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Every morning
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Tuesday recap
📈 The Vercel support agent is now handling ~90% of customer inquiries without human intervention. Shockingly, we've been unable to upgrade to Opus 4.6 from 4.5 without measurable performance and customer sentiment degradation. The "best model" is a moving target. Bullish on AI Gateways and open AI SDKs 😉!
How can batteries respond to energy price volatility in Europe? #energysky -- via Energy Storage News: https://t.co/eEMsHucngj
The Goldman Sachs list of AI winners & losers: Supposed winners: - Cloudflare - CrowdStrike - Palo Alto Networks - Oracle - Microsoft - Amazon - Alphabet - Nvidia - TSMC - Micron - Arista Networks - Palantir - Zoom - Vertiv - Eaton - NextEra Energy Supposed losers: - https://t.co/yZK0mvfWhp - Salesforce - DocuSign - Accenture - Duolingo - Workday - SAP - Atlassian - UiPath -...
Public Power Advocates Have Learned From Past Failures #energysky -- via Heatmap News https://t.co/pX0v48103H https://t.co/I0WLqjrGEb
Is the SaaSpocalypse upon us?! Markets went bananas after this Citrini article was published — but is this legit? Deedy Das isn’t so sure… Which businesses do you think are going away?
While US grid demand increased 2.1% in 2025, California's declined 3.16%-despite 2.5 mil EVs in CA, lots of heat pumps, and 3rd-most data centers in the US About 36% of the decline was due to growth in behind-the-meter PV BTM PV is...
While US grid demand increased 2.1% in 2025, California's declined 3.16%-despite 2.5 mil EVs in CA, lots of heat pumps, and 3rd-most data centers in the US About 36% of the decline was due to growth in behind-the-meter PV BTM PV is...
Global utility-scale battery capacity rises 12-fold in 2020-24 period #energysky -- via pv magazine global: https://t.co/2uWL9yPp9C
$NVDA buying up all the memory. This makes more sense now that we realize they have secured most, if not all, they need for 2026 and some of 2027. https://t.co/Ll2W3Fcc35
Unreal first Closed Won Club masterclass with Palantir’s former head of commercial sales (KSA). $200M+ in career revenue closed. Hands down… I learned an insane amount getting to grill John with questions for 45 minutes. Excited to line up the...
Senators propose to bring back 5% safe harbor to utility-scale solar projects #energysky -- via Solar Power World: https://t.co/9If8Sg2aFn
Bipartisan House SS&T leadership has sent a ltr to FCC Chairman Brendan Carr asking him to rescind the "Space Modernization" Notice of Proposed Rulemaking (NPRM) bc it goes beyond the FCC's regulatory authority over radiofrequency licenses. https://t.co/NHrYyotwoH
The combination of GLP-1 drugs (such as Ozempic) and healthy lifestyle factors was associated with less major adverse cardiovascular events in ~100,000 people with T2D @TheLancetEndo https://t.co/phNzEBy7zY https://t.co/DDVi8uedRP
Bert Thin Films launches copper paste for backside solar cell metallization #energysky -- via pv magazine global: https://t.co/26iCIvaF8G https://t.co/JvPeGpDSGg
Trump's Bullying of IEA a Wake-up Call for Canada Energy Sec Chris Wright: Stop promoting net-zero or US will pull out of iea. Canada needs data, modelling for trade negotiations, policy. Where will Mark Carney Carney get it? Our own economists. #cdnpoli https://youtu.be/DhE1Gfoh-yY
The final question of the call turned into a 7-minute Jensen manifesto on how growth can continue. $NVDA My take: It passed the sniff test. Here’s the play-by-play: Goldman asked if Jensen still feels good about growth accelerating beyond the April quarter. Jensen...
Anthropic is taking its magic tricks to financial services.... Claude Cowork for banking. - Plugins tailored for investment banking, private equity, equity research, and wealth management. - Integrations with financial data providers like FactSet, MSCI, S&P Global, and LSEG. https://t.co/pRISD6broy
NASA's Aerospace Safety Advisory Panel's annual report is out today. Usually comes out in January but they said in December it would be late because of the Oct-Nov government shutdown. https://t.co/rUxrgbxucG
RT High-level policies aren't enough. It's time for audits, training, DSPM, and privacy-by-design in AI workflows. If privacy isn't built into how data moves, you're hoping - not leading. #DataGovernance #AI #CIO @Star_CIO https://t.co/Naq82FuMWZ
So Meta is getting rid of the ability for DTC brands to pay using credit cards. They are saying the process is easier and more flexible, when in reality this is going to cause a lot of headaches for brands...
Senate Commerce will mark up the NASA authorization bill and the NOAA Weather Research and Forecasting Innovation Act on March 4, 10:00 am ET. (The latter was introduced today by Cruz & Cantwell: https://t.co/SOlKIgluOl)
Inside the @moonlake world models, just released today, for video gaming with founder @sunfanyun. We go deep about the future of video game development. Wow. https://t.co/yDg0M6yDmG
Been hearing via supply chain friendlies, NVIDIA has secured most of the HBM, making it scarce for competitors. Reminds me of iPod days when Apple secured all the storage as others were trying to compete with them in MP3 players.
I’m surprised that $NVDA isn’t up big time after that masterpiece. Crushed the whisper, too.
One of the big advantage we have here at CXO Advisor is threat intel. We talk to security leaders across industries every week and the same concerns surface independently. Interestingly, it's not the complex theoretical threats, it's the basics: AI...
Update on ChatGPT Ads: Adthena is seeing an uptick in activity. Their CMO posted more examples this afternoon on LinkedIn of ads they are seeing and pinged me there. Advertisers spotted so far: 🔹 Best Buy 🔹 AT&T 🔹 Pottery Barn...
Jensen takes the mic for three minutes: OpenAI: Confirmed they are nearing an expanded partnership (following reports of a $30B+ equity stake). Meta: Says things are "going well," though avoided addressing Meta’s recent pivot to AMD for certain workloads. Then turned it over...
🪴 To prove this works, I pulled a random SketchUp garden design from web, put it in 🏡 Interior AI and now you can walk around in it Gardens work and it supports decks, patios, pools, car parks etc already And more...
Trump’s EPA is yanking support for electric school buses #energysky -- via Canary Media: https://t.co/wWCGInkszK
From glucose to vascular health: the future of diabetes care https://t.co/UMhK4BkOE3 #Conditions #Diabetes via @kevinmd
On Q1 FY27 guidance, NVIDIA TTM revenues of ~$250 billion. Three years ago (in Q1 FY24), TTM revenues were $25.9 billion. https://t.co/n7nDwriJvG
AI is accelerating faster than people not using these tools can grasp. Those building with agents today are not surprised by the $NVDA results and guidance.
We just closed FY26, the biggest year in Salesforce history, and favor FY27 Guidance ! 🚀 FY27 Guidance: $46.2B revenue, 34.3% Non-GAAP Operating Margin, 20.9% GAAP Operating Margin - $41.5B revenue (+10% Y/Y) - 34.1% Non-GAAP (+110 bps y/y) & 20.1% GAAP operating...
2026: The Year AI Infrastructure Becomes Your Competitive Strategy A recent Forbes article states that experts declare we are moving from AI curiosity to capability. The era of experimental pilots has ended. AI agents now deploy in real workflows. They plan, decide,...
Benchmarks support that while the chip isn’t completely different than the last Qualcomm CPU, it is faster, especially on multicore. S26Ultra on right, S25 Ultra on left. The difference is even more pronounced on the GPU side. #GalaxyUnpacked
AI isn’t just exposing workflow gaps in healthcare — it’s exposing content fragmentation. The future of clinical AI may depend less on model architecture and more on knowledge integrity. More from @ElsevierConnect at #ViVE2026.👇👇 https://t.co/zbay0c1z1x
The central takeaway from $NVDA's results and April guidance: The most knowledgeable companies in the world when it comes to building AI increasingly believe it will be wildly disruptive. What does "disruptive" mean? It will be messy. Productivity per knowledge worker...
The AI Infrastructure Trade is alive and well. The bar was high going into $NVDA earnings. Most investors were expecting the high end of the April revenue guide would imply around 70% yy growth. The actual guide high end implies...
agent request timeline 2024: we want memory 2025: we want to select what memories 2026: remember every single thing i've ever told you
I've had a few queries on this one (which isn't unusual for a large incident), mostly to the effect of "but I've never bought tyres in Canada". So, firstly, this isn't a tyre retailer, there are a heap of other...
I just posted my @Deepvue AI Webinar where I demo how to: ✅ Find Catalysts ✅ Find Leading Stocks ✅ Analyze Themes ✅ Analyze Market Conditions Retweet 👇 https://t.co/Aa5sIh7RUR
I added some new features to the Space Data Navigator tool, including a guided tour to show what it allows you to do and the ability to share links (like this) to custom charts you make. NRO Starshield Satellites https://t.co/LdKE7c3qtr
It's becoming impossible for children to avoid interacting with AI, and platforms are doing very little to give parents control. Now, Roblox now has games with AI. What can it do, and how worried should you be? I've got you...
.@PlanSource's partnership with SAVVI Financial integrates actuarially validated decision support to enable personalized recommendations within enrollment workflows. A new #NelsonHall vendor assessment analyzes its #BenAdmin offerings and capabilities: https://t.co/tTvF7gkmXr https://t.co/A4OrbWFrWf
Why are hyperscalers racing to offer managed Iceberg? Because whoever controls the catalog controls the ecosystem. If your tables are in a managed Iceberg service, you can query them from any engine - Spark, Trino, DuckDB, whatever. But your metadata stays with...
.@MIT's Justin Reich on the essential problem of LLM tutor bots: "If you're using LLMs, they're trained on the web, and most of the text on the web is about answering questions. But actually what tutors do is they question...
CHART OF THE DAY: Global energy-related CO2 emissions, with historical path, plus different scenarios: current policies, stated policies and net-zero by 2050. The later curve is getting more cliff-like by the day. My @Opinion column on net zero is here:...
The misalignment between marketing and sales often stems from the different mindsets that each team brings to the table. Although both teams share the same overarching goal of driving business success, their approaches to engaging prospects can differ significantly. If...
Alright, I'm calling it: GLM-5 is a regression from GLM 4.7 for Python coding. 🫠 Subscribed to Z(.)ai on the basis of 4.7 as it reliably took over all my devops too, and been using GLM 5 since launch. But with...
Cold email that's super-targeted, enters the conversation already taking place in their mind, and simply works to get them to continue that conversation with you, is much warmer than you think.
