Google’s earnings seemed to confirm the Anthropic hedge; it was Andy Jassy who explained why their — and Amazon’s — capex was justifiable.

Meta’s earnings were a bit disappointing; future promises about AI products were more disconcerting.

Microsoft’s earnings were compelling because they showed a clarity of strategy, lower costs, and a tangibility of application. The reason why is scarier.

Google’s earnings seemed to confirm the Anthropic hedge; it was Andy Jassy who explained why their — and Amazon’s — capex was justifiable. Microsoft’s earnings were compelling because they showed a ...

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Google’s earnings seemed to confirm the Anthropic hedge; it was Andy Jassy who explained why their — and Amazon’s — capex was justifiable. Microsoft’s earnings were compelling because they showed a ...

Microsoft’s earnings were compelling because they showed a clarity of strategy, lower costs, and a tangibility of application. The reason why is scarier.

OpenAI accidentally hacked Hugging Face, but the takeaways are more encouraging than people realize. Everyone is worried about Chinese models, but the frontier labs will be fine; we need to enable ...

IBM announced preliminary results that spooked the software market generally; this is a story, however, specifically about IBM and its mainframe franchise.

Google’s earnings seemed to confirm the Anthropic hedge; it was Andy Jassy who explained why their — and Amazon’s — capex was justifiable. Microsoft’s earnings were compelling because they showed a ...

Nvidia and the Future of Inference. ChatGPT arrived in November 2023, Nvidia became one of the most valuable companies on earth shortly thereafter, and practically every day since, analysts have been ...

Wall Street loved Google’s earnings, and hated Meta’s, even though the latter’s core business was more impressive. The difference is that Google is monetizing its investments now (and it might be all ...