Sublime
An inspiration engine for ideas
Trends – Artificial Intelligence (AI) – May 2025 – BOND
The document analyzes rapid growth and transformative trends in artificial intelligence, highlighting unprecedented user adoption, technological advances, global competition, enterprise AI integration, and associated benefits and risks shaping the future.
bondcap.comInside Apple: How America's Most Admired--and Secretive--Company Really Works
amazon.com
Hungry Minds publishing
global.hungryminds.comInside Apple -- From Steve Jobs down to the janitor: How America’s most successful—and most secretive—big company really works.
amazon.com
The New Yorker
newyorker.comReally fascinating discussion around Magnificent Seven, AI, and investing in AI by Gavin Baker, Antonio Gracias, and Bill Gurley. Leaving my notes here:
"...what scaling laws say is if you wanna double the performance of an algorithm, you need to train it on ten more compute and data. So the reason this turbo charges... See more
Mostly Borrowed Ideasx.com
"You can break AI down into 5 tiers." - @realGeorgeHotz
"Data centers - tier 1, fabs - tier 2, Nvidia/AMD - tier 3, OpenAI/Anthropic - tier 4, and completely worthless things like Cursor and Windsurf, which are tier 5."
"OpenAI and Anthropic will eat all the value from the Cursors and... See more
TBPNx.com