AI & Machine Learning
-
Generative AI is the bridge to the next computing paradigm of wearables, just like the Internet bridged the gap from PCs to smartphones.
-
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.
-
A single AI can never make everyone happy, which is fundamentally threatening to the Aggregator business model; the solution is personalized AI
-
More on Bing, particularly the Sydney personality undergirding it: interacting with Sydney has made me completely rethink what conversational AI is important for.
-
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.
-
An Interview with AMD CEO Lisa Su About Solving Hard Problems
An interview with AMD CEO Lisa Su about her path to AMD, turning around the chip maker, the AI opportunity, and competing with Nvidia.
-
Databricks Buys Tabular, The End of Software?
Understanding why Databricks bought Tabular, and why there will still be a market for software in the future.
-
Nvidia at Computex, Nvidia’s Roadmap, Horizontal Nvidia
Nvidia’s keynote was notable for how different it was than GTC in March. It was more like the Nvidia of old, and that misses the mark of how the company has won.
-
An Interview with Terraform Industries CEO Casey Handmer About the Solar Energy Revolution
An interview with Casey Handmer about the solar energy revolution, including why solar is winning economically, why it’s better than nuclear, and the long-term implications of energy abundance.
-
Nvidia Earnings, AMD Earnings, Nvidia’s Goldilocks Pitch
Nvidia crushed earnings as expected, but management’s commentary and Nvidia’s actions highlight the extent to which the company depends on being the best, not necessarily on being integrated.
-
Interviews with Microsoft CEO Satya Nadella and CTO Kevin Scott About the AI Platform Shift
Interviews with Microsoft CEO Satya Nadella and CTO Kevin Scott about Microsoft’s approach to building AI
-
Microsoft Build, Copilot Platforms, A Note on Recall
The most important theme at Microsoft Build was Microsoft’s attempt to build platforms on top of AI; the scope of their success, though, may already be defined.
-
Windows Returns
Microsoft held its most compelling Windows’ event in years, because Windows is no longer the center of the company.