All the crap you never needed

July 17 2026 Demis Hassabis AI article Proposal for regulations/rules Widely acclaimed by industry folks (Elon, Sam Altman, Jack Clark from Anthropic, Satya, Sundar, etc) Form a self regulatory organization (SRO, like FINRA, etc) Higher chance of industry getting regulation right because it can stay more current vs govt regulation which can lag - especially relevant to AI which is moving so fast Sacks spoke to Demis and likes the proposal with some notes The SRO has to have diverse enough group of industry participants to address regulatory capture problem (can’t have just 3 labs, etc) The regulations should apply to the frontier models - if the model is is behind, why regulate it - if there is a step change, only then there might be catastrophic risk It should be for truly catastrophic risk - nuclear, chemical warfare etc not speech Should be a substitute, not in addition to lot of random regulations that are already there Opt in to begin with to prove the agency works ...

July 15 2026 (from NotebookLM) Pat Gelsinger – Former Intel CEO The Downfall and Leadership Transition : Spent 34 years at Intel, which went off the rails and got heavily outperformed by Nvidia, TSMC, and Apple. The shift began when the company moved away from deeply technical founders and leaders (such as Andy Grove, Gordon Moore, Bob Noyce, and Craig Barrett, where 15 of 20 people in executive meetings held PhDs) and started being run by business leaders and "bean counters". When Gelsinger became CEO (noted as 2001 in the transcript), he was the first technical leader in 15 years. Financial Over-Prioritization : In the five to six years before Gelsinger's return, Intel gave $100 billion to shareholders in dividends and stock buybacks instead of building new factories or investing in critical EUV (Extreme Ultraviolet) lithography machines. The Apple Silicon Miss : Intel passed on making chips for the original iPhone. Under Steve Jobs, Apple moved to Intel's Ce...

July 13 2026 ElevenLabs CEO - Mati Staniszewski Insane revenue ramp $600M ARR 600 employees Fast revenue growth and fast employee count growth - so quite challenging Competing for top talent Lot of initial talent is still there Started pre-ChatGPT moment All teams have engineers embedded in them (talent, marketing, etc) People are preferring to talk to AI customer agents now vs humans Amazing use cases Working with celebrities US congress woman giving speech using this technology Woman who lost her voice before her wedding - use it for wedding vows Gaming (like James Earl Jones voice in Darth Vader getting unlocked as a character that helps you - working with Disney and the family estate) Definitely real threat from frontier models Feel their advantage is their research (architecture) and the data they have Max Junestrand - Legora CEO 50% revenue growth quarter over quarter for 7 quarters Market of legal services in the US is $1T/year Software is $40B/year so o...

July 10 2026 Friedberg out on vacation, Brad Gerstner in IPOs SpaceX - already 7th largest company in the world OpenAI, Anthropic expected IPOs hoped to be quite successful (Brad is an investor of course) Intelligence is the largest TAM we have seen in the history of the world Inspite of the open source buzz, frontier models are getting higher share of enterprise spend Case for open source Some companies won’t have the revenue growth to justify frontier model cost Some countries will be happy with the just good enough open source and will prefer sovereignty Case against Complicated to setup open source (bittensor, openrouter, etc) Meta released Muse for coding Sacks joins the show CTOs are trying to control token cost Jesse Zhang Decagon boss had a good blog post on this - how to think about optimizing model costs (when stuff is new you want the best model, when stuff is mature you want to use the cheap model that you have fine tuned) Nikesh Arora tweets were also ...

July 9 2026 Andrew Feldman is back Cerebras CEO Crazy Data Center buildout here Data centers are getting power of the order of small cities Demand is way outstripping our ability to build data centers Cerebras has a $25B backlog - and others are in similar position AI regulation is tricky AI progress will be amazing Robin Rombach Co-Founder and CEO of Black Forest Labs Based in Freiburg and SF Formerly worked at Stable Diffusion Co-invented latent diffusion Reported partnership with Martin Scorcese Human in the loop is very interesting use case - instead of making long full movies with AI, you can parallelize your brainstorming with AI Same multi modal model could not just do image/video processing but also be deployed in a robot

July 3 2026 Palantir Nvidia partnership announced Karp appearance on CNBC went viral Made the case that companies don’t trust the big labs AI Sovereignty importance highlighted Jason has been making this case for months Sacks made an interesting case on X too Karp’s case in succinct terms (from Palantir X account): Palantir CEO Alex Karp on what customers actually want, the real business of frontier labs, and the importance of open source models: "What the technical customers want is control over their compute, their models, their data stack, and their alpha. They want to know they own the means of production, and it's not being transferred to someone else." Apparently Figma got rug-pulled/blind-sided by Anthropic in this way (their stock has fallen 50% after Claude Design) Claude Design, Claude Code (apparently started after noticing Cursor’s success), etc all seem similar plays This is like the Microsoft play Google also did something similar in the pa...