AI
Unlike crypto and the latest fads, artificial intelligence (AI) seems to be the most significant technology breakthrough since the Web. How do we know? Because it's already affecting you or your customers, and if you're not already preparing, your competitors certainly are. Here's what we think you should understand about it as it unfolds...
Yesterday's Apple lack of AI is a positive signal (of sorts)
In terms of innovation, the only remotely interesting announcement from Apple's yesterday's keynote was certainly a first concrete AI application. I'm referring to live translation via AirPods paired to an iPhone.
If you missed it (or didn't bother — as I nearly did)
🟢 ASML’s investment in Mistral is about Europe, hype, and scaling opportunities
By now, you've probably heard about Mistral, and if you weren't on vacation this summer, you might have caught the rumors about Apple possibly buying them out. Rumors that sparked some preemptive outrage from French pundits, raising the flag of national sovereignty...
It turns out that
We dream of HER, we fear HAL… but we’ll get SAP
Like Sam Altman, we dream of HER. You know, Scarlett Johansson’s voice, the gentle omnipresence of an AI that anticipates our needs, laughs at our jokes, and understands our deepest aspirations. A technology that feels like companionship. And like Stanley Kubrick, we fear HAL. The archetype of the cold,
AI innovation isn’t one-size-fits-all
Google rolled out its flagship healthcare AI, Med‑Gemini, with fanfare, until a board‑certified neurologist publicly called out a major screw-up: the AI “invented” a brain structure called the “basilar ganglia” (seemingly confusing the basal ganglia with the basilar artery).
Google’s healthcare AI made up a body part
“Natasha, this is a pencil. Everyone has access to a pencil, and likewise, everyone with a phone will be using AI, if they aren’t already. It’s how you use the pencil. You see?”
This was David Lynch discussing AI in the movie industry before his passing, just like a Photoshop for the mind.
The business winners and losers of the global AI race in 2025
In case you're still in doubt, real money has been made this year with AI. I was breaking down for one of our industrial customers where the big moves were made, and I was a tad surprised.
Here's the breakdown of the big AI money makers