Newsletter Archives

⚙️ Despite it all, Meta and Microsoft have a surprisingly good night -
Good morning. Well, the results are in … and don’t worry, you can look — both Meta and Microsoft beat earnings expectations by a healthy margin, and the stocks are soaring, despite all the chaos going on.

⚙️ Fuzzy narratives and platform shifts: Duolingo goes ‘AI-first’ -
Good morning. Lots going on today, so I hope you’ve had your coffee. The first piece of federal AI legislation in the U.S. is on the verge of becoming law, and — rather like the field it aims to regulate — it’s complicated as hell. Duolingo, meanwhile, has identified the next platform shift. They think. They’re pretty sure. (But can you be right on platform shifts twice?)

⚙️ Yes-man syndrome; ChatGPT’s got a sycophancy problem -
Good morning. Members of the ‘change my view’ subreddit recently found out they were subjects in a secret experiment conducted by researchers at the University of Zurich. The intention? See how generative AI bots could be used to change people’s perspective on things. "Our sub is a decidedly human space that rejects undisclosed AI as a core value,” the moderators wrote. “People do not come here to discuss their views with AI or to be experimented upon. People who visit our sub deserve a space free from this type of intrusion."

⚙️ The big gap between AI and the real world -
Good morning. Apple, Microsoft and Amazon step up to the earnings plate this week. It’ll test the strength of last week’s rebound, and provide a marker for the health of the “AI trade.” Can’t possibly be more stressful than watching the Knicks in Game 4 .. — Ian Krietzberg, Editor-in-Chief, The Deep View

⚙️ Trump seeks to bring AI to classrooms with latest executive order -
Good morning, and happy Friday. Spring is in the air (and so is pollen), and we’re taking a deep dive into AI and education, specifically, Trump’s latest executive order. — Ian Krietzberg, Editor-in-Chief, The Deep View

⚙️ How Microsoft is justifying its new AI-centric 365 evolution -
Good morning. As the perception around the long-term impact of the Trump Administration’s tariffs changes and softens, stocks have been all over the place. The Dow soared as high as 1,100 points Wednesday, but it closed up only 400. Big Tech, meanwhile, had a great day, led by Tesla, which closed up 5% despite posting a remarkably weak earnings report. We’ll see if it sticks, or if we’re looking at yet another dead cat bounce.

⚙️ When the glitter of an economic boom clashes with the environment -
Good morning. OpenAI is remarkably hungry for more data. Beyond rumors that it’s working on developing a social media app — really, little more than a relentless data source — the startup said that it would be interested in buying Chrome from Google if a court orders a spin-off. Data, data, data, data. — Ian Krietzberg, Editor-in-Chief, The Deep View

⚙️ DeepSeek unmasked: A ‘weapon’ in China’s arsenal -
Good morning. If all this AI stuff ever gets to be too much, just tune into the NBA playoffs (go Knicks!). Way less stressful. Yeah. Anyway, we’re diving back into DeepSeek today, and the potential security risks it poses. — Ian Krietzberg, Editor-in-Chief, The Deep View

⚙️ A description, prediction and prescription: AI as a normal technology -
Good morning. Whether you were finishing up Passover or celebrating Easter, hope you all had a holiday filled with good food and better people. Earnings season gets into full swing this week, with Mag7 members Tesla and Google set to report first-quarter results.

⚙️ Your AI strategy needs industry-specific orchestration -
Good Morning. Welcome to this special edition of The Deep View, brought to you in collaboration with Camunda. As the mad dash to implement AI continues, organizations in heavily regulated industries are running up against new challenges.

⚙️ Big Tech hyperscalers are building data centers in water-scarce locations -
Good morning, and happy Friday. The stock market is closed today in observance of Good Friday, which means one less day for investors to not really be able to process most of the things that are going on at the moment.

⚙️ OpenAI releases ‘smartest and most capable models to date’ -
Good morning. Well, yesterday turned itself into a busy day (thank you, OpenAI). But we are on the verge of Friday. Sweet, blessed Friday. — Ian Krietzberg, Editor-in-Chief, The Deep View

⚙️ Sam Altman’s copyright defense is that GenAI is basically human -
Good morning. As always, Tuesday was a busy day, filled with product announcements and an overabundance of things to just … process. Added to that list is a new article from Princeton researchers Arvind Narayanan and Sayash Kapoor that proposes an alternative vision of AI: AI as a normal technology.

⚙️ Nvidia to produce $500 billion worth of supercomputers in the U.S. ... for the first time -
Good morning. OpenAI dropped GPT-4.1 on Monday — which doesn’t seem like anything worth writing home about — and at the same time said it plans to get rid of GPT-4.5, since 4.1 is cheaper. Why 4.5 came before 4.1, I do not know.

⚙️ People aren’t using AI for work. They’re using it for therapy -
Good morning. This is a big week for earnings, though the big banks are in the spotlight, rather than Big Tech. We might begin to see an indication of how companies are navigating the (chaotic) macroeconomic environment we’ve been seeing lately

⚙️ Unlock your AI advantage with specialized agents -
Good Morning. Welcome to this special weekend edition of The Deep View, presented in partnership with Momentum. Transforming GTM Teams Through AI OrchestrationIn today's fast-paced business environment, GTM teams are drowning in data but starving for actionable insights. Leaders are being asked to capture more revenue without adding headcount.

⚙️ OpenAI is fed up with Musk; files countersuit -
Good morning, and happy Friday. Meta is back in the hot seat — if they ever left it — following the release of a memoir called ‘Careless People,’ by former employee Sarah Wynn-Williams. Wynn-Williams testified before a Senate Judiciary subcommittee yesterday, saying: “The greatest trick Mark Zuckerberg ever pulled was wrapping the American flag around himself and calling himself a patriot and saying he didn’t offer services in China, while he spent the last decade building an $18 billion business there.”

⚙️ Report: How AI will shape the future of energy -
Good morning. Well, yesterday was crazy. After several consecutive days of deep market losses, President Trump said that his reciprocal tariffs are officially on hold, and the market spiked like a kid being double-jumped on a trampoline. The S&P posted its biggest gain since 2008. But they haven’t gone away; the tariffs are just on pause for a few months. And Trump at the same time amped up his trade war with China, boosting that tariff rate to 125%.

⚙️ Radical compression and the road to on-device adoption -
Good morning. In an effort to ensure AI data centers can keep the lights on, President Trump is expected to sign an executive order to boost the use of coal. This comes as Trump’s tariffs have sent U.S.-based data center providers into a frenzy over massive potential increases in the cost of all the hardware needed to make data centers operational.

⚙️ Meta developed new techniques to train Llama 4. The difference is minimal -
Good morning. It was hard to look away from the CNBC homepage yesterday. I’ve never seen such wide or wild minute-by-minute swings before. Neither has anyone else, for that matter; the Dow set a record for its largest intraday point swing. Ever.

⚙️ UN says countries must take measures to prevent global AI inequality -
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⚙️ What Trump’s tariffs mean for AI -
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⚙️ LLMs, The Imitation Game and the complex history of the Turing Test -
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⚙️ OpenAI raises record $40 billion — don’t call it a bubble. -
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⚙️ Amazon’s new model release highlights the fuzzy applicability of LLMs -
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⚙️ CoreWeave picked a bad time to IPO -
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⚙️ Break language barriers and thrive in global markets -
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⚙️ Inside IBM's cutting-edge Albany research center -
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⚙️ Poolside is chasing AGI through software and new architectures -
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⚙️ All the details from Nvidia’s GTC — enough to make a difference? -
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⚙️ ARC launches new AGI benchmark focused on efficiency -
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⚙️ AI powers massive escalation of cyber attacks -
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⚙️ The challenges of making AI for mental health care work -
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⚙️ Apple just sold you out (for $20 billion) -
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