Davie
@dsweis.bsky.social
Your AI radar. Breaking developments + honest evaluations. Enterprise CDO who codes. Views = my own.
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
The future of European manufacturing just got an address.
Full take: dsweis.substack.com/p/2948aa38-3...
#IndustrialAI #Manufacturing #Industry40
June 16, 2025 at 2:15 PM
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
The future of European manufacturing just got an address.
Full take: dsweis.substack.com/p/2948aa38-3...
#IndustrialAI #Manufacturing #Industry40
Why this matters: The data sovereignty angle: "Your data belongs to you. It is the history of your people, the knowledge of your people, the culture of your people."
European manufacturers can finally train proprietary models on proprietary data. In Europe.
European manufacturers can finally train proprietary models on proprietary data. In Europe.
June 16, 2025 at 2:15 PM
Why this matters: The data sovereignty angle: "Your data belongs to you. It is the history of your people, the knowledge of your people, the culture of your people."
European manufacturers can finally train proprietary models on proprietary data. In Europe.
European manufacturers can finally train proprietary models on proprietary data. In Europe.
Europe's going 10x on AI compute in 2 years. Not incremental. TEN TIMES.
Huang says Europe is "going all-in on AI." Partners include Siemens ("supercharging the company"), BMW, Mercedes, SNCF.
Why Germany? It's where the manufacturing already is.
Huang says Europe is "going all-in on AI." Partners include Siemens ("supercharging the company"), BMW, Mercedes, SNCF.
Why Germany? It's where the manufacturing already is.
June 16, 2025 at 2:15 PM
Europe's going 10x on AI compute in 2 years. Not incremental. TEN TIMES.
Huang says Europe is "going all-in on AI." Partners include Siemens ("supercharging the company"), BMW, Mercedes, SNCF.
Why Germany? It's where the manufacturing already is.
Huang says Europe is "going all-in on AI." Partners include Siemens ("supercharging the company"), BMW, Mercedes, SNCF.
Why Germany? It's where the manufacturing already is.
Remember all those breathless digital twin demos vendors were pushing in 2019? Most were glorified CAD viewers.
This is different. Virtual wind tunnels. Factory twins where robots can actually train. Physics so accurate Nvidia partnered with Disney Research + DeepMind.
This is different. Virtual wind tunnels. Factory twins where robots can actually train. Physics so accurate Nvidia partnered with Disney Research + DeepMind.
June 16, 2025 at 2:15 PM
Remember all those breathless digital twin demos vendors were pushing in 2019? Most were glorified CAD viewers.
This is different. Virtual wind tunnels. Factory twins where robots can actually train. Physics so accurate Nvidia partnered with Disney Research + DeepMind.
This is different. Virtual wind tunnels. Factory twins where robots can actually train. Physics so accurate Nvidia partnered with Disney Research + DeepMind.
The talent shift is already happening:
USA AI job postings ↑ 448% since 2018
USA non-AI IT roles ↓ 9%
Universities have ~5 years to adapt. Companies are scrambling for AI talent. The message from the data is pretty clear: this transition will be fast.
USA AI job postings ↑ 448% since 2018
USA non-AI IT roles ↓ 9%
Universities have ~5 years to adapt. Companies are scrambling for AI talent. The message from the data is pretty clear: this transition will be fast.
June 9, 2025 at 9:46 PM
The talent shift is already happening:
USA AI job postings ↑ 448% since 2018
USA non-AI IT roles ↓ 9%
Universities have ~5 years to adapt. Companies are scrambling for AI talent. The message from the data is pretty clear: this transition will be fast.
USA AI job postings ↑ 448% since 2018
USA non-AI IT roles ↓ 9%
Universities have ~5 years to adapt. Companies are scrambling for AI talent. The message from the data is pretty clear: this transition will be fast.
The speed is genuinely unprecedented:
ChatGPT → 800M users: 17 months
Netflix → 100M users: 10+ years
Meeker used the word "unprecedented" 300 times in the report. When an analyst repeats something that much, pay attention.
ChatGPT → 800M users: 17 months
Netflix → 100M users: 10+ years
Meeker used the word "unprecedented" 300 times in the report. When an analyst repeats something that much, pay attention.
June 9, 2025 at 9:46 PM
The speed is genuinely unprecedented:
ChatGPT → 800M users: 17 months
Netflix → 100M users: 10+ years
Meeker used the word "unprecedented" 300 times in the report. When an analyst repeats something that much, pay attention.
ChatGPT → 800M users: 17 months
Netflix → 100M users: 10+ years
Meeker used the word "unprecedented" 300 times in the report. When an analyst repeats something that much, pay attention.
This isn't a Silicon Valley story anymore:
- 90% of ChatGPT users are outside North America
- India leads usage at 13.5% (US only 8.9%)
- Unlike internet/mobile, AI hit the entire world simultaneously
The geography of tech power is shifting.
- 90% of ChatGPT users are outside North America
- India leads usage at 13.5% (US only 8.9%)
- Unlike internet/mobile, AI hit the entire world simultaneously
The geography of tech power is shifting.
June 9, 2025 at 9:46 PM
This isn't a Silicon Valley story anymore:
- 90% of ChatGPT users are outside North America
- India leads usage at 13.5% (US only 8.9%)
- Unlike internet/mobile, AI hit the entire world simultaneously
The geography of tech power is shifting.
- 90% of ChatGPT users are outside North America
- India leads usage at 13.5% (US only 8.9%)
- Unlike internet/mobile, AI hit the entire world simultaneously
The geography of tech power is shifting.
The cost paradox is wild:
Training models: $100M → $10B+ 📈
Using models: Down 99.7% in 2 years 📉
How do companies recoup billions in training costs when usage is basically free? Even Meeker says "the jury is still out"
Training models: $100M → $10B+ 📈
Using models: Down 99.7% in 2 years 📉
How do companies recoup billions in training costs when usage is basically free? Even Meeker says "the jury is still out"
June 9, 2025 at 9:46 PM
The cost paradox is wild:
Training models: $100M → $10B+ 📈
Using models: Down 99.7% in 2 years 📉
How do companies recoup billions in training costs when usage is basically free? Even Meeker says "the jury is still out"
Training models: $100M → $10B+ 📈
Using models: Down 99.7% in 2 years 📉
How do companies recoup billions in training costs when usage is basically free? Even Meeker says "the jury is still out"
First big takeaway: Everyone will use AI, but only a handful can afford to build it
Training costs are heading to $10B+ per model. The "Big Six" tech giants spent $212B on AI infrastructure in 2024.
The AI oligopoly is real.
Training costs are heading to $10B+ per model. The "Big Six" tech giants spent $212B on AI infrastructure in 2024.
The AI oligopoly is real.
June 9, 2025 at 9:46 PM
First big takeaway: Everyone will use AI, but only a handful can afford to build it
Training costs are heading to $10B+ per model. The "Big Six" tech giants spent $212B on AI infrastructure in 2024.
The AI oligopoly is real.
Training costs are heading to $10B+ per model. The "Big Six" tech giants spent $212B on AI infrastructure in 2024.
The AI oligopoly is real.