We're Not Building AI Features for the Money
From the Zed Blog: Why Zed invests in AI, and the future we're building toward.
AMD and OpenAI Announce Strategic Partnership to Deploy 6 Gigawatts of AMD GPUs
News Highlights OpenAI to deploy 6 gigawatts of AMD GPUs based on a multi-year, multi-generation agreement Initial 1 gigawatt OpenAI deployment of…...

Dow Jones Top Company Headlines at 9 AM ET: AMD and Anthropic Sign Major Chips-and-Investment Deal | AT&T ...
Order a Framework Desktop with AMD Ryzen™ AI Max
Framework Desktop: A simple, quiet, mini PC with performance far beyond its size, powered by a highly-integrated processor from AMD.

AI is Creating Peak Software, Media is the Best Analogy
Let's learn more about the world's most important manufactured product. Meaningful insight, timely analysis, and an occasional investment idea.

AI is probably not a bubble
AI companies have revenue, demand, and paths to immense value

AI is probably not a bubble
AI companies have revenue, demand, and paths to immense value

AMD and Anthropic Announce Strategic Partnership to Deploy Up to 2 Gigawatts of AMD Instinct MI450 Series GPUs
News Highlights Anthropic to deploy up to 2 gigawatts of MI450 Series GPUs in AMD Helios rack-scale solutions, with deployment of the first…...

Machines of Buying and Selling Grace - Adam Behrens, New Generation
AI Economy Institute - Microsoft Research
The AI Economy Institute (AIEI) is Microsoft’s flagship think tank dedicated to shaping an inclusive, trustworthy AI economy. We building a network of scholars and convening that network with our subject matter experts to explore how artificial intelligence is transforming work, education, and productivity – and making this knowledge base available to policy-makers, educators, and […]

Mercor, a $10 billion AI startup, confirms it was caught up in a major security incident | Fortune
The high-flying startup that provides AI training data to OpenAI, Anthropic, and Meta confirms it was hit by a “supply-chain attack.”

Nature is Laughing at the AI Build Out -
I was catching up on Acquired episodes this week and listened to the spectacular “Google: The AI Company” episode that Ben and David put together. What the two of them have created with their podcast fascinates me in the inevitability of its success. I think Acquired proves that if you are smart and work your […]