『Zero Shot』のカバーアート

Zero Shot

Zero Shot

著者： The Ken
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 Join Brady Ng, Praveen Gopal Krishnan, and Rohin Dharmakumar of The Ken as they discuss the big ideas in artificial intelligence. You’ll get the macro view, explore their experiments in practical applications, go deeper than the news coverage you’ve seen, and hear about the implications of the latest developments. Nothing is off the table.(c) 2025 The Ken 政治・政府
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  • Energy engineers, SaaS prices and the moment of AI truth, Broadcom and the bubble

    Energy engineers, SaaS prices and the moment of AI truth, Broadcom and the bubble
    2025/12/17

    Welcome back to Zero Shot, where Brady, Praveen, and Rohin take on the big ideas and latest developments in artificial intelligence every Wednesday.

    This week, Praveen looks at a new future career in India—the energy engineer. With Amazon and Microsoft committing to a combined $52.5 billion of investments in India, these tech giants’ data centres will require immense power. India currently doesn’t produce enough renewable energy to service this demand, and even if there were enough power, there are other hurdles.

    Rohin considers how SaaS companies are contending with an existential crisis. If their clients can replace their software with AI agents, then what value do SaaS companies hold in the future? Some providers have opted to insert AI capabilities into their products and raise their prices, but that is not sustainable in the long run.

    Brady looked at Broadcom’s stock slump and provided another way to think about the AI investment bubble. The company designs chips for Google. Its revenue has shot up but the company is trapped in fulfilling contracts with lower margins. This all comes down to the picks-and-shovels vendors being unable to capture value in the AI supply chain. It’s another sign that the likes of Google, Microsoft, and Meta will reap the biggest benefits, no matter how the business of AI transforms in the coming years.

    The cover art of Zero Shot is generated by AI. Everything else is made by humans.

    We love to hear from our listeners! If you have comments, critiques, or suggestions, write to us at zeroshot@the-ken.com.

    *

    Additional Reading

    Tower of the Sun
    https://en.wikipedia.org/wiki/Tower_of_the_Sun

    I’m Kenyan. I don’t write like ChatGPT. ChatGPT writes like me
    https://marcusolang.substack.com/p/im-kenyan-i-dont-write-like-chatgpt

    The Ken’s Case-Build Competition: Disrupt the Incumbents
    https://the-ken.com/case-competition-2025/submissions/

    Microsoft and Amazon’s multibillion-dollar bets on India
    https://www.ft.com/content/d564ba34-7514-43ca-90db-b4fa01737a10

    India’s e-bus dream is finally coming to life. The power grid can’t keep up
    https://the-ken.com/story/indias-e-bus-dream-is-finally-coming-to-life-no-one-told-the-power-grid/

    AI agents are starting to eat SaaS
    https://martinalderson.com/posts/ai-agents-are-starting-to-eat-saas/

    Broadcom tumbles 11% despite blockbuster earnings as ‘AI angst’ weighs on Oracle, Nvidia
    https://www.cnbc.com/2025/12/12/broadcom-tumbles-10percent-after-earnings-as-ai-trade-sells-off-.html

    Global funds view Indian stocks as a top hedge against AI risks
    https://www.bloomberg.com/news/articles/2025-12-14/global-funds-view-indian-stocks-as-a-top-hedge-against-ai-risks
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    53 分
  • People evaluating people, AI’s changing seasons, shattering the mobile internet

    People evaluating people, AI’s changing seasons, shattering the mobile internet
    2025/12/10
    Welcome back to Zero Shot, where Rohin, Praveen, and Brady deliver their takes on new developments in artificial intelligence every Wednesday.This week, Rohin considers how AI will change the way employers hire. With AI-generated responses being the norm, hiring managers see a larger variation between the quality of submitted materials and in-person interviews than ever before. Applicants might need to “show and tell” to demonstrate their expertise. The importance of strong verbal communication, quick response times, and language fluency could also matter more. Then, Praveen takes us through the four seasons of AI and how Deepseek acknowledged a growing gap between closed and open-source language models, which marks the difference between AI development in the US and China. Naturally, Deepseek is building new stuff: an attention mechanism that will be used in its newer models to handle long context more efficiently.Finally, Brady maps out how mobile apps will soon become pipes that feed agents. A new ZTE phone that is steered by an AI agent developed by Bytedance offers a glimpse into the future, where screens matter less and “machine users” emerge. There will need to be new ways of thinking about the metrics that matter—daily active users and session lengths won’t tell us much—and there are other fundamental implications for UI/UX design.Zero Shot’s cover art is generated by AI. Everything else is made by humans.Send us your ideas, critiques, and suggestions at zeroshot@the-ken.com, or drop us a note just to say hi. We love hearing from our listeners.*Additional ReadingWorry, the explainer is deadhttps://www.niemanlab.org/2025/12/sorry-the-explainer-is-dead/Japanese game studio tasks job seekers to draw in front of them to make sure their portfolios aren't AI-madehttps://80.lv/articles/japanese-game-studio-tasks-job-seekers-to-draw-in-front-of-them-to-make-sure-their-portfolios-aren-t-ai-madeWhy does AI write like… that?https://www.nytimes.com/2025/12/03/magazine/chatbot-writing-style.htmlWhat it’s like to interview a software engineer preparing with AIhttps://www.kapwing.com/blog/what-its-like-to-interview-a-software-engineer-preparing-with-ai/“There are four seasons in a year”https://x.com/mehulmpt/status/1995474826031460466DeepSeek-V3.2: Pushing the frontier of open large language modelshttps://arxiv.org/abs/2512.02556Alibaba Cloud founder expects big AI shakeup after OpenAI hypehttps://www.youtube.com/watch?v=X0PaVrpFD14 Demo of ByteDance’s AI agent on a ZTE phonehttps://x.com/TaylorOgan/status/1996539953979785521AI browsers aren’t smart enough yet to take over the internethttps://www.bloomberg.com/news/features/2025-12-08/what-is-agentic-browsing-and-why-are-ai-browsers-not-replacing-chrome-yetWoman hailed as hero for smashing man’s Meta smart glasses on subwayhttps://futurism.com/future-society/woman-hero-smashing-meta-smart-glasses-subwayOpenAI, ARIA, and SEO: Making the web worsehttps://adrianroselli.com/2025/10/openai-aria-and-seo-making-the-web-worse.htmlTrump administration moves to deny visas to factcheckers and content moderatorshttps://www.theguardian.com/us-news/2025/dec/05/trump-administration-us-visa-crackdown
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    58 分
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