How do Chinese AI firms make money? In a new report, Cheryl Wu and Anson Ho identify five revenue sources and analyze how much each contributes. 🧵
Dani Solà
@dani-sola.com
Interested in people, AI transformation, sustainability, and all things data.
🤗 Google Deepmind is back with EmbeddingGemma 2, which maps text (including code), images, video & audio into one shared 768-dimensional embedding space. 740M total parameters, 100+ languages, Apache 2.0 & Sentence Transformers support. Thread with highlights 🧵
.@ducklabs.com is joining Amazon Web Services (AWS), expected to be effective by early Sept. This move gives DuckLabs the resources and reach to bring #DuckDB, DuckLake, and the Quack protocol to many more developers and orgs – while keeping our commitment to OSS Read the full announcement here:
DuckLabs to Join AWS, Projects to Remain Open Source
DuckLabs provides services around the DuckDB in-process OLAP data management system directly from its main developers.
ducklabs.com
All four books I've co-authored are freely available online for non-commercial use: - Bayesian Workflow at avehtari.github.io/Bayesian-Wor... Links to other three books are in the quoted post 👇 (too many books to fit in one post!)
Bayesian Workflow book: Website – Bayesian Workflow book
Website for the Bayesian Workflow book by Gelman, Vehtari, McElreath, et al. — case studies, code, and exercises in R and Stan.
avehtari.github.io
Aki Vehtari@avehtari.bsky.social · 2y agoAll three books I've co-authored are freely available online for non-commercial use: - #Bayesian Data Analysis, 3rd ed (aka BDA3) at stat.columbia.edu/~gelman/book/ - #Regression and Other Stories at avehtari.github.io/ROS-Examples/ - Active Statistics at avehtari.github.io/ActiveStatis...
Such a great episode to understand the present and future of business analytics #analytics #ai #semantic #agents roundup.getdbt.com/p/the-scarce...
The scarce resource is consensus (Ian Macomber)
When building data artifacts is fast and cheap, the scarce resource is company-wide consensus. Ramp's Ian Macomber returns to talk about post-AI data teams.
roundup.getdbt.com
Not having any EU competitive labs (plural intended) is about to get very painful.
Techmeme@techmeme.com · 4mo agoAnthropic says it is disabling Fable 5 and Mythos 5 for all customers after the US government issued an export control order, citing national security concerns (Anthropic) Main Link | Techmeme Permalink
I substacked I really like this one. It's a less technical piece on agent teams, and generally a bit about my workflow these days. I have a technical piece coming on my own blog soon that's sort of related. Enjoy! substack.com/home/post/p-...
The Productivity Is Real. The Scaling Isn't.
What running an AI agent team taught me about why organizations can't do what one person can.
substack.com
This is another great read. Beautifully done, too. www.terrygodier.com/the-last-qui...
The Last Quiet Thing
Your possessions came alive. Now they won't stop talking.
terrygodier.com
Solar does not care about the Strait of Hormuz. Oil flows through chokepoints. Solar follows a learning curve. Great piece @azeem.bsky.social www.exponentialview.co/p/solar-supe...
🔮 No strait, no problem – Solar supercycle and the end of chokepoint geopolitics
While politics is powerful, the laws of physics will always win
exponentialview.co
sent this to the team today everything great comes from being able to delay gratification for as long as possible and it feels like we're collectively losing our ability to do that
Dan Davies had the definitive Citrini response btw. Possibly one or two days before Citrini. backofmind.substack.com/p/finally-we...
finally we have created the silver bullet
from Fred Brooks' classic essay "No Silver Bullets"
backofmind.substack.com
if bluesky was a short film: www.youtube.com/watch?v=mEVl... (very good short!!!)
That's AI (2026) - Short Film
YouTube video by maximise
youtube.com
🎉 Announcing TabICLv2: State-of-the art Table Foundation Model, fast and open source A breakthrough for tabular ML: better prediction and faster runtime than alternatives, work by Jingang Qu, David Holzmüller @dholzmueller.bsky.social , Marine Le Morvan, and myself 👇
Lots of insightful observations in this post. An important one is that IDEs need to change dramatically, given that we'll spend most of the time reviewing AI-written code.
David Crawshaw@crawshaw.io · 8mo agoIt has been a while since I wrote about agents, so here are my latest thoughts. I have a lot less time than I did eight months ago, so this is far more informal. crawshaw.io/blog/eight-m...
It took me weeks, but finally it's there: an overlong blogpost on synthetic pretraining. vintagedata.org/blog/posts/s...
This is one of the sharpest analyses of international affairs that I've heard from a Canadian leader - or any national leader - in a long time. And I suspect he wrote the main bits himself. paulwells.substack.com/p/the-carney...
The Carney doctrine
Open comment thread on the PM's Davos speech
paulwells.substack.com
Highly interesting podcast on robust causal inference. Richard Hahn is an expert and a great communicator!
Aleksander Molak@alxndrmlk.bsky.social · 10mo agoMy full conversation with Richard Hahn is out now on YouTube (https://youtu.be/-hRS8eU3Tow) and on your favorite podcast platform, and seems to be on track to become one of the most popular episodes of the Causal Bandits Podcast in 2025. Curious to hear your thoughts. 6/6
ignore the title about caching, this is the best explanation of how LLMs work, period
Prompt caching: 10x cheaper LLM tokens, but how? | ngrok blog
A far more detailed explanation of prompt caching than anyone asked for.
ngrok.com
so pumped for the ty beta to finally be here, we did so much great work it rules! astral.sh/blog/ty
ty: An extremely fast Python type checker and language server
ty is an extremely fast Python type checker and language server, written in Rust, and designed as an alternative to mypy, Pyright, and Pylance.
astral.sh
⏰ Last chance to register for #CDSM2025! Don't miss your chance to join us Nov 12–13 for two days of talks & debates at the intersection of causality, data science & AI. 💻 Online | 🎟️ Free 👉 causalscience.org
If I’m being honest, I’m feeling pretty crap about my small business. It’s so bloody difficult at the moment with rising costs, US tariffs, Brexit nonsense and the threat of AI. Please have a look at what I do and repost to spread the word gailmyerscough.co.uk
Our didactic review on machine learning for causal inference, now open access: • identifiability (theory of when the data can answer a causal question) • machine-learning estimators • study design (asking well-framed questions + loopholes, eg with timewise data) www.annualreviews.org/content/jour...
Deep Agents this is a great 10 min video that’s absolutely worth your time Deep Agent = planning tool (TODO lists) + subagents + filesystem + long detailed system prompt seems like a deconstruction of why Claude Code works so well www.youtube.com/watch?v=433S...
What are Deep Agents?
YouTube video by LangChain
youtube.com
Recommended watch. Although the war is not as often in the news any more, help is as important as ever. And we can all have a direct impact on defending democracy.
No Sleep Til Kyiv - #Citizensdefendingdemocracy@nosleeptilkyiv.bsky.social · last yr.Today, July 15th — on the Day of Ukrainian Statehood — No Sleep Til Kyiv is available to watch online! Wondering where? On our website! www.nosleeptilkyiv.com/watch-the-fi... Ticket price: $10 50% of the proceeds go directly to support the @69thsniffingbrigade
I like this take by @kentbeck.com on how AI-assisted programming changes the balance of which skills are most important From this interview with @gergely.pragmaticengineer.com newsletter.pragmaticengineer.com/p/tdd-ai-age...
No signs of an end to rapid gains in AI ability at ever-decreasing costs, yet I did my best to update my chart to take into account the price drop in o3 & new models released by Google GPT-4 was released 2.25 ago, so its worth noting the trend when considering the future of AI capabilities & cost
How to reliably distribute work across microservices, stream processors, durable execution, event-driven, orchestration and now AI agents? Coordinated Progress is a 4 part series that explores the common structure behind reliable distributed systems. jack-vanlightly.com/blog/2025/6/...
Coordinated Progress – Part 1 – Seeing the System: The Graph — Jack Vanlightly
At some point, we’ve all sat in an architecture meeting where someone asks, “ Should this be an event? An RPC? A queue? ”, or “ How do we tie this process together across our microservices? Should it ...
jack-vanlightly.com