An interview with Walmart CEO Doug McMillon about his journey at Walmart, and Walmart’s journey in figuring out omnichannel and becoming one of the largest and fastest growing e-commerce businesses in the world.
Meta and Open
Meta is making lots of noise about being open, in everything from AI to the metaverse. This isn’t desperation: it’s smart strategy that understands Meta’s true differentiation.
An Interview with Google Cloud CEO Thomas Kurian About Google’s Enterprise AI Strategy
An interview with Google Cloud CEO Thomas Kurian about Google’s AI strategy, and why this is an opportunity for the company to leap ahead in the cloud.
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.
MLS on Vision Pro, The Vision Pro’s Missing Content, The Vision Pro’s DRI
The Apple Vision Pro finally has a new piece of immersive content, and it’s very disappointing — along with the overall paucity of content. Does Apple have a strategy? Who is in charge?
Microsoft and Inflection AI, Inflection Oddities, The Acquisition That Isn’t
Microsoft is acquiring Inflection AI in everything but name, which makes everything about this deal very strange.
Reddit S-1, Reddit’s Prospects, Reddit Grows Up
Reddit’s S-1 shows numbers that are moving in the right direction, even if the scale of the company’s money-making opportunity isn’t clear.
Elon Musk vs. OpenAI, OpenAI’s Response, OpenAI’s Foundational Problem
Elon Musk is suing OpenAI; he probably won’t win, because there wasn’t a contract to be breached, but the lawsuit does highlight how far OpenAI is from the non-profit it started as.
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.
An Interview with Nat Friedman and Daniel Gross Reasoning About AI
An interview with Nat Friedman and Daniel Gross about Gemini, Groq, Sora, Mistral, and why the next big breakthrough is AI that can reason.