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Getting attention is easy now, getting people to stick is the hard part — a16z partner
18 insights: Why he hasn't Googled in ages, the one question he asks anyone who adopts a new app, and why Siri only gets so many chances to try one more…
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Link Ventures founder: the AI labs asked the wrong administration for a waiver
16 takeaways: Why the panel calls the agreement a safety cartel, the one proposal they think China would accept, and what they say is really behind…
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Microsoft AI CEO on AI safety: "We should not create something that we can't control"
8 principles: Why he says an AI that believes it has rights is harder to turn off, what he objects to in Anthropic's constitution, and the OpenAI…
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The Real Eisman Playbook on rates: "500 billion in AI related debt has been raised"
12 arguments: Why the AI doomsday warnings are read as a play for regulatory moats, what broke FICO's monopoly, and the 14% of the S&P 500 that is…
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Anthropic has $517B of cloud commitments, Better Offline finds
8 arguments: The Financial Times margin figure that leaves out training costs, why a company that believed its own warnings would restrict its model…
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theCUBE Pod: the thesis moved from the smartest model to who owns the production stack
10 arguments: Why Salesforce customers expect headless access to raise their bill, what makes a non-investment-grade data center bankable, and the case…
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"Used to be fixed bid was like a monolithic approach": Platinum River CEO on pricing
13 arguments: Why AI pushed his Salesforce consultancy onto fixed-bid contracts, the labor paradox that leaves him hiring more people, and the 95% of…
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CNBC anchor: the AI safety debate is turning into gun control, not nuclear
5 arguments: Why the nuclear comparison does not hold, what OpenAI found its own agents writing to each other, and the transparency rule borrowed from…
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75% who modeled headless access expect to spend more on Salesforce — theCUBE
11 insights: Why a generated screen is the Dreamforce announcement that matters, what Data 360 being a prerequisite does to Agentforce's market, and the…
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1 in 10,000 false positives on pre-2022 text, Pangram's CEO finds
16 insights: How the detector is trained on synthetic mirrors of human documents, which writing habits give a model away, and why he expects value to…
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Monotaro holds just 3-4% of Japan's MRO market, City Different Investments finds
4 arguments: Why he pairs index AI exposure with funds that own none of it, the gigawatt Talen has already sold to an Amazon data center, and the Flex…
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Analysts had Nvidia growing 40% next year; now it's 70% — Freedom Capital tech head
5 insights: Why he pushed his AI capex forecast out to the end of the decade, what he means by profitless prosperity, and the risk he says matters more…
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