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Most “AI CRMs” are just old databases with a ChatGPT button. You still type everything in, or the data goes stale in a week. Newly launched Lightfield (Lightfield) flips that: it treats emails, calls, and meetings as the source of truth. The structure assembles itself around the raw conversations....

22,939 görüntüleme • 9 ay önce •via X (Twitter)

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David Friedberg: Michael Burry’s Datacenter Math is Wrong “I actually think Michael Burberry's got this wrong.” “What Michael Burry is saying is that all of these hyperscalers have extended their depreciation schedule or the useful life of their data centers by roughly 2x, which cuts the operating costs in half when they report it in earnings. And so it's making their earnings inflate.” “So he's claiming they're cooking the books. Google first made this change in Q1 of 2021, where they said the servers are now going from 3 to 4 years. Separately in 2021, Google took networking equipment from 3 to 5 years. And then in 2023, they took it from 5 to 6 years.” “And so this is a result of this effort where they went in and did an analysis. So what happened?” “What happened in the data centers is that the data centers transitioned from being primarily data storage and data transfer systems, where you would use hard drives and RAM and memory to store data and then transmit it back out, to being data processing centers because of the AI boom.” “So as AI became more important in the data center, more of the dollars that are going into data centers were allocated towards chips from data storage, which initially was hard drives.” “And then suddenly, when you put these processors in to process the data to do AI, the majority of the spend and the majority of the energy is going towards the processors.” “I made some calls and I checked around with some other friends, and everyone says the same thing: that these 7-8 year old TPUs and GPUs that are sitting in the data centers are still being used and they're being used at 100% utilization.” “So that actually justifies and validates the depreciation schedule being much longer versus shorter.”

The All-In Podcast

304,450 görüntüleme • 9 ay önce

Google open-sourced MCP Toolbox for Databases. I gave it access to everything else. For context, Google's MCP Toolbox for Databases is an open-source server that lets AI agents securely query structured databases like PostgreSQL and MySQL through the MCP protocol However, most enterprise knowledge doesn't actually live in databases. It's scattered across emails, Slack threads, GitHub repos, Salesforce records, customer reviews, and internal docs. So Agents can't see any of it, which means they're working with a fraction of the context they need. I fixed that using MindsDB. It acts as a universal SQL layer that sits on top of all your data sources: structured, semi-structured, and unstructured. This means you can query Salesforce, Gmail, GitHub, S3 files, Jira, and 200+ more sources using SQL syntax. The clever part is how it connects to the MCP Toolbox. MindsDB exposes everything through MySQL, so from the Agent's perspective, it's just running SQL and getting context back. It doesn't know or care that the data came from five different sources behind the scenes. This setup unlocks some powerful capabilities: → One SQL interface for dozens of enterprise sources → Cross-datasource joins (combine GitHub and CRM data in a single query) → Built-in ML capabilities for working with unstructured data → Simple MCP tools that now have massively expanded reach In the video below, the Agent queries GitHub data and a customer review database in one SQL query. So what used to require ETL pipelines and weeks of engineering effort now happens instantly. At the end of the day, AI agents are only as useful as the data they can access. This gives them a lot more to work with. I have shared the GitHub repo in the replies, where you can find more details about this.

Akshay 🚀

40,562 görüntüleme • 6 ay önce

Oracle just told every AI company on earth the same thing. Your models are worthless. Not the technology, talent or the billions spent training them. But the data they were trained on. Larry Ellison, the man who built Oracle into the backbone of global enterprise just dropped a bombshell. He said ChatGPT, Gemini, Grok, and Llama, all of them are training on the exact same data.​ The entire public internet, every Wikipedia page, Reddit thread and every news article. That means they're all converging essentially becoming the same product with different logos.​ Ellison's word for it is commodities. But here's where it gets dangerous. He says the real gold isn't public data, It's private data.​ The medical records in hospital systems, the financial data in bank vaults. The supply chain secrets of every Fortune 500 and guess where most of that data already lives. Not Google, Amazon or Microsoft but inside Oracle.​ Oracle databases hold most of the world's high value private enterprise data. So Oracle just launched something called AI Database 26ai.​ It lets the top AI models, ChatGPT, Gemini, Grok, Llama reason directly over a company's private data, without that data ever leaving the vault.​ They're using a technique called RAG, Retrieval Augmented Generation. The AI doesn't train on your data, it searches it in real time.​ Think about what that means. A bank could ask AI to analyze every loan it's ever made without exposing a single customer record. A hospital could have AI diagnose patients using its full medical history without violating HIPAA.​ A defense contractor could let AI reason across classified operations without data leaving a secure environment.​ Ellison is betting this is bigger than the training market. Bigger than the GPU boom. Bigger than the data center buildout.​ He called it the largest and fastest growing market in history.​ The numbers back the ambition. Oracle's remaining performance obligations just hit $523 billion. That's contracted revenue not yet delivered and $300 billion of it comes from OpenAI alone.​ Cloud revenue hit $8 billion in a single quarter, OCI grew 66 percent and GPU revenue surged 177 percent.​ But here's the part nobody's talking about. If private data becomes the real AI moat, then whoever controls the database controls the future of AI.​ And that's a level of power that should make everyone uncomfortable.

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