In the story I wrote about CoreWeave, analyst Gil Luria told me the company has “to keep borrowing more and more because they spend more money than they can get, structurally. They have to continue to borrow to pay interest on the last loan.” Aren’t you glad Nvidia helped them go public?
Alex Karp — the CEO of Palantir, the not-a-surveillance company put forward by Elon Musk’s DOGE to supply the US government with software that allows ICE to track immigrants — is very offended that anyone would suggest he is running a surveillance company.
Also, please “speak up” because “everyone” who thinks he’s a fascist is speaking up, said Karp, who famously wrote a dissertation on the rhetoric of fascism. I wonder why he’s so sensitive!
After CEO Sam Altman was fired and then unfired from OpenAI, Larry Summers was added to OpenAI’s board to replace the board members that had nixed Altman. In recently-released email messages, Summers seeks advice from Epstein on pursuing a woman he describes as a “mentee.” Hm!
Friend of The Verge Casey Newton has some thoughts on the Amazon v. Perplexity web browser battle about AI agents: Perplexity wants to encourage people to use their agents in order to build its own business, but this screws basically every business that runs on web pages, including Amazon. (Humans can look at ads, sign up for newsletters, engage in curiosity-oriented browsing, etc.) Perplexity is a known bad actor. I hope Jeff Bezos eats them alive.
[Platformer]
Remember how Salesforce billionaire Marc Benioff suddenly looooved Donald Trump? It turns out Salesforce is trying to sell an AI product to ICE. Two things: 1. This is how the gangster tech era works. 2. If I were a betting woman, I’d put money down that Agentforce is floundering. Certainly it’s been expensive marketing it.
[The New York Times]
A backpacker’s take on the multisport fitness watch for outdoorsy types.
Hey Marc, is that big bet on AI not working out? And now you need a contract from Uncle Sam because there’s no other way out of this mess you got yourself into? Is that what’s going on here, babe? Just asking, because it sure seems like this is you trying to grovel your way into the gangster tech ring.
