AUDIT VENDORS

“Google Cloud has just signed a multi-billion-dollar deal with Miriam Moratti's Thinking Machine Labs. This is a single-digit billions. It gives Thinking Machine Labs access to NVIDIA's GB300 system on Google Cloud, plus training and deployment services for their first product, which is called Tinker, which is a tool for building custom frontier models.”

“NeoCognition is trying to build agents that self specialize the same way instead of kind of the current model where you hand, you know, craft a custom agent for every vertical. I've built enough custom agent workflows to know that kind of this per vertical approach doesn't really scale. You run out of engineers before you run out of use cases.”

“Google announced two new TPUs. They have the TPU 8T for training, and the TPU 8I for inference. The split alone is, I think, what's really interesting to me. Inference is the dominant cost of running AI and production right now, and having these kind of dedicated inference, silicon matters economically. It makes a big impact to the bottom line.”

“The bottom layer is silicone, TPU, plus these resold NVIDIAs. And then they don't really care which chip wins. I mean, obviously, they kind of want their own to win, but they're going to make money either way if you buy NVIDIA from them. The middle layer is being the compute host for Frontier Labs. Anthropic already runs on TPUs, and now Thinking Machine Labs is going to be running on Google Cloud. The top layer is the agent layer in the browser and the workspace. Google is the only player that's hitting all three credibly right now.”

“They have a new feature, which is called Auto Browse, Gemini powers it, and it's basically running inside of your Chrome for workspace, and it reads context across your open tabs, and it automates actual workplace tasks. So it can enter your CRM data, it can compare vendor quotes, it can summarize candidate portfolios, it can write up competitor research. If I'm being honest, it sounds like an interesting tool.”

“OpenAI and Infosys just announced a deal to push ChatGPT and specifically Codex. Their coding tool is kind of a competitor to Cloud Code into Infosys' enterprise client base. This is across more than 60 countries. They didn't really disclose the terms or how much money is changing hands in this.”

“There is a report from Bloomberg yesterday that an unauthorized group got access to Mythos, which is Anthropic's new exclusive enterprise cyber security AI tool that's gonna take over the world, right? They gave it to a handful of enterprises because it's so dangerous and good at getting, you know, finding security vulnerabilities. I think this is probably not good news because they, you know, they made a lot of hype about how dangerous it was, and they only gave it to special people, and if it really is getting leaked, that's not great for them.”