This week, we discuss cloud’s never-ending “early innings,” OpenAI Canvas vs. Gemini, and Dell’s RTO reversal. Plus, is there such a thing as too much optimism?
Watch the YouTube Live Recording of Episode 505
Runner-up Titles
Fastball to the headNot enough AI eggsToxic PositivityRundown
Cote’s Early Innings ResearchSlides and stream recording of presenting it at cfgmgmtcamp 2025Cloud RevenueMicrosoft Q2 cloud revenue falls short of expectations, sending the stock lowerAlphabet shares drop as much as 9% on revenue miss, soaring AI investmentsGoogle parent Alphabet’s earnings disappoint Wall Street amid stiff AI competitionDeepSeek Debates: Chinese Leadership On Cost, True Training Cost, Closed Model Margin ImpactsDeepSeek Debates: Chinese Leadership On Cost, True Training Cost, Closed Model Margin ImpactsDell RTO TimelineAug 2020: Dell: 60% of our people won't be going back into an office regularlyMarch 2024: ****Dell says remote workers must go hybrid if they want any hope of a promotionJan 2025: Dell ends hybrid work policy despite remote work pledge5 Signs Your Optimism Is Hurting Your TeamRelevant to your Interests
Jack Dorsey’s Block has an AI agent tooCan We Build a Five Gigawatt Data Center?—AsteriskPurely AI-generated art can’t get copyright protection, says Copyright Office'Everything I Say Leaks,' Zuckerberg Says in Leaked Meeting AudioWhat Elon Musk should learn from Larry EllisonDOGE, Software, and GovernmentDOJ sues to block HP Enterprise from buying Juniper NetworksMark Zuckerberg to employees in leaked all-hands meeting: ‘buckle up’There’s Something Very, Very Wrong With Tech Today.Microsoft Enforces Tougher Layoff Rules: No Severance, Immediate TerminationApple reportedly gives up on its AR video glasses projectuBlock Origin is dead for Chrome, but ad blockers live onAdd F*cking to Your Google Searches to Neutralize AI SummariesPalantir soars 24% to record high as AI powers strong earnings and guidance'Eternal' 5D memory crystal capable of storing 360 TB of data for billions of years now holds a full human genomeAI Company Asks Job Applicants Not to Use AI in Job ApplicationsOpenAI's nightmare: Deepseek R1 on a Raspberry PiWhy Chinese AI has stunned the worldWhy the AI world is suddenly obsessed with a 160-year-old economics paradoxOpenAI Furious DeepSeek Might Have Stolen All the Data OpenAI Stole From UeExposed DeepSeek Database Revealed Chat Prompts and Internal DataGurman: Apple is launching new iCloud service as soon as this week, codenamed "Confetti" - 9to5MacNonsense
Funny note from JP Morgan Analyst about TeslaWaffle House is passing along the sky-high cost of eggs to diners with a 50-cent surchargeOptimized ChargingListener Feedback
ChatGPT Explains the difference between ‘.bashrc` and .bash_profileOptimized ChargingConferences
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