The interesting thing about the current state of AI is the level of “Bubble Wariness” seems much higher than other previous bubbles. Most market participants have been through at least one and there is a lot of rationale discussion of bubble dynamics.
The realities of big company strategic integration are rarely pretty. An unflinching account of the integration of Slack into Salesforce.
Latest (and probably penultimate) Building Slack post is up: buildingslack.com/salesforce…
What it's like being eaten by the whale
Of course they can. They’ve read the freaking manual. In fact, they’ve read all of them. And the docs. And the user forums. And the bug repos and the CVEs. They’ve read everything, everywhere, all at once. And boy howdy can they can synthesize!
Rereading Neuromancer and the analogies to what is going on with AI right now really jump off the page. Hosaka AI being unclear if it’s sentient…rogue AIs infiltrating corporations. Wild.
Jake K retweeted
I can’t believe “Neuromancer” series will debut just after we opened a new era of permanent cyberspace attacks of millions of AI swarms on sinister multinational corporations.
Jake K retweeted
someone should do a retrospective on IT decision maker surveys on cloud migration and spend forecasts from 2010-2015. i think you'd learn to take practitioner views with a grain of salt, especially during platform shifts. it's hard to see the future from the inside
It's interesting to see the dataclouds ($SNOW Databricks) running the old Oracle $ORCL play of moving up the stack and owning the applications that sit on top of the data infra.
4) But the market is definitely consolidating. CRM + CDP + engagement platforms + data warehouses are all colliding, see the @databricks announcement of a CDP + light orchestration layer, I expect @Snowflake will do something similar soon.
I did not have a Facebook + Apple pairing pushing AI forward on my 2026 bingo card but here we are.
Muse Spark Open -- weights releasing today -- runs great on new Mac Studios thanks to work with @johnternus and Apple.
It’s always at the Vegas conventions…
“.. In Las Vegas last week, data center operators, investors and bankers gathered at the Wynn hotel to discuss the state of the industry.
.. The topic of one discussion panel: ‘Are We Screwed?’”
@WSJ #firmus
wsj.com/finance/firmus-ipo-a…
Jake K retweeted
Epic, by far one of the best technical leaders in games, is saying no hand written code. If you're not doing the same you will be left behind. It is over for non-AI workflows.
