Tag: AI

Although often associated with the abstract “cloud,” artificial intelligence is profoundly anchored in physical reality and geography. As AI development surges, companies are increasingly driven by tangible constraints: electricity availability, land, infrastructure, and climate.

Tech giants like Google and Microsoft are securing massive power supplies, even tapping into nuclear energy, to support energy-hungry data centers. These facilities are shifting away from urban hubs toward remote, cooler regions to optimize cooling and costs. Furthermore, the AI supply chain relies on critical geographical choke points, notably Taiwan for advanced semiconductor fabrication and the Netherlands for specialized lithography equipment. Consequently, AI is evolving into a form of heavy industry where political stability, reliable grids, and access to raw materials determine the leaders of the next technological era.

Steve Eisman (of The Big Short) is raising the warning sign on AI. OpenAI and Anthropic have committed to hundreds of billions of spending at the hyperscalers (Google, Amazon, Microsoft etc), but where does the money come from? In this interview Steve reveals all.

In this episode I explain a role that I call the marketing engineer. I believe this person becomes one of the most valuable hires in tech in the next 18 to 24 months. I define the job, I show the four eras of marketing that lead to it, and I give the tool stack that makes it work. I use a commercial HVAC software company as a worked example, and I list six systems that a marketing engineer builds. I close with four ways to earn money from this skill and a 30-day plan to learn it.

Is AI an existential threat or will it become a fundamental part of human life?

In this recent clip from Talking Geopolitics, GPF Chairman George Friedman breaks down the technology life cycle, the myth of artificial “intelligence”, and its potential role in the US-China relationship and geopolitics as a whole.

Robinhood CEO Vlad Tenev explores how AI is transforming investing and company productivity. Key highlights include:

Agentic Investing: Robinhood has introduced tools allowing AI agents to perform complex trading strategies, democratizing algorithmic trading. While AI is useful for optimizing portfolios—such as identifying tax-loss harvesting or fee-efficient funds—Tenev notes that humans remain essential for fiduciary responsibility and complex life planning.
Productivity Shifts: Within Robinhood, AI adoption is nearly 100%, shifting engineering roles from manual coding to overseeing AI agents that manage the development lifecycle.

Strategic Evolution: Tenev emphasizes that while Robinhood expands into new areas like prediction markets and banking, the core goal is maintaining a coherent, personalized user experience across all services.

Ultimately, Tenev believes AI will most disrupt active trading, while long-term passive investing remains largely unchanged.

OpenAI has announced it will not release its latest AI model due to safety concerns.

Its GPT-6.1 Astra system, which performs tasks like browsing the web and using apps by itself, “didn’t quite meet the bar” of the company’s standards, according to Saachi Jain, head of safety systems at OpenAI.

It comes as breaches by major AI firms’ models intensify the debate about risks posed by the tech – with Anthropic underlining its concerns AI might threaten humanity as it prepares to go public.

By 2037, I believe artificial intelligence will be a billion times more intelligent than us at every task we give it. Ray Kurzweil says 2049. The exact year doesn’t matter.

What matters is the moment it becomes twice as smart as we are, because past that point we lose any ability to outthink it. By my estimate, that moment is about twelve months away.

This isn’t fear mongering, it’s math. Chess, Go, protein folding, driving: every task we’ve handed machines, they’ve mastered faster than us, because they learn from each other instantly, not one at a time like we do.

So use this year well. Decide what you want intelligence to serve, because once this window closes, you won’t be the one choosing anymore.

Originally recorded live at Gladiator Summit II.

This video demonstrates how to drastically speed up motion graphics creation in DaVinci Resolve Studio by using AI tools. Instead of spending hours manually building complex nodes and layers in Fusion, you can use AI assistants like Claude to generate high-quality animations, bar graphs, and 3D scenes. The creator emphasizes providing detailed context to the AI, similar to instructing a professional designer. By establishing a project with specific brand elements and iterative refinements, editors can significantly reduce production time, maintain consistent styles across videos, and streamline workflows for clients while focusing on creativity.

Digital Realty CEO Andy Power discusses the AI-driven data center boom, addressing community concerns over power, water use and infrastructure.

AI VFX has come a long way in a very short amount of time and there’s about to breakthrough to being something truly remarkable.

In this video, I outline my workflow and different best practices.