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If you are wondering why @openai bought @tbpn, then you have to go back to 1902 to get an answer, from an unlikely and the least capitalistic of sources. My short and sweet column from last evening (tip @techmeme). https://t.co/OUAfFSYMS6
"Don Corleone, I am honored and grateful that you have invited me to your daughter's wedding. And I pledge my ever-ending loyalty." — Luca Brasi The big story beneath the story of OpenAI's $122 billion at an $852 billion valuation is...
Google has flipped its “fiber” business to a really shitty PE-owned broadband provider. And they did it quietly. This is the worst outcome for Google Fiber customers. Tip @techmeme https://t.co/ieoQ0sDH4H
Broadband and its dynamics aren’t exactly everyone’s cup of tea. But they are a “tell” on how we live on the network, and how new behaviors emerge. Here is my latest article on how recent changes will manifest themselves. I...
The latest edition of our newsletter is out. This week we take a look at Nvidia's GTC conference, and why it shows that "AI" is going into "phase two" and we are at the inference inflection point. https://t.co/Lx5Gkj5AAi
So turns out that Jensen raising doubts about OpenAI and its lack of business focus was true. Very true. Nothing speaking harder than the check that doesn't clear. https://t.co/dw9nQrlNHA
The launch of MacBook Neo has me feeling a little philosophical. About Heidegger. About missing Steve Jobs. About Aristotle and the sheer joy of colors. In the end, this is my essay about the essence of a machine. https://t.co/TvfgoadeRf
Masayoshi Son, the great gambler, is betting it all on OpenAI. Caught up in the frenzy or creating it? Either way, we are in an unprecedented data center frenzy. It is one crazy time, when announcements are the new currency....
