Marcus Schuler
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Marcus Schuler
@marcus-schuler.com
310 followers 75 following 370 posts
Living the tech beat in Silicon Valley | Founder & Chief Brain https://implicator.ai

Decoding Silicon Valley's Al revolution for curious minds | Journalist, San Francisco
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marcus-schuler.com
Apple lost its COO, CFO, AI chief, design chief, and general counsel in 12 months. Meta poached nine senior staffers with $25M packages. Cook's chip architect is eyeing the door. This isn't succession—it's evacuation.

#Apple www.implicator.ai/apples-leade...
December 6, 2025 at 11:32 PM
marcus-schuler.com
OpenRouter's 100T token dataset reveals an inconvenient truth: 52% of open-source AI usage goes to roleplay, not enterprise transformation. Programming takes most of the rest. Finance and legal barely register.

#AI

www.implicator.ai/the-100-tril...
December 6, 2025 at 2:34 PM
marcus-schuler.com
NYT sued Perplexity while quietly licensing to Amazon—same playbook News Corp used: sue one AI company, partner with another. Lawsuits are now opening bids, not last resorts.

#AI

www.implicator.ai/the-new-york...
December 5, 2025 at 8:49 PM
marcus-schuler.com
OpenAI projects $25B in ad revenue by 2029—nearly matching its enterprise AI ambitions. The company positioning ads as a "maybe" is already treating them as a core pillar.

#AI #OpenAI

www.implicator.ai/openai-ads-2...
December 5, 2025 at 8:02 PM
marcus-schuler.com
Anthropic's Claude is now actively training its own open-source competitors through Hugging Face's new Skills plugin—a strategic tension neither company has addressed.

#AI #OpenAI

buff.ly/GkVHxFY
December 5, 2025 at 5:07 PM
marcus-schuler.com
Werner Vogels exits AWS keynotes with a warning: AI generates code faster than developers understand it. Meanwhile, Chinese hackers prove his point—17 months inside U.S. VMware servers, completely undetected.

#AWS #Cybersecurity

www.implicator.ai/werner-walks...
December 5, 2025 at 1:56 PM
marcus-schuler.com
Chinese hackers sat undetected in a U.S. VMware vCenter server for 17 months. The blind spot: virtualization infrastructure gets treated as plumbing while security teams watch workstations.

#Cybersecurity #VMware

www.implicator.ai/the-virtuali...
December 5, 2025 at 1:15 PM
marcus-schuler.com
Vogels predicted in 2010 AWS would exceed Amazon retail—colleagues dismissed him. Now at his likely final re:Invent, he hands out newspapers: the guy who made paper irrelevant in computing delivering ink that smudges.

#AWS

www.implicator.ai/werner-vogel...
December 4, 2025 at 11:47 PM
marcus-schuler.com
Meta's $70B metaverse "cuts" aren't leaving Reality Labs—they're shifting to AI glasses that actually sell. Wall Street cheered fiscal discipline that doesn't exist.

#AI

www.implicator.ai/the-metavers...
December 4, 2025 at 10:09 PM
marcus-schuler.com
Wall Street valued Zuckerberg's metaverse vision at less than zero. Meta's stock jumped 5.7% on news of Reality Labs cuts—investors celebrating the end of $70B in losses, not any strategic pivot.

#Meta

www.implicator.ai/wall-street-...
December 4, 2025 at 4:24 PM
marcus-schuler.com
Bloomberg called it a coup. Apple's design community called it relief. When your competitors celebrate your VP's departure, that tells you everything about a decade of design leadership.

#Apple #Meta

www.implicator.ai/meta-poaches...
December 4, 2025 at 2:53 PM
marcus-schuler.com
Anthropic hired IPO lawyers while burning $2.8B annually. Its $8B investor Amazon is quietly building a replacement. That's just Silicon Valley.

#AI

www.implicator.ai/anthropic-ra...
December 3, 2025 at 2:27 PM
marcus-schuler.com
Anthropic hired IPO lawyers and announced its first acquisition on the same day it's negotiating a $300B+ valuation. The "safety premium" company still burns $2.8B more than it earns annually.

#AI

www.implicator.ai/anthropics-i...
December 3, 2025 at 2:54 AM
marcus-schuler.com
AWS's "frontier agents" run for days autonomously, but here's the catch: they never commit code without human approval. Trust built like onboarding a new hire, not flipping a switch.

#AI

www.implicator.ai/trust-but-ve...
December 3, 2025 at 12:13 AM
marcus-schuler.com
AWS deployed 1M+ Trainium chips while quietly routing 50%+ of Bedrock tokens through them. The Nvidia partnership isn't surrender—it's a migration trap for GPU-locked enterprises.

#AWS #AI

www.implicator.ai/aws-bets-the...
December 2, 2025 at 6:20 PM
marcus-schuler.com
Shadow AI's real cost: $670K more per breach. The kicker? 97% of orgs hit by AI-related incidents had zero access controls. Bans don't work—48% of employees use AI anyway.

#AI #Enterprise

www.implicator.ai/the-670-000-...
December 2, 2025 at 6:00 PM
marcus-schuler.com
OpenAI hits "code red" to fix ChatGPT while Gemini adds 200M users in 3 months. The company that started the AI race now scrambles to stay in it.

#AI #OpenAI

www.implicator.ai/openai-calls...
December 2, 2025 at 2:55 PM
marcus-schuler.com
OpenAI's "code red" reveals a brutal truth: the company delayed advertising not by choice, but because ChatGPT has degraded too much to safely monetize.

#AI #OpenAI

www.implicator.ai/openais-code...
December 2, 2025 at 2:04 PM
marcus-schuler.com
The Times found Sacks has 708 tech investments. The real story: government hired an AI czar, then discovered he'd spent decades investing in AI. Conflict runs in the right direction. #AI

www.implicator.ai/opinion-let-...
December 1, 2025 at 6:18 PM
marcus-schuler.com
Intel's biggest Chips Act champion now calls its rollout "hideous." Gelsinger also warns Microsoft is repeating IBM's 1980s mistake—Altman owns the IP, Nadella just distributes.

#AI www.implicator.ai/pat-gelsinge...
December 1, 2025 at 3:09 PM
marcus-schuler.com
David Sacks classified 438 of his 449 AI investments as "software" or "hardware" to satisfy ethics rules—including companies with "AI" in their names. The system worked exactly as designed.

#AI #Tech

www.implicator.ai/449-ai-inves...
December 1, 2025 at 2:06 PM
marcus-schuler.com
The real AI tool insight: most professionals combine 2-4 specialized tools at $50-150/month—not one platform to rule them all. Tabnine's air-gapped option is the only enterprise play for regulated industries.

#AI

www.implicator.ai/30-ai-tools-...
December 1, 2025 at 1:51 PM
marcus-schuler.com
Qwen3-VL finds needles in 2-hour video haystacks with 99.5% accuracy—but trails GPT-5 by 9 points on reasoning. Open-source now matches closed on perception; the moat shifted to thinking.

#AI

www.implicator.ai/alibabas-qwe...
December 1, 2025 at 1:51 PM
marcus-schuler.com
David Sacks kept 449 AI investments by classifying them as "software"—41 have "AI" in their names. The ethics system didn't fail; it performed exactly as designed.

#AI #Tech

www.implicator.ai/the-architec...
December 1, 2025 at 1:51 PM
marcus-schuler.com
Prime Intellect built its brand on decentralized AI training. INTELLECT-3, their flagship model, trained on a traditional 512-GPU cluster with InfiniBand. The gap between vision and physics. #AI

www.implicator.ai/prime-intell...
December 1, 2025 at 1:51 PM