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dsweis.bsky.social
Davie
@dsweis.bsky.social
4 followers 10 following 31 posts
Your AI radar. Breaking developments + honest evaluations. Enterprise CDO who codes. Views = my own.
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dsweis.bsky.social
Davie @dsweis.bsky.social · Aug 1
Yahoo Japan made GenAI mandatory for all 11 k employees to hit 2× productivity by 2028. That’s definitely one way to fast track adoption.

#AI #AIWeekInReview

open.substack.com/pub/dsweis/p...
AI Week in Review: July 28th, 2025
The AI News that I found interesting in less than 6 minutes
open.substack.com
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dsweis.bsky.social
Davie @dsweis.bsky.social · Jul 22
AI coding tools made experienced developers 19% SLOWER on complex tasks.
They expected to be 24% faster.

Sometimes the best ROI insight is knowing where NOT to deploy AI.

My weekend AI digest is live →
dsweis.substack.com/p/ai-week-in...

#AI #AIWeekInReview
AI Week in Review: July 21st, 2025
The AI News that I found interesting in less than 10 minutes
dsweis.substack.com
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dsweis.bsky.social
Davie @dsweis.bsky.social · Jul 11
A very interesting question whether we are ready to trust AI with our lives. Microsoft claims 80% diagnostic accuracy with their new medical AI. Is it ready to diagnose your next illness? Not for 5+ years.

www.wired.com/story/micros...
#AI #HealthTech
Microsoft Says Its New AI System Diagnosed Patients 4 Times More Accurately Than Human Doctors
The tech giant poached several top Google researchers to help build a powerful AI tool that can diagnose patients and potentially cut health care costs.
www.wired.com
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dsweis.bsky.social
Davie @dsweis.bsky.social · Jul 9
Last week I hesitated before pasting my personal data into ChatGPT. Again.

So I tried running AI locally on my 4-year-old MacBook.

What worked, what didn't, and why ChatGPT admitted the local model wrote better code: open.substack.com/pub/dsweis/p...

#LocalAI #DataPrivacy #AI #LLM
Worried About Your Data? I Tried Running My Own LLM
Privacy, control, and the future of edge AI, my experiment with local LLMs
open.substack.com
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dsweis.bsky.social
Davie @dsweis.bsky.social · Jul 9
Instead of blocking AI crawlers, publishers can now meter and monetize them. Cloudflare just created a toll booth for AI training data. Will AI firms pay up or find work-arounds? techcrunch.com/2025/07/01/c...
#AI #TechStrategy
Cloudflare launches a marketplace that lets websites charge AI bots for scraping | TechCrunch
Cloudflare is launching a new marketplace that reimagines the relationship between publishers and AI companies.
techcrunch.com
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dsweis.bsky.social
Davie @dsweis.bsky.social · Jul 7
99-1 vote: Senate kills national ban on state AI laws. Keep on eye on this if you're building out AI systems. Could become very relevant very fast. techcrunch.com/2025/07/01/u...
#AI #AICompliance
US Senate removes controversial 'AI moratorium' from budget bill | TechCrunch
After going back and forth over the provision, Sen. Marsha Blackburn offered an amendment to strip the provision alongside Sen. Maria Cantwell.
techcrunch.com
dsweis.bsky.social
Davie @dsweis.bsky.social · Jun 26
Anthropic just won a landmark fair use ruling on AI training data.

Still need guardrails, but foundation model stability just improved significantly.

www.reuters.com/legal/litiga...

#EnterpriseAI #DigitalTransformation #LegalTech
dsweis.bsky.social
Davie @dsweis.bsky.social · Jun 25
Google provides cloud infrastructure to OpenAI while competing with ChatGPT.

The lines between competitor and partner continue to blur in enterprise tech.

Full analysis on Substack: dsweis.substack.com/p/strategic-...
dsweis.bsky.social
Davie @dsweis.bsky.social · Jun 18
AI agents = power steering for GBS.

Gartner: <1% of enterprise apps are agentic today—but by 2028 it’ll be 33%.

Pick 1 tough process, run a 6-week pilot, measure KPIs.
Next productivity wave is here—drive it.

#GenAI #GBS #automation

www.forbes.com/councils/for...
Reimagining Global Business Services: Harnessing AI Agents
The next productivity wave is building momentum, so make sure your people are riding it, not watching from shore.
www.forbes.com
dsweis.bsky.social
Davie @dsweis.bsky.social · Jun 17
Employers say the skills AI can’t replace: ethics, customer care, team leadership, strategy. Soft > hard in the AI era. #AI #HR #Skills economictimes.indiatimes.com/tech/artific...
AI's arrival at work reshaping employers' hunt for talent
An International Labour Organisation (ILO) report published in May found that around "one in four workers across the world are in an occupation with some degree of exposure" to generative AI models'…
economictimes.indiatimes.com
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dsweis.bsky.social
Davie @dsweis.bsky.social · Jun 17
ILO: 25 % of all jobs touch GenAI, but “very few” risk total automation. It’s a reskill moment, not a layoff wave. #AI #FutureOfWork economictimes.indiatimes.com/tech/artific...
AI's arrival at work reshaping employers' hunt for talent
An International Labour Organisation (ILO) report published in May found that around "one in four workers across the world are in an occupation with some degree of exposure" to generative AI models'…
economictimes.indiatimes.com
dsweis.bsky.social
Davie @dsweis.bsky.social · Jun 16
Germany—birthplace of Industry 4.0—just became home of Huang's bet on what that revolution really means.

The future of European manufacturing just got an address.

Full take: dsweis.substack.com/p/2948aa38-3...

#IndustrialAI #Manufacturing #Industry40
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dsweis.bsky.social
Davie @dsweis.bsky.social · Jun 16
Why this matters: The data sovereignty angle: "Your data belongs to you. It is the history of your people, the knowledge of your people, the culture of your people."

European manufacturers can finally train proprietary models on proprietary data. In Europe.
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dsweis.bsky.social
Davie @dsweis.bsky.social · Jun 16
Europe's going 10x on AI compute in 2 years. Not incremental. TEN TIMES.

Huang says Europe is "going all-in on AI." Partners include Siemens ("supercharging the company"), BMW, Mercedes, SNCF.

Why Germany? It's where the manufacturing already is.
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dsweis.bsky.social
Davie @dsweis.bsky.social · Jun 16
Remember all those breathless digital twin demos vendors were pushing in 2019? Most were glorified CAD viewers.

This is different. Virtual wind tunnels. Factory twins where robots can actually train. Physics so accurate Nvidia partnered with Disney Research + DeepMind.
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dsweis.bsky.social
Davie @dsweis.bsky.social · Jun 16
Nvidia announced the world's first dedicated industrial AI cloud in Germany. 10,000 GPUs including DGX systems.

Jensen Huang: "These AI data centers are not data centers at all... They have one job and one job only: to produce intelligent tokens."

Revenue gen, not cost centers.
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dsweis.bsky.social
Davie @dsweis.bsky.social · Jun 13
Nvidia announced plans to build an industrial AI cloud in Germany with 10,000 GPUs. Focus: manufacturing use cases like digital twins and robotics. Key point: data stays in Europe, addressing sovereignty concerns. Part of broader trend of regional AI infrastructure. aibusiness.com/automation/n...
dsweis.bsky.social
Davie @dsweis.bsky.social · Jun 12
A clear answer on what tokens actually measure in AI. Tokens aren't just characters or words. They're chunks of meaning that vary wildly by language and context.

This chart from Mary Meeker's 2025 AI Report (slide 135) nails it:
dsweis.bsky.social
Davie @dsweis.bsky.social · Jun 11
Most unexpected chart in Meeker's report:

Autonomous taxis in San Francisco went from 0% to 27% market share between Aug 2023 and April 2025. Already beating traditional rideshare in some areas.

AI isn't just chatbots. It's already changing how we move around cities.
dsweis.bsky.social
Davie @dsweis.bsky.social · Jun 10
From Meeker's report: NVIDIA's share of global data center spending jumped from 10% to 25% in just 2 years (2022-2024).

The infrastructure buildout for AI is absolutely massive. Big Six tech companies are literally rebuilding the internet's backbone for AI.
dsweis.bsky.social
Davie @dsweis.bsky.social · Jun 9
The talent shift is already happening:

USA AI job postings ↑ 448% since 2018
USA non-AI IT roles ↓ 9%

Universities have ~5 years to adapt. Companies are scrambling for AI talent. The message from the data is pretty clear: this transition will be fast.
dsweis.bsky.social
Davie @dsweis.bsky.social · Jun 9
The speed is genuinely unprecedented:

ChatGPT → 800M users: 17 months
Netflix → 100M users: 10+ years

Meeker used the word "unprecedented" 300 times in the report. When an analyst repeats something that much, pay attention.
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dsweis.bsky.social
Davie @dsweis.bsky.social · Jun 9
This isn't a Silicon Valley story anymore:

- 90% of ChatGPT users are outside North America
- India leads usage at 13.5% (US only 8.9%)
- Unlike internet/mobile, AI hit the entire world simultaneously

The geography of tech power is shifting.
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dsweis.bsky.social
Davie @dsweis.bsky.social · Jun 9
The cost paradox is wild:

Training models: $100M → $10B+ 📈
Using models: Down 99.7% in 2 years 📉

How do companies recoup billions in training costs when usage is basically free? Even Meeker says "the jury is still out"
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dsweis.bsky.social
Davie @dsweis.bsky.social · Jun 9
First big takeaway: Everyone will use AI, but only a handful can afford to build it

Training costs are heading to $10B+ per model. The "Big Six" tech giants spent $212B on AI infrastructure in 2024.

The AI oligopoly is real.
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