Category: AI

AI

Making sense of the AI revolution

Colin Henderson

AUTHOR Iskander Rehman https://engelsbergideas.us10.list-manage.com/track/click?u=9abbef4a5715ca7b3fef001ad&id=d1577c2abf&e=e1b990f871 Iskander Rehman is a Senior Political Scientist at the RAND Corporation. In order to understand the profound transformations, and boundless potential, unleashed by artificial intelligence, we need to expand our own intellectual horizons into the realms.The sense of being overwhelmed and constantly listracted is nothing new. Historians anc policymakers should look to the 17th century for guidance on how to grapple with information.. ——————————————– In 1961, the Brookings Institution produced an advisory report for NASA, which pondered, among other things, the societal ramifications of the discovery of intelligent extraterrestrial life. The announcement of such a dramatic … Continue reading Making sense of the AI revolution

AI

US AI strategy – the AI boom an “industrial revolution”

Colin Henderson

US releases a new AI plan intended to promote US leadership. This step anticipates the Sovereign AI concept I have written on here. —— Source The Rundown AI The Rundown: The Trump administration justreleased an AI Action Plan detailing 90+ policy actions to accelerate the country’s dominance in the sector, including details on AI infrastructure, regulation, and export policy shaped by 10K+ public comments. The details: Why it matters: The AI policy shift under the new administration is real, with the Trump administration’s Action Plan pushing an all-in growth strategy that aims to use deregulation and massive infrastructure investments to secure the lead … Continue reading US AI strategy – the AI boom an “industrial revolution”

AI1 Comment

Google is hiring Windsurf CEO Varun Mohan

Colin Henderson

© 2025 The Rundown AI, Inc The Rundown: Google is hiring Windsurf CEO Varun Mohan and several researchers in a $2.4B licensing deal, coming in the wake of the coding startup’s $3B acquisition deal with OpenAI collapsing over complications in its partnership with Microsoft. The details: Why it matters: The Windsurf deal was set to be one of OpenAI’s biggest acquisitions to date — now, it marks yet another headache in what has been a rocky summer for the AI giant. The fallout stemming from Microsoft complications also adds fresh strain to an already frigid relationship between the former AI power couple. Continue reading Google is hiring Windsurf CEO Varun Mohan

AI

OSFI: Financial Industry Forum on Artificial Intelligence II: A Collaborative Approach to AI Threats, Opportunities, and Best Practices, Workshop 1

Colin Henderson

To drive discussion and debate on this critical issue, in 2022, the Office of the Superintendent of Financial Institutions (OSFI) and the Global Risk Institute (GRI) hosted the first Financial Industry Forum on Artificial Intelligence (FIFAI I) to promote the responsible use of AI in Canada’s financial sector. This initiative brought together AI experts from the financial industry, as well as policymakers, regulators, academics, and research institutes. The resulting report, “A Canadian Perspective on Responsible AI,”highlighted the need for financial institutions to adopt comprehensive risk management strategies to address the unique challenges posed by AI. It identified the four EDGE principles … Continue reading OSFI: Financial Industry Forum on Artificial Intelligence II: A Collaborative Approach to AI Threats, Opportunities, and Best Practices, Workshop 1

AI, Business Models, Innovation, productivity

Blackrock Investment themes 2025

Colin Henderson

In listening to Blackrock Jay Jacobs Head of ETF he mentioned the investment themes Blackrock has identified in the context of re-industrialisation of the economy. See below for detail, but the core three are: Mega Force Description & Investment Implications Demographic Divergence Aging populations in developed economies are expected to constrain growth and productivity, while emerging markets with younger populations and expanding middle classes may benefit from higher growth potential[3][5]. Digital Disruption & AI The rapid adoption of artificial intelligence and digital technologies is transforming productivity, business models, and entire industries. BlackRock sees AI as a foundational driver of future … Continue reading Blackrock Investment themes 2025

AI

Apple’s ChatGPT rival deemed “on par” as Siri gets complete AI rebuild in Europe

Colin Henderson

According to Bloomberg and multiple industry sources, Apple is making significant strides in artificial intelligence development, working on both a ChatGPT competitor that executives believe is “on par” with recent ChatGPT versions and a complete rebuild o Siri using large language models, though both initiatives face substantial delays with major features now expected in 2026. http://www.perplexity.ai/page/apple-s-chatgpt-rival-deemed-o-Bmc_0tvqTXGmVwqT0Ad1wg Internal testing at Apple has revealed impressive progress on their ChatGPT rival, with multiple AI models of varying complexity now in active development. The company has created versions containing 3 billion, 7 billion, 33 billion, and 150 billion parameters, with the most advanced cloud-based … Continue reading Apple’s ChatGPT rival deemed “on par” as Siri gets complete AI rebuild in Europe

AI

Perplexity, Google Bet Web Browsers Are a New Frontier for AI

Colin Henderson

Source: Boomberg / link below thkis snippet Hi! It’s Shirin in San Francisco. Tech companies are rethinking web browsers for the AI era. But f Three things to know: • Meta to buy nuclear power from Constellation as AI demand soars • Microsoft CEO says OpenAI alliance changing but remains strong • Tax bill’s bid to ban new AI rules faces bipartisan blowback A new web browser A year ago, all anyone in the AI world could talk about was chatbots. Now some companies are increasingly focused on reimagining a more foundational internet service: the web browser.  The revived interest in … Continue reading Perplexity, Google Bet Web Browsers Are a New Frontier for AI

AI, Infrastructure

Comparison of Nebius and CoreWeave

Colin Henderson

This analysis compares Nebius and CoreWeave, two rapidly scaling AI cloud infrastructure providers, focusing on scale, vendor relationships, forward guidance, and the competitive dynamic between them. This is an ongoing effort I am undertaking to understand the inter relationships and dynamics as the ecosystem evelves to AI Factories. I also tounch on Applied Digital and how they fit within the framework. — ### Scale **CoreWeave** – CoreWeave has experienced explosive growth, reporting $1.9 billion in revenue for 2024 (a 737% year-over-year increase), driven by surging demand for AI computing[6][12]. – Its Q1 2025 revenue was $981.6 million, up 420% year-over-year[1][7]. … Continue reading Comparison of Nebius and CoreWeave

AI

content

Colin Henderson

How Ukraine pulled off an audacious attack deep inside Russia Months of planning went into a covert operation that relied on cheap, short-range drones By Mike Collett-White, Prasanta Kumar Duttaand Mariano Zafra Published June 4, 2024  11:00 AM EDT Three days after Ukraine launched its most complex attack against Russia since the full-scale war began, details of how it was carried out and the damage it caused to Russia’s strategic bomber fleet are still emerging. Ukrainian President Volodymyr Zelenskiydescribed the operation, dubbed “Spider’s Web”, as “absolutely brilliant”, although the extent of Russian military losses remains unclear. On Wednesday, he said that of the 41 planes … Continue reading content