@paul-nugent.bsky.social
Google just launched TorchTPU with help from Meta.
Here's why Nvidia's software moat is under attack:
CUDA has been Nvidia's real advantage—not the chips. Developers learned CUDA, built on CUDA, locked into CUDA.
But that's changing.
Here's why Nvidia's software moat is under attack:
CUDA has been Nvidia's real advantage—not the chips. Developers learned CUDA, built on CUDA, locked into CUDA.
But that's changing.
December 18, 2025 at 3:00 PM
Google just launched TorchTPU with help from Meta.
Here's why Nvidia's software moat is under attack:
CUDA has been Nvidia's real advantage—not the chips. Developers learned CUDA, built on CUDA, locked into CUDA.
But that's changing.
Here's why Nvidia's software moat is under attack:
CUDA has been Nvidia's real advantage—not the chips. Developers learned CUDA, built on CUDA, locked into CUDA.
But that's changing.
Google just launched TorchTPU with help from Meta.
Here's why Nvidia's software moat is under attack:
CUDA has been Nvidia's real advantage—not the chips. Developers learned CUDA, built on CUDA, locked into CUDA.
But that's changing.
Here's why Nvidia's software moat is under attack:
CUDA has been Nvidia's real advantage—not the chips. Developers learned CUDA, built on CUDA, locked into CUDA.
But that's changing.
December 18, 2025 at 2:20 PM
Google just launched TorchTPU with help from Meta.
Here's why Nvidia's software moat is under attack:
CUDA has been Nvidia's real advantage—not the chips. Developers learned CUDA, built on CUDA, locked into CUDA.
But that's changing.
Here's why Nvidia's software moat is under attack:
CUDA has been Nvidia's real advantage—not the chips. Developers learned CUDA, built on CUDA, locked into CUDA.
But that's changing.
OpenAI just released GPT Image 1.5.
Here's why this changes agentic workflows:
The new ChatGPT Images model generates 4x faster with precise edits that preserve details.
But speed isn't the story. Control is.
Here's why this changes agentic workflows:
The new ChatGPT Images model generates 4x faster with precise edits that preserve details.
But speed isn't the story. Control is.
December 17, 2025 at 2:05 PM
OpenAI just released GPT Image 1.5.
Here's why this changes agentic workflows:
The new ChatGPT Images model generates 4x faster with precise edits that preserve details.
But speed isn't the story. Control is.
Here's why this changes agentic workflows:
The new ChatGPT Images model generates 4x faster with precise edits that preserve details.
But speed isn't the story. Control is.
Disney just invested $1 billion in OpenAI.
Here's why this matters more than you think:
When Sora launched in September, it hit #1 on the App Store. It also created a copyright nightmare. Users flooded it with unauthorized Disney characters.
Here's why this matters more than you think:
When Sora launched in September, it hit #1 on the App Store. It also created a copyright nightmare. Users flooded it with unauthorized Disney characters.
December 16, 2025 at 2:35 PM
Disney just invested $1 billion in OpenAI.
Here's why this matters more than you think:
When Sora launched in September, it hit #1 on the App Store. It also created a copyright nightmare. Users flooded it with unauthorized Disney characters.
Here's why this matters more than you think:
When Sora launched in September, it hit #1 on the App Store. It also created a copyright nightmare. Users flooded it with unauthorized Disney characters.
The gap isn't intelligence. It's architecture.
After processing 1.7 billion agentic workflows this year, we've identified why most AI agent implementations never make it to production—and what actually works. 🧵
After processing 1.7 billion agentic workflows this year, we've identified why most AI agent implementations never make it to production—and what actually works. 🧵
December 16, 2025 at 2:09 PM
The gap isn't intelligence. It's architecture.
After processing 1.7 billion agentic workflows this year, we've identified why most AI agent implementations never make it to production—and what actually works. 🧵
After processing 1.7 billion agentic workflows this year, we've identified why most AI agent implementations never make it to production—and what actually works. 🧵
Over $50 billion committed to India in under 24 hours.
Microsoft: $17.5B
Amazon: $35B through 2030
Google: $15B
Intel: chip manufacturing
Big Tech is betting heavily on India—and the reasons go beyond cheap labor. 🧵
Microsoft: $17.5B
Amazon: $35B through 2030
Google: $15B
Intel: chip manufacturing
Big Tech is betting heavily on India—and the reasons go beyond cheap labor. 🧵
December 15, 2025 at 3:15 PM
Over $50 billion committed to India in under 24 hours.
Microsoft: $17.5B
Amazon: $35B through 2030
Google: $15B
Intel: chip manufacturing
Big Tech is betting heavily on India—and the reasons go beyond cheap labor. 🧵
Microsoft: $17.5B
Amazon: $35B through 2030
Google: $15B
Intel: chip manufacturing
Big Tech is betting heavily on India—and the reasons go beyond cheap labor. 🧵
Cursor just launched Visual Editor—an AI design tool built directly into their coding platform.
The $30B startup is expanding beyond developers to capture the entire software creation process. 🧵
The $30B startup is expanding beyond developers to capture the entire software creation process. 🧵
December 15, 2025 at 2:30 PM
Cursor just launched Visual Editor—an AI design tool built directly into their coding platform.
The $30B startup is expanding beyond developers to capture the entire software creation process. 🧵
The $30B startup is expanding beyond developers to capture the entire software creation process. 🧵
Google Translate just rolled out real-time headphone translations powered by Gemini.
December 15, 2025 at 1:05 PM
Google Translate just rolled out real-time headphone translations powered by Gemini.
TIME named the Architects of AI as 2025 Person of the Year.
December 12, 2025 at 3:05 PM
TIME named the Architects of AI as 2025 Person of the Year.
Meta's reportedly building a closed-source AI model code-named Avocado. Expected launch: spring 2026.
This would reverse Meta's entire Llama strategy.
This would reverse Meta's entire Llama strategy.
December 12, 2025 at 2:45 PM
Meta's reportedly building a closed-source AI model code-named Avocado. Expected launch: spring 2026.
This would reverse Meta's entire Llama strategy.
This would reverse Meta's entire Llama strategy.
OpenAI just hired Slack CEO Denise Dresser as Chief Revenue Officer, effective next week.
This isn't a standard executive hire. It's a signal about where OpenAI thinks the real competitive battle is happening.
The details:
This isn't a standard executive hire. It's a signal about where OpenAI thinks the real competitive battle is happening.
The details:
December 12, 2025 at 1:57 PM
OpenAI just hired Slack CEO Denise Dresser as Chief Revenue Officer, effective next week.
This isn't a standard executive hire. It's a signal about where OpenAI thinks the real competitive battle is happening.
The details:
This isn't a standard executive hire. It's a signal about where OpenAI thinks the real competitive battle is happening.
The details:
OpenAI's position changed fast. Two years ago, Google declared a code red over ChatGPT. Now Google's Gemini 3 Pro ranks first on LMArena. GPT-5 is sixth.
What shifted?
What shifted?
December 11, 2025 at 2:15 PM
OpenAI's position changed fast. Two years ago, Google declared a code red over ChatGPT. Now Google's Gemini 3 Pro ranks first on LMArena. GPT-5 is sixth.
What shifted?
What shifted?
The Linux Foundation just launched the Agentic AI Foundation, backed by OpenAI, Anthropic, Block, AWS, Bloomberg, Cloudflare, and Google.
This isn't just another foundation announcement. It's a signal about how the agent era will be built.
What's being contributed:
This isn't just another foundation announcement. It's a signal about how the agent era will be built.
What's being contributed:
December 10, 2025 at 9:28 PM
The Linux Foundation just launched the Agentic AI Foundation, backed by OpenAI, Anthropic, Block, AWS, Bloomberg, Cloudflare, and Google.
This isn't just another foundation announcement. It's a signal about how the agent era will be built.
What's being contributed:
This isn't just another foundation announcement. It's a signal about how the agent era will be built.
What's being contributed:
OpenAI is reportedly releasing GPT-5.2 this week—weeks ahead of schedule—after declaring code red over Gemini 3's performance.
This isn't about new features. It's about defending market position through core performance improvements.
What's happening:
This isn't about new features. It's about defending market position through core performance improvements.
What's happening:
December 10, 2025 at 8:28 PM
OpenAI is reportedly releasing GPT-5.2 this week—weeks ahead of schedule—after declaring code red over Gemini 3's performance.
This isn't about new features. It's about defending market position through core performance improvements.
What's happening:
This isn't about new features. It's about defending market position through core performance improvements.
What's happening:
Google just announced AI glasses with Gemini for 2026—and this confirms what I wrote about earlier this week.
The announcement:
Google is building two types of AI glasses. Both run Android XR and integrate Gemini for real-time assistance.
The announcement:
Google is building two types of AI glasses. Both run Android XR and integrate Gemini for real-time assistance.
December 10, 2025 at 7:59 PM
Google just announced AI glasses with Gemini for 2026—and this confirms what I wrote about earlier this week.
The announcement:
Google is building two types of AI glasses. Both run Android XR and integrate Gemini for real-time assistance.
The announcement:
Google is building two types of AI glasses. Both run Android XR and integrate Gemini for real-time assistance.
OpenAI just published enterprise usage data showing 8x message growth—days after Sam Altman's code red memo about Google.
The numbers look strong. The strategy behind them reveals something more interesting.
What OpenAI shared:
The numbers look strong. The strategy behind them reveals something more interesting.
What OpenAI shared:
December 10, 2025 at 7:34 PM
OpenAI just published enterprise usage data showing 8x message growth—days after Sam Altman's code red memo about Google.
The numbers look strong. The strategy behind them reveals something more interesting.
What OpenAI shared:
The numbers look strong. The strategy behind them reveals something more interesting.
What OpenAI shared:
Anthropic just connected Claude Code directly to Slack. Tag @Claude in a thread, and it spins up a coding session using the conversation as context.
This isn't a feature release. It's a workflow shift.
This isn't a feature release. It's a workflow shift.
December 10, 2025 at 6:00 PM
Anthropic just connected Claude Code directly to Slack. Tag @Claude in a thread, and it spins up a coding session using the conversation as context.
This isn't a feature release. It's a workflow shift.
This isn't a feature release. It's a workflow shift.
ChatGPT's user growth is slowing—and the data reveals why distribution matters more than model quality.
New numbers from Sensor Tower:
New numbers from Sensor Tower:
December 9, 2025 at 8:04 PM
ChatGPT's user growth is slowing—and the data reveals why distribution matters more than model quality.
New numbers from Sensor Tower:
New numbers from Sensor Tower:
Meta just acquired Limitless, the AI pendant startup.
This is the second major acquisition I've covered this week—and it reveals a clear pattern about where AI infrastructure is consolidating.
What Limitless built:
This is the second major acquisition I've covered this week—and it reveals a clear pattern about where AI infrastructure is consolidating.
What Limitless built:
December 9, 2025 at 12:04 PM
Meta just acquired Limitless, the AI pendant startup.
This is the second major acquisition I've covered this week—and it reveals a clear pattern about where AI infrastructure is consolidating.
What Limitless built:
This is the second major acquisition I've covered this week—and it reveals a clear pattern about where AI infrastructure is consolidating.
What Limitless built:
Bun just joined Anthropic.
This acquisition tells us more about where AI infrastructure is heading than most model announcements.
This acquisition tells us more about where AI infrastructure is heading than most model announcements.
December 5, 2025 at 8:00 PM
Bun just joined Anthropic.
This acquisition tells us more about where AI infrastructure is heading than most model announcements.
This acquisition tells us more about where AI infrastructure is heading than most model announcements.
OpenAI and Perplexity just launched AI shopping assistants.
Competing startups aren't worried. Here's why—and what it tells us about building agent systems:
Competing startups aren't worried. Here's why—and what it tells us about building agent systems:
November 26, 2025 at 2:30 PM
OpenAI and Perplexity just launched AI shopping assistants.
Competing startups aren't worried. Here's why—and what it tells us about building agent systems:
Competing startups aren't worried. Here's why—and what it tells us about building agent systems:
Anthropic just released Opus 4.5—and the focus is explicitly agentic workflows.
First model to break 80% on SWE-Bench verified. Strong performance on tool use benchmarks (tau2-bench, MCP Atlas).
But the real story is in the architecture choices for multi-agent systems.
First model to break 80% on SWE-Bench verified. Strong performance on tool use benchmarks (tau2-bench, MCP Atlas).
But the real story is in the architecture choices for multi-agent systems.
November 25, 2025 at 3:30 PM
Anthropic just released Opus 4.5—and the focus is explicitly agentic workflows.
First model to break 80% on SWE-Bench verified. Strong performance on tool use benchmarks (tau2-bench, MCP Atlas).
But the real story is in the architecture choices for multi-agent systems.
First model to break 80% on SWE-Bench verified. Strong performance on tool use benchmarks (tau2-bench, MCP Atlas).
But the real story is in the architecture choices for multi-agent systems.
🔥 Shipping big update to CrewAI Open Source
Streaming results for Flows & Crews
Better state management
New Merge Agent Handler
Gemini 3 support
Entra ID login
and a long list of improvements that make agents more reliable in production.
Open Source moves fast. And so do we
Streaming results for Flows & Crews
Better state management
New Merge Agent Handler
Gemini 3 support
Entra ID login
and a long list of improvements that make agents more reliable in production.
Open Source moves fast. And so do we
November 25, 2025 at 11:01 AM
🔥 Shipping big update to CrewAI Open Source
Streaming results for Flows & Crews
Better state management
New Merge Agent Handler
Gemini 3 support
Entra ID login
and a long list of improvements that make agents more reliable in production.
Open Source moves fast. And so do we
Streaming results for Flows & Crews
Better state management
New Merge Agent Handler
Gemini 3 support
Entra ID login
and a long list of improvements that make agents more reliable in production.
Open Source moves fast. And so do we
Elon Musk at the U.S.-Saudi Investment Forum: "In 10 to 20 years, work will be optional. Money will stop being relevant."
His vision: millions of robots driving productivity. Tesla's goal is 80% of value from Optimus robots.
His vision: millions of robots driving productivity. Tesla's goal is 80% of value from Optimus robots.
November 24, 2025 at 2:04 PM
Elon Musk at the U.S.-Saudi Investment Forum: "In 10 to 20 years, work will be optional. Money will stop being relevant."
His vision: millions of robots driving productivity. Tesla's goal is 80% of value from Optimus robots.
His vision: millions of robots driving productivity. Tesla's goal is 80% of value from Optimus robots.
Nvidia Q3: $57B revenue (+62% YoY), $51B data center revenue (+66% YoY), guidance at $65B for Q4.
Stock up 5% after-hours. Wall Street exhales.
But the narrative underneath the numbers is more revealing than the beat itself.
Stock up 5% after-hours. Wall Street exhales.
But the narrative underneath the numbers is more revealing than the beat itself.
November 20, 2025 at 1:58 PM
Nvidia Q3: $57B revenue (+62% YoY), $51B data center revenue (+66% YoY), guidance at $65B for Q4.
Stock up 5% after-hours. Wall Street exhales.
But the narrative underneath the numbers is more revealing than the beat itself.
Stock up 5% after-hours. Wall Street exhales.
But the narrative underneath the numbers is more revealing than the beat itself.