AI & Machine Learning
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Generative AI is the bridge to the next computing paradigm of wearables, just like the Internet bridged the gap from PCs to smartphones.
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The first wave of successful AI implementations will probably look more like the first wave of computing, which was dominated by large-scale enterprise installations that eliminated jobs. Consumer will come later.
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A single AI can never make everyone happy, which is fundamentally threatening to the Aggregator business model; the solution is personalized AI
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More on Bing, particularly the Sydney personality undergirding it: interacting with Sydney has made me completely rethink what conversational AI is important for.
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The first obvious casualty of large language models is homework: the real training for everyone, though, and the best way to leverage AI, will be in verifying and editing information.
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Paradigm Shifts and the Winner’s Curse
When paradigms change, previous winners have the hardest time adjusting; that is why AI might be a challenge for Apple and Amazon
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Figma S-1, The Figma OS, Figma’s AI Potential
Figma is well-placed to succeed in an AI world, because they are an operating system. However, they need to move quickly to capitalize, and that explains why they are going public.
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Tesla and Samsung, Customer Service and Intel, The U.S. Semi Supply Chain
Tesla is making future chips with Samsung, likely cementing the Korean company as the industry’s second supplier.
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TSMC Earnings; A16 and TSMC’s Approach to Backside Power; Intel Earnings, Architecture, and AI
TSMC and Intel’s approach to backside power are downstream of their cultures: customer-centric versus self-serving. It may doom the latter.
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Cloudflare’s Content Independence Day, Google’s Advantage, Monetizing AI
Cloudflare is unilaterally blocking AI crawlers unless they are willing to pay
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Cognition Buys Windsurf, Nvidia Can Sell to China, Grok 4 and Kimi
Cognition rescues Windsurf, Nvidia can sell H20s to China, and Grok 4 and Kimi K2 point to future avenues of model improvement