Some said Judge Leonie Brinkema's questions and comments to Google and the @TheJusticeDept might offer a glimpse of her thinking in the case — about market definitions, evidence and testimony, applicable case law and about Google allegedly hiding evidence.
MARKET TRENDS
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Google Adtech Trial: Closing Arguments and Legal Developments
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After spending the first week of the @Google adtech trial covering it from the courtroom, it was strange not being in Alexandria yesterday for closing arguments. However, I still managed to write a brief recap based on people who were there. (See link in the thread.)
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GenAI Spending Imbalance: New Approach Emerging in 2025
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Incredible spending on GenAI by companies such as OpenAI, Google, and xAI has created a lopsided ecosystem that’s bottom heavy and top light. I predict that in 2025, a new approach will emerge that can change all that. In my latest The-
@WIRED
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AI Training Clusters Energy Consumption: Dell Intel Partnership Insights
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Did you know a single AI training cluster can consume as much energy as 10% of an entire city? Vivek Mohindra, SVP of Corporate Strategy at @Dell
, shared this surprising fact during our chat at CXO Spice. Here are the key takeaways: Dell & Intel Partnership: A legacy -
AI-first enterprise software demonstrates strong market traction and monetization
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AI-first enterprise software is demonstrating real stickiness, while AI-first companies are hitting revenue milestones much quicker than their traditional SaaS peers.
— Nathan Benaich (@nathanbenaich) 26 novembre 2024
This year’s @stateofaireport covers how AI companies are moving from building models to monetising products. pic.twitter.com/xcgFEorqeNAI-first enterprise software is demonstrating real stickiness, while AI-first companies are hitting revenue milestones much quicker than their traditional SaaS peers. This year’s @stateofai covers how AI companies are moving from building models to monetising products.
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LightOn’s European AI IPO raises questions about valuation
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"LightOn is a leading European player in generative artificial intelligence" "The company's market capitalization on the IPO date was thus 62 million euros. The total amount of the offering represents 11.9 million euros." Ugh, great (delusional) look for Europe.
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Chatbot Arena Evaluation Flaw: Messages vs Problem-Solving
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I think the main issue with the chatbot arena is that it evaluates messages instead of conversations. Users interact with LLMs to solve specific problems. Ideally, evaluations should capture how well this problem is solved. → When o1 takes 2 minutes to give me an answer
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Nvidia’s Role in AI Jobs: A Personal Investment Perspective
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Oh I don't have the balls to short Nvidia – not when they are inherently making my job viable :p
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Best Way to Invest in Chinese AI/ML Labs
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What's the best way to take long bet on chinese AI/ML labs? Buying the index (ex: MSCI China) sounds a bit less reliable, but I'd kill to have an Public ETF tracking that
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Cultural Approaches to Tech Innovation: German vs American
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Same Fork, Different Story: Cultural Perspectives on Tech 2 different approaches to innovation! While German engineering dives deep into technical specifications and precision, the American style cuts straight to practical benefits and user outcomes. Neither approach is