The "Fucked SEO" update is done. It was fast. mhmm "google sites" is still alive
MARKET TRENDS
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China’s Technology Transfer Strategy: IP Loss Through Globalization
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I get your dismissive reflex. Hence why I said it was an unpopular idea. But it’s exactly what China did to us for 30 years with American companies transferring our manufacturing knowledge and IP to China under the pretense of globalization to the point where there are key
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DeepSeek optimizes web product for power users over casual chat
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DeepSeek iterating this fast on their web product is impressive. Getting terser and more technical while being faster sounds like they're optimizing for power users over casual chat.
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Trump’s PCAST lacks diversity, dominated by tech industry interests
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Looking at the newly announced PCAST, a few things stand out: — This group is heavily concentrated in AI and adjacent emerging tech like AI, crypto, semiconductor exports, data centers, etc. It’s also just 2 women and 11 men. — Most members have clear financial interests in the policy outcomes they’ll be advising on. Many are also very friendly to the administration and against regulation. — Members’ companies are among the most prominent tech firms to be targeted with future regulations. — By comparison, PCASTs under Obama and Biden were generally filled with academics, research scientists, university leaders, physicians, and others alongside some corporate execs. Josh Wingrove (@josh_wingrove) Trump announces a "Council of Advisors on Science and Technology" led by Sacks and Kratsios, with members including Ellison, Huang, Zuckerberg, Dell, Brin. — https://nitter.net/josh_wingrove/status/2036795154992926900#m
→ View original post on X — @martyswant, 2026-03-25 14:46 UTC
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Meta’s $700B AI Investment Fails to Produce Competitive Models
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I did a calculation. Meta invested ~700b in AI overall. ScaleAI acqui-hire ~$14.3
Manus accquisition ~$2-3b
several ~100m for hirings. They have invested over $600b in data center. And for some reason they still dont have any upcoming model that could compete with even chinese -
Apple’s Siri: Decades of Consistent Quality and Innovation
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I love to dunk on Apple, and Siri in particular, as much as the next guy, but I absolutely admire and respect the level of *consistent* quality and improvements that they’ve been able to pull off over the course of several decades. Absolutely unheard of in the tech world. They
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China Deploys Thousands of Service Robots Across Its Cities
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China Deploys Thousands of Service #Robots Across Its Cities
— Ronald van Loon (@Ronald_vanLoon) 25 mars 2026
by @ShangguanJiewen#Robotics #Engineering #ArtificialIntelligence #Innovation #Technology pic.twitter.com/wKaKjk98mYChina Deploys Thousands of Service #Robots Across Its Cities
by @ShangguanJiewen #Robotics #Engineering #ArtificialIntelligence #Innovation #Technology -
Semiconductor Valuation Disparity: Why KLA and Lam Command Premium Prices
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In an expensive market, we get to nit-picking about what’s really expensive and what’s not… KLA, Lam are pricey for a reason Sometimes the Street ponders why one type of company’s stock is doing better than another. At the moment, the semiconductor stocks are showing the disparity the most, with Nvidia trading below historical valuation and KLA and Lam trading above. As to why, it’s pretty simple: bet on the arms merchants. thetechnologyletter.com $KLAC $LRCX $NVDA
→ View original post on X — @tiernanraytech, 2026-03-25 13:47 UTC
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CoreWeave’s Path: From Hardware Debt to Software Focus
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Pushed into massive spending — $69 billion in debt come 2028, says Merrill — is a kind of enslavement. Maybe there’s a way out… CoreWeave may end up just a software vendor CoreWeave’s “core” strength is software to manage clusters of chips. The company has been pushed into massive borrowing by the urgency of the AI giants. As their support wanes over time, and as the inference market erodes the value in the service, CoreWeave may shed the money-losing part to focus on its software expertise. That would be a good outcome for the company. thetechnologyletter.com $CRWV
→ View original post on X — @tiernanraytech, 2026-03-25 13:43 UTC