Because people don't understand the implications. The market over the short-term is always dumb
MARKET TRENDS
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Local AI Models Will Level the Playing Field
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Once we have a local model that it’s good enough, this field will be leveled a LOT.
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AI Hype Bubble: Billions for Speculative Superintelligence Promises
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You thought the dot com bubble where people raised millions on PPT slides was ridiculous? Welcome to unbridled AI Hype where Sutskever gets $2B to promise not to release "superintelligence" & Murati gets $2 BILLION to….? Sure. Its not a bubble.
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Video Generation AI Models: Hailuo 2 and Seedance 1 Challenge Veo 3
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The video generation market is heating up: recent models like Hailuo 2 and Seedance 1 offer big quality gains at ~3-4x cheaper than Veo 3. Veo 3's unique native audio capability might set a new standard if others follow. Elo Data from @ArtificialAnlys Pricing from @FAL and
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VCpedia Daily Newsletter: Tech Funding Rounds Update
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well the newsletter didn't send, but here's vcpedia's daily newsletter (6/25) including funding rounds from @pangramlabs
, @AppliedAICo
, @MetaviewAI
, @kognitos_inc, and more -
h2oGPTe Tops GAIA Benchmark with 79.7% Accuracy
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Enterprise AI just got a new benchmark. http://
H2O.ai’s h2oGPTe is #1 on the GAIA benchmark—again—with 79.7% accuracy, outperforming Google & Microsoft by 30+ points. GAIA tests what really matters: reasoning, research, docs, decisions.
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Complicated ML Techniques Often Prove Less Useful Than Expected
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a lot of the complicated stuff turned out not to be very useful or important. a few random examples: graphical models, variational autoencoders, RNN/LSTM, anything bayesian
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Enterprise AI Adoption Requires Data Readiness Over Sophistication
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The AI competitive window is closing fast
— Helen Yu (@YuHelenYu) 25 juin 2025
My conversation with @salesforce's @brlands revealed why enterprise AI adoption is hitting an inflection point and why most companies are approaching it wrong.
Key insight:
✅Data readiness > AI sophistication
✅OpenTable case study:… pic.twitter.com/Wbeai8oOhqThe AI competitive window is closing fast
My conversation with @salesforce
's @brlands revealed why enterprise AI adoption is hitting an inflection point and why most companies are approaching it wrong. Key insight: Data readiness > AI sophistication
OpenTable case study: -
Tech Reporter Discusses Adtech and Antitrust Coverage Approach
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Really enjoyed being a guest on this week's episode of @monopoly_report
! Thanks @chapell68 for having me on the pod to talk about my approach to reporting on tech/marketing/policy. We also covered my path from writing about Alabama politics to covering adtech & antitrust. -
Platform Security Trends: Validation Requirements and Fraud Tolerance
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I am not optimistic that folks will rip off the band-aid. Instead, leading platforms will gradually increase validation requirements, and users will gradually increase their tolerance to fraud attempts, while encrypted messaging platforms become more important