
Today's Edition is out, packed with goodies that you can read over the weekend: 615: Nvidia Q4, Ben Evans on AI Economics, Meta + Google TPUs, China Solar at 1TW/Year, Anthropic vs DoD, AWS Outages, METR, Sora, and Marty Supreme https://t.co/m8aYjFz1jo
This morning @generate_biomed celebrated its IPO on the @NasdaqExchange. We founded Generate at @FlagshipPioneer in 2018, asking: What if we could generate novel protein therapeutics using generative AI tools – without relying on traditional trial-and-error discovery? Today’s IPO is a major...
For comparison, here is the number of US operational satellites over time. (As of today, 9,814 of these are Starlink satellites.) US Operational Satellites https://t.co/9TBifWiomp
This week we had a BUNCH of updates 🍌🍌 Here’s what we announced: — Nano Banana 2, our SoTA image generation model, which you can use to generate images with real-world knowledge, add text in many languages, and bring your most...
Key elements of NASA's lunar exploration architecture and milestones: (three dissimilar super-heavy launchers, two piloted lunar landers, one crew transport):
I see stories out today saying that China has 1,900 satellites. That's not true. Even if you include all Chinese satellites (commercial, military, civil), it only adds up to 1,187 operational satellites. In comparison, the US has 11,323 operational satellites....
I heard an interesting anecdote about TEEs from some fintech people. They were trying to convince regulators that TEEs aren’t just “computers under their control”, so they asked cloud providers to certify that they’d never hand over the keys. Providers...
"Smart” doesn’t mean distant. The smartest hospital ecosystems actually bring clinicians closer to patients by reducing administrative burden. Insights from Jeff Fallon at eVideon: https://t.co/x7o1COnGIe @eVideon @TigerConnect #SmartHospitals #HITsm https://t.co/PVVG70mbKN
SAP is aiming to become an AI company, a big stretch given their existing portfolio. NVIDIA's tech could augment their AI tools like Joule, but how will it all integrate? #SAP #AI #Tech https://t.co/u8a4YDjMHT

🔓 Android 17 wants to solve the biggest headache with using SIM PIN locks Google is building a new system for letting the phone automatically handle SIM PIN unlocks. ✅ Details - https://t.co/lGbIxYTndW

$NKTR is not getting a *fraction* of the credit it deserves. One positive development after another, and the stock simply cannot break out. Look at all that has happened since the stock was at these same levels 2...
Early positioning beats late capital every time. Amazon just invested $50 billion in OpenAI for 6 percent ownership and distribution rights. Microsoft invested $13.8 billion starting in 2019 and owns 23.5 percent with exclusive IP, revenue sharing, and API control locked through...

ICYMI: Google tests web mentions in the reviews section of retailer store pages https://t.co/SuUPYs3fu4 https://t.co/2sQKHp9rT9
.@ShenLucinda argues that Stripe isn't a logical buyer for PayPal. But JPMorgan may be. https://t.co/5mg3m05s44
.@WSJ: Amazon Tries Its Low-Cost Approach to Winning the AI Race. < My quote within the post. https://t.co/Z8Y3jv0mqC #CIO #AI
Consumers are using AI outside your system. Is your digital strategy keeping up? @SearchStax VP of Healthcare has some important insights to consider... #ViVE2026 #ViVEvent https://t.co/0zpqCVyooc

An intriguing tale of three cities. How do the PD1xCTLA4 bispecific agents lorigerlimab, volrustomig, and cadonilimab stack up when it comes to design and performance? Some useful and pointed lessons here for biotech execs: https://t.co/xaSW15Fvdl https://t.co/dhXbiI3N6v
Canada's EV Deal with Germany - Auto Strategy in Transition Joanna Kyriazis of Clean Energycan discusses Canada's plan to re-engineer the country's auto sector. #cdnpoli https://youtu.be/BZislnkiDSI

RoboCup ARM Challenge 2026! Open to RoboCup teams, university labs, undergraduate and graduate students, the challenge focuses on developing perception and control algorithms in MATLAB and Simulink 🔗 Register now https://t.co/uZAR88IaHm https://t.co/rtRGhKIsSa
Block built two parallel company structures during COVID and is now collapsing them. That's a management correction, not an AI story. Worth watching which other companies use "AI restructuring" as branding for decisions they would've made anyway. Expect a...
Well...my Fintech Snark Tank post on the Block layoffs got taken down. I won't go into the details why, but I've rewritten it (translation: dumbed it down and made it worse). Here's the new link: https://t.co/vpWo7rFf51
Claude distillation has been a big topic this week while I am (coincidentally) writing Chapter 8 on model distillation. In that context, I shared some utilities to generate distillation data from all sorts of open-weight models via OpenRouter and Ollama: https://t.co/IsfNDpcGAw https://t.co/LKXuGrjO84
“AI rollout is the focus for most leaders at the moment—but it may not be the right priority.” CEOs should be scrutinizing “the capability of the people who are going to be dealing with the AI.” Many good points here via @FT. #technology...
900M+ weekly active users, but 50M consumer subscribers? For some reason I was expecting more -> OpenAI says ChatGPT has 900M+ weekly active users, 50M+ consumer subscribers, and weekly Codex users have more than tripled since the start of the...
Atrium spins out of Avidity, aiming to target rare heart diseases with RNA https://t.co/xLp2oQDHGy $RNA $NVS #startups

Primary financial relationship used to be about history and proximity. Now it’s about convenience and daily engagement. If you own the digital experience, you own the relationship. https://t.co/g0okHl57Ma

You asked ChatGPT a question. It answered confidently. It was completely wrong. LLMs don't check facts. They predict the next likely word. That's called Hallucination. Also LLMs have Poor Mathematical & Logical Reasoning. They are not calculators. They are pattern-matchers. Swipe through the carousel to understand: Hallucination...
Could you operate your company with half the people? Jack Dorsey’s announcement yesterday, reducing Block’s headcount from 10,000 to 6,000, should provoke this question in every management team. The stock surged 24%. Dorsey’s memo framed it as inevitable : > Within the...
@Ambarella_Inc's Muneyb Minhazuddin on how to select ISVs. View the full episode of AI With Sally on the EE Times channel at: https://t.co/NbBpWDeyi1 https://t.co/QSE5d8xBfe
We are moving from static models to adaptive systems. An agent that can modify its own code and internal rules goes far beyond a feature upgrade into a category shift. Self-modifying architectures force us to rethink governance, because they are...
TikTok returns to Albania after government-imposed ban Albania has lifted its government-imposed ban on TikTok. The suspension followed the death of a teenage boy, with officials citing online bullying concerns. The Albanian government says TikTok has introduced stronger safety and moderation measures. The platform...

To Thrive in the AI Era, Companies Need Agent Managers https://t.co/5kEKrzEC7v [Reg Req] #ArtificialIntelligence #Innovation #Technology #Tech #TechNews https://t.co/UUV6jamuJD
There's a new kingmaker in AI... OpenAI raises the largest private funding round in history and two of the biggest backers ($NVDA and $AMZN) are down to flat today. Meanwhile a blog post from Anthropic sends software stocks swinging
The world's smallest industrial robot arm Built for sub-micrometer precision. Here’s a behind-the-scenes look at how to control what is likely the world’s smallest and most precise industrial robot arm using custom software. The stack includes online and offline programming with simulation, an...

"The columnar engine uses a specialized storage mechanism designed to accelerate analytical queries by speeding up scans up to 200 times on live operational data" The new @googlecloud Spanner capability means you can serve Iceberg lakehouse data ... https://t.co/dxmgEAI0cA https://t.co/TUe0vNnzfN

FUN FACT: The UK has nearly twice as many public EV chargers as fuel pumps https://t.co/eTmP6dF5Mi https://t.co/iplVZrJGcf
I'm burning through SOOOO many tokens (shout out @cursor_ai) and my demand for tokens is only increasing. If you think there's an AI bubble, think again.

Not only does Claude Code Remote Control make me feel like a wizard on the go, but the user interface is much sleeker than the terminal. Ran my daily briefing skill while in an uber. Phenomenal. https://t.co/eRAnuoQ88d
AI could be affecting the labor market right now, but it's also important to remember that we're all still living in the shadow of pandemic decisions made years ago. We should treat their downstream effects as at least as strong...
If you are developing with AI, my friends say RepoPrompt is the best way to do it. Do you agree?

#AI is already making an impact on enterprise systems, including #LMS platforms. But what does it mean for the future of corporate training? @LearningCartLMS Co-Founder Troy Gorostiza looks ahead on our blog➡️https://t.co/kWjLaTItSK #elearning #futureofwork #onlinelearning https://t.co/pfzAdax4dB
AI data centers powered by gas are bad "bad for climate, bad for air quality, bad for the environment' "Fastest & cheapest thing to do is to pay homeowners to deploy roof solar with battery backup. Could be done in 6...
So far I’ve built two SaaS companies, and this advice almost killed both of them: “Your TAM is too small, it’ll never be a unicorn” “Drop your tiny startup and join this rocket ship” “Build a full go-to-market platform” Every person who gave me...

It's the beginning of the end for Pixel Studio Google's latest Pixel Studio update is a major downgrade as it removes magic eraser/reimagine features Google plans to re-direct Pixel Studio users to Nano Banana in Gemini ✅ Details - https://t.co/SVbhxMCkPl https://t.co/VZYQjkUVSW
“The era of de novo proteins is coming a lot faster than probably people recognize,” Generate's CEO Mike Nally tells me. “I think within the next year or two you’ll start seeing de novo designs enter the clinic.” https://t.co/u3WQcDD3jL
When (any) price is right: Rising power prices are still a small slice of Big Tech's spending. https://t.co/FLLrii1nD4 via @McKinsey in @axios
If you don't have financial fluency, your chances of turning business revenue -> personal cash plummet. I have the data to prove it. I surveyed 200+ store owners as part of the 2026 eComFuel Trends Report (full report coming soon). One of the...
The HR–IT debate in the age of #AI: cooperation or consolidation? @HR_Exec https://t.co/0mcF86H3r7 #HCM #HRM #HumanResources #HRTech #CHRO #CPO #Hiring #Recruitment #PeopleManagement #Culture #Change #FutureofHR #HRCurator
Latest: Rapidus’ new $1.7B infusion; Intel & UMC exec moves; faster EUV; $100B GPU deal; Arm-Tensor robocar; smartphone market decline; HBF; $1B in AI chip funding; mCFET study; 1T1C 3D DRAM; automotive edge; chip industry earnings...https://t.co/rjAKYW2Kxa

Despite significant federal headwinds, US renewables just had a record year. Notably, 93% of new generation capacity expected to be added to the US grid this year is projected to come from wind, solar and batteries. https://t.co/XSZdvMLYWX