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Evals
After we complete their AI strategy, every company I work with asks the same question: "How do we know this will actually work?" They want proof, not promises. They need documentation, not declarations. Most importantly, they require a systematic way to measure quality at scale before they put AI in front of customers, employees, or shareholders. The answer is evals. Continue Reading →
Netflix Warner Bros
Netflix announced it will acquire Warner Bros., HBO, and HBO Max for $82.7 billion in a cash and stock deal that will rewrite the rules of global entertainment. The transaction values Warner Bros. Discovery at $27.75 per share and ranks among the largest media acquisitions in history. Continue Reading →
AI Race
The AI model race accelerated dramatically over the past two weeks, with three major releases and a competitive crisis at OpenAI reshaping enterprise AI strategy. The window between leading and lagging models is compressing from quarters to weeks. Continue Reading →
ChatGPT Turns 3
On November 30, 2022, OpenAI released ChatGPT as a “research preview.” Five days later, one million people had signed up. Today, ChatGPT serves more than 800 million weekly users. But three years into this transformation, the obvious milestones matter less than the questions we have not yet answered. Continue Reading →
Thanksgiving always kicks off the annual flood of promo emails, shipping alerts, loyalty offers, holiday coupons, and "exclusive VIP deals." This year, the volume feels higher and the quality feels sharper because AI tools now generate phishing emails that look exactly like what Amazon, Walmart, Wayfair, UPS, FedEx, or any major brand would send. The old visual tells are gone. The scams and their associated scam websites are practically indistinguishable from legitimate ones. Continue Reading →
OpenAI launched "shopping research" in ChatGPT yesterday, a feature that generates personalized buyer's guides by synthesizing product information from across the web. The timing (Black Friday week) is deliberate; OpenAI is betting it can become the starting point for purchase decisions. Continue Reading →

Vibe Revenue and the AI Bubble

Vibe Revenue
First, there was vibe coding. Within a week we were vibe marketing. Then we started vibe hiring and vibe fundraising. And now, as Brian Chesky (Airbnb’s CEO) pointed out, we are entering the era of “vibe revenue,” where hyperscalers invest in model labs, model labs pre-commit to buying compute from hyperscalers, chip companies invest in labs and clouds that pre-purchase large volumes of chips, startups receive cloud credits that lock them into specific stacks, and everyone publishes record demand numbers. Continue Reading →

Agentic IRS Agents

The Internal Revenue Service is deploying Salesforce’s AI agent platform, Agentforce, across multiple divisions. Axios reported the rollout. Continue Reading →

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