Friday, June 27, 2025

Sources: Mark Zuckerberg and his lieutenants have discussed "de-investing" in Llama in favor of AI models from competitors like OpenAI and Anthropic (New York Times)

New York Times:
Sources: Mark Zuckerberg and his lieutenants have discussed “de-investing” in Llama in favor of AI models from competitors like OpenAI and Anthropic  —  Unhappy with his company's artificial intelligence efforts, Meta's C.E.O. is on a spending spree as he reconsiders his strategy …



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Datadog closed up 31%+ after reporting Q1 revenue up 32% YoY to $1B and raising its FY revenue forecast, an outlier in the software industry amid the AI boom (Mike Wheatley/SiliconANGLE)

Mike Wheatley / SiliconANGLE : Datadog closed up 31%+ after reporting Q1 revenue up 32% YoY to $1B and raising its FY revenue forecast, a...