Stubbornly relevant VMs, Databricks in Amsterdam, American fridges could be next, and more.
- I’m Not Convinced The AI Bubble Exists – AI spending is mostly a one-time data-center build-out on top of businesses that already earn more than their compute costs, and public AI companies trade at ordinary P/E ratios. Bubble talk looks more like a wish to return to the pre-AI world than a financial diagnosis.
- “For years, we’ve learned to work around software. Now Claude works around you.”
- “Virtual machines remain stubbornly relevant, in fact.”
- “The American data and AI company Databricks will invest more than 500 million dollars in the Netherlands over the next three years, about 445 million euros. In doing so, it wants to expand its research and development location in Amsterdam and double the number of employees in the Netherlands to more than a thousand… Organizations such as ABN AMRO, Heineken, PostNL, Shell and UMC Utrecht use the platform and the demand for different products on its platform is growing.”
- “Last year you might recall how Elon Musk’s dodgy DOGE bros illegally stole vast troves of government datasets.” // What a shit-show DOGE was, eh?
- American fridges next on the hit list.
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