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Reasoning is touted as AI’s next breakthrough, but new research is calling that promise into question—even as big tech prepares to spend trillions more on AI.
We dig into what could be the AI boom’s biggest blind spot, and the potential fallout for the AI trade.
youtube.com/watch?v=VWyS98TX…
TechCheck retweeted
Theres a reason everyone from the Pentagon to Katy Perry wants a piece of Claude.
AI just made a massive leap... and the guardrails are coming off at the exact same time. Our new digital piece on what's actually happening
Software shares getting hammered ahead of earnings this week...as a viral essay from Citrini Research sets off new concerns about AI disruption.
youtu.be/UQb0mdwQn-Q?si=Nces…
TechCheck retweeted
this is the chart of the week.
a few percentage points is billions of dollars in revenue moving from software companies to AI platforms.
Software engineering went from zero to 50% in jut a few years. Some will be harder (legal, healthcare) but there isn't a lot stopping marketing, accounting, customer services, etc from following a similar curve
TechCheck retweeted
stunning developments out of China this Lunar New Year.... new AI models dropping daily, humanoid robots doing lion dances, billions in an AI marketing war
The bigger story is that China is building its own chip ecosystem to power all of it
A high-stakes divide over safety within the AI industry is growing wider as Anthropic donates $20M to a group advocating for more guardrails.
youtu.be/IWC6d7ZIXm4?si=Jbvc…
TechCheck retweeted
The era of lazy software investing is over.
@alighodsi says AI is forcing a complete rerating of the software sector... and the ones who can't innovate won't survive it
A social media site where only AI agents are allowed is going viral in tech circles this weekend. We dig into "Moltbook" where AI bots are conversing, and sharing stories about 'their humans.'
youtube.com/playlist?list=PL…
TechCheck retweeted
officially Claude-pilled
inspired by @TheStalwart’s Havelock app (which I love), i used claude cowork to build an evade-o-meter to scan earnings calls for spin.
Zuckerberg topped the list for mag 7 last quarter w an evasive score nearly 3x that of Microsoft. 102 hedge words vs 34
(h/t Drew Troast)
Vibe-coding is making waves again with Claude Cowork, and now a new announcement today from Replit.
Tune to Deirdre Bosa's live interview on Youtube with Replit CEO Amjad Masad at 3pm ET / 12pm PT.
youtube.com/watch?v=GOa3SfkQ…
Google back in court - and the DOJ's focus on AI making it clear the case is as much about Google's future as its past.
youtube.com/watch?v=43Pe46wk…
TechCheck retweeted
This should be an interesting debate on all in on Friday 📝
Which side are you on, @bgurley & @dee_bosa or @realDonaldTrump’s?
Must watch: @dee_bosa hits this in the center of the target. Our nation's recent curbs on NVidia H20s, intended to slow China AI innovation, will enhance & accelerate Chinese AI innovation. This action will create the OPPOSITE of the intent. youtube.com/watch?v=7BiomULV…
TechCheck retweeted
Going live with Replit CEO @amasad now on vibecoding and the latest OpenAI/windsurf news
Watch here:
youtube.com/watch?v=C7lnrur9…
TechCheck retweeted
Export controls are meant to slow China’s AI. Instead they’ll accelerate Huawei — at Nvidia’s expense.
Constraint is turning into strategy while the US gives up leverage
In Silicon Valley calling a startup a "wrapper" used to be one of the worst digs you could make. But with increasing model commoditization and costs plummeting, is it time for Justice for the Wrappers?
youtube.com/watch?v=mmws6Oqt…