"Half a year ago, if I would have gone in and said, 'guys, we have 200 COBOL applications, let's refactor all of them!' they would probably have run for the woods.”
One frontier lab alone “roughly half” of Oracle’s $638 billion in RPO says S&P
On BYOC, the economics of agentic traffic, and “bastardised” Postgres wrappers
Big Iron ELAs are treated as CapEx, says CFO, hence the brief hit, but deals are closing.
'We can't build a secure sandbox nor monitor our own model tests properly' is not a flex - and Hugging Face's Thomas Wolf has views
Expensive, proprietary US models were no help to Hugging Face’s defenders, and free Chinese ones were; that’s a warning sign.
"Most of the world's valuable data still sits in spreadsheets and databases. [This] will do for structured data what LLMs have done for unstructured"