Michelle Hawley
@michellehawley.bsky.social
Editorial Director at Simpler Media Group, managing VKTR.com.
Meta's Llama 4 models have been out for a couple weeks now, and honestly, there's still a lot to unpack.
April 30, 2025 at 8:55 PM
Meta's Llama 4 models have been out for a couple weeks now, and honestly, there's still a lot to unpack.
It's pretty clear that investors are taking a cautious stance towards CoreWeave's IPO. I think this will prompt other AI companies to reassess strategies & their market valuations.
March 28, 2025 at 5:16 PM
It's pretty clear that investors are taking a cautious stance towards CoreWeave's IPO. I think this will prompt other AI companies to reassess strategies & their market valuations.
CoreWeave's co-founder Brannin McBee said he doesn't understand the fears around a potential AI bubble.
But this isn't just a debate about the profitability of AI enterprises (though that's part of it). It's also fear about our current economic climate. There's a lot of uncertainty right now.
But this isn't just a debate about the profitability of AI enterprises (though that's part of it). It's also fear about our current economic climate. There's a lot of uncertainty right now.
March 28, 2025 at 5:13 PM
CoreWeave's co-founder Brannin McBee said he doesn't understand the fears around a potential AI bubble.
But this isn't just a debate about the profitability of AI enterprises (though that's part of it). It's also fear about our current economic climate. There's a lot of uncertainty right now.
But this isn't just a debate about the profitability of AI enterprises (though that's part of it). It's also fear about our current economic climate. There's a lot of uncertainty right now.
Timing certainly isn't helping with CoreWeave's debut. You have market volatility & new competition from companies like China's DeepSeek, which promises AI solutions at a fraction of the cost of competitors (and quicker time to market).
March 28, 2025 at 5:07 PM
Timing certainly isn't helping with CoreWeave's debut. You have market volatility & new competition from companies like China's DeepSeek, which promises AI solutions at a fraction of the cost of competitors (and quicker time to market).
The #CoreWeave IPO dropped today at $40/share, well under the anticipated $32 billion valuation.
Some are calling it the most exciting IPO of the year — for short sellers.
Some are calling it the most exciting IPO of the year — for short sellers.
March 28, 2025 at 5:05 PM
The #CoreWeave IPO dropped today at $40/share, well under the anticipated $32 billion valuation.
Some are calling it the most exciting IPO of the year — for short sellers.
Some are calling it the most exciting IPO of the year — for short sellers.
#Google just dropped Gemini 2.5, its latest move to take over the enterprise AI space. What it really has going for it is that Google is just so ubiquitous.
So many of us use Google Workspace that having a tool that's built-in and easy to access is more convenient than turning to something else.
So many of us use Google Workspace that having a tool that's built-in and easy to access is more convenient than turning to something else.
March 28, 2025 at 4:52 PM
#Google just dropped Gemini 2.5, its latest move to take over the enterprise AI space. What it really has going for it is that Google is just so ubiquitous.
So many of us use Google Workspace that having a tool that's built-in and easy to access is more convenient than turning to something else.
So many of us use Google Workspace that having a tool that's built-in and easy to access is more convenient than turning to something else.
✈️ I'm prepping to attend the Adobe Summit next week in Las Vegas. I think AI is going to be a can't-get-away-from topic this year, so excited to see what new ideas, lessons and innovations #Adobe and other brands plan to share.
March 12, 2025 at 9:03 PM
✈️ I'm prepping to attend the Adobe Summit next week in Las Vegas. I think AI is going to be a can't-get-away-from topic this year, so excited to see what new ideas, lessons and innovations #Adobe and other brands plan to share.
AI model benchmarks can be misleading, like the benchmarks DeepSeek lists for its models (shown below), which many people dispute.
February 21, 2025 at 3:12 PM
AI model benchmarks can be misleading, like the benchmarks DeepSeek lists for its models (shown below), which many people dispute.
So far, Databricks has acquired 11 companies worth billions. Snowflake has also acquired 11 companies, averaging $8mil per deal. And Salesforce just bought Own Company for $1.9 billion.
February 19, 2025 at 5:24 PM
So far, Databricks has acquired 11 companies worth billions. Snowflake has also acquired 11 companies, averaging $8mil per deal. And Salesforce just bought Own Company for $1.9 billion.