#AgenticAI $1 Billion database bet: What Databricks’ Neon acquisition means for your AI strategy https://
venturebeat.com/data-infrastru
cture/the-1-billion-database-bet-what-databricks-neon-acquisition-means-for-your-ai-strategy/
… via @VentureBeat
MARKET TRENDS
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Databricks Neon acquisition: $1B database bet for AI strategy
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AI Bubble: Who Really Profits Beyond Hardware
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In this Generative AI bubble, besides those selling real hardware like Nvidia, the people making money are those creating surrounding businesses in telling you how its going to make all your problems go away.
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Gold Rush Economics: Profiting from AI Infrastructure Supply
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In the gold rush, it wasn't the people who were looking for gold who made the most money, it was those selling shovels or providing support to the people looking for gold.
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AI Bubble Compared to Gold Rush Phenomenon
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In our conversation with @BigMeanInternet around his book Palo Alto, we discuss the ways in which the AI bubble is similar to the gold rush (see conversation at https://
youtube.com/watch?v=ayLtwi
P0uoo
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CoreWeave’s Growth Strategy Over Profitability as Public Company
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Wrestling anew with CoreWeave’s huge spending CoreWeave’s first report as a public company showed profitability will take a back seat to spending to support revenue growth. What you think about that divides the bulls and the bears. Plus, Cisco’s decent results mean the stock
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LangChain’s Interrupt 2025 Conference Concludes with 800 Agent Engineers
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That's a wrap on Interrupt 2025! 800 agent engineers from across the globe gathered in San Francisco for LangChain's first industry conference to hear stories of teams building agents – and we’re still riding the high! @Cisco
, @Uber
, @Replit
, @LinkedIn
, @BlackRock
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Jensen Huang Computex 2025 Keynote May 18 Live
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Get ready for Jensen Huang's #COMPUTEX2025 keynote this Sunday, May 18 at 8:00 p.m. PT (May 19, 11:00 a.m. Taipei Time).
— NVIDIA (@nvidia) 15 mai 2025
Tune in to the global livestream: https://t.co/UQWI24MkZB#GTCTaipei pic.twitter.com/V2NFqvtSERGet ready for Jensen Huang's #COMPUTEX2025 keynote this Sunday, May 18 at 8:00 p.m. PT (May 19, 11:00 a.m. Taipei Time). Tune in to the global livestream: https://
nvda.ws/3H0OYsn
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Google I/O and Microsoft Build Coming Next Week
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Compared to next week, I think this week will have felt calm. Google I/O and Microsoft Build both happening next week.
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Major AI World Event Expected Next Week
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I have a feeling that next week is going to be a wild week for the AI world. Calm before the storm right now.
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Winners and losers in major socioeconomic disruption
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My theory: this has something to do with the perception of who has the most to lose vs. most to gain from a major socio economic disruption.