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Google already owns 14% of Anthropic.

I think this is possibly true, but the other piece of the equation is tooling. Right now, Anthropic has by far the best tooling around (for both SWEs and non-technical users), and a huge ecosystem of integrated ISVs. I'm not suggesting it will happen, but if Anthropic decided to provide options of using models beyond Claude, they'd still have a significant moat.

NVIDIA's $2b into CoreWeave was a stock purchase.

https://investors.coreweave.com/news/news-details/2026/NVIDI...

I think so, too, and I think it'll end up being a race between Apple & NVIDIA (or NVIDIA partners) to see who realizes this first. It would probably be easier for Apple to do it because it wouldn't require a form factor adjustment [over the Mac Studio they already have]. That said, NVIDIA already offers chipsets for both the lower end (DGX Spark with Vera + GB10, at roughly the $4500 price point) and higher end (DGX Station with Vera + GB300, for $85-100k). The DGX Station is equivalent to ~5-6 RTX6000 GPUs attached to a mid-range CPU server, but far more than most individual developers would want or need. I've heard through the grapevine that NVIDIA's received consistent feedback that they need something like a "GB20" that slots above the Spark/GB10 and can simultaneously run larger models for inference while hosting a dev environment on the same box. You can daisy-chain Sparks just like you can daisy-chain Mac Minis, but you're still constrained on model performance based on what a single device can accommodate.

I have 15 years experience working in high tech electronics manufacturing (for a global firm with factories around the world, including in the US and China) and can tell you the most difficult thing to manage is the supply chain. For time as much as cost, but if you have to ship a $.10 component 6000 miles to get it to a factory, it's pretty dang inefficient.

That said, you're right about cultivating new experience in younger generations. It's probably not surprising to hear that the majority of factory workers in the US are GenX or older.

This was also true on the comms apps sides. Back in the days of ICQ & Jabber, there was a huge ecosystem of chat apps, many of which (like my favorite, Miranda IM -- which has been revived for Windows as Miranda NG: https://miranda-ng.org/about/) were also fully customizable.

My perception is that the market lumps companies together into sectors whether they have similar business models or not. When one is punished, other associated firms tend to be, too. You see this in any industry (not as a guaranteed rule, but in general).

I think a lot of the deeper enjoyment of literature comes when one has a sufficient understanding of the relevant culture & context and can adequately bring the characters to life. I studied Latin for 5 years (and Spanish for 3, Portuguese for 2 and German for 1), and I can tell you the immersion into Roman (and Roman Empire) culture absolutely made reading everything from Homer to Herodotus to Augustine to Seutonius to Cicero, Catullus or Ovid far more engaging than if I'd picked up any of these authors without context.

100% agree on all points!

And moreover, CHRSRA, while it is certainly delayed and over budget, appears to be a fairly well-run program with delays due primarily to external issues created by state & local government. It doesn't help that it receives nearly universal bad press, but I think that'll change by next year as they start laying track [connecting the stations and above grade crossings that have been long built].

Just FYI, the orange industry in Florida is almost at zero now, due mostly to citrus greening. https://www.npr.org/2026/05/10/nx-s1-5771748/florida-farmers...

Nothing -- I reported it via the consumer Google Maps function. In fact, I've reported several Maps errors over the years and all have been addressed fairly promptly. This includes before I worked at Google, during my time there, and after leaving.

When I was in grad school (2008-2011), of the 60 people in my program only 5 were American. The vast majority were Indian or Chinese (~50). I wouldn't say there was discrimination, though. The matriculation statistics were interest-based, mostly. A lot of the Americans who received their BS went immediately to industry.

My anecdote is worth just as much as yours. I moved cross-country in early 2016 (for work at Google) and noticed when we closed on our house that the next street over was mis-pronounced by Google Maps. I reported it and it was fixed within a week.

Sort of. It's the same chipset as in the DGX Spark & DGX Station, which run Ubuntu (NVIDIA's flavor).

Anecdotally, I find Google's AI Search results to be genuinely helpful much of the time, and the box isn't so intrusive that it prevents me from digging into literal search results if I am not satisfied with the AI summary.

Brazil has a huge advantage in that they've required full transaction-level transparency for tax authorities -- with clearly defined technical requirements -- for almost 20 years now. One can argue whether it's a pro or a con to share this level of detail with the federal government, but it certainly makes taxation easier and fraud prosecution simpler, too.

I would virtually guarantee that any Chromebooks for Education versions of these new devices would be hobbled by restrictive data sharing policies forcing the disabling of the Gemini Intelligence features.

Also, most schools purchase the most abysmally low quality Chromebooks for students, which cost in the $200-300 range in bulk orders. They're awful.

There are quite a few already (though not as many as in the southern part): https://cleanview.co/solar-farms/nevada

Absolutely. I also hand-edited HTML (and XHTML and CGI scripts and Java applets) back in those days and the majority of web pages were no more than a few hundred lines of code long. Regular notepad.exe was absolutely fine at home, and I did a lot of editing server-side in vi. It was a simpler time....

One thing I've been doing lately -- and I'm in a business function, not a technical one, although I have an engineering background -- is pitting LLMs against each other. For example, if I'm structuring a proposal or a contract with the assistance of Claude, I'll begin my 360 feedback review first by asking Claude how it would react if it were the counter-party receiving the proposal. After some iterative changes, mostly manual, I will then run the same output document past Gemini and ask it to adopt personas from both sides and provide reactive feedback. The result of this is almost always a stronger proposal that I can also accompany with proactive objection handling and a solid FAQ, as well as clear points of negotiation that will likely be acceptable to both parties.

For this sort of thing, using multiple LLMs is extremely helpful.

It would probably help you to compare what you can do on a phone vs what you can do with desktop software (Lightroom/Photoshop, DxO, Topaz, CaptureOne, etc). It's generally quite good, with the exception of challenging liminal areas (e.g. hair, foliage).

Fwiw, Topaz -- which I have a license for but essentially never use -- has pretty incredible denoising & upsizing features (for both photo & video), but to get the optimal quality output you offload the processing to their cloud infra (and buy credits from them to pay for it). It's roughly the equivalent of a SWE using a local LLM that's good enough" vs a frontier model that's SOTA but requires a consumption-based subscription.

For Android, you can sort of get some of this with Snapseed. I occasionally use it, and it's "ok". I'm more frustrated by the fact that my preferred RAW editor (DxO) doesn't handle Android's DNG files. For me, at least, editing raw images on a phone screen is just not tolerable.

Meetings are one type of forcing function. Anything with concrete, time-bound deliverables is a forcing function, too. In a well-managed organization with trained & competent staff, it should not require meetings to ensure progress.

I do not envy the stress the partnerships, strat ops and infra teams must be perpetually dealing with at OpenAI & Anthropic.

I have found something similar. I am easily distractible and if I don't have a written task backlog in front of me at all times, I find that when Claude is spinning I'll stop being productive. This is disconcerting for a number of reasons. Overall, I think training young people & new hires on agentic workflows -- and how to use agentic "human augmentation" productivity systems is critical. If it doesn't happen, that same couple of classes that lost academic progress during covid are going to suffer a double-whammy of being unprepared for workplace expectations.

Fwiw, I haven't spoken with any management-level colleague in the past 9 months who hasn't noted that asking about AI-comfort & usage is a key interview topic. For any role type, business or technical.

I'm not even sure it's Christianity that makes people less sad (I would argue that it isn't). It's the civic community that churches often create that breed purpose & happiness. Churches aren't the only types of communities that do this, but they're by far the most common.

I would suggest that grocery quality is higher in the suburbs than in the city, but restaurant quality typically isn't.

Your labor costs are far lower than coastal US... and that was 10 years ago. Ten years ago in San Jose I got 5.5kW installed for $17k. Because it was that long ago, this is something like 23 panels.

There are so many Vietnamese restaurants in San Jose it's really more similar to the Hanoi recommendation: you just have to experiment until you find the ones that resonate with your personal tastes. I recommend searching reddit for "best pho in San Jose" -- you'll find a number of threads, many of which feature similar sets of restaurants.

You need to consider usage patterns as you evaluate the cost/quality value curve, though. $35 for a Jansport for a school kid who will brutalize their pack regardless is probably a much better value than a $130 Osprey that is objectively superior but which a teenager would still brutalize to death in 1-2 years of daily school use.

Fwiw, my elementary kid is on year 3 with her Lands End pack (which is way crappier than the Lands End / Eddie Bauer / LL Bean school packs from the 80s-00s), and my two older kids use Osprey Nebula packs in high school -- both also on year three. The Osprey packs are terrific, but would be overkill for a younger kid, and we purchased them mostly because our kids bike to school and needed something that would comfortable carry 20+ lbs of crap.