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Open AI’s fundraising approach, and what it reveals
Om Malik has been doing some of the sharpest behind-the-scenes AI business coverage out there. If you’re not following him at om.co, fix that now. His latest piece: OpenAI is offering private equity firms a guaranteed 17.5% return to join joint ventures. Om’s read is that this is the kind…
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On the underlying infrastructure for the AI boom
Robert Friedland addressed USC’s Marshall School, warning business leaders about the unseen challenges ahead. He highlighted America’s heavy dependence on China for critical minerals and the urgent need for copper to sustain economic growth. Friedland emphasized that current infrastructure assumptions neglect vital energy and resource realities, suggesting a looming crisis.
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Customer Experience, AI, and the paradox of efficiency
The most dangerous thing about AI in customer experience isn’t that it gets things wrong. It’s that it gets things right — efficiently, cheaply, at scale — while quietly optimizing away the interactions that create real customer relationships. Think of a river straightened into a concrete aqueduct: the metrics improve, but…
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AI frenzy and general nervousness
It’s an interesting time to be in silicon valley. Although I’ve been in tech for a long time, I first arrived here at the bottom, March 2009, of the Great Recession. It was an interesting time to be here as the proto-elements of web2.0 (aka social media) were embedding themselves…
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AI, Energy, and the way forward
Of late, I’ve been digging deeper into the ecosystem surrounding the AI boom. Of course, I’m taking advantage of AI to do this, and in particular Google’s NotebookLM. While I can’t claim that the chart below is 100% accurate, it’s does offer a decent summary of the collection of content…
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Moved some content to Substack
If you’re looking for my latest thoughts, head on over to my Substack. See you there!
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On the “That’s Genius Podcast”…
A few weeks back, I sat down for a conversation with Michael Rose of Five9 for their That’s Genius Podcast: That’s Genius Episode 16 Edit: Here’s part 2 of our conversation: That’s Genius Episode 18 Photo by Jonathan Velasquez on Unsplash
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Most valuable companies of all time
source: Visual Capitalist
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The need for more insight into the present
Om Malik makes an excellent point on the need to contemplate the present as it’s happening. So much of our collective present is chunked up into tweet-sized analysis that we may be losing the essence of the times we live in. Anyway, his post is worth reading: As an avid…
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nitin badjatia 