Meta AI Talent Gold Rush: Meta continued to accelerate its moves to revamp its AI team and strategy with a range of hires across the industry, with meaningful impact on AI Talent markets. In addition to its ‘acqui-hire’ of Scale AI for $14 billion, Meta...

The biz Spotify ($SPOT) is pushing hard in video podcasts. (digiday.com) Economics Paul Krugman talks with Martin Wolf about the uncertainty Donald Trump has injected into the world economy. (paulkrugman.substack.com) Josh Brown talks with Joe...

A key reality for Nvidia, the market leading provder of AI GPU Infrastructure in this AI Tech Wave, has been its ‘Frenemies’ position with its top customers. The four largest AI Cloud data center providers, including the emerging ‘NeoClouds’ like...

Crypto What if stablecoins don’t put a dent in payments? (on.ft.com) Why Coinbase ($COIN) bought token manager Liquifi. (fortune.com) On the dangers of the crypto treasury model. (theblock.co) The Trump family’s wealth has essentially...

Books An excerpt from “It’s Only Drowning: A True Story of Learning to Surf and the Search for Common Ground” by David Litt. (lithub.com) An excerpt from Stephen Starring Grant’s new book, “Mailman: My Wild Ride Delivering the Mail in...

I discussed yesterday how Meta’s White Hot AI Talent Race, against OpenAI et al, is an important mid-year shift in this AI Tech Wave for the industry. Led personally by founder/CEO Mark Zuckerberg, it changes the AI Table Stakes going forward beyond the...

Good afternoon from Coronado… Before I dive in, yesterday I shared Roy Rubin’s post on ‘Intentless Commerce’. It got a lot of great conversations going in my email from smart people in AI and E-commerce. Roy reached out and shared a longer interview/video...

Keywords AI, OpenAI, Meta, productivity, collaboration, creativity, cognitive offloading, user interfaces, technology, gadgets Summary In this episode of AI Ramblings, hosts Michael Parekh and Neal Makwana discuss the latest developments in AI, focusing...

Finance Why is Vanguard pushing into private equity investing? (wsj.com) New SPAC deals are instrumental in the Bitcoin Treasury trend. (institutionalinvestor.com) A closer look at ‘beautifully designed’ Figma’s S-1....

Podcasts Peter Lazaroff talks with Barry Ritholtz about his new book “How NOT to Invest.” (peterlazaroff.com) Peter Mallouk talks the science of happiness with Jonathan Clements. (creativeplanning.com) Ben Carlson talks with Scott Rick, author...