Given the success of existing companies with new epochs, the most obvious place to start when thinking about the impact of AI is with the big five: Apple, Amazon, Facebook, Google, and Microsoft.
Checking In on AI and the Big Five
A review of the current state of AI through the lens of the Big Five tech companies.
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.
What AI companies can do today to help with the most important century
Major AI companies can increase or reduce global catastrophic risks.
Comparing U.S. and global attitudes toward AI
Five charts on how Americans feel about the current and future impact of AI on society, and how Americans’ views on the technology stack up against the rest of the world
Andrej Karpathy on Twitter / X
Sharing an interesting recent conversation on AI's impact on the economy.AI has been compared to various historical precedents: electricity, industrial revolution, etc., I think the strongest analogy is that of AI as a new computing paradigm (Software 2.0) because both are…— Andrej Karpathy (@karpathy) November 16, 2025
When will average people feel AI’s impact?
We’re <5 years into a compounding revolution which could take a century, and how the AI industry should manage this.
Facebook, Amazon, Google, IBM and Microsoft come together to create the Partnership on AI | TechCrunch
The world's largest technology companies hold the keys to some of the largest databases on our planet. Much like goods and coins before it, data is
The Great AI Divide: Navigating U.S. and Chinese dominance
At a Rest of World event during New York Tech Week, we explored the challenges and possible solutions to the dominance of American and Chinese AI companies.
What Was the Internet?
As AI overtakes the web, five writers reflect on how far it’s fallen and what comes next.
What Was the Internet?
As AI overtakes the web, five writers reflect on how far it’s fallen and what comes next.
Luozhu on Twitter / X
For AI products, people generally think the intelligence dominates everything, while privacy and cost are seen as secondary. The industry’s path shows this: we’ve spent huge money in leading labs to build the largest models with exceptional intelligence.But I believe we’ve… pic.twitter.com/oobAyk55rh— Luozhu (@LuozhuZhang) September 10, 2025
The Internet Economy
We are living in an era of bundling. The big five consumer tech companies — Google, Apple, Facebook, Amazon, and Microsoft — have moved far…
Paradigm Shifts and the Winner’s Curse
When paradigms change, previous winners have the hardest time adjusting; that is why AI might be a challenge for Apple and Amazon
AI's Trillion-Dollar Opportunity: Sequoia AI Ascent 2025 Keynote
Irresponsible AI: big tech's influence on AI research and associated impacts
The accelerated development, deployment and adoption of artificial intelligence systems has been fuelled by the increasing presence of big tech in the AI field. This trend has been accompanied by growing ethical concerns and intensified societal and environmental impacts. This position paper argues that irresponsible AI development is strongly driven by big tech's influence and involvement in the field. First, we examine the growing and disproportionate influence of big tech in AI research and argue that its drive for scaling and general-purpose systems is fundamentally at odds with the responsible, ethical, and sustainable development of AI. Second, we review key current environmental and societal negative impacts of AI and trace their connections to big tech's influence. Third, we discuss the underlying economic forces driving big tech's actions. Finally, as a call to action, we invite AI researchers to counter big tech's influence in irresponsible AI development through strategies that build on the responsibility of implicated actors and collective action.
