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.

Groq Costs, Gemini Pro 1.5, Google’s Timidity

Groq is expensive and might not scale; that’s not a problem for Google, and Gemini Pro 1.5 shows what is possible with their infrastructure. The company’s manipulation of Gemini, though, shows the company’s timidity.

Sora, Groq, and Virtual Reality

OpenAI’s new video model and a new chip for Groq are important developments in not just AI but also virtual reality.

Google Earnings, Microsoft Earnings

Google’s earnings were inscrutable, which doesn’t inspire confidence; then Microsoft’s earnings looked incredible, but it’s important to trace where the AI growth is coming from.

The New York Times’ AI Opportunity

The New York Times is suing OpenAI, but it is the New York Times that stands to benefit the most from large language models, thanks to its transformation to being an Internet entity.