Articles

  • Jan 16, 2025 | danafblankenhorn.substack.com | Dana Blankenhorn

    Big Tech companies switched political sides in 2024 because they’re scared. They’re deeply involved in the Great Game of AI and don’t want anyone to tell them what they can or can’t do. (Illustration from Canva.)The Great Game has existed in tech since before I became a reporter. From operating systems to GUIs, from web browsers to Cloud, technology has run on the 90-9-1 principle. The winner gets 90% of the new niche’s profits, the second player gets 9%, and everyone else scrambles.

  • Dec 11, 2024 | danablankenhorn.com | Dana Blankenhorn

    A hallmark of today’s AI Bubble is that proprietary solutions are leaving open source in the dust. The arc of OpenAI, from an open source foundation to a profit-hungry business, is often used to illustrate the point. The investment required to build AI models, and the potential profits, have kept open source out of the game. The closest LLM to open source is Meta’s LLaMA, and as I’ve been saying repeatedly, it’s not open source at all.

  • Dec 9, 2024 | danablankenhorn.com | Dana Blankenhorn

    Billions of dollars are being invested today in Nvidia data centers and software, aiming at something called Artificial General Intelligence (AGI). AGI is the “Holy Grail” of ChatGPT, of Grok, of Gemini and Claude. The claim is that AGI can replace people, reasoning better on any problem than you and I do. The goal is both nonsense and has long been achieved.

  • Dec 6, 2024 | danablankenhorn.com | Dana Blankenhorn

    Historically, we Americans have a habit of seeing adversaries as larger than they are, their weaknesses as strengths we should emulate. This was true for Iraq in the 1990s, for Japan in the 1980s, and for the Soviet Union through the Cold War. There were Americans who wanted to copy Nazi Germany in the 1930s, and who thought the Confederacy would win in the 19th century. We’re still doing it. Take this piece from supposed “deep thinker” Noah Smith.

  • Dec 5, 2024 | danablankenhorn.com | Dana Blankenhorn

    The AI stock boom that began two years ago passed another test this month, as enterprise software companies reported big results. Salesforce.com and ServiceNow (right) both reported great quarters. I expect Adobe will do the same. These companies produce the software big companies use to compete. They’re saying customers are buying AI-based applications with both hands.

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DanaBlankenhorn
DanaBlankenhorn @danablankenhorn
2 Jan 25

https://t.co/1MJXYbdcYx Don't replace the AI. Replace its masters

DanaBlankenhorn
DanaBlankenhorn @danablankenhorn
31 Dec 24

https://t.co/bS59wt7QDm

DanaBlankenhorn
DanaBlankenhorn @danablankenhorn
29 Dec 24

https://t.co/eqfyNPurg3