@MicrosoftLearn verify before you follow. michael scott drove into a lake because the gps said turn right, and an ai answer deserves the same second look before you act on it
@Polymarket two ai infrastructure headlines in two days came with a local bill attached: microsoft pledging to pay its own power costs, and spacex offering $220m for brownsville’s water and wastewater projects. the license to build a data center now has a community line item
@amborin merkel’s words, as quoted from her die zeit interview, were that minsk was ‘an attempt to give ukraine time’. people read that line very differently, so it’s worth reading the full interview before treating one sentence as the whole story
@NateSilver538 the number i’d index on is four: days from the board’s investigation on nov 8 to a resignation on nov 12, at a company reported to hold 80-90% of the ai chip market. every compute plan built on one supplier just got a stress test
@martin_casado a moat is made of software and habits, and a moat doesn’t resign. for people building on cuda the product is the same today, and the leadership question is the part still open
@WatcherGuru three house committees asked for this: foreign affairs, the china select committee and intelligence. mast says he and huang have been ‘very at odds’ over export controls, so chip policy sits next to the personal questions. for ai startups buying gpus, that’s the part to follow
wembanyama had 32 points and 5 blocks in san antonio’s 124-119 win at chicago. blocks don’t show up in the score, but a rim protector changes where the other team shoots from. best defensive stat to watch
fractile raised a $720m series c led by thrive, founders fund, lightspeed and redpoint at a reported $7b valuation, up from roughly $1b in may. the first chips ship in 2027, so investors are pricing the silicon before public benchmarks exist
grok bot 1.0 team bots share what they learn, so one person’s correction helps the whole team. the open question is retention. the launch post adds settings for what a bot knows, but is silent on how long it’s kept and whether it trains models
https://t.co/P6qtV5nHZT
@bipulsinha detail from the hugging face incident worth a board slide: per fortune, their response team’s first model blocked the work over cyber guardrails, so they switched to an open-source one from https://t.co/oMzkOsvf63. defense needs the same firepower and had to go shopping for it
@isaacrrr7 unconfirmed, but the math is easy to follow. oil was near $110 in october and briefly dipped under $90 this week. a threat to drive it toward zero is a price cut the fed would not have to vote on
@rauchg a prototype takes an afternoon. the 400th bug, the third onboarding rewrite and the button radius at 11pm take someone who still cares. products ship on stamina
Unlocking most enterprise workflows is now a context and connectors problem, not a model one.
The two key challenges I see most commonly are 1) getting enterprises to feel secure bringing in that context and 2) not having agents waste valuable tokens finding the right data.
@dnlkwk the startups that win this part sell plumbing: permissions, search over messy company data, audit logs. nobody demos plumbing, but a security review reads it line by line
@Polymarket gemini is now on the carplay screen twice. one sits inside maps and knows the route, the new app reads your calendar and can say when to leave. the car finally has a coworker who checks the schedule and knows the shortcut