Jon Markman

Microsoft Moves Away From Claude Code With In-House Coding Model. This week, at its Build developer conference in San Francisco, Microsoft will show off a coding model it built itself.

Jon Markman, Contributor 6 min read Nvidia CEO Jensen Huang introduces the RTX Spark laptop during his keynote speech at Computex 2026 in Taipei on June 1, 2026.

Nvidia Just Went After Intel And AMD’s Most Profitable Business. Nvidia’s New Arm CPU Could Change The Future Of AI Data Centers

Nvidia’s Vera CPU shifts control of the AI server stack, threatening Intel and AMD’s data center margins as system integration and Arm architecture gain ground.

For more than a century, the Catholic Church has tended to arrive at humanity's great technological upheavals a step late, then stay for decades working out what they mean for the people living inside them.

The market is not valuing SpaceX primarily as a launch company anymore. It is valuing a future AI infrastructure and compute platform.

Meta's AI Strategy Is Bigger Than Alexandr Wang and Bigger Than Any Single Model. Meta's $14.3 Billion Scale AI Investment Was Really a Bet on AI's Scarcest Resource.

Anthropic's Shutdown Could Create More AI Winners Than Losers. Washington's Anthropic Ban Is Creating The AI Boom It Wanted To Prevent.

Threads has reached 500 million monthly users, a rapid ascent fueled by Meta's unique ability to instantly transfer its massive Instagram audience. This milestone isn't just about Threads; it powerfully demonstrates Meta's true strategic asset: a seamless internal distribution pipeline. This system allows Meta to launch new ventures, from Threads to Meta AI and smart glasses, with an immediate, enormous user base, effectively bypassing the costly "cold start" of traditional startups. While the market often values Meta as separate apps, its real strength lies in this interconnected network, enabling repeated, large-scale product introductions where the challenge shifts from user acquisition to retention. This redefines Meta's business model.

Wall Street experienced a record $119.2 billion inflow into US stock funds, particularly tech and chips, in the week through June 17. This dramatic surge reverses a $1.3 trillion sell-off in AI and chip stocks just three weeks prior. The article contends these massive market swings are driven by macro factors like jobs reports, oil prices, and geopolitical events, rather than changes in underlying business fundamentals. Institutions, using complex models, appear to be reacting to market "mood" and repricing their own positions. Experts caution this record inflow isn't an "all-clear," but rather a continuation of the same emotional, model-driven behavior that fueled the earlier sell-off. Investors are advised to focus on owning businesses, not just their volatile stock prices, as business fundamentals offer the true signal amidst market noise.