counterintuitive things I believe about AI: SaaS is not dead, it will be stronger than ever The userbase for SaaS will 10x over the next 3 years because agents will become users Knowledge work will change dramatically, but everyone will still have jobs (except very specific
MARKET TRENDS
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Kimi K2.6 Tops SWE-Bench Pro, Beating Claude Opus 4.6
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Kimi K2.6 just dropped. And it crushed Claude Opus 4.6 on SWE-Bench Pro. – Kimi K2.6: 58.6
– GPT-5.4 xhigh: 57.7
– Gemini 3.1 Pro: 54.2
– Claude Opus 4.6: 53.4 An open-source model is now #1 on agentic coding. The moat around frontier labs is shrinking fast. -
Building Multiple American AI Hardware Ecosystems Beyond Nvidia
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i'd be excited to have Google and AMD create real ecosystems. I fail to see why Jensen has a burden there. There should be multiple strong American AI ecosystems at the hardware layer. Historically, I struggled to make a dent in conversations around ecosystems with many
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Practical AI in B2B Commerce: ROI Over Science Fiction
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Less Sci-Fi, More #ROI: The Case For Practical #AI In B2B Commerce
by Jary Carter @Forbes Learn more: https://
bit.ly/4ctYfFp #ArtificialIntelligence #MachineLearning #ML #DL -
Frontier Models Still Outperform Open Source AI Releases
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They're almost always much worse than frontier models (no matter what anyone/benchmarks say). The last few releases have been very solid though (but I suspect frontier will pull far ahead again soon, so this won't last long).
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Jensen Huang on AI Diffusion, Policy and Real-World Ecosystems
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The Jensen + @dwarkesh_sp podcast was fantastic.
— Soumith Chintala (@soumithchintala) 20 avril 2026
Jensen is someone who understood how ecosystems work and someone who understands real-world trade, policy and controls work. And in some deeper sense how AI will actually diffuse into the world.
In this podcast, Dwarkesh came off… https://t.co/A2T9WcKQiBThe Jensen + @dwarkesh_sp podcast was fantastic. Jensen is someone who understood how ecosystems work and someone who understands real-world trade, policy and controls work. And in some deeper sense how AI will actually diffuse into the world.
In this podcast, Dwarkesh came off -
Qatar helium destruction threatens global chip production capacity
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To explain why I'm reporting on this: One-third of the world's helium comes from Qatar and Ras Laffan. It is essential for ASML's EUV machines, which are used to produce chips globally. These facilities have been completely destroyed. Furthermore, Taiwan imports 95% of its
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Enterprise AI Adoption and Scaling Insights from Tata Communications
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#AIImpactSummitInsights | At the #IndiaAIImpactSummit2026, Ankur Jain, Global Head and AVP, Tata Communications, shares insights into how enterprises are actively exploring and adopting advanced AI
— IndiaAI (@OfficialINDIAai) 20 avril 2026
▶️ Watch this video to explore how enterprise AI is evolving and scaling… pic.twitter.com/zh5YJHoHiM#AIImpactSummitInsights | At the #IndiaAIImpactSummit2026, Ankur Jain, Global Head and AVP, Tata Communications, shares insights into how enterprises are actively exploring and adopting advanced AI Watch this video to explore how enterprise AI is evolving and scaling
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Helium Supply Chain: Qatar’s Critical Role in TSMC Chip Manufacturing
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Exactly, especially helium! 1/3 of global helium that is used at TSMCs fabs come from Qatar, Ras Laffan to be Oreo es
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TSMC Helium Supply Chain Depends on Qatar Ras Laffan
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Exactly, especially helium! 1/3 of global helium that is used at TSMCs fabs come from Qatar, Ras Laffan to be Oreo es