A Nvidia employee I know sold his Nvidia stocks to buy top end Model X a couple years back…. That would have been a couple of mills now

I asked a Nvidia product manager, who buys the most? FB is defn one of them. All of their products use AI.. the personalized feed on FB/Insta

MSFt is riding AI with no LLM of its own…in many ways FB is ahead… Llama

Cheapest office 365 is $6/u/m, to get Copilot, need to jump to 22/u/m and another 30/u/m… Copilot is more expensive than Office…math doesn’t make sense?

MSFT copilot for office is more expensive than office itself….is ROI justified? MSFt must have thought about it, no? My take on AI.. makes me super productive..100x at times, especially in summarizing meetings and writing insights

Another sat night at gym. Steady at 165, coming from 192. 3/4 days/week gym per and clean diet… Hardly any Indian bros at gym, none my age..

AI hallucination is a ghost that will subtly show up, and you won't notice unless you are paying attention!

Why McDonalds couldn't make doughnuts on their own? (they partnered w/ Krispy Kreme nationwide)

Krispy Creme stock jumped 28% on news with McDonalds deal... diabetes drug companies will get a boost too..

how is MSFT funding Stargate? 100B.. cash on balance sheet is 80B.

Those ahead in gym, I say, thanks for inspiring, those behind, you can do it

Llama Launge 10, Palo Alto. Came from Austin to attend. Great job Jeremiah Owyang, awesome energy & vibe. It's all about AI.. Joshua Baer ⚙️, Austin needs to up the game.. like 100x Capital Factory ⚙️

Blown away by Azure AI Search announcements - This RAG on 10x youtube.com/watch?v=Fjef7u… #build2025

Not a good idea to use 'file' based Knowledge Source in #CopilotStudio as you need to manually keep updating them, no API, which is painful if you have several. Better to use Azure AI Search using vector index, hooked to blob storage.

New definitions of Dev from Microsoft "Makers" are low-code developers prev called citizen developers. "Developers" are pro-code developers .. the traditional software engineers

BYOM = bring your own model

software with no public api: should they rather build MCP/A2A AI Agents instead of wasting time on apis?

NLWeb - pretty bad name :) ... Not sure why msft didn't choose "Copilot Web" .... anyways, something new for CMS vendors to work on... news.microsoft.com/source/feature…

Salesforce acquisitions $8B Informatica $28B Slack $6.5B Mulesoft $15B Tableau

youtube.com/watch?v=3wO8qQ…