Enterprises Should Caution Before Going All‑In on Anthropic
"Enterprises Need To Be Careful Before They Go All-In On Anthropic" I opine on enterprises going direct and all-in on @AnthropicAI. Link 👇 https://t.co/ZzcjFmv5lc
AMD Poised to Beat Estimates; Watch GPU Ramp
$AMD reports after close. Consensus ~$9.84B / ~$1.30 EPS (+32% rev, +35% EPS). Stock up 74% in April sets a high bar. I think they will beat. I’m watching a few things: MI355 ramp, MI400/Helios timing, Meta 6GW progress, EPYC...
Hybrid AI, Enterprise Scaling, and Quantum Prep Highlighted
Thanks to @ArvindKrishna and @IBM for inviting me on-stage today to discuss importance of hybrid AI architectures, scaling enterprise AI, IBM’s structurally different partners programs, and IT’s prep for quantum (leaders & laggards). $IBM https://t.co/BRHZEjyRVr
Seeking Lightweight Laptop with Massive RAM, Long Battery
I still haven't tested a Panther Lake system to see what the big deal is. I need max battery life, don't care about the best display (14"+), light to travel with, need at least 64GB (128GB preferred) memory to vibe...
Switched Critical Workflows From Claude to ChatGPT over Trust Concerns
Just refactored two, critical workflows from Claude to ChatGPT. Not that I enjoy spending my time doing this on a weekend, I'd rather build something new, but my agents need to cook and I no longer can trust Anthropic to...
Delta Beats United in Service, Seats, and Respect
So @Delta is just a superior airline. Treat you like adults and with respect. Superior clubs. Good first class seats that are actually clean with legroom. The captain just walked out and did the announcements himself. The opposite of @united....
Seeking Tenstorrent’s Real‑World Deployments Amid Compute Surge
I’m here in SF to attend the Tenstorrent event. My firm hasn’t researched the company extensively, so I’m here to learn. While previous TT events look like they’re more about architecture and the deep tech, this event name “Deploy” is...
Rising Asian Conflict Threatens Overseas Tech Infrastructure Supply
I can’t help to wonder how much of this infra is created overseas and the potential risk of conflict rises in Asia. Chips. Servers. PCB. PCA. Power. Etc.
ChatGPT 5.5 Outperforms Claude on Key Workloads Despite Quirks
ChatGPT 5.5 is starting to cook on a few workloads I moved from Claude. I don’t like all the tool call results or forced dev mode for my MCP server ‘ooh spooky too scary’, but it’s getting there.
QCOM Slams OpenAI Phone Rumors Ahead of Earnings
$QCOM ripping on speculation on OpenAI smartphone rumors. Looking forward to any dialogue on the earnings call this week.
Alleged AI Chip Smuggling May Account for 5% SMCI Revenue
Is it possible that for $SMCI “one in every 20 dollars Super Micro earned from 2024 to 2025 came from a front company that allegedly worked with a rogue executive to smuggle AI chips to China.”? I can’t imagine answering...
Mag 7 Earnings Test Real Funding for AI Capex
The Week Ahead In Technology for April 27, 2026: The wall of Mag 7 earnings tests whether AI capex is still funded by results, not faith. $MSFT, $GOOGL, $META, $AMZN, $AAPL all report. Plus FOMC and $QCOM. Watch Azure vs AWS/Google...
AWS Keeps A100 Servers Running Despite Newer GPUs
AWS A100-powered instances (EC2 P4d, specifically p4d.24xlarge with 8x A100 GPUs) went GA on November 2, 2020.
Enterprises Question Trust in Anthropic After Recent Issues
I attended Google Cloud Next this week and @AnthropicAI had a giant spread there. Booths, of course, but also rented out a swanky restaurant. After what they’ve pulled recently with performance, price and quality half-truths, I was thinking about enterprise...
AMD Poised for Datacenter Dominance Ahead of Helios
AMD’s in such a great position. Exceptional datacenter CPUs, the IP and SOC architectures to do about any derivative a customer wants. And this is before Helios has kicked in. $AMD
Customers Demanding Every Graviton Chip, Says Andy J
I suppose this was one of the customers who wanted ALL the Gravitons, per Andy Jassy.
Enterprise Momentum Surges Amid $NOW Sell‑Off
A harsh $NOW sell-off based on what happened and what’s going to happen with real financial commitments. So what do you gauge enterprise momentum from? Well: - revenue beat - subs +22% and raised guidance - cRPO +22.5% - RPO +25% - Now Assist $1M...
IBM Beats Earnings Yet Stock Falls, Mainframe Soars
Headline says it all. “ $IBM Stock Slides Late Despite Earnings Beating Expectations” It’s silly season, it seems. Triple beat. - Software +11% - RedHat +13% - Data +19% - Z Mainframe +48% (remember Feb 23 AI was going to kill COBOL...
Only Google Knows TPU Performance; Need Independent Benchmarks
I’m getting a lot of questions on Google TPU performance versus NVIDIA. The reality is that only Google knows for sure. I am looking forward to 3rd party assessments across a wide variety of workloads that touch entire stacks and...
Google's MCP Unifies All Cloud Services for Agents
May not seem sexy but I love love love Google going all in on MCP. Even dummies like me can create amazing apps that leverage MCP. All GCP and Workspace services are now exposed via MCP. Developers can address GKE,...
Adobe Counters AI Skeptics with Enterprise Push and $25B Buyback
At the $ADBE investor session. Bear case has been “AI kills Adobe.” Today’s counter: agentic CX Enterprise, GenStudio content supply chain, Jensen on the keynote stage, and a fresh $25B buyback through 2030. Offense, not defense. We will see… https://t.co/NugdF0BBaj
Ternus Seen as Apple’s Continuity Candidate for CEO
Incoming CEO Ternus is Apple's 'continuity candidate', says Moor Insight's Patrick Moorhead $AAPL https://t.co/FmBN141F2p https://t.co/mGkOMK8SQL
Google to Fund Multiple TPU Designs for Future FM Models
I’m pretty close to this stuff but there was something here that was affirming, and that is that Google will fund many different TPUs based on the potential future direction of FM model architectures. And many won’t ever make it...
Disruption of Apple Hinges on This Chip Ecosystem
If something’s going to truly disrupt Apple, it’ll be powered by some derivative of this chip and ecosystem.
Google Cloud Pushes Agentic Cloud to Outpace AWS, Microsoft
.@GoogleCloud Next opens Wednesday in Las Vegas with an opening keynote titled “The agentic cloud.” Google Cloud exited Q4 2025 with the fastest growth of the Big Three. Now Thomas Kurian needs to prove Google can turn TPU and model...
AI Agents Power Enterprise Revenue at Adobe, Google, and Semis
The Week Ahead In Technology for April 20, 2026: I’ll be on the ground at @Adobe Summit and @Google Cloud Next, both in Las Vegas. Adobe is an agentic customer experience read. Google is the AI infrastructure and agent read: Gemini...
Oura’s Firmware Update May Mask Lock‑in Strategy
I’m SURE there’s a good reason that the @ouraring charging case has firmware that needs updated. Is it lock-in masked as “safety”? https://t.co/R55zFSjiJo
Intel's Packaging Wins Set Stage for Wafer Deals
Intel has made great strides. I was one of the only analysts that gave them a shot when the company had been written off for dead by most. They’re definitively getting advanced packaging from big XPU players. I called this...
Zoox Debuts Wheel‑less Rides in Austin
First @zoox I’ve seen in Austin. The no steering wheel is wild. Talk about burning the bridges. https://t.co/9tJMhXqNdJ
No Detuned GPUs Pushes China to Build XPUs Faster
Agree 100% with Gavin on this one. 1/ Yes China has its own aspirations. The question was how quickly they needed an alternative and the mandates and investment. 2/ NOT selling detuned GPU editions means they’re forced to do the...
Nuvacore AI Emerges, Targeting AI‑optimized Datacenter CPUs
Congrats to @NUVACOREAI coming out of stealth and the @sequoia investment. The value prop makes sense. Agents are driving the need for more and better datacenter CPUs, particularly in the hyperscalers. The company says it wants to overcome the limitations of...
MT
“Also shutting down the rumor I knew this was wrong that MTIA was dead.” $META $AVGO
Meta's MTIA Silicon Program Still Alive, Volume Expected to Grow
March 9: “The other thing that Hok poured water on was this whole analyst reports about Meta’s MTIA silicon program. I called this before. I said, you know, basically last week, it’s not canceled. It’s alive and well. And as...
18‑Minute Sinus Surgery Aims to Boost Sleep Health
Had four sinus treatments today. Amazingly enough, the surgery took 18 minutes under general with a 27 minute recovery. Here’s what I had done: 1.Septoplasty: straightened the right deviated septum that was blocked 90% 2.Balloon Sinuplasty: dilated sinus outflow tracts, removed infection,...
Tech Giants Spend $100M on Chip Backup Plans
Pat’s Law of Always strikes again. But let’s treat it as 🚨news. Every large technology company is ALWAYS considering alternatives when it comes to differentiated, high dollar everything. Every model maker is considering: -doing their own chips if they aren’t already -if...
Opus 4.6 Suggests Anthropic Trims Web Chat Reasoning
I asked Opus 4.6 Extended + Research Mode: "Has Anthropic been reducing the amount of thinking to its web chat using queries on Opus 4.6?" Here's what it said: https://t.co/gv2ZeTtrfp
Windows Laptops Getting Pricier; Smartphones May Follow
Why this is news I have no idea. All Windows notebook prices are rising. Just wait for the smartphones.
Snapdragon X2 Elite Extreme Delivers Impressive PCMag Performance
Qualcomm's Snapdragon X2 Elite Extreme is racking up some big performance numbers at PCMag. Can’t wait to see more performance benchmarks and battery as well. https://t.co/w4JkIH4qdo
Anthropic's New AI Lacks Multi‑lab Model Flexibility
I almost uninstalled Perplexity and then Computer hit. The rumor is that Anthropic is building a similar product BUT it won’t be able to jockey between models from different labs.
Cross‑correlating 1.9M Health Data Points Reveals Hidden Cause‑effects
My home brew health app. 1.9M personal health data points. The most valuable thing has been finding cross correlations in all the data between cause and effect. Exercise. Sleep. Diet. Prescriptions. Work. Stress. Flying. Activity. Supplements. Surgeries. Meetings. Workouts. Chelations....
AI Powers 20% of Medical Cases, Processing 1.9M Data Points
I must be the 20% where AI helped in “medical cases” but then again I’m hitting 1.9M data points.
Mock AGI Debate Ends With Victory
This was an exceptionally fun mock debate with @danielnewmanUV on AGI. Like all of our debates I win.
Claude Users Unhappy Over Neglected Infrastructure Investment
The comments under this post are wild. Claude users are NOT happy. I suppose this is what happens when you underinvest in infrastructure.
Anthropic's "Good Guy" Act May Be Mere Marketing
Anthropic loves to play the “good guy”- “we’re looking out for you and society”, but I wonder if this is just a shtick.
Scarcity and Danger Drive Successful Marketing Strategies
Agreed. I will add that scarcity (every recent game console, shoe drops, Birkin, etc) and danger (Liquid Death, RedBull, Monster) are some of the best marketing tactics out there. Anthropic needs to keep the dream alive.
LeoneDataAI Joins to Boost Data‑focused AI Initiatives
Excited for @LeoneDataAI to join the company covering Data, one of the hottest areas in AI.
Big Tech Will Soon Design Its Own Chips
File this under Pat’s Law Of Always: Every large tech company will consider designing its own chips.
Switching Back to ChatGPT After Claude Proves Unreliable
I’m firing up @ChatGPTapp again. The company and I are relying way too much on @claudeai and it’s no longer reliable or accurate. What a waste of time.
Google Gems Fail in Gemini Pro, Likely Compute Issue
Meanwhile, over in paid Gemini Pro via Workspace land, pre-built Google Gems are still broken. Worked on 2.5. Haven’t worked since 3.0 dropped. This has to be a lack of compute. These work flawlessly on Claude and most of the...
LinkedIn’s Algorithmic Gatekeeping Makes It Low ROI
I will admit, I do a bit of a side eye when tech companies ask me about LinkedIn posts or lack thereof. LI seems sterile and slow and old. The LinkedIn editors determine what goes viral. In-context videos are suppressed...