Moonlake's New World Models Redefine Game Development
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
Nvidia’s HBM Grab Mirrors Apple’s iPod Storage Monopoly
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.
NVDA Still Flat After Stellar Earnings, Beats Whisper
I’m surprised that $NVDA isn’t up big time after that masterpiece. Crushed the whisper, too.
Basic Security Issues Outpace Complex Threats, Says CXO Advisor
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...
Major Brands Launch ChatGPT Ads, Activity Rises
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...
Nvidia Hints at Expanded OpenAI Tie, Meta's AMD Pivot
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...
Turn SketchUp Gardens Into Walkable 3D with AI
🪴 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 EPA Withdraws Funding for Electric School Buses
Trump’s EPA is yanking support for electric school buses #energysky -- via Canary Media: https://t.co/wWCGInkszK
Linking Glucose Control to Vascular Health: Diabetes' Next Frontier
From glucose to vascular health: the future of diabetes care https://t.co/UMhK4BkOE3 #Conditions #Diabetes via @kevinmd
NVIDIA Projects Tenfold Revenue Surge by FY27
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's Rapid Rise Validates Agents; NVDA Results Expected
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.
Salesforce Forecasts Record FY27 Growth, AI Agent Hub
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...
AI Infrastructure Becomes 2026’s Competitive Edge
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,...
S26 Ultra Shows Significant Multicore and GPU Gains
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
Clinical AI's Future Hinges on Knowledge Integrity Over Architecture
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
AI's Disruption Will Multiply Productivity, Reduce Workforce
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...
NVDA Beats Expectations, AI Infrastructure Trade Surges 79% YoY
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...
From Desired Memory to Full Recall: AI’s Timeline
agent request timeline 2024: we want memory 2025: we want to select what memories 2026: remember every single thing i've ever told you
Canadian Tire Breach Leaks 38M Emails, Personal Data
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...
AI Webinar Shows How to Spot Catalysts and Top Stocks
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
Space Data Navigator Adds Guided Tours and Shareable Charts
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
AI Everywhere
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 Partners with SAVVI to Personalize Enrollment Decisions
.@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
Managed Iceberg Lets Providers Own the Metadata Control Plane
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...
LLM Tutors Should Question, Not Just Answer
.@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...
Net‑Zero Path Turns Steeper, Emissions Curve Cliffs
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:...
Bridge Marketing & Sales: Align Mindsets for Growth
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...
GLM‑5 Shows Regression in Python Coding Tasks
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...
Targeted Cold Emails Tap Existing Mindset, Feel Warm
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.
AI Economics, Not Just Strategy, Drives Future Advantage
At the Outthinker Miami Summit, one insight stood out: AI won’t just change strategy. AI economics will. When token costs drop, competitive advantage shifts. Strategy = economics + alignment + positioning. More insights soon. #strategy #AI #leadership #Innovation https://t.co/PG70GV7Ifb
Launch Still On Track, New Payload Added to Blue Ring
Tory told me yesterday this is still on track for launch later this year. He has the team working on adding a new payload to Blue Ring for the first test flight, but wasn't ready to offer specifics.
Separate Storage and Compute Redefines Modern Databases
Why we're excited about Lakebase GA: most database services are based on outdated assumptions leading to poor operability, scalability and devex.
Beyond Crawl‑Walk‑Run: A More Realistic Implementation Framework
Having sat through thousands of crawl-walk-run presentations in my life, I thought it might be helpful to expand the model a bit to cover more, um, realistic implementation paths. https://t.co/fGXlclB0Qi
Shoals Posts Record $148M Q4, 19% Annual Growth
Shoals reports record $148 million Q4 revenue, full-year growth of 19% #energysky -- via pv magazine usa: https://t.co/bo7p0b9Z7D
Pentagon Forces Anthropic to Sacrifice Safety, Redefining AI Governance
Top AI stories of the day from @blevlabs and the system I built to analyze all of the 50,000 accounts in my AI lists here on X. Brayden and I are working on making an AI news page that's dope....
Blue Ring 1 Spotted Undergoing Factory Testing
Ok, by popular demand, here is shot of Blue Ring 1 in the factory under going testing. https://t.co/hyk05AdF4X
Self-Generated Power
Bring Your Own Generation Comes With Its Own Risks #energysky -- via Heatmap News https://t.co/3GKbb5kFF7 https://t.co/rYlt6Su0pH
NASA Veteran Ken Bowersox Retires After Starliner Report
Ken Bowersox just announced he is retiring from NASA. This comes a week after the release of the Starliner report.
Modular Reconfigurable Robots Enable Versatile Locomotion, Manipulation, Construction
A new Science #Robotics Review examines the design and potential applications of modular reconfigurable robot systems in locomotion, manipulation, and construction operations. @tinlunlam https://t.co/hbThAkuHZE https://t.co/72lVUrgcYh
US IT Budget Wasted on Maintenance, Not Innovation
The US spends $100B annually on IT, and nearly 80% of that goes to maintenance instead of building new things. @cognition is ushering in an era of software abundance to the public sector 🇺🇸
On‑Demand Tools Personalize Professional Development for Educators
📚 A bonus episode all about simplifying professional development with on demand tools. 💬 Naomi Church shares practical ways to meet educators where they are instead of relying on one size fits all sessions. 🤝 I’m excited to partner with @jotform to...
AI Sparked No Major Corporate Shifts in 2025
As someone who has spent a lot of time with large companies talking about AI, I can say fairly confidently that no big organizational changes happened as a result of AI in 2025 I don’t think that tells us...
SaaS Evolves Into AI‑Driven Middleware for New UX
Will most of SaaS turn out to be middleware for AI based UX/Interfaces? Parts of SaaS sure will, the ones who don’t change fast enough to reality of changing UX in AI era. Ref: @AnthropicAI announced new AI tools yesterday...
OpenAI's $100B Raise Defies Profit Logic
OpenAI is closing a ~$100B funding round despite being unprofitable. On paper, it makes no sense... But here’s what everyone’s missing:
Jensen Huang Discusses VAST Data at SLC Conference
NVIDIA CEO Jensen Huang on VAST Data today at VAST FWD in SLC - https://t.co/5VYAhyx8RC
Psychedelic Stocks Overhyped as Nominee Warns Caution
Psychedelic tape still trades on vibes > policy. Surgeon General nominee Casey Means says she “would not recommend” psilocybin to the American people today. Yes, she nods to “exciting work” in PTSD and veterans. But that is a far cry from...
Navigating Nvidia’s AI Earnings and the Software ‘Ghost Trade’
Great to be on @CNBCTheExchange with @KellyCNBC discussing what to expect from Nvidia and the Godfather of AI Jensen and Nvidia with tonight’s key earnings. Also walking thru the “AI Ghost Trade” black cloud over the software sector and how...
Smart Metrics Need Guardrails to Prevent AI Gaming
Smart metrics don’t just measure performance, they shape behavior. If we’re deploying #AI across the enterprise, we need guardrails against metric gaming from day one. Governance isn’t a brake on innovation, it’s what makes transformation durable. Especially as agentic systems enter ops. https://t.co/r792RxQbTa...
AI Expands Beyond Scribes to Entire Healthcare Practice
The future isn’t just AI scribes — it’s AI across the whole practice. Front desk to billing. Hear Venky Chellappa share @charmhealth's approach at #ViVE2026 👇 https://t.co/Fu8iReWUAZ
Samsung's Narrow-Pixel Display Adds App‑Level Privacy
this is cool as hell. new Samsung display tech uses narrow pixels to give privacy screen to certain apps and even smaller elements like notifications, making it so people around you can't see private info https://t.co/IpQYd5od6I