MARKET TRENDS

Lists Beat Algorithms: Building Curated Tech Industry Collections

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15 April 2026 23h39

This is the role of lists. Engage in lists and that resets the algo a bit. What you share and write about is the most important. I built lists of the entire tech industry. They are way better than the algo: https://
x.com/scobleizer/lis
ts
…

AI Startups Struggle with Differentiation in Crowded Market

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15 April 2026 23h30

I have some ideas. 🙂 The real problem is that there are so many startups doing very similar things. Hard to differentiate between all of them, especially ones heavily focused on AI. It's hard for anyone to tell the difference between even Anthropic and OpenAI until you use

Bleeding Edge Products and Long-Term Innovation Impact

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15 April 2026 23h27

Looking at the comments, people don't understand the role of bleeding edge products. The first Macintosh could have been seen as a disaster too. It even got Steve Jobs fired since it didn't sell well. But it set up decades of new products that followed that DID sell well. The

→ View original post on X — @sambanovaai

SambaNova Intel Launch Agentic AI Inference Blueprint H2 2026

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@sambanovaai

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15 April 2026 23h11

ICYMI: SambaNova + @Intel just laid out a new blueprint for agentic AI inference — disaggregated by design. RDUs for decode, Xeon 6 for orchestration + tool calling. Built for real enterprise workloads. H2 2026. @sallywf @eetimes

→ View original post on X — @nvidiaai

Nvidia’s AI Chip Dominance: Supply Chains, Competition, and Geopolitics

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@nvidiaai

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15 April 2026 22h32

https://t.co/VTKQfDrl3q
— NVIDIA AI (@NVIDIAAI) 15 avril 2026

The Jensen Huang episode. 0:00:00 – Is Nvidia’s biggest moat its grip on scarce supply chains?
0:16:25 – Will TPUs break Nvidia’s hold on AI compute?
0:41:06 – Why doesn’t Nvidia become a hyperscaler?
0:57:36 – Should we be selling AI chips to China?
1:35:06 – Why doesn’t Nvidia

Jensen Huang Defends Position Calmly at GTC Conference

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15 April 2026 22h22

One reason I love Jensen is how he defends his position. One of the calmest CEOs around, I watched him answer questions from the world's press at GTC for two hours.

Listen to about 1 hour and 10 minutes into this to see him get ferocious about taking on Dwarkesh and stick up… https://t.co/8qpv4PnVVj
— Robert Scoble (@Scobleizer) 15 avril 2026

One reason I love Jensen is how he defends his position. One of the calmest CEOs around, I watched him answer questions from the world's press at GTC for two hours. Listen to about 1 hour and 10 minutes into this to see him get ferocious about taking on Dwarkesh and stick up

→ View original post on X — @nvidia

Blackwell GPU: 50× Higher Token Output Than Hopper

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@nvidia

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15 April 2026 21h49

The outcome numbers tell the real story. Looking only at compute cost misses the story. Blackwell may appear ~2× more expensive than Hopper. FLOPS/$ suggests ~2× improvement. But the real outcome is dramatically different for NVIDIA Blackwell: >50× higher token output