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The AI disconnect between Wall Street & corporate America, Hollywood consolidation, US returns to sliding scale strategy on GPUs
Top Story: There is a massive disconnect between Wall Street and US boardrooms.
Dec 15, 2025
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Patrick Tammer
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Microsoft's OpenAI Dilemma, Gemini resets the frontier, AI cyber-warfare becomes real
Top Story: 𝗧𝗵𝗲 𝗛𝗶𝗱𝗱𝗲𝗻 𝗖𝗼𝘀𝘁 𝗼𝗳 𝗠𝗶𝗰𝗿𝗼𝘀𝗼𝗳𝘁’𝘀 𝗢𝗽𝗲𝗻𝗔𝗜 𝗕𝗲𝘁
Nov 24, 2025
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Patrick Tammer
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14:53
OpenAI IPO plans, Samsung’s Tiny Model redefines AI Power, Microsoft reaches new AGI detente
Top Story: 𝗪𝗵𝘆 𝗢𝗽𝗲𝗻𝗔𝗜’𝘀 𝗽𝗹𝗮𝗻𝘀 𝗳𝗼𝗿 𝗮 $𝟭𝗧 𝗜𝗣𝗢 𝗶𝘀 𝗻𝗼𝘁 𝗽𝗲𝗮𝗸 𝗯𝘂𝗯𝗯𝗹𝗲 𝗯𝗲𝗵𝗮𝘃𝗶𝗼𝗿
Nov 3, 2025
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Patrick Tammer
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13:20
Rare Earths Strategy, The Browser Wars are back, Compute Deals continue
Top Story: A comprehensive long-term strategy for rare earths
Oct 27, 2025
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Patrick Tammer
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Scaling AI profitably, Valuable Rocks, NVIDIA's market lock-in
Top Story: 3 operating models for delivering AI products beyond simple prototypes
Oct 20, 2025
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Patrick Tammer
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18:20
Circular AI deals, the real AI kraken, and new trust issues
Top Story: 𝗘𝘃𝗲𝗿𝘆𝗼𝗻𝗲 𝗵𝗮𝘀 𝗯𝗲𝗲𝗻 𝘁𝗮𝗹𝗸𝗶𝗻𝗴 𝗮𝗯𝗼𝘂𝘁 𝗢𝗽𝗲𝗻𝗔𝗜’𝘀 𝗿𝗲𝗰𝗲𝗻𝘁 𝗱𝗲𝗮𝗹𝘀 𝗯𝘂𝘁 𝗽𝗲𝗼𝗽𝗹𝗲 𝗮𝗿𝗲 𝗺𝗶𝘀𝘀𝗶𝗻𝗴…
Oct 13, 2025
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Patrick Tammer
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15:08
Sora 2 breaks the internet, Synthetic Stars, and the EU is not the only one trying to regulate AI
Top Story: OpenAI, Meta, and Google all dropped stunning new AI video tools.
Oct 6, 2025
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Patrick Tammer
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Intel's Lifeline?, Compute Ponzi Scheme?, The triumph of flash models
Top Story: Why the recent Intel hype is a mirage.
Sep 29, 2025
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Patrick Tammer
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14:23
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