An interview with me about my background, Aggregation Theory, AI, streaming, and more.
Google I/O and the Coming AI Battles
Google A/I suggests that AI is a sustaining innovation for all of Big Tech; that means the real battle will be between incumbents and Big Tech on one side, and open source on the other.
An Interview with Qualcomm CEO Cristiano Amon
An interview with Qualcomm CEO Cristiano Amon about his history at the company, why Qualcomm is more than a mobile company, and why semiconductors are the future.
[FREE] Meta Open Sources Another AI Model, Moats and Open Source, Apple and Meta
Meta open-sourced another model: is there any differentiation in closed source? Plus, why Meta and Apple can never escape each other, but why Meta might want to cut out Amazon.
Facebook Earnings, Generative AI and Messaging Monetization, Open Source and AI
Meta’s earnings showed that all of Meta’s Myths were, in fact, myths. Plus, how LLMs can benefit Meta ad products, and why Meta might open source more AI models.
An Interview with Daniel Gross and Nat Friedman about the AI Product Revolution
An interview with Daniel Gross and Nat Friedman about the AI product explosion, OpenAI’s emergence as a consumer tech company, Microsoft’s aggressiveness, open source and Apple, and both the risks and opportunities of AI.
Apple and AI, Lobotomized Lovers, XR Companions
Apple’s biggest AI opportunities likely lie in local models, but that raises questions about the degree to which Apple will allow truly open experiences.
GPT-4, Google Adds AI to Productivity Apps, Local Language Models
A slew of AI announcements are dropping this week, but the news that large language models can be run locally might be the biggest news of all.
AI and the Big Five
Given the success of existing companies with new epochs, the most obvious place to start when thinking about the impact of AI is with the big five: Apple, Amazon, Facebook, Google, and Microsoft.
An Interview With Daniel Gross and Nat Friedman about the Democratization of AI
An interview with Daniel Gross and Nat Friedman about the decentralization of AI, the story of GitHub CoPilot, where Stable Diffusion came from, and why software will finally become truly deflationary.