abstraction miner. few startups here and there. now applied research in ai and finance @socialprotolabs
Bay Area, CA
Joined July 2006
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golden rule for google products: if there’s no sales team pushing the enterprise product or no advertisers buying ads on consumer product treat it as an experiment - however great it may be.
stay away.
RIP legend. So many memories!
In lieu of flowers, memorial contributions may be made to:
Johns Hopkins Alzheimer’s Disease Research Center Fund
alzresearch.org/giving/
Alzheimer’s Foundation of America Caregiver Resources
alzfdn.org/donate/
Photo Credit: Tommy Garcia
for the whatsapp folks keeping score on sundar's performance: this is 3.5 jio platforms wiped out from the market
Alphabet's stock falls 12%+, wiping a record $500B from its market cap, after reporting negative cash flow amid its AI spending; the Nasdaq falls 1.4%+ (@sjhmorris / Financial Times)
(Visit Techmeme dot com for the link and full context!)
this might start home security rollup and eventually ai glow-up of the entire sector.
Today, we are announcing an agreement to acquire ADT.
Home security has the qualities we look for in the businesses we own: an essential service built on specialist expertise and earned trust.
We see an opportunity to build on that foundation for decades, investing in its people and technology to deliver the best outcomes for customers.
Our ambition is to help ADT define the next era of trusted home security.
thriveholdings.com/thrive-ho…
Obama is having a time of his life. auramaxxed!
OBAMA: The president wasn't even mad. About The Saddam Hussein comparison. That part didn't bother him. But he was very upset about The Cheesecake Factory. He took great umbrage. He said I didn't understand the work of the artisans in the White House.
They mobilized a whole of government response to that joke. Not to inflation, but to that joke.
wonder how companies already struggling with non-ai problems will survive the ai transition. brutal enough without carrying baggage.
Breaking News: Weil, Gotshal & Manges is planning to wind down in a stunning collapse of one of America’s most prominent white shoe law firms. nyti.ms/4eWXOFG
journalism used to involve reporting. apparently now it just needs a podcast guest. do people realize china doesn’t have british accent disadvantage?
“Is this just a big circle jerk?” Jon welcomes Ed Zitron (@edzitron), host of the podcast Better Offline, to make sense of the financial house of cards propping up AI and big tech. New pod out now!
google betting on ai mode and half-baked gemini agents feels like ballmer launching zune to fight the iPhone. some of the smartest people on the planet still playing defense against disruption.
agents are wmds for google. $GOOG
metric worth tracking: how quickly persistent, personalized agents (muse is only in us, canada and japan) roll out globally and how quickly they erode google's search ad revenue.
unless google can monetize agent queries and find a way to charge for the value extracted from gmail data.
it took muse, instinct, dots and grok bot to drive home one point: $GOOG's search revenue is toast. down 9% in after hours.