AnalysisOpinion
Amazon CEO Andy Jassy on the Infrastructure the AI Era Needs (opens youtube.com)
Andy Jassy tells Ben Horowitz Amazon expects to spend roughly $220 billion in capex in 2026 and is still leaving AI demand on the table.
AnalysisOpinion
The Frontier Ideas a16z Wants to Fund Now | Marc Andreessen, Ben Horowitz & Chris Dixon (opens youtube.com)
a16z is expanding a16z crypto into a16z Frontier, a broader mandate to back founders building at the edges of what's possible. Chris Dixon joins Marc Andreessen, Ben Horowitz, and Erik Torenberg to explain why founders should increasingly ask not “is this too ambitious?” but “is this ambitious…
AnalysisOpinion
AI助理争夺战：解析Muse、Grok Bot与Instinct背后的产品布局、入口生意与盈利难题 (opens youtube.com)
10月21日，Anthropic发布了Claude Duet：AI不只等着回答问题，还能主动提醒、在后台持续处理任务。从卖二手家具、订机票，到整理客户资料、协调工作，一批能替人办事的AI Agent，正在争夺我们生活和工作中的位置。 Instinct把私人助理放进短信，Meta Muse借助社交生态承接日常需求，Grok…
AnalysisOpinion
What the Headlines Don't Tell You! | What the 528-Page DRHP Reveals About Jio IPO (opens youtube.com)
⭐️Check out Odoo: https://www.odoo.com/r/7HC If you are a copyright owner and believe your work has been used improperly, please contact us at writers@thethinkschool.com for prompt removal or credit.
AnalysisOpinion
Why AI Compute Comes in Rectangles — Erik Bernhardsson, Modal CEO (opens latent.space)
Elastic GPUs, sandbox growth, and the economics of the agent cloud
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