An interview with analyst Benedict Evans on the role of productization in AI adoption, an AI bubble, OpenAI, comparing Nvidia and Sun Microsystems, and more
The Circuit on YouTube : X: @hobie_tweets , @howardlindzon , @buccocapital , and @benbajarin X: Hobie / @hobie_tweets : This is correct. Them not winning Apple, and they getting out-executed by Anthr...
An interview with analyst Benedict Evans on the role of productization in AI adoption, AI bubble, OpenAI, comparing Nvidia to Sun Microsystems, and more
In this conversation, Ben Bajarin and Jay Goldberg engage with Benedict Evans to explore the current state of AI development, its historical context, and future predictions. X: @hobie_tweets , @howard...
Why YouTube is key to Google's success in AI, with YouTube's AI enhancements making video content more monetizable than text-based content in Search
Action is happening up-and-down the LLM stack: Nvidia is making deals with Intel, OpenAI is making deals with Oracle, and Nvidia and OpenAI are making deals with each other. X: @buccocapital , @howard...
Q&A with Mary Meeker on publishing her first Trends report since 2019, its focus on the AI revolution, why OpenAI may have an insurmountable lead, and more
#google #chatgpt #openai #ai #gemini @martenmickos : 340 slides you want to read. — Mary Meeker's report on AI trends. — www.bondcap.com/reports/tai Greg Linden / @glinden : At least in my read, t...
Q&A with Mary Meeker on publishing her first Trends report since 2019, its focus on the AI revolution, why OpenAI may have an insurmountable lead, and more
www.bondcap.com/reports/tai @eguango : if you want to know the nitty gritty of the state of AI, can't recommend this report from Mary Meeker strongly enough. [embedded post] Threads: Benedict Evans /...
Substack's founders criticize Twitter, saying the abrupt change is a reminder of why writers need a platform “that protects the free press and free speech”
Substack is part of a seismic shift in the media economy … Shweta Ganjoo / Techlusive : Twitter bans liking, retweeting Substack link: Here's why Lon Harris / dot.LA : Twitter Goes to War With Substac...
How startup founders are reacting to Silicon Valley Bank's collapse, as some worry about frozen funds, operating expenses, and paying employees full salaries
'The Silicon Valley Bank (SVB), a leading lender to startups and venture capitalists … Bloomberg : Khosla Ventures Tells Some Startups Firm Will Cover Payroll South China Morning Post : China joint ve...
How the potential of voice as a platform was wasted: closed ecosystems, overly ambitious claims, distorted monopolistic incentives, and too much capital
Sometimes innovation just ain't enough … I have four Echo devices in my household. For years, we used them to control the lights in our apartment … Tweets: @lutherlowe , @ranjanxroy , @can , @mparekh...
Sources: Sequoia apologized to its fund investors for the $150M lost on its FTX bet and details plans to improve its due diligence process on new investments
but blames bankruptcy filing Sead-Fadilpasic / Cryptonews : Venture Capital Firm Sequoia Apologizes to Fund Investors for $150 Million Loss on FTX Shadine Taufik / Tech in Asia : Sequoia apologizes fo...
Sources: in a 3-2 vote, FTC commissioners have approved a record $5B settlement with Facebook over the company's privacy violations
or one month's worth of revenue Swati Khandelwal / The Hacker News : Facebook to Pay $5 Billion Fine to Settle FTC Privacy Investigation Howard Lindzon : Why Facebook Needs Libra Mark Wyciślik-Wilson ...