Such a fascinating legal and business case. Use IP without permission to train AI models, get rewarded with $1B equity/licensing deal. The media companies can sue, or do deals. But, in the end, they need each other. https://t.co/69F5E6Obxi
This @patrick_oshag @GavinSBaker episode is an absolute master class in AI models, frontier labs, data centers (in space), scaling laws, Nvidia, AI geopolitics, and more. I will be listening multiple times. https://t.co/1j3W8HkGIM
“unless people knew the ads are AI-created, which lowers click-throughs to 31% less than human-made ads” 👀
This Joe Rogan interview with Jensen Huang, CEO of Nvidia, is incredible. I’ve followed and invested in Nvidia for more than a decade, but I’d never heard Jensen’s origin story as an immigrant at age 9 (separated from his parents for...
Let’s say SpaceX, Anthropic and OpenAI all IPO in 2026. You can only buy one. Which are you buying?
When being an early user of AI tech, you always have to consider what company will end up with your data.
AI is becoming a bigger political issue by the day. Both sides trying to see what related issues voters may care about. Jobs is certainly one that could gain momentum heading into 2026 midterms.
This is an interesting turn of events. The Information reports that on Monday, “OpenAI CEO Sam Altman told employees he was declaring a ‘code red’ to marshall more resources to improve ChatGPT as threats rise from Google and other artificial...
Google DeepMind: “We are seeking a Research Scientist to explore the profound impact of what comes after AGI. Key responsibilities include defining critical research questions within these domains, collaborating with cross-functional teams to develop innovative solutions, and conducting experiments to...
Sam's Tweet from Nov. 30, 2022 announcing the launch of ChatGPT. Hard to imagine where the technology will be three years from now . . .

Podcasts are one of the primary ways I stay updated on the latest in AI, specifically how AI leaders are thinking about the current and future state of industry. I get asked all the time which podcasts I listen to, so...
I keep track of and talk about all these AI deals for a living, and even I have whiplash. Anyone have a great visualization of all the investments and deals between the labs, cloud, and AI infrastructure companies? eg Google owns...
What is the official term for someone who is neither an AI Doomer not an AI Boomer? Someone who sees the enormous potential of AI to do good and create abundance, but is also realistic and cautious about the current...
The AI agent economy is going to create chaos on so many levels.
Just noting the increasing interest of politicians in AI. My assumption has been this is all a trial balloon to see if voters care enough yet. If they do, AI becomes a major campaign issue in 2026 (AI’s impact on...
And DeepMind would be $1+ trillion if split off (my opinion based on valuations of xAI, Anthropic, OpenAI, etc.). Bullish on Google.