3+ day, 17+ hour ago   (1739+ words) Every tech wave has a stretch where the expectations run ahead of the evidence, in both directions at once. The people building the thing say it will be bigger and faster than anything before it. The people afraid of the…...

4+ day, 14+ hour ago   (1764+ words) Every tech wave has a moment when the numbers stop fitting on the old map. In this AI Tech Wave that moment keeps arriving, and this week it arrived four times in one day. A consultancy put a quarter-century price…...

5+ day, 6+ hour ago   (1772+ words) AI Data Center builds are digging in across the country, led especially by two frontier lab companies OpenAI and Anthropic. They of course include gobs of AI Compute mostly from Nvidia, and gigawatts of Power, and more than a few…...

1+ week, 1+ day ago   (1775+ words) In this Sunday’s ‘Bigger Picture’, a pause to mark a number. Yesterday’s weekly roundup was AI-RTZ #1200. Twelve hundred daily posts, one every day without a break since May 24, 2023. Alongside them, 156 episodes of AI Ramblings Daily, the video podcast, daily and…...

1+ week, 4+ day ago   (842+ words) ‘New and Improved’, yes, again already. With caveats and asterisks. All three big American AI labs are shipping or teasing upgrades this week, and every single one comes wrapped in safety gates, restricted access, or a smaller model than promised....

2+ week, 5+ day ago   (440+ words) The Verge: OpenAI says its Jalapeño chip can power faster AI responses than the competition 9to5Mac: OpenAI restores 5-hour Codex and Work limits for ChatGPT Plus users Dwarkesh Patel podcast: Anthropic & OpenAI will have most of the world’s compute by 2028, with…...

2+ week, 6+ day ago   (456+ words) So many flows and cross-flows at OpenAI, in so many directions. Yesterday we looked at Anthropic’s bankers pitching the largest IPO in history. Today, the other half of the mega-IPO cadence in this AI Tech Wave: OpenAI, and who is…...

3+ week, 8+ hour ago   (626+ words) The mega-AI IPO parade keeps accelerating in this AI Tech Wave. A week ago we walked through the math that makes a $2+ trillion Anthropic debut sayable: the projections, the multiples, and the trial balloons early Anthropic investors were floating. Over…...

3+ week, 2+ day ago   (239+ words) Takeaways from Anthropic’s AI Watermarking efforts: statistical watermarks woven into Claude’s text outputs, detectable at scale without changing what users see. Provenance infrastructure is quietly arriving ahead of the regulation that will eventually demand it. More here. AI Industry’s $3+ trillion…...

3+ week, 4+ day ago   (821+ words) ‘Strike a Pose.’ Madonna gave us the phrase, the song and dance, and today it fits AI’s leading companies: three of them, striking deliberate public poses this week, each for an audience that matters, plus Tesla holding its robotaxi poses…...