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News
‘Not So Fast’ in AI. OpenAI, Anthropic & the AI Economy. ARD #160
3+ day, 20+ hour ago (1739+ words) Every tech wave has a stretch where the expectations run ahead of the evidence, in both directions at once. The people building the thing say it will be bigger and faster than anything before it. The people afraid of the…...
AI: Coding has a Compiler. Coworking has None. AI-RTZ #1205
4+ day, 11+ hour ago (1823+ words) Every model launch this year has arrived with a benchmark chart. Very few of them tell you whether the model will be better at your job. All as the globally white-hot AI Coding market zips along. That is not a…...
‘Beyond the Moon’ in AI. PwC, Google, OpenAI & Apple. ARD #159
4+ day, 17+ hour ago (1764+ words) Every tech wave has a moment when the numbers stop fitting on the old map. In this AI Tech Wave that moment keeps arriving, and this week it arrived four times in one day. A consultancy put a quarter-century price…...
AI: Anthropic’s $517B vs OpenAI’s $750B Compute Race. AI-RTZ #1204
5+ day, 9+ hour ago (1772+ words) AI Data Center builds are digging in across the country, led especially by two frontier lab companies OpenAI and Anthropic. They of course include gobs of AI Compute mostly from Nvidia, and gigawatts of Power, and more than a few…...
‘Miles to Go Before We Sleep’ in AI. Tesla, Microsoft, Anthropic. ARD #157
6+ day, 20+ hour ago (657+ words) All three are relevant in the context of how much more we have to do for AI infrastructure, far beyond the models and robots and agents we talk about day in and day out. Plus a Gadget AI on the…...
AI: Nvidia Buys the ‘Home Shelf’ of Open AI, Hugging Face. AI-RTZ #1202
1+ week, 11+ hour ago (1279+ words) Nvidia agreed on Thursday to buy Hugging Face, the home shelf of the world’s open AI models, for roughly $13 billion. I flagged the deal a few days ago on ARD #150, as the chess move tucked in behind Nvidia’s $96 billion quarter,…...
AI: My 7 Major AI Tech Wave Takes, 1,200+ Days in. AI-RTZ #1201
1+ week, 1+ day ago (1775+ words) In this Sunday’s ‘Bigger Picture’, a pause to mark a number. Yesterday’s weekly roundup was AI-RTZ #1200. Twelve hundred daily posts, one every day without a break since May 24, 2023. Alongside them, 156 episodes of AI Ramblings Daily, the video podcast, daily and…...
AI: The Tech ‘Go-Direct’ Ethos Meets Grassroots AI Revolt. AI-RTZ #1198
1+ week, 4+ day ago (1055+ words) One unique aspect of this AI Tech Wave vs prior ones is how the early mainstream reaction has been more anti the tech/AI management and founders rhetoric vs prior ones. A topic I’ve discussed at length. The WSJ’s Tim…...
‘New and Improved’ in AI Models, Anthropic, OpenAI & Google. ARD #154
1+ week, 4+ day ago (842+ words) ‘New and Improved’, yes, again already. With caveats and asterisks. All three big American AI labs are shipping or teasing upgrades this week, and every single one comes wrapped in safety gates, restricted access, or a smaller model than promised....
‘The World on its Shoulders’ in AI. Nvidia’s Mega Week. ARD #147
2+ week, 6+ day ago (243+ words) ‘The World on its Shoulders.’ It is all Nvidia today. Both the Burdens and the Opportunities. AI-RTZ #1036: Nvidia accelerating role as the AI Computing ‘Kingmaker’ AI-RTZ #759: Apple has many ‘Build vs Buy’ choices in AI The Information: the Poolside investment…...