think Tesla's gonna pass Waymo, but it will be a race.