Narrow Superintelligence Arrives; General AI Remains Uncertain
Spiky, narrow superintelligence is essentially here. Whether our current yesterday path can lead to general superintelligence is deeply unclear. Maybe. But not a lot of evidence for it so far.
AI‑Powered Co‑ops: Coordinating Communities Through Central Intelligence
the idea of a co-op, but reimagined with a central AI that coordinates everyone, would be fascinating to explore
Qualcomm Announces Entry Into Custom ASIC Market
$QCOM dropped this new nugget on the call. They are officially in the custom ASIC game. Rumors had swirled they were engaged with Google (speculative, but it's likely Google on TPUs). I expect more at FA day...
Google Defends Pentagon AI Deal Amid Staff Backlash
This would have been unthinkable not so long ago Google told staff it is ‘proud’ of Pentagon AI contract after internal backlash
Use AI Wisely: Boost Writing, Avoid Low-Quality Scaling
AI is useful for writers if you figure out how to use it. Don't be scared of it! But also, don't scale crap. A deep dive on this topic: https://t.co/4d8Xk3BIPe https://t.co/ZjmChb4Vz4
Uniform AI Strategies Erase Competitive Edge, Humans Needed
"If every CEO uses the same LLM models to generate strategy and determine product roadmap, no one has alpha. Yes, get context and have AI do all the low leverage things. But for high leverage decisions, I want as much...
QCOM's Custom XPU/CPU Business Finally Gains Market Recognition
$QCOM has a custom XPU/CPU business. And the market is finally catching up to this. Some of us tried to warn you. 🙃
Semiconductors Now Exceed Consumer Discretionary in Market Cap
Semis represented more than 10% of global market cap as of Monday... that industry is larger than the Consumer Discretionary sector UBS via @augurinfinity https://t.co/53A9gOEPr5 https://t.co/mUSyBhDNrN
Work‑Focused AR Glasses Need Apple‑Level Power, Light Weight
I gotta do a new review of glasses. My favorites at the moment: Heavyweights: Apple Vision Pro Middleweights: Viture Lightweights: Mentra Glass or Even Realities The Viture is a great set to sit down and compute virtually. Like when you are stuck in an...
Six Fintech Startup Predictions for 2026
Six #Fintech #Startup Predictions For 2026 https://t.co/gsnoGYCtY6 #GoogleAlerts #AI #VentureCapital @SpirosMargaris @ahier @sallyeaves @efipm @anand_narang @TerenceLeungSF @davidjmaireles @JimMarous @FrRonconi @davidjmaireles @FinMKTG @BetaMoroney @JohnNosta @dinisguarda @mvollmer1 @JohnNosta @Khulood_Almani @HaroldSinnott @Fabriziobustama
ROCSYS Secures $13M, Launches 10‑Bay Hands‑Free Robotaxi Charger
Robotaxi charging: ROCSYS raises $13M and unveiled the M1, a robotic hands-free charging system capable of serving up to 10 robotaxi bays simultaneously. Our full brief on EVwire: https://t.co/15ZhKLpipD https://t.co/bD3MSBXpCc
Demand Context: Explain Why Growth Numbers Matter
I wish when people flexed their growth stats, they explained WHY the growth happen. Did Twitter increase ad spend? Did the $1 million contest work? Did the political climate affect things? Are these new users or revived users?
From Kickstarter to $150M: Ghost Empowers Publishers
On this day, 13y ago, @ghost started as an idea on kickstarter 5,000+ people backed the project to help bring it to life and support the future of media and journalism Today, Ghost has generated over $150M for independent publishers all over...
OpenAI's Distractions Threaten Its Core AI Opportunity
sam’s whole schtick has always been to think bigger. but openai’s losing ground to anthropic and it’s clear they lack focus. tbpn, an openai phone, building your own actuators these are all distraction they can’t afford. there’s simply no bigger...
AI Augmentation Yields Same Profit as Workforce Replacement
AI augmenting workers is just as profitable as AI replacing workers. Augment one worker to double productivity, and you can hire one less worker. The idea businesses have no incentive to invest in augmenting AI only replacing AI is nonsense....
Microsoft Cloud Surges, Fueled by AI Demand
Microsoft reported strong growth in its cloud-computing business, suggesting it’s capitalizing on massive demand for AI services https://t.co/Nxflz5zqFi
Robot Dexterity Surges, but We Need Real‑world Demos
Robot dexterity is moving faster than I expected. I still want to see more demos that are in clearly uncontrolled circumstances. A little too easy to show us best case, highly scripted scenarios.
Meta Hikes AI Budget, Continues Historic Investment Surge
Meta raised its spending outlook for the year, extending its streak of plowing historic levels of investment into the race to build ever-advancing AI systems https://t.co/ZKlvvi5TJF
Built Free Annotation Tool, Cutting Software Costs
Honestly, I think I’m finally done paying for software, except for Claude. I just built a website annotation tool to share with my clients. Now, they can easily add comments and feedback in a test environment at no extra cost for...
AWS Records
Amazon’s cloud unit posted its fastest quarterly growth in more than three years, bolstered by new data center capacity and an increasing slice of business from Anthropic and OpenAI. https://t.co/9TOQx29BZK
OpenAI Expands Trusted Access, Urges New CISA-Like Body
OpenAI just published their cybersecurity intent and vision. There is news here (but most of it is filler and puffery). As far as I can tell, the big news is they are expanding their Trusted Access for Cyber (TAC)...
QCOM Beats Modest Forecast; Data‑Center Chips Drive Future
$QCOM expectations were modest this week quarter and it delivered. I stand by my assessment that what will move the needle for the company will be its data center entry with a portfolio of XPU, CPU, Custom, and Networking chips. The...
B2B Brands Struggle to Rebrand Beyond Flagship Products
I think one of the toughest parts of B2B marketing right now is going from single product to multi product. Or... flagship "bread and butter" to "hey we also do this now" but there's no recognition for the new thing....
AI-Generated Media Slop Overwhelms Kids Content, Parents Alarmed
#AI ‘Slop’ Is Flooding Children’s Media. Parents Should Be Very Alarmed. A bracing must-read from @The74’s @ByEmilyTate: https://t.co/eoVNY9zXdD
Small Stem Cell Edit Generates Persistent Antibody Protection
Researchers showed that editing a small number of blood stem cells can reprogram the immune system to continuously produce therapeutic proteins, including powerful antibodies that are normally hard to generate. In mice, this approach created long-lasting, boostable protection against infections...
Azure Hits $108B Run Rate, Growth Lags Microsoft
Azure at a ~$108B run rate growing 39% constant currency Quarterly YoY growth trends below $MSFT https://t.co/YQTdDB2ZJ1
Lux Cohosts AI Innovation Event Humans in the Loop
Lux is cohosting Humans in the Loop the annual ecosystem event spotlighting the most ambitious, creative early-stage AI companies impacting daily human life. Join us June 10th in SF! https://t.co/wYVl6G4Agh
Question Single AI Skeptic Studies; Avoid Overreacting
This is crazy. Be extremely suspicious of single studies skeptical about AI. People will jump on a shred of made up evidence.
Google Cloud Revenue Jumps 63%, Backlog Nearly Doubles
$GOOG 👀 "Google Cloud revenues grew 63% with backlog nearly doubling quarter on quarter to over $460 billion."
Holodeck Tech Is Materializing: AR Glasses and Investor Momentum
The Holodeck is literally coming to life every day. A couple of years ago when @3duaun and I did audio spaces talking about this people would tell us there's no way this is happening. Google Glasses coming soon to let us...
AWS Hits 28% Growth, Chips Hit $20B Run Rate
$AMZN “AWS is growing 28% (our fastest growth in 15 quarters) on a very large base, our chips business topped a $20 billion revenue run rate (growing triple digits year-over-year)" Folks were hoping for 30+ % but still growing.
Multi‑Tier Staffing Vendors Hide Compliance Gaps and Fraud
The Vendor's Vendor's Vendor Sourced That Resume Multi-tier staffing vendor chains in enterprise TA have created compliance blind spots where credential verification, background checks, and identity validation get diluted or skipped entirely at lower tiers. SHRM's 2026 talent acquisition analysis flags...
AI Agents Streamline Open‑source Contributions, Freeing Creators From Process
Open-source doesn’t break from bad ideas it breaks from messy workflows. @warpdotdev just fixed that. They built an agent-powered contribution flow where AI handles triage, planning, coding, review, and verification. So contributors focus on ideas, not process. And yes they open-sourced the entire stack. Would...
Semaglutide Restores Lacrimal Gland, Relieves Age‑Related Dry Eye
Semaglutide alleviates age-related dry eye disease by restoring lacrimal gland structure and function https://t.co/EDvPtdeiqg https://t.co/Kpku8SHEOH
Everyone Will Have a Personal AI OS Soon
How many of you have a personal AI operating system? You all will a year from now. If not sooner.
Map Cloud Security Services Across AWS, GCP, Azure
Cloud Security mapped across the Big 3 ☁️🔐 AWS vs Google Cloud vs Azure—same goals, different tools. From IAM to KMS, WAF to DDoS protection—understanding these equivalents is key for multi-cloud + DevSecOps workflows. If you can map the services, you can secure...
Meta's AI Assistant Signals Upcoming SMB Product Launch
Is Meta’s AI business assistant foreshadowing a much bigger AI for SMB product launch? $META The LightShed Podcast, Ep. 311. With @BrandoLightShed and @WaltLightShed https://t.co/SVn7X8C8Xs
China’s AI Strategy Revealed: A Global Power Play
Wait until you see the video we’re editing right now. Lays out the strategy China is taking to win AI and win the world.
Shape Library Enhances Vision-Language Models for Precise Robotics
Scientists have developed a framework that provides vision-language models with a library of information about object shapes and orientation, boosting spatial awareness for more precise robotic manipulation. Learn more in Science #Robotics: https://t.co/Eqf14wJMR5 https://t.co/kST1zrpBjC
Future Agent Connector Will End Silos
I predict someone will come up with an agent connector soon. I have too many agents running in little silos all over the place.
Genki Robotics Accelerates Humanoid Integration with A16z, AMD Support
Genki #Robotics Aims to Fast-Track Humanoid Integration, Backed by a16z and AMD by @TheHumanoidHub #Robots #MachineLearning #ArtificialIntelligence #DeepLearning #ML https://t.co/OtGHhvtK9w
Build for Abundance: AI's Rapid Evolution Invites New Possibilities
AI is moving so fast, what should we even build? We're excited about the opportunity for AI to accelerate abundance, help us better understand each other, and who knows what else https://t.co/jcVKtobSUS
DeepSeek V4 Sets New Standard for Efficient Long-Context AI
IMO DeepSeek v4 demonstrated utter confidence and competence by not benchmaxxing, not focusing on some BS final run cost, not even spending inference-optimal compute. just showed up, demonstrated SOTA long context efficiency techniques (CSA, HCA, mHC, flash at 8% cost of...
Choosing CTEM vs ASM: Which Delivers More Value?
Are you using CTEM or ASM for your organization? Interested to know how you've integrated these tools into your security operations? What’s delivering the most value?
Half of Phones to Gain Satellite Connectivity by 2030
“Nearly one in two smartphones is expected to support satellite connectivity by 2030. Apple, Google and Samsung will lead in terms of overall penetration, but Android brands ... will see less penetration." https://t.co/u3SHMINmnZ via @CounterPointTR
Apple Maps Reveals Hidden Apple Park Mini‑model and Barista
Ok, this is actually insane. Apple Maps lets you zoom inside the Apple Park visitor centre to see the Apple Park miniature display model…and you can even see the cafe barista if you keep zooming: https://t.co/LuB6EcOtYc
Sony's Robot Defeats Pros, Mastering Table Tennis Chaos
this robotics breakthrough just broke my brain. sony just built the 1st robot that beats professional table tennis players. so insane because table tennis is one of the HARDEST things you can ask a robot to do in the real world. > the...
Codex Empowers Non‑Tech Users to Build Agentic Workflows
So far Codex (desktop app) feels to me like a meaningful improvement from Claude Cowork for the non-technical people (like me) who just want to build an agentic workspace with connectors and codify their workflows into reusable Skills files, and...
AI‑Driven 3D Skin Scanning Offers Precise Insights
Next-Gen #3D Skin Scanning Powered by #AI Delivers Precision Insights by @MarchUnofficial #EmergingTech #Technology #Innovation #Tech #TechForGood https://t.co/BvUDlt0IiN
Qwen 3.5 Plus: Frontier Model at $3 per Million Tokens
$3/million output tokens. Qwen 3.5 Plus is basically a frontier model. Let that sink in.