“If there is a deflation of the AI bubble, the optimists say that the new infrastructure will remain even if the companies do not — just as railways survived the 19th-century railway bust. However, this fails to reckon with the reality of depreciation (few pieces of silicon hold
MARKET TRENDS
-
Companies overlook fine-tuned self-hosted GLM; users prefer brand names
By
–
Most companies are not even thinking about giving every employee a fine-tuned self-hosted version of GLM that they need to update and keep harnessed and build connectors for. There are lots of places where roll-your-own AI stacks make sense, but end users want name brands.
-
Companies’ AI stack plans vs employee demand for simple ChatGPT access
By
–
I feel like on X all you hear about is elaborate plans by firms to build their own AI stacks but in my experience companies are full of people who want access to Claude or ChatGPT and are pressuring their purchasing staff to get licenses so they can just use the tools they know.
-
Nvidia’s biggest moat is not CUDA or GPUs
By
–
It's actually way dumber than that. CUDA is not even the biggest Nvidia moat. And neither are the GPUs. Both of those could be completely commoditized tomorrow and it would hardly have any impact on Nvida's AI infra dominance.
-
GLM 5.2 drives enterprises off cloud, checkmate for open-source AI
By
–
Thanks to GLM 5.2, I know for a fact that enterprises are moving off the cloud, acquiring compute, and working on having post-trained models for their own use cases. It's checkmate for Opensource AI, they just don't know it yet.
-
Latency and copyright issues leave car AI market open
By
–
Latency is atrocious. ChatGPT nails the latency, but also refuses to read texts from the internet to me, citing copyright concerns, even when agreeing that the text is in the public domain. The market for car companion AI is still wide open.
-
NVIDIA-accelerated AI aids PYLER in brand safety for advertisers
By
–
Every day, millions of videos compete for advertising dollars. Ensuring brands appear alongside the right content requires AI that can understand context at scale.
— NVIDIA (@nvidia) 25 juin 2026
PYLER is helping advertisers improve brand safety and campaign performance with NVIDIA-accelerated AI that analyzes… pic.twitter.com/9xSDjj9e9gEvery day, millions of videos compete for advertising dollars. Ensuring brands appear alongside the right content requires AI that can understand context at scale. PYLER is helping advertisers improve brand safety and campaign performance with NVIDIA-accelerated AI that analyzes
-
Gemma 4 has been installed 200 million times
By
–
Gemma 4 has been installed like 200,000,000 times : )
-
AI Hyperpersonalization Ushers New Era in Advertising
By
–
We’re entering the era of AI hyperpersonalization in advertising https://t.co/21doT9FGMu
— AI Breakfast (@AiBreakfast) 25 juin 2026We’re entering the era of AI hyperpersonalization in advertising
-
AI progress’s first law: overreaction to every action
By
–
The first law of AI progress: for every action there is an equivalent and opposite overreaction.