Arm Projects $100B AI CPU Market by 2030
$arm believed the dollar TAM for Arm IP, subsystems, and their AGI CPU is ~100b. That’s across customer dollars and agentic CPU dollars down their merchant solution. We do believe the new CPU server TAM across scenarios range from $80-110b 2030 ish. https://t.co/imKqXaUPqL
AI-Driven Oracle Solutions Cut Costs, Boost Healthcare Profitability
Oracle’s clinical, financial, or operational solutions to lower care costs and improve profitability. https://t.co/MbG4q9k5EM Learn how our AI-powered solutions can help your organization streamline operations and enhance care delivery. https://t.co/rLxc2XEx47
ARM Plans Future AI Accelerators, Not Immediate Release
Like I’ve said… $ARM will build AI Accelerators in the future. Not today. But mark this post. See you soon. 😎 https://t.co/RbNaN4ieAp
Redesign Around AI for Tenfold Leverage
Companies that bolt AI onto existing workflows get marginal gains. Companies that restructure around AI get 10x leverage. Tear it all down.
Nvidia and Arm Disrupt Legacy Models in One Week
Last week Nvidia admits its GPUs need help and unveils, with fanfare, a chip from a 10yo startup competitor many had written off. This week Arm breaks its 35yo business model and becomes a merchant silicon provider. What a time...
Get an Independent Review Before Signing SaaS Contracts
When tech and business clash, internal leaders must mediate. Beware of subscription software contracts that allow unilateral cost increases. Protect your business by having an independent third party review and negotiate these deals. #BusinessTech #ContractNegotiation #ERP https://t.co/tXgxysTgle
AI Drives Six Key Transformations in Insurance
Insurance + AI = transformation 🚀 6 trends: Copilots GenAI Automation Real-time data IDP Explainable AI From policies → to intelligence. #AI #Insurtech #Tech https://t.co/i9dKeFuW6p
LiteLLM Compromised Despite “Secured by Delve” Claim
Oh damn, I thought this WAS a joke ... but no, LiteLLM *really* was "Secured by Delve" (the company that rubber stamped all of these audits, and seems to have been on the edge of fraudlent auditing, but useless for sure) And...
Bladeless Drones Promise Safer, Sleeker Flight
Bladeless #Drone with Hidden Propellers: A Safer, Sleeker Future of Flight by @tweetciiiim #Innovation #EmergingTech #TechForGood https://t.co/HhL8RMoZlo
NASA Unveils Strategy to Outpace China, Russia in Space Race
NASA’s biggest announcement in years, their plan for how to beat China and Russia in The Space Race 2.0! #space #nasa #moon #artemis #astrokobi
NEMT Must Adopt Closed‑Loop Interoperability for True Modernization
Trip intake in one system. Fulfillment in another. Claims somewhere else. That’s not modernization. Why NEMT needs closed-loop interoperability: https://t.co/xVhBAUMx5u @KinetikHealth #NEMT #HITSM
Google Adds Dark‑web Intel for Faster Threat Detection
"To get teams the critical data they need to make quick, accurate decisions about rising threats, we’re introducing a new dark web intelligence capability in Google Threat Intelligence." https://t.co/qGKDWJjI36 < identify risks faster and get ahead of adversaries
AI Citation Studies Mislead; True Meaning Clarified
SO MANY people are getting misled by "AI citation" research studies, and the concept of what it means to be "cited" by an AI response. I'm no expert, but the people who answered this question are: https://docs.google.com/document/d/109QpZNW6qayHHHhhoGZL5FW_9TVoGoJU/edit Thanks to @lucatag2015 for publishing.
Production AI Agents Require Full Observability Metrics
If you can't answer "who did what, when, why, and with what data,' your AI agents aren't ready for production. #DevOps #Observability https://t.co/tRGwCPc4Mb
Reforge Joins Miro to Scale AI Product Education
I’m excited to announce that @reforge is joining @MiroHQ . 10 years ago @andrewchen and I ran the first Reforge Growth Series. What started as a single course has grown into a community of over 100,000 alumni and SaaS...
AI-Powered Vibe Design Creates Full Pitch Decks Instantly
Holy shit.. vibe design is here. You can now build fully branded pitch decks with AI agents in one session. The output looks like a full design team built it. Here's everything you need to know: https://t.co/6YnP2Oxud5
Eight Sleep Revolutionizes Nighttime Health with AI‑Powered Pods
.@FastCompany just named @eightsleep one of the Most Innovative Companies of 2026. Fourth time on the list. Ten years ago, we started with one conviction: the night is the most underutilized lever in human health. Nobody was engineering it. Today, the Pod...
Operationalizing AI, Not Adoption, Defines Competitive Edge
One thing I’m seeing more clearly this week: The gap is no longer between “AI vs no AI.” It’s between organizations that can operationalize it and those that can’t.
Tubi Launches F1 Alternate Casts via Apple TV Partnership
Tubi Unveils Formula 1 Altcasts Under Deal With Apple TV, New Interactive Ad Formats https://t.co/QJTdPgk926 via @variety
Purpose‑Built CPUs Drive New Cloud‑Native and Agent‑Native Markets
Purpose designed CPU for agentic workloads is the reason we will have cloud (web software) native data center CPUs and then agent native CPUs as a greenfield growth category. Good for everyone making CPUs whether Arm or x86. https://t.co/lfWNEf64U5
Honest AI: Communicating Uncertainty Improves Human Collaboration
Designing better AI may mean making it more honest. Researchers are working on systems that openly communicate uncertainty, especially in areas like medical diagnosis where overconfidence can be dangerous. The goal is not just accuracy, but collaboration with humans. In critical decisions,...
Speak, and Claude Code Builds Your Automations Instantly
Before Claude Code, building an automation for my business looked like this: ↓ Log into Zapier. Pay for the plan that actually lets you do things. Spend two hours dragging boxes around a screen. Hit a wall because the integration you...
Linktree AI Delivers Personalized Growth Recommendations for Creators
Linktree’s new AI tool gives creators real, personalized growth recommendations @linktr.ee has upgraded Insights Chat with personalized, AI-powered, data-driven recommendations The new tool pulls real performance data across TikTok, Instagram, YouTube Creators using Linktree can ask for post ideas, traffic tips, and top-performing...
Advisor Time Value Drives Rising Client Acquisition Costs
In our last report on Advisor Marketing, we found that the median client acquisition cost (CAC) for advisory firms was $3,800 when including both "hard dollar" expenditures on marketing and the "soft dollar" value of advisors' time. https://t.co/BTglcsTaaR Acquisition costs...
Claude Live-Codes Music with Strudel, Gains Speed
Been experimenting recently with making Claude live code music with Strudel / TidalCycles. A bit slow at first, but things pick up around ~2:00. https://t.co/O9AE1tIlyE
Reliability Is a System Issue, Not Just Agent Design
Big lesson from high reliability organizations that AI agent builders need to learn is reliability is the property of systems. Current agentic tools are weaker than the agents: they are bad at agent-agent handoffs, escalation, when to call in humans....
Experts Reveal AI's Next Wave at CES
The Future Of #AI: Top CES Takeaways From Tech Experts by @Forbes Learn more: https://t.co/dhjzllpmH3 #ArtificialIntelligence #MachineLearning #ML https://t.co/b07KvtDtGV
ChatGPT Enhances Agentic Commerce with Side‑by‑Side Comparisons
ChatGPT has expanded their Agentic Commerce Protocol. This is their version of Google's UCP (Universal Commerce Protocol). It now supports more product discovery with richer shopping experiences. Products are presented side by side for comparisons and they've worked to make...
ARM Expands From IP Licensing to Chips, Boosting Revenue
$arm CEO @renehaas237 emphasizing @arm now sells IP, complete subsystems, and now chips. Tapping into a much larger revenue pool than just licensing should bring $$ upside faster than most have modeled. https://t.co/VKPOyqBzLS
Even Supposedly Secure Systems Face Unauthorized Third‑party Integration Risks
This has earth-shattering implications for systems that thought they were immune from unauthorized 3rd-party integrations.
From Awe to Frustration: Coding Models Stall AGI Progress
I remember when Opus 4.5 dropped I had about 2 weeks of constant WOW moments, I was so impressed of how big of a jump it was compared to previous models. Fast forward to today... and you find a lot...
Prompt‑Generated Native Ads Cut Hours, Boost Performance
Native ads are crushing it on ad accounts. I figured out how to make them with prompts. Instead of 50+ hours analyzing winning hooks, copy them in a few clicks. I made a deck of all of them with Moda. (Usually charge $1000...
Arm Shifts to Chip Sales, Expanding TAM Dramatically
$ARM AGI CPU. Arm is officially in the selling ‘chips’ for revenue business. Expanding TAM meaningfully, but changing its business model materially. 👀 https://t.co/cxnZFac83U
AI Generates Pro‑Level Product Shots From One Prompt
If you're running a DTC brand, you know how expensive product photography is. Lighting, studio, photographer, retouching. I made this with one prompt: "Premium coffee bag floating with whole beans scattered around it, steam rising, dark moody background, studio lighting." What surprised...
Vision AI Robot Inspects Car Chassis Efficiently
How Han’s #Robot Uses Vision #AI to Inspect #Automobile Chassis via @WevolverApp #Robotics #Engineering #ArtificialIntelligence #Innovation #Technology https://t.co/Y77DaMYQ0a
AI Adoption Outpaces Perception, Yet Infrastructure Lags Behind
This chart does a good job of explaining the pace of AI and Agent adoption. However fast you think it is, it is actually quite a bit faster. 💪🏻🚀 We don’t have enough compute, memory, network, storage, energy… and so on and...
Google Cloud Vertex AI Delivers Fastest Anthropic Model Performance
If you want the lowest latency and most throughput for @AnthropicAI models like Claude Opus, you should access them from @googlecloud Vertex AI. Don't take my word for it. @OpenRouter data makes the case (h/t @ivnardini): https://t.co/k36mJMakpu https://t.co/jFSGNsptxz
Leonidas Autonomous Vehicle Demonstrates Dual-Use Physical AI
I’m proud to share @KodiakRobotics, @epirus and @GD_LandSystems are leading the way in showcasing what Physical AI looks like on the front lines. We unveiled the Leonidas autonomous ground vehicle this morning at AUSA’s Global Force. This is a defining moment...
From Digital Band‑Aids to Intelligent AI in Manufacturing
Digital Band‑Aids No More: AI Is Rewriting the Factory Floor Listen Live @ 1:15pm ET https://t.co/4E60azaCwW John Reed, and I discuss manufacturing of the future. Do manufacturers need to stop playing with digital AI and start embracing intelligent AI? https://t.co/qHMgN6kOcj
AI Accountability, Manager Incentives Undermine Traditional Style Indices
🔬 Research links: AI accountability, fund manager incentives, and the downside of traditional style indices. https://t.co/dbBOGPUYxJ image: https://t.co/bKyq3XAKIQ https://t.co/FNwileIXVO
Jeff Wilke Reveals Amazon’s Trillion‑dollar Scaling and Physical AI
Deployed Episode 1 is live. @jeffawilke scaled Amazon’s operations from a billion to a trillion dollars. We got into things he's rarely talked about publicly -- drones, lights-out factories, the future of Physical AI. Link below. https://t.co/BLWpc9TdvS
Synthetic Data Keeps Customer Info Safe From Frontier AI
Most of these AI solutions right now for the cybersecurity industry are utilizing frontier models. That should scare a lot of folks - customer data going into extremely new technology platforms that they literally state their new models, features/functionality are...
OpenAI Foundation Pledges $1B for AI Resilience and Safety
AI will help discover new science, such as cures for diseases, which is perhaps the most important way to increase quality of life long-term. AI will also present new threats to society that we have to address. No company can sufficiently...
Customers Benchmark Against Their Best Experience, Not Just Banks
Customers compare your experience to the best they’ve ever had, not just other banks. If your personalization falls short, someone else is ready to step in. https://t.co/7raP3Qh4eK
Perplexity Computer Delivers Instant, Deep Guidance Credibility Analysis
I never found a way to adopt the old version of Perplexity in my investment process, but the things you can one-shot in Perplexity Computer are mind bogglingly good, and it has become a daily driver for me (for the...
SIMA 2: AI Agent Mastering Virtual 3D Environments
SIMA 2: Next-Gen #AIAgent Built to Navigate Virtual #3D Worlds by @GoogleDeepMind #ArtificialIntelligence #MachineLearning #ML #Technology https://t.co/1A6bMutPbW
AGI Alone Won’t Drive Transformation, Says Cowen
Maybe we should retroactively all just agree with @tylercowen that o3 was AGI so we can stop arguing about it. (Also, doing so will drive home the lesson that AGI alone is not enough for transformation) https://t.co/epKrL6nc4b
NightBeacon AI Detects Phishing in Seconds, Automates Response
NightBeacon AI today identified an insanely cool phishing email attack that showed up on GTI/other sources as benign/non malicious. How it worked: NightBeacon determined the tonality was creating urgency (key indication of social engineering), it looks for any URLs, it went...
Italy Mandates Cybersecurity for Large Solar Installations
Italian solar sector gears up for cybersecurity regulations on PV systems over 100 kW #energysky -- via pv magazine global: https://t.co/uHG0ChzaJN
Built AWS Batch Environment in 2.5 Weeks, Not Years
What I've Vibe Coded 🤖 In 2.5 Weeks ~ Compared to similar code I tried to implement for years to deploy an AWS environment for running batch jobs (as AI agents or not). How I did it. https://t.co/BlXxVvHagH https://t.co/btfZ0Yw1hK
