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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.com
Interesting insight from @benthompson.
In the world of Deep Research, secrecy might be useful strategy at times and private data sources more valuable. AI is blind without the sources. It doesn't have friends, relationships or conferences overhear things https://t.co/VUW7I4ufhK
Hungry Minds publishing
global.hungryminds.com
The New Yorker
newyorker.com
Really 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.comLiang Mong Song was TSMC's renegade genius.
He gets frustrated with the leadership, so he defects to South Korea and single handedly pushes Samsung to overtake TSMC.
Then SMIC, China's main foundry, poaches him. He becomes CEO and brings along a conga line of Samsung and TSMC's top talent.... See more
Dwarkesh Patelx.comThey postmortem sales reports and channel flow.