
Tracking every tech wave since 1982. Daily AI analysis from an ex-Goldman Sachs Partner. 1,000+ posts & counting. What's being created, why it matters, who's doing it, where it's going, and how to make it count.
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‘Lots more apples and oranges’ ahead in AI. Three events today, around OpenAI, Meta and Anthropic. Three different companies, one shared problem: nobody is measuring with the same ruler.
What counts as AGI (artificial general intelligence)...
Healthcare keeps coming back around as one of the biggest long-term promises of this AI Tech Wave.
I made that case early, in ‘The Holy Grail of Healthcare’ back in 2023, on an industry approaching 20% of US GDP. And in ‘Connecting the Do...
‘Nothing to see here, move along.’ Three events today, from three different corners of Washington. The Commerce Department. The Justice Department. And a federal courtroom in Virginia. Three different actors, one message to US big tech and...
One unique aspect of this AI Tech Wave vs prior ones is how the early mainstream reaction has been more anti the tech/AI management and founders rhetoric vs prior ones. A topic I’ve discussed at length.
The WSJ’s Tim Higgins recently publ...
‘New and Improved’, yes, again already. With caveats and asterisks.
All three big American AI labs are shipping or teasing upgrades this week, and every single one comes wrapped in safety gates, restricted access, or a smaller model than...
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Tracking every tech wave since 1982. Daily AI analysis from an ex-Goldman Sachs Partner. 1,000+ posts & counting. What's being created, why it matters, who's doing it, where it's going, and how to make it count.
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