30% of Customers Will Stay
Gartner predicts 30% of customers will remain on-premise post-2030, totaling 10,000. This strategy could bridge the gap between ECC and S/4HANA, a move that's arguably overdue. #SAP #CloudMigration #TechTrends https://t.co/3mqBOMRPcz
Scale Proven Content Pillars with Dedicated Accounts
This will be the future of content pillars. Have a specific content pillar that’s proven to work. Test repeatable concepts around it. Create another account for it. Scale the show on that account.
Quantum Chemistry Advantage Still Unproven, yet Quantum Biology Proceeds
Hot take on the Wellcome Leap Q4Bio results: we haven't shown clean quantum advantage in chemistry yet, and we're already running quantum biology. That's either deeply premature or secretly the right move. Caffeine (24 atoms) is past exact classical simulation —...
Bing Webmaster Tools' Brand Prompts Reveal SEO Mismatches
There's some really good stuff in Bing Webmaster Tools now that you can get branded grounding prompts. We found that GEO can mean something very different to copilot, but what I really loved was seeing the brand prompts and...
Too Many AI Sessions Overwhelm Cognitive Capacity
For people running 10+ Claude Code or Codex sessions at the same time, curious what your experience is in terms of cognitive switching costs? I find that I can run like 2-5 sessions in parallel depending on the complexity. If I...
Innovation Thrives on Saying No, Not Adding More
Apple wasn’t saved by adding more. It was saved by cutting almost everything. In 1997, Steve Jobs reduced dozens of products to just four. The focus created clarity. Innovation isn’t adding more options. It’s deciding what to say no to....
Ask LLMs to Verify Uncited Journalistic Beliefs
Journalists: if you ever have a thing you understand to be true, but cannot cite it or get it past editors due to commitments made to sources, describe your belief about the world to an LLM and ask the LLM...
Just 4.3% of Brands Reach Early Buyer Questions
"Only 4.3% of companies maintain a healthy discovery funnel where their brands appear in early-stage buyer questions." Wow.
FSD Miles Surge 93% Quarter‑over‑Quarter, Subscribers Driving More
FSD subs grew 16% q/q (reported). FSD miles driven grew 93% q/q (looking at the chart in the deck). My take: Hard to believe. Looking for confirmation on the call that FSD miles driven grew that much quarter over quarter. If...
High‑Dosage In‑Person Tutoring Closes Schoolwide Achievement Gaps
.@heytutor offers high-dosage, in-person learning solutions designed to bridge achievement gaps schoolwide. Their data-enhanced approach ensures every learner makes measurable academic progress https://t.co/kOA6t4mXAQ #edchat #edutwitter #educhat #edadmin #edleadership #suptchat https://t.co/IVOrQvxkCy
Robotaxi Miles Surge Ninefold in Six Months
Paid Robotaxi miles basically doubled from December to March. $TSLA Looking at the chart in the deck: Sep 25: ~125k Dec 25: ~525k Mar 26: ~1.1m
Beware: Impostor Claims, No Crypto or Money Requests
WARNING: I will NEVER ever ever ask you to do anything with crypto. I will never ask you for money. Someone impersonating me is doing stuff like this. Don't fall for it.
Affordable Telemedicine Solutions Ease Staffing and Budget Strains
Staffing shortages + tight budgets = tough decisions. Telemedicine can help—if you choose the right platform. We break down budget-friendly options hospitals are actually using. 👇 https://t.co/rCm5j8wrKg @telespecialists @VSee @TeladocHealth @TeleMed2u @EagleTelemed #HITSM
Bernie Sanders Hosts AI Risk Panel at Capitol
Senator @BernieSanders has invited me and three other AI researchers to a public panel on AI existential risk & international cooperation at the U.S. Capitol 7pm Wednesday April 29th. RSVP here to join us for this important conversation: https://t.co/fTuyXbhiYh https://t.co/Rn1soNxnlC
Google Prioritizes Non‑Commodity Content Over Commodity
Very informative slide via Google's Danny Sullivan explaining the difference between "Commodity" vs "Non-Commodity" content Google prefers the later IMO, lots of evidence this is spot-on, not where Google is going in the future, but where it already is now via @ChouinardJC https://t.co/PcVtb2N7MV
Replit Grants $25K Credits, Fueling $100M Startups
Many startups launched on Replit are now $100m+ — we now have a startup program with $25k free credits.
25% Beta‑Cell Loss and Aging Drive Type 2 Diabetes
Researchers analyzed ~250,000 pancreatic islet cells and found that in type 2 diabetes, about 25% of insulin-producing beta cells are lost and many of the remaining ones become aged and dysfunctional. They identified dozens of genes—along with pathways like vitamin...
Samsung Updates Cause 48‑hour Battery Drain
Incredibly annoying how Samsung Galaxy updates basically brick your phone with extremely rapid battery drain for 48 hours after an update. https://t.co/Kw6H7hW6Al
Avis Fails to Pivot From Shoes to AI
Dear Avis, You were supposed to announce a pivot to being an AI company not a shoe company.
SMCI Nears Resolution of Nvidia Chip Smuggling Allegations
$SMCI is getting close to filling the “allegations of smuggling Nvidia AI chips into China” gap https://t.co/wRUyCxU5ij
Auto-Protect: 24/7 Security Engineer for Your Apps
Sometime apps you made that are secure might suddenly become vulnerable when there is an exploit in one of its dependencies. Typically you need engineers on payroll to monitor and handle this. We just automated that with Auto-Protect. It’s like your security...
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...
Community and Human Connection Drive Ad Tech's Future
Jay Wolff, President at @TwoOneTwoNYC , breaks down how community, accessibility, and human connection are shaping the future of ad tech and why it matters more than ever. https://t.co/WhaQt75hmx
Postgres for Production AI Agents – Talk at 1 Pm
My @postgresconf talk on “Postgres for Production AI Agents” is at 1pm in San Pedro room (level C). Hope to see you there :)
AI Profits Come From Pricey Gear, Not Usage
The key in the AI boom is to be selling equipment that’s too expensive to use
Fire High-Noise, Low-Revenue Customers Now
The customer you can't fire is the one running your company. Every founder I coach has at least one. Eats 30% of your week. Pays 5% of your revenue. The name that makes the whole team sigh in Slack. You...
Past Buyers Respond Differently: Apparel
Apparel brand advertising new drops to past buyers: high incrementality. vs Supplement brand advertising the same bottle to past buyers: low incrementality.
Top Protein Degrader Session at AACR26 Highlights Await
Excellent protein degrader session today at #AACR26. Third speaker was all Do Not Post (sorry @HartungIngo !) so some highlights from the other three speakers coming up...
Spirit's Engine Fleet Could Power $50B AI Compute Venture
Spirit Airlines has 200+ Airbus planes. Including spare parts, they have ~500 Pratt & Whitney Turbofan engines. Use those engines to kickstart a pivot to operate data centres and become a provider of AI compute. Minimum $50B company right there. https://t.co/AmoESxNWO3
Diffused Orientation Fields Let Robots Slice Any Fruit
A new approach uses diffused orientation fields to help robots transfer skills across curved objects of diverse shapes and sizes, enabling them to peel and slice varied fruits and vegetables. Learn more in Science #Robotics: https://t.co/RU2Ah0r5gO https://t.co/88BtPQXW8T
Leaving Email Sacrifices Audience Control, Substack Mirrors Facebook
The stuff here about email metrics IS true (bad news for ad-dependent email biz) but the idea that the solution for small publishers is to move to another platform where they DONT control the audience is gaslighting. Today’s substack App...
Hosted Agents Get Dedicated Enterprise‑grade Sandboxes
Every agent will need its own computer. And with new Hosted agents in Foundry, every agent gets its own dedicated enterprise-grade sandbox, with durable state, built-in identity and governance, and support for any harness or framework. Read more: https://t.co/zL5eKrRr1j https://t.co/ggMtYB3vZf
Alzheimer's Drugs Show Minimal Benefit, Review Reveals Deeper Issues
Alzheimer’s drugs offer little benefit, major review finds – and the reasons go deeper than the science https://t.co/cnMPAEQumY https://t.co/wtg8llquON
Claude Design Transforms Newsletter Into Winning Format
Claire Vo used Claude Design to redo my newsletter. I think it's a winner. Enjoy: https://lnkd.in/ghmD4CYc (If you want to see her build this, here's her deep-dive into Claude Design: https://lnkd.in/gTCbBDW6 )
FDA Criticizes Replimune's Melanoma Trial Design
Some observers, including @US_FDA, have criticized @Replimune for the design of the trial that led to the decision not to grant accelerated approval of their melanoma treatment. I asked the company's Chairman about that view. Watch the full interview: https://t.co/XYVmSeodLv https://t.co/OO8eXTZOXh
AI Labs Rush Bio Data Deals to Boost Models
Behind the scenes, all the frontier AI labs are inking partnerships with bio startups to get access to their data to improve model performance on bio tasks. Basically every startup that has a legit high throughput platform has been approached about...
OpenAI's Images2 Pulls Me Back, Creates Magazine Instantly
1/ have not used openAI/chatgpt in ~3 months 0% use. 100% claude BUT with release of Images2 (especially for text) openAI recaptured ~20% of my use i designed a new 21-page magazine in 3mins that i fantasized existed: a mashup of...
AI's Physical Limits and Geopolit
My 2025 Annual Letter is now out: https://t.co/vjvpDz6exF Contents: - Returns - If AI kills terminal value, the future is worthless until it arrives - If the US and China own frontier AI, what happens to others? - The surest AI bottleneck is physical - Trust-busting Big...
AI Writes Most New Google Code; Strategic Thinking Jobs Rise
Amazing. The majority of new code written at Google was developed by AI. One of the top tech companies in history. The implications for society are writ large in this one stat. Jobs related to strategic thinking and trusted insight are the future....
Google Cloud Spanner Omni: Portable, Best‑in‑Class Database Everywhere
The best database on the internet is now available ... anywhere? We just announced @googlecloud Spanner Omni, with reimagined TrueTime and Colossus components for portability. https://t.co/iHBOKF7nH2 Pull the container here: "docker pull https://t.co/g26aVGW0aX" https://t.co/zqU7Z1g3Lp
Claude Design Turns Brand Guidelines Into Ready Slides
been using claude design and loving it it's basically claude code under the hood but with a very opinionated ontology for input and output - the input ontology is logo, colors, fonts, etc. - the output ontology is slides, decks, business cards as...
Anthropic Labels Claude Mythos as Most Dangerous Software
Anthropic: “Claude Mythos is the most dangerous software in the history of the most dangerous software.” Anthropic’s security for Claude Mythos: https://t.co/cgfBKOz8ij
Search Is Behavior—Be Everywhere Your Audience Looks
"Search is a behavior, not a channel.” — Lacey Reichwald Your audience is “searching” on TikTok, YouTube, AI tools… not just Google. Are you showing up everywhere they look? Full interview 👉 https://t.co/gVeYqeVDov @ahamediagroup #marketingstrategy #hcmktg https://t.co/qBsry4BqoG
Measure to Earn Your Seat at the Strategy Table
RT @VisionEdgeMktg 🎪 Measurement earns you the strategy table. Prove your value: https://t.co/gCKI02kKvL #Strategy #Value #Measurement
Unitree's Supply‑chain Mastery Teaches US Robotics Competition
Sam is right about the importance of robotics for the US but Unitree offers a real lesson to US companies hoping to compete at the bleeding edge. It has risen thanks to a true mastery of China’s supply chain. https://t.co/JyNQZSycxJ
CIOs Must Turn AI POCs Into ROI, Prevent Rogue AI
RT CIOs face pressure to go beyond AI POCs and deliver ROI while avoiding the risk of rogue AI. #CIO #AI @Star_CIO https://t.co/IkMrUQXpxe
ChatGPT Image 2.0 Empowers Low‑Skill Scammers
Criminals who aren't good at photoshop and want to scam quickly are rejoicing everywhere thanks to ChatGPT Image 2.0.
AI Disruption Won’t Hit All SaaS Companies Equally
Claude Code & AI disruption will not impact software companies equally 🤖 @DivesTech thinks buying downbeat SaaS names might just be the biggest "ghost trade" of his career 💻 https://t.co/C1b1iQA5na
ChatGPT Workspace Agents Automate Team Tasks in Cloud
New from OpenAI -> Introducing workspace agents in ChatGPT "Workspace agents are an evolution of GPTs. Powered by Codex, they can take on many of the tasks people already do at work—from preparing reports, to writing code, to responding...
Seedance 2.0 Delivers Ultra‑Realistic AI UGC Ads
How I Make (insanely) Realistic AI UGC ads with Seedance 2.0 WATCH HERE 👉 https://t.co/WXdgLmQEox In this video, I show you how I use Seedance 2 to create insanely realistic AI UGC ads for dropshipping. The biggest game changer is the...