AI and Tech news, analysis, and updates
This newsletter provides AI and Technology insights, analysis, and news.
All Posts
AI’s Capital Arms Race: Platforms, Chips, and the fight for Scale
TL;DR
AI leadership is shifting from models to capital, compute, and distribution
OpenAI, Google, Amazon, and Meta are escalating infrastructure bets
Chips and custom...
AI Platforms, Capital, and Autonomy
TL;DR
Apple is rebuilding Siri into a modular AI platform and exploring new AI wearables
OpenAI and Meta are doubling down on scale, capital,...
New weekly AI/Tech Digital Assets starting with the "AI Terminology Guide"
I’m excited to share something new with you.
Starting this week, I’ll be regularly releasing practical digital assets to help you learn AI and emerging...
AI Crossroads: Platforms, Power Shifts, and the Next Tech Phase
TL;DR
Apple blends partner models with platform control
Meta doubles down on compute + energy as strategic assets
Efficiency becomes a competitive weapon (not...
AI Crossroads: Strategy Shifts, Efficiency Plays and the Next Tech Power Moves
TL;DR
OpenAI is repositioning around personalization, audio-first experiences, and massive infrastructure scale.
China is prioritizing AI efficiency as demand for Nvidia GPUs from Chinese firms...
Vibe Coding: How AI is changing Developer workflows
We’re entering a new phase of software development — often referred to as “vibe coding.” It’s not about typing less code. It’s about working at...
What is LangChain and where does it fit in the Enterprise stack?
LangChain often shows up in GenAI demos, tutorials, and prototypes. But in enterprise conversations, the real question is:Is LangChain a platform or just a tool?...
Using GitHub Copilot in the Enterprise: Developer Experience & Guardrails
FREE - Download the GitHub Copilot enablement checlist
GitHub Copilot is quickly becoming a default part of the developer workflow. But in the enterprise,...
Key Funding, Model and Platform Moves
TLDR
AI funding and valuations are accelerating, reshaping the competitive landscape
Image, video, and voice AI are becoming major battlegrounds
Developer tools are lowering barriers...