AI & Machine Learning
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Generative AI is the bridge to the next computing paradigm of wearables, just like the Internet bridged the gap from PCs to smartphones.
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The first wave of successful AI implementations will probably look more like the first wave of computing, which was dominated by large-scale enterprise installations that eliminated jobs. Consumer will come later.
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A single AI can never make everyone happy, which is fundamentally threatening to the Aggregator business model; the solution is personalized AI
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More on Bing, particularly the Sydney personality undergirding it: interacting with Sydney has made me completely rethink what conversational AI is important for.
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The first obvious casualty of large language models is homework: the real training for everyone, though, and the best way to leverage AI, will be in verifying and editing information.
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An Interview with United CEO Scott Kirby About Tech Transformation
An interview with United CEO Scott Kirby about how rebuilding United’s technical infrastructure laid the foundation for transforming the airline.
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Apple and Gemini, Foundation vs. Aggregation, Universal Commerce Protocol
The deal to put Gemini at the heart of Siri is official, and it makes sense for both sides; then Google runs its classic playbook with Universal Commerce Protocol.
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Nvidia at CES, Vera Rubin and AI-Native Storage Infrastructure, Alpamayo
Nvidia’s CES announcements didn’t have much for consumers, but affects them all the same.
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Nvidia and Groq, A Stinkily Brilliant Deal, Why This Deal Makes Sense
Nvidia is licensing Groq’s technology and hiring most of its employees; it’s the most potent application of tech’s don’t-call-it-an-acquisition deal model yet.
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AI and the Human Condition
AI might replace all of the jobs; that’s only a problem if you think that humans will care, but if they care, they will create new jobs.
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ChatGPT Image 1.5; Apple v. Epic, Continued; Holiday Schedule
ChatGPT Image 1.5 launched, and while it seems comparable to Gemini’s Nano Banana Pro, the product around it shows OpenAI’s advantages. Then, Apple v. Epic rolls on.
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An Interview with Rivian CEO RJ Scaringe About Building a Car Company and Autonomy
An interview with Rivian founder and CEO RJ Scaringe about starting a car company, scaling, and building for an autonomous future.
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Disney and OpenAI, Totems in an AI World, Google Versus the World
Disney made a deal with OpenAI, which both speaks to the durability of Disney’s assets and to OpenAI’s competition with Google.