May 5 · 10 min read · Salesforce dropped its 2026 Connectivity Report this morning, and there's a stat in there that perfectly captures what's going wrong with enterprise AI: 50% of deployed AI agents operate in complete isolation from each other. Half. They can't share c...
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May 5 · 9 min read · One year ago last month, DeepSeek dropped R1 and wiped $1 trillion off Nvidia's market cap in a single trading session. A lot of people made the leap to a big conclusion: frontier AI doesn't require unlimited compute. A Chinese startup, working under...
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May 5 · 8 min read · There are approximately 6.4 million cell towers worldwide. Each one has power. Cooling. Backhaul connectivity. Permits that took years to obtain. Physical security. And right now, roughly 70% of their compute capacity sits idle. This week at Mobile W...
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May 5 · 8 min read · Last Friday, Andrej Karpathy open-sourced a 630-line Python script and went to bed. By morning, an AI agent running on a single GPU had completed roughly 100 complete LLM training runs, each lasting exactly five minutes, autonomously modifying the ne...
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May 5 · 8 min read · On Thursday I wrote about Karpathy's autoresearch, the 630-line training loop that runs 100 ML experiments overnight on a single GPU while you sleep. The post generated a lot of conversation, and most of it centered on the automation: agents doing re...
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May 5 · 6 min read · On Monday, Jensen Huang walked onstage at GTC 2026 and delivered what might be the most consequential keynote in NVIDIA's history. $1 trillion in purchase orders for Blackwell and Vera Rubin through 2027. A walking, talking Olaf robot trained in Omni...
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May 5 · 11 min read · Imagine a customer support chatbot that confidently tells a user they have 365 days to return a product. The actual policy is 30 days. Every system metric is green: P95 latency at 142ms, throughput at 1.2k requests per second, eval accuracy at 94.2%,...
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May 5 · 9 min read · Your data is rotting. Not metaphorically. Not in some hand-wavy "data quality matters" sense. Your data is losing measurable economic value with every hour it sits unprocessed, and the infrastructure you built to manage it has no concept of that loss...
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May 5 · 7 min read · For the past three years, the AI industry has operated under a simple assumption: more centralized compute solves everything. Bigger clusters. Bigger data centers. Bigger power contracts. The logic was intuitive and, for training workloads, largely c...
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