Data last refreshed: February 16, 2026
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20 posts“Don’t worry, there will still be great jobs even when AI automates everything” The jobs:
This episode with Dylan Patel is a must-listen if you want to understand NVIDIA, data centers, energy and the geopolitical race with China. So much alpha. 00:00 - Intro 01:16 - Nvidia acquires G...
My conversation with Dylan Patel of SemiAnalysis: raw, unfiltered, incredibly insightful and... hilarious. (scroll for links) Some of the topics we covered: * The "Capex Bubble": Why it’s a myth ...
Every worker needs a computer. Soon, every AI agent will too, but not one: millions, provisioned instantly, securely isolated, and running in parallel. Thrilled to be partnering with Ivan Burazin,...
Regular startup: we closed a few customers and shipped some new features, good week so far Anthropic: we destroyed our main rival with our superbowl ads and tanked the entire software category in ...
New York folks: Data Driven NYC (event #120) coming up next Tuesday Feb 10 at 6pm, featuring: * Neil Zeghidour, CEO of Gradium (voice AI) * Andrew P., CEO, The General Intelligence Company of New...
State of LLMs 2026: my conversation with Sebastian Raschka, PhD — a masterclass on everything you need to know about how AI models work right now. A few highlights from the conversation (LINKS BEL...
The Synthesia journey keeps accelerating, from a crazy idea that started well before the ChatGPT moment, to category-defining Gen AI leader today. Huge congrats to the team, and proud to have been...
My conversation with two AI experts who are very close to the computational reality of AI: Tim Dettmers of Ai2 (and Carnegie Mellon University) and Dan Fu, VP Kernels at Together AI (also at UC San...
When Anthropic eventually releases its AGI model, it can only have one name
AI’s “Survival” Behaviors — Alignment Risks & Reasoning Breakthroughs. First episode of 2026 with Pavel Izmailov, AI Researcher at Anthropic & Professor at New York University LINKS: YouTube: ht...
VCs when a founder tells them that 2 years at Salesforce pre-MBA doesn’t make them an “operator”
The need for european defense startups is as immediate, urgent, and visceral a it gets. Today, Harmattan AI is officially coming out of stealth and announcing a $200M Series B, led by Dassault Avi...
Every startup on here thinks they’re going to defy the odds and win Every VC thinks their new investment is a winner It’s the beauty of what we do as an industry and the giant companies of tomo...
Gemini 3 was a landmark frontier-model launch — but the story behind the leap isn’t “just add compute.” Here's my conversations with Sebastian Borgeaud, a top AI researcher and a pre-training lea...
It's been a huge year. The 2025 MAD (ML, AI & Data) Landscape has experienced the most dramatic transformation we've seen since we started mapping out the industry 12 years ago. Map (PDF, inter...
Oracle after it pivoted to AI
Anyone knows if that round is still open?
Join a rocketship 🚀
Hot takes: 1) smart move by IBM, will take big M&A to be relevant in AI era 2) worlds of data infra and AI infra merging 3) truly the end of the Modern Data Stack era
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