Google provides cloud infrastructure to OpenAI while competing with ChatGPT.

The lines between competitor and partner continue to blur in enterprise tech.

Full analysis on Substack: dsweis.substack.com/p/strategic-...

Germany—birthplace of Industry 4.0—just became home of Huang's bet on what that revolution really means.

The future of European manufacturing just got an address.

Full take: dsweis.substack.com/p/2948aa38-3...

#IndustrialAI #Manufacturing #Industry40

A clear answer on what tokens actually measure in AI. Tokens aren't just characters or words. They're chunks of meaning that vary wildly by language and context.

This chart from Mary Meeker's 2025 AI Report (slide 135) nails it: