NYTimes on LinkedIn: “Since 2020 it has doubled its membership to over 1.3 billion users, and has raised its revenue to more than $19 billion annually, the site said. Video content is growing on the site, and 18- to 29-year-olds are its fastest growing demographic. “Few places are structured around the ‘official life story’ the way that LinkedIn is,” said Bernie Hogan, an associate professor at the Oxford Internet Institute, adding that the site is a “welcome environment” for people who are highly focused on their careers.”
Arvind Narayanan: “As AI capabilities improve, the kinds of decisions that can be delegated to AI increase over time. But this does not make the “decide” layer thinner — once a decision can be delegated to AI, it is no longer a source of competitive advantage, and the value of human decision-making migrates upward. Software increases in complexity over time, so there is no ceiling to this process. At the other end of the sandwich, human teams need to be accountable for what they deliver. It is possible that some day in the future teams will ship mission-critical code without fully testing and understanding it, but today’s AI is so unreliable that such haphazard practices would represent an existential threat to software teams and their customers.”
WSJ: “Nvidia is No. 1 in The Wall Street Journal’s inaugural ranking of Best Companies for the Future, topping a list heavy on tech stalwarts as artificial intelligence reshapes business. The chip maker is joined in the top five by Alphabet, Microsoft, Meta Platforms and Cisco Systems, a group largely propelled by strong scores for innovation, financial strength and AI readiness—a measure of how prepared a company is for an AI-centric future, as reflected in its operations, its investments and its people. The ranking seeks to evaluate how well companies in the S&P 500 are doing on measures intended to match up with future success.”
FT: “Are we at the start of a new investment super-cycle? AI, clean energy and defence spending are reinforcing each other, amplifying potential spend.”
