What I Require From Vendors Before an Enterprise AI Pilot
I share the non-negotiable questions I ask before green-lighting an enterprise AI pilot—data handling, eval ownership, exit ramps, and who is on the hook when it fails.
Industry & Startups
Funding, strategy, market moves
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OpenAI Raises $110 Billion From Nvidia, Amazon, and SoftBank at $730B Valuation
OpenAI raises $110B at $730B valuation from Nvidia, Amazon, SoftBank. I read the filings; unit economics matter more than hype.
OpenAI's $110B Financing Exposes the Fund-Chips-Compute Circular Investment Loop
I see how OpenAI's $110B deal traps creators in a chip-compute loop, prioritizing infrastructure over fair licensing and provenance rights.
Leading Domestic AI4S Startup DeepModeling Secures Another $800 Million in Funding After Completing Series C
I see DeepModeling's fresh $800M raise as a signal of intense capital flow into domestic AI4S, validating the sector's strategic value despite governance uncertainties.
What Huang's Pocket Options Story Actually Means for AI Talent Markets
I ignore the leather-jacket joke and read Jensen Huang's comments as a signal about AI compensation speed, open-source gravity, and who can actually compete for researchers.
Zuckerberg's Billion-Dollar Talent Hunt Targets Next Silicon Valley Chinese AI Executive
I read Meta’s $1B hire of a Chinese AI exec. Field read: Lab demos don't scale without unit economics.
No Modeling Skills Needed! VAST Upgrades AI Tool with One-Click Rigging and Magic Brush
VAST launches one-click rigging and magic brush tools. I see this democratizing creation but risking creator devaluation.
Reporter's Notebook | Paris Summit Highlights the New Pulse of AI Development
I watched leaders clash at the Paris summit over open versus closed models. While France pledged investment, I worry about creator rights in this new AI pulse.
Report: AI Unicorn StepFun's Valuation Doubles in Six Months, Reshaping the 'Big Six' Landscape
I track how StepFun’s rapid valuation surge is reshaping Asia-Pacific AI dynamics, signaling intense competition within the emerging 'Big Six' tier of regional tech giants.