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In a recent newsletter, Ben Thompson suggested paying attention to a portion of Jensen Huang’s keynote at NVIDIA’s GPU Technology Conference (GTC) in DC, calling it “an excellent articulation of the thesis that the AI market is orders of magnitude bigger than the software market.” While I’m reluctant to contradict as astute an observer as
Jensen Huang Gets It Wrong, Claude Gets It Right Read More »
Much like the introduction of the personal computer, the internet, and the iPhone into the public sphere, recent developments in the AI space, from generative AI to agentic AI, have fundamentally changed the way people live and work. Since ChatGPT’s release in late 2022, it’s reached a threshold of 700 million users per week, approximately
The following article originally appeared on Gradient Flow and is being reposted here with the author’s permission. We’re living through a peculiar moment in AI development. On one hand, the demos are spectacular: agents that reason and plan with apparent ease, models that compose original songs from a text prompt, and research tools that produce
Think Smaller: The Counterintuitive Path to AI Adoption Read More »
The next time you use a tool like ChatGPT or Perplexity, stop and count the total words being generated to fulfill your request. Each word results from a process called inference—the revenue-generation mechanism of AI systems where each word generated can be analyzed using basic financial and economic business principles. The goal of performing this
This is the final part of a three-part series by Markus Eisele. Part 1 can be found here, and Part 2 here. In the first article we looked at the Java developer’s dilemma: the gap between flashy prototypes and the reality of enterprise production systems. In the second article we explored why new types of
The electrical system warning light had gone on in my Kona EV over the weekend, and all the manual said was to take it to the dealer for evaluation. I first tried scheduling an appointment via the website, and it reminded me how the web, once a marvel, is looking awfully clunky these days. There
