1+ week, 4+ day ago   (1055+ words) The ‘go-direct’ turn. Higgins dates it to Elon Musk’s 2022 acquisition of Twitter/X....

6+ day, 14+ hour ago   (657+ words) We have promises to keep, as they say, and miles to go before we sleep, on this AI Tech Wave....

4+ day, 5+ hour ago   (1823+ words) On one side sits AI Coding, where the work checks itself....It is also the ground floor of a three-part series of posts going into this weekend....Tomorrow and Sunday go to the other end of the AI World, where…...

1+ week, 1+ day ago   (1775+ words) Then the Internet wave in the 1990s, where I headed Internet Research at the Firm....The ones where these pages have said something different from the popular take on AI....Where the consensus was right, I have said so. These seven…...

1+ day, 9+ hour ago   (1726+ words) Since 2024 the leaders of the US frontier labs have been writing a series of essays on where AI is going...and what could go wrong....

3+ day, 14+ hour ago   (1739+ words) Every tech wave has a stretch where the expectations run ahead of the evidence, in both directions at...Anthropic’s IPO filing is expected to go public any day, and its pitch to investors is revenue: about...

1+ week, 5+ hour ago   (1279+ words) Both matter for where this AI Tech Wave goes from here....

3+ week, 6+ day ago   (852+ words) The old proverb, and today it truly fits a number of things going on in AI land: three events where the...

5+ day, 10+ hour ago   (1807+ words) the Devin coding agent, has raised more than $2 billion at a $48 billion valuation, nearly double where...My take: start with where this company was. A few hundred million dollars two years ago....This is the first example in this wave…...

5+ day, 3+ hour ago   (1772+ words) piece lines the ledgers up in dollars and in gigawatts, names the partners on each side, and marks where...On the revenue side, as a reminder, here is where things stand between the two....