would be very surprising if he didn’t. let’s see who can spot them first.
MARKET TRENDS
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American Workers Skeptical of Microsoft AI Adoption Survey Finds
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Survey says no, American workers are not keen on Microsoft's AI https://
go.theregister.com/feed/www.there
gister.com/2026/04/30/survey_us_workers_e7_ms_ai/?utm_source=dlvr.it&utm_medium=twitter
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Frontier vs Capable AI Models: A Quick Comparison Guide
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Absolute frontier Claude Opus 4.x / Sonnet 4.x
GPT-5 / GPT-4.1 family
Gemini 2.5 / 3 Pro
DeepSeek R1 (reasoning) Mistral 3 large Very capable
Often cheaper / efficient
But not SOTA in intelligence -
Sovereign AI Infrastructure Challenges Centralized Cloud Model
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The AI cloud model is starting to break. Sending sensitive data across borders to run inference?
That won’t scale. Sovereign AI will. http://
SCX.ai is already doing it via Equinix Fabric—powered by SambaNova SN50: 5× faster than NVIDIA Blackwell B200
Built for -
Frontier Model APIs vs Native Apps: A Growing Capability Gap
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Increasingly, I think, we will see a gap between what you can do with frontier model APIs & what you can do with the native apps from the frontier labs (Codex, Claude Code). Models developed and trained with their native harnesses in mind have more capabilities in their harnesses
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10 Generative AI Trends Transforming Work and Life in 2026
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10 Generative AI Trends in 2026 That Will Transform Work and Life Generative AI is evolving fast — here are 10 trends that could reshape how we live, work and create in the year ahead. Read more https://
bernardmarr.com/10-generative-
ai-trends-in-2026-that-will-transform-work-and-life/
… #AI #GenerativeAI #FutureOfWork #BernardMarr -
Glean Releases Waldo 30B Agentic Search Model for Enterprise AI
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Small Language Models are the Future of Agentic AI!
— Sumanth (@Sumanth_077) 30 avril 2026
Glean just released Waldo – a 30B agentic search model that runs before frontier LLMs.
Search is where most agentic work begins. You ask about a project, customer, process, or decision. The agent searches internal docs, reads… pic.twitter.com/8yy5Dj99lvSmall Language Models are the Future of Agentic AI! Glean just released Waldo – a 30B agentic search model that runs before frontier LLMs. Search is where most agentic work begins. You ask about a project, customer, process, or decision. The agent searches internal docs, reads
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Oracle Stock Drops 50% After OpenAI Deal Declared Peak Bubble
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Oracle has dropped 50% since I declared that the OpenAI deal they made was “peak bubble”. And, as @edzitron lays out below, they may fall a lot further yet. At which point the entire house of cards could collapse.
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Digital Ad Revenue Concentrates Among Three Global Platform Giants
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Digital advertising revenue is concentrating in a few global platforms, with more than half flowing through three players. As budgets scale beyond one trillion dollars, market entry increasingly depends on platform rules and algorithms. Microblog @antgrasso
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AI Chips in the Cloud Displacing x86 Dominance
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I predicted in a Barron’s article back in 2015 that the semiconductor renaissance would lead to lots of AI chips running in the cloud that would dispense with the dominance of x86. That is coming more finely into focus with the proliferation of Google’s TPU and Amazon AWS’s