An interview with Zoom founder and CEO Eric Yuan about starting Zoom, surviving COVID, and building a moat in the enterprise.
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.
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
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.
Mistral, Microsoft’s Investment, Generative AI and Customer Support
Mistral is building foundational models in Europe, but Microsoft’s investment is a reminder that GPU is still the point of leverage. Then, customer support is an obvious AI use case that is already gaining traction.
Nvidia Earnings, Inference and Meta
Nvidia’s earnings were about unlimited demand and insufficient supply; the big question is what is happening with inference, and the answer might be Meta
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.
An Interview with Matthew Ball About the Vision Pro and the State of Gaming
An interview with Matthew Ball about the Apple Vision Pro, the malaise in gaming, and the Disney-Epic deal.