I report on AI and Big Tech.
⏪️ The Markup, Tow Center, WSJ.
Aspiring 46er. ⛰️
Newsletter: https://beautifulpublicdata.com
https://jonkeegan.com
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But countries can decide what propaganda and lies their AI model trains on, baking censorship into AI applications. I took a look at how Nvidia is pursuing this market: sherwood.news/tech/why-cou...
https://sherwood.news/tech/wsj-andurils-weapons-systems-have-failed-during-several-tests/
https://sherwood.news/tech/wsj-andurils-weapons-systems-have-failed-during-several-tests/
Highway departments all around the country had "photolog" programs, some dating back as early as 1961. Each year, specially tricked out vans would drive each mile of state road snapping photos to…
https://beautifulpublicdata.com/highway-photologs
Highway departments all around the country had "photolog" programs, some dating back as early as 1961. Each year, specially tricked out vans would drive each mile of state road snapping photos to…
https://beautifulpublicdata.com/highway-photologs
https://sherwood.news/power/european-regulators-will-examine-if-apples-maps-and-ads-businesses-req…
https://sherwood.news/power/european-regulators-will-examine-if-apples-maps-and-ads-businesses-req…
https://sherwood.news/tech/openais-partners-shouldering-usd100-billion-of-debt-taking-on-all-the-risk/
https://sherwood.news/tech/openais-partners-shouldering-usd100-billion-of-debt-taking-on-all-the-risk/
https://sherwood.news/power/anthropic-ceo-amodei-asked-to-testify-before-congress-about-claude-powered/
https://sherwood.news/power/anthropic-ceo-amodei-asked-to-testify-before-congress-about-claude-powered/
https://sherwood.news/business/the-idiots-guide-to-ai-jargon/
https://sherwood.news/business/the-idiots-guide-to-ai-jargon/
https://sherwood.news/tech/musk-teslas-austin-robotaxi-fleet-to-roughly-double-next-month-but-falls/
https://sherwood.news/tech/musk-teslas-austin-robotaxi-fleet-to-roughly-double-next-month-but-falls/
https://sherwood.news/tech/openai-eyes-220-million-paid-subscribers-by-2030-the-information-reports/
https://sherwood.news/tech/openai-eyes-220-million-paid-subscribers-by-2030-the-information-reports/
https://sherwood.news/tech/apple-to-beat-samsung-in-smartphone-shipments-for-first-time-in-14-years/
https://sherwood.news/tech/apple-to-beat-samsung-in-smartphone-shipments-for-first-time-in-14-years/
https://sherwood.news/tech/musk-we-will-build-ai-chips-at-higher-volumes-than-all-other-ai-chips/
https://sherwood.news/tech/musk-we-will-build-ai-chips-at-higher-volumes-than-all-other-ai-chips/
https://sherwood.news/tech/amazon-plans-to-invest-up-to-usd50-billion-for-ai-and-supercomputing/
https://sherwood.news/tech/amazon-plans-to-invest-up-to-usd50-billion-for-ai-and-supercomputing/
https://sherwood.news/tech/altman-openais-ai-gadget-now-has-a-prototype/
https://sherwood.news/tech/altman-openais-ai-gadget-now-has-a-prototype/
https://sherwood.news/tech/apple-cuts-sales-jobs-in-rare-layoff/
https://sherwood.news/tech/apple-cuts-sales-jobs-in-rare-layoff/
https://sherwood.news/tech/anthropic-releases-claude-opus-4-5-as-ai-war-heats-up/
https://sherwood.news/tech/anthropic-releases-claude-opus-4-5-as-ai-war-heats-up/
I very much disagree with this framing. People buying lots of Nvidia GPUs tells us nothing about the eventual ROI on those GPUs.
In fact, a bubble effectively <requires> “too many” of these to be bought.
I very much disagree with this framing. People buying lots of Nvidia GPUs tells us nothing about the eventual ROI on those GPUs.
In fact, a bubble effectively <requires> “too many” of these to be bought.
I love how @ljkawa.bsky.social presents Nvidia’s earnings here. Measure the “Surprise”.
sherwood.news/markets/nvid...
I love how @ljkawa.bsky.social presents Nvidia’s earnings here. Measure the “Surprise”.
sherwood.news/markets/nvid...
sherwood.news/tech/billion...
sherwood.news/tech/billion...