Damian Burns
@damianburnsKindred & Audience Logic, Senior Advisor (Tech) @ Bregal Milestone. Previously Google, Meta and Amazon (Twitch)
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Really great and detailed piece on what it would take for the UK to win in AI infrastructure: tl;dr, get serious about nuclear. We have all the levers we need.
No surprise that after a bit more digging, the most plausible explanation comes from @eric_seufert and @benthompson stratechery interview (excerpt below). It’s the same reason why Google does so well… they own both the demand and the supply side. That said, before applovin…
Incredible. Applovin has overtaken The Trade Desk in market cap. i spent the early part of my career at a programmatic DSP so I am absolutely fascinated by the meteoric rise of these two companies. In my experience it was hard to stand out in this market. the inventory that you…
Marc Andreessen and Ben Horowitz say that AI models are hitting a ceiling of capabilities: "we've really slowed down in terms of the amount of improvement... we're increasing GPUs, but we're not getting the intelligence improvements, at all"
I see pitches from companies building AI products for advertising frequently. It might be the most common category of pitch I see currently. Many invoke the innovator’s dilemma to explain why they can outmaneuver Google or Meta. My thoughts: - AI advertising tools must be…
I'm sharing something unique we've been making at Google (w/ UNC). We are releasing our work on a new class of interactive experiences that we call generative infinite games, essentially video games where the game mechanics and graphics are fully subsumed by generative models 🧵
🚨Anthropic just released the most amazing AI technology I've ever used I'm not kidding AI agents are here and you can now build your own personal army of AI's that will do work for you Here is your demo and complete beginner's guide: (trust me, you want to bookmark this)
Insane stat from the Wall Street Journal that there are like 12 million full-time influencers in the US right now. That’s 7% of the American workforce No way a bubble like that is at all sustainable
Shapiro: UK TV ecosystem at risk broadbandtvnews.com/2024/10/22/sha… #video-broadband #feedly
The internet has not only diverted ad spending from other mediums, it appears to have structurally shrunk advertising as a share of the economy.
The end of Hinton's interview with the NYT today:
One year on, these are the streets of London. This is what Sir Mark Rowley’s @metpoliceuk and our two Governments have allowed to become normalised. On October 8th 2023 – one day after Hamas murdered 1,200 people and took more than 250 hostages – the streets of London were…
A year ago Hamas ( Iranian backed terrorists) attacked Israel killing women babies old people whole families on their Kibbutzes. They raped massacred and butchered hundreds of beautiful young kids partying at the Nova festival - they snatched hostages over to Gaza some as young…
Wall Street has NO IDEA what’s coming. Zuck explains the bull case for $NVDA in 2 minutes better than any analyst:
I tried the just-announced Meta Orion AR glasses a few weeks back. It was a beautiful glimpse into the future akin to the first time you experience Waymo or Tesla self-driving. My quick takeaways from the demo: 1/ Wearing see-through AR glasses is 10x better—and not just…
Former $GOOGL employee shares his view on $GOOGL and its position when it comes to Search, YT, and GCP: - He thinks $GOOGL is well positioned with both Search and YT. He thinks $GOOGL has a perception problem in the market regarding its culture rather than a fundamental business…
Cyberpunk running on a 4090 Ray tracing + mods 🤯 Games will soon be indistinguishable from reality
A really valuable interview with a Former High Ranking $GOOGL employee who worked on Search on how AI will affect $GOOGL Search: 1. He thinks that $GOOGL has the advantage because of the daily inputs and user behavior they are getting from traditional Search, YT, and Maps when…
Dear Mario Draghi, a year ago, I asked you to prepare a report on the future of Europe’s competitiveness. No one was better placed than you to take up this challenge. Now, we are eager to listen to your views ↓ twitter.com/i/broadcasts/1…
The end of the 1 billion active user ad-supported consumer startup -- and why highly-monetizing, useful, vertical apps are the next thing It's been a long time since we last built a broadly horizontal consumer app like YouTube, Instagram, Linkedin, or Snapchat. In fact, I'm…
This 600-year-old painting is one of the most mysterious in history. That mirror at the back is just 3 inches wide — yet it reflects the entire room in immense detail. Look closer at it and you'll realize nothing is as it seems… (thread) 🧵
United States Trends
- 1. Ravens 75 B posts
- 2. Steelers 101 B posts
- 3. Bears 109 B posts
- 4. Packers 68,5 B posts
- 5. Lamar 29,5 B posts
- 6. Jets 53,1 B posts
- 7. #HereWeGo 18,2 B posts
- 8. #GoPackGo 8.978 posts
- 9. Lions 87,5 B posts
- 10. Caleb 30,9 B posts
- 11. Justin Tucker 19,2 B posts
- 12. Taysom Hill 9.115 posts
- 13. Bills 93,4 B posts
- 14. WWIII 33,9 B posts
- 15. Russ 14,2 B posts
- 16. Browns 29,4 B posts
- 17. Worthy 45,1 B posts
- 18. Eberflus 8.584 posts
- 19. Colts 30,6 B posts
- 20. #OnePride 16 B posts
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Justin Pearse
@justinpearse -
Tess Alps
@TessAlps -
Media Lad
@media_lad -
Gerry D'Angelo
@GerryDAngelo -
Arif Durrani
@DurraniMix -
Nigel Clarkson
@NigelPClarkson -
Paul Frampton-Calero
@Paul_Framp -
Gavin Stirrat 🇺🇦
@gavjs -
Caspar Schlickum
@CasparSch -
Justin Taylor
@jaycaz -
Alex Rahaman
@alexrahaman
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