Articles
March 13, 2024
Data Centers vs. the Grid: When AI Needs Gigawatts
There is a number that is changing the energy world, and the number is the gigawatt of the data center. The collision between the AI buildout and the electricity system is the most important energy story of 2024.
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March 5, 2024
The AI Act: Europe's Attempt to Tame the Machine
There is a law that the world is watching, and the law is the European Union's Artificial Intelligence Act: the first comprehensive attempt to regulate the AI.
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February 27, 2024
The EV Plateau: Why the Electric Car Hit a Speed Bump
There is a headline that kept repeating through the winter, and the headline was the surprise: the electric vehicle that was supposed to conquer the world hit a speed bump.
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February 13, 2024
The Return-to-Office Backlash: What the Mandates Taught Us
There is a fight that has been running through every office since the pandemic ended, and the fight is about the chair. The fight is about the control, the trust, the future of work.
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January 18, 2024
The Year of the Agent: Why 2024 Put AI to Work
There is a word that keeps appearing in the forecasts for 2024, and the word is agent. The chatbot answers, the agent acts.
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January 4, 2024
The GPU Gold Rush: Why Compute Became the World's Most Wanted Resource
There is a chip that has become the world's most wanted resource, and the chip is the graphics processing unit. The shortage is the 2023 story that became the 2024 constraint.
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December 29, 2023
The Copyright Case: When The New York Times Sued OpenAI
There is a lawsuit that was filed this month, and the lawsuit was the reckoning: the newspaper that sued the AI company, the copyright that was claimed, the training that was challenged, the case that would define the decade. The New York Times sued OpenAI and Microsoft in December, and the suit became the landmark: the first major publisher to take the AI giant to the court, the billions in the damages that were sought, the fair use that was the battleground, the future of the AI training that was at stake. The copyright case is the subject of this article: what the newspaper alleged, why the case matters, and what it means for the AI and the content industries.
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December 14, 2023
The Dubai Deal: COP28 and the Beginning of the End of Fossil Fuels
There is an agreement that was reached this month, and the agreement was the historic: the world that came together in the desert city, the negotiations that went into the overtime, the text that was adopted, the fossil fuels that were named, the transition that was agreed. The COP28 deal is the December 2023 story: the climate summit that ended with the unprecedented language, the beginning of the end that was declared, the energy transition that was given the roadmap. The Dubai deal is the subject of this article: what was agreed, why it matters, and what the deal means for the energy and the business of the transition.
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November 22, 2023
The Five Days That Shook OpenAI: A Governance Lesson
There is a drama that unfolded this month, and the drama was the governance: the board that fired the founder, the employees who revolted, the investors who pressured, the company that was on the brink, the reversal that stunned the world. The OpenAI saga is the November 2023 story: the five days that shook the most important AI company, the firing and the backlash and the return, the governance that failed and was repaired. The five days are the subject of this article: what happened, why it happened, and what the drama teaches about the leadership and the governance.
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November 10, 2023
The App Store Moment: OpenAI DevDay and the Rise of GPTs
There is a conference that changed the platform this month, and the conference was the dev day: the first developer event of the AI leader, the announcements that were stacked, the store that was opened, the ecosystem that was born. OpenAI DevDay in November was the moment when the company revealed its platform ambitions: the new model that was faster, the custom chatbots that anyone could build, the marketplace that was announced, the app store moment that the industry had been waiting for. The dev day is the subject of this article: what was announced, why it mattered, and what it means for the future of the AI platforms.
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