The stubborn residual is judgment — choosing which problems matter. Anthropic names it directly that the missing ingredient ...
NEXT 18 Critical Months. A 40% spot uplift + cheaper power/shell + wrappers can pull the crossover forward by a quarter or ...
Demis Hassabis is changing to a new role as Chair of Google DeepMind & Chief Scientist of Alphabet. This will allow him to focus on long-term strategy, and accelerating scientific breakthroughs, ...
SpaceX had their Q2 earnings call and guided to $100 B+ ARR. This was just over my bull case of adding three more Google Sized $11 billion per year ($1 billion per month) deals. Two weeks ago I made a ...
Specialized inference (Cerebras et al.) is tracking ahead of the AI 2027 high-speed assumptions. Broad GPU-based parallel ...
Brian Wang is a Futurist Thought Leader and a popular Science blogger with 1 million readers per month. His blog Nextbigfuture.com is ranked #1 Science News Blog. It covers many disruptive technology ...
When AI compresses the information edge and hands everyone roughly the same high-quality financial insights, pure “knowing ...
Sebastien Bubeck of OpenAI says “yes, nonsofic groups exist”—as an example of “many new beautiful results” from Astra, next major OpenAI model. OpenAI published a page and PDF detailing ten advances ...
When does revenue growth and profits overtake AI capex spending ? I have run numbers on the fastest AI data center builder. The faster you can build, then the faster you can monetize and get to ...
Pulse Security AI calls for boards and security leaders to define cyber risk appetite in new report: The CISO-Board Communication Gap Boards of directors believe they understand their company’s ...
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