Intel’s Modular Vision, Meta MTIA 2, Google Axion

Intel is pushing for a world with a modular AI stack that runs at the edge, for obvious reasons. Then, both Meta and Google have new chips of their own.

Gemini 1.5 and Google’s Nature

Google Cloud Next 2024 was Google’s most impressive assertion yet that it has the AI scale advantage and is determined to use it.

An Interview with Benedict Evans About Regulation and AI

An interview with Benedict Evans about his career, the differences between American and European approaches to regulation and antitrust, and the most important questions about AI.

Apple Releases AI Research Paper, Apple + Gemini?

Apple releases a new paper about AI, while there are rumors the company might partner with Google to offer Gemini in iOS; both make sense for Apple’s strategic position.

India and Gemini, Ten Blue Links, The Complicity Framework

Gemini got all of AI into trouble in India; how did this particular mistake happen? Then, Google may have been more dependent on 10 blue links than anyone realized, and a proposal for solving “AI Safety” issues through product decisions.

Aggregator’s AI Risk

A single AI can never make everyone happy, which is fundamentally threatening to the Aggregator business model; the solution is personalized AI

Gemini and Google’s Culture

The Google Gemini fiasco shows that the biggest challenge for Google in AI is not business model but rather company culture; change is needed from the top down.