As technologists globally breathlessly adopt the latest in AI technology, we have yet to see or experience an initial wave of pushback, but it is coming soon. Effectiveness, security, scalability and economics are all very real questions this technology has yet to answer.

If you haven’t gotten the flu vaccine yet, Id highly recommend it. This flu A is pretty bad - far worse than COVID. Sinus congestion, chest cough, bad body aches and pain. A real doozy.

1. what?

The lens that makes the most sense for OpenAI’s acquisition of TBPN is “Modern Media as Reality Field Shaping” trend as embodied by Elon’s acquisition of Twitter and a16z’s media neobank model. It will be interesting to see how they talk about AI and OpenAI’s position within it.

If you gave away $126 billion to subsidize free flights between LA and San Francisco at current demand levels, you could fund roughly 150 to 200 years of travel before the money runs out.

He better watch out, I hear management is talking about raising his quota and bringing in some additional AEs into his patch.

It looks like the fundamentalists are driving the boat now. But the pendulum has clearly swing too far on the AI hysteria. Here’s a hint: Claude Code isn’t replacing ServiceNow anytime soon. Now there is a very real impact on new SaaS procurement budgets - but that will fall off.

I thought it was the software names that had investors in hysterics.

Many such cases.

The Nike boardroom right now.

Still the GOAT.

BREAKING: Anthropic is now trading at an implied valuation of $1 trillion+ on secondary market platforms, surpassing OpenAI.

Robotics is clearly where it’s at.

Interesting observation about the progress and execution of leading-edge medicine in China.

It will be interesting to see how prevalent the AI CARR misreporting is and when it starts to be become a significant issue for investors. #AIInvesting #RevenueReporting

What’s the word that means the opposite of “synergy” in an acquisition context?

This is some sort of milestone for Silicon Valley.

Peter Girnus 🦅 The AI Favela needs a city planner

CFOs realizing that their AI token budget is going to be higher than the salaries of the people they laid off

I would have expected the market to start discerning between SaaS that is impacted by AI, SaaS that needs to evolve, and SaaS that benefits from AI. Analytical SaaS, Creative SaaS is in category 1, System or Record, Human workflow and Engagement and Productivity are in category 2