Dan Niles: open-source competition slows AI revenue growth

AMD's data center revenue grew 97% in a single quarter, and Lisa Su says AI has turned once-a-year budgets into moving targets. She argues companies that set a budget annually and hold it are caught out by demand arriving faster than planned.

In a Sources Podcast interview, Mark Zuckerberg argues that the solution to AI safety problems is more AI rather than less. The episode is sponsored by Atlassian, Granola, and Mercury.

Walkthrough uses Meta's SAM3 model to track and identify any object in video in real time, pointing it at the rim, net and player to follow each across a clip. The agent is trained to locate each object and detect the moment of interest.

Intelligence Squared conversation with Mustafa Suleyman and Zanny Minton Beddoes on the AI revolution, asking whether AI has lived up to expectations and whether it will drive down costs.

In a Masters of Scale Summit '26 conversation with Reid Hoffman, the Google DeepMind co-founder and chair argues frontier AI governance is lagging and that a more diverse group of experts needs a seat at the table.

A Rust NYC talk by Bryan Cantrill examines how Rust fares in the LLM era. No transcript or detailed claims are available in the source beyond the video title.

JFrog predicted its fastest revenue growth in four years, citing AI giving hackers more sophisticated ways to test corporate defenses and driving demand for its digital security offerings.