Intel Punches Back
Intel tries to punch its way back to relevancy with the release of Panther Lake, the first chip built on its 18A process. Is Cursor so successful it’s about to rocket to a $30 billion valuation? Big r...
9 Okt 202521min
The AI Concern Committee Is Back
More on the circular nature of the recent AI deals. AI now accounts for more debt issuance than US banks. AI companies consider using the billions they’ve raised to pay off lawsuits since they can’t g...
8 Okt 202520min
OpenAI Wants To Be The Windows Of AI
Forget building apps on TOP of ChatGPT, now they’ve put the apps INSIDE of ChatGPT. Why this is a play for ChatGPT to become the Windows of the AI era. The prediction market market continues to explod...
7 Okt 202520min
OpenAI’s Big AMD Deal
Another huge OpenAI deal, this time with AMD. The huge amount of chips Elon is buying for his Colossus II. It’s not just compute! How the AI boom is driving up prices for memory and storage chips. And...
6 Okt 202521min
(BNS) How Snowflake Wrote The GTM Playbook
Make It Snow is Snowflake’s go-to-market playbook, told by longtime CRO Chris Degnan and CMO Denise Persson. The central idea: sales and marketing must operate as “one brain in two bodies.” The takea...
4 Okt 202553min
Apple Blocks ICEBlock
Apple removes an app after the DOJ asked them to. People are using AI, but which AI are they actually paying for? Sora is now the number one app in all the land. And in the Longreads, now is it time t...
3 Okt 202521min
Apple To Bench The Vision Pro?
More fallout from the Sora explosion, including my take on using it. OpenAI is now officially the biggest startup in the galaxy. We now know what Mira Murati’s new startup is building. The Brave brows...
2 Okt 202520min
Sora, Sora, Sora
Why Sora is all anyone can talk about, both the new social network and the new AI model. Satya Nadella is still Microsoft’s CEO but he’s taken some things off his plate. Oura gets colorful, and a hard...
1 Okt 202520min
