ICYMI, catch Snorkel AI’s Chief Scientist Fred Sala’s POV on AI adoption, how organizations can accurately project the cost of AI products and more over on @InformationWeek
’s podcast: https://
bit.ly/43Fy9MY
MARKET TRENDS
-

Fred Sala on AI Adoption Costs and Implementation Strategy
By
–
-

Cartesia Sonic 2.0: $64M Funding, Multilingual AI Voice Model
By
–
Cartesia announced $64M in funding and a new Sonic 2.0 state space model
— Rowan Cheung (@rowancheung) 12 mars 2025
The model generates realistic AI voice across 16 languages and also includes an ultra-fast 'Turbo' mode
In blind tests, 1.5x as many people preferred Sonic over other providerspic.twitter.com/nciAMFRPt0Cartesia announced $64M in funding and a new Sonic 2.0 state space model The model generates realistic AI voice across 16 languages and also includes an ultra-fast 'Turbo' mode In blind tests, 1.5x as many people preferred Sonic over other providers
-

Meta Develops In-House AI Chip to Reduce Training Costs
By
–
Meta is testing a new, in-house chip to cut costs on AI training
— Rowan Cheung (@rowancheung) 12 mars 2025
Manufactured by TSMC, the chip is part of the company's MTIA series and is likely to be deployed in 2026
It will help Meta cut reliance on Nvidia's pricey GPUs for training large modelspic.twitter.com/Blpj3jusDjMeta is testing a new, in-house chip to cut costs on AI training Manufactured by TSMC, the chip is part of the company's MTIA series and is likely to be deployed in 2026 It will help Meta cut reliance on Nvidia's pricey GPUs for training large models
-
Apple App Store Developer Economics and Smartphone AI Value Chain
By
–
I don’t disagree. I’ve been writing about this for as long as I’ve been writing Stratechery. From 2013: https://
stratechery.com/2013/why-doesn
t-apple-enable-sustainable-businesses-on-the-app-store/
… I expounded on this in the context of this Article and AI yesterday: https://
stratechery.com/2025/a-google-
i-o-idea-the-smartphone-ai-value-chain-apples-developer-hang-ups/
… -

Waymo Launches Public Autonomous Taxi Service on Peninsula
By
–
Exciting news: @Waymo is beginning public service on the Peninsula, starting with Palo Alto, Mountain View, and Los Altos! Initial service area below.
-
Google’s $3B Investment in Anthropic Revealed in Antitrust Filing
By
–
“Google owns 14 percent of Anthropic, according to legal filings that the A.I. start-up submitted as part of a Google antitrust case. . . . In total, Google has invested more than $3 billion in the A.I. company.”
-

Data Strategy Critical for Enterprise AI Leadership
By
–
At HumanX 2025, our Co-founder & SVP of Field Engineering Arsalan Tavakoli-Shiraji discussed the critical role of data in enterprise AI, and the strategies that will keep leaders from being left behind with @alexeheath
. Companies have been racing to harness #GenAI. But as the -

Economic Uncertainty Hits Record Levels, Business Confidence Declines
By
–
“Uncertainty hit its second-highest level ever, while the share of owners expecting the economy to improve dropped 10 points.”
-

Understanding US Economic Policy Daily Challenges
By
–
Everyone watching and trying to comprehend US economic policy every day / hour. https://t.co/sPH2Ig6P0w pic.twitter.com/cD4IBuSQ7K
— Paul Roetzer (@paulroetzer) 11 mars 2025Everyone watching and trying to comprehend US economic policy every day / hour.
-
SambaNova’s Deep Research 3X Faster Than GPUs, Saves Millions
By
–
They not like us 😎
— SambaNova (@SambaNovaAI) 11 mars 2025
⚡️ 3X faster than GPUs
💰 Save MILLIONS per year
See the difference in SambaNova's Deep Research vs. GPU providers👇They not like us 3X faster than GPUs Save MILLIONS per year See the difference in SambaNova's Deep Research vs. GPU providers