Aman Bhutani

GPU power is advancing so fast -- and companies are willing to spend so aggressively that they'll only rent the newest model GPUs -- that previous-gen GPUs are effectively worthless. That means data center economics don't work, because you can't recoup the cost of installing GPUs before they become un-rentable. https://lnkd.in/gagATgG2

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Dashboards don’t create accountability. They create meetings. Charts get shared. Everyone nods. Action items get “noted”. Same problems. Next quarter. Accountability doesn’t come from visibility. It comes from systems — where ownership is clear and decisions can’t be ignored. I wrote a short note on why dashboards feel productive but rarely change behaviour — and what actually does. If your org has great dashboards but the same issues every review… this will sound familiar. Dashboards Don’t Create Accountability — Systems Do: https://lnkd.in/gCGpm-VU

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When a CEO publicly spits out their own product, they're revealing something far more damning: that they never saw the product as the point. To the MBA-trained executive, the product is just a vehicle. A means to margins, multiples, and an exit. The thing itself — what it does, who it serves, the craft behind it — is almost beside the point.

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This week's Waymo revelation hit differently for me. Turns out those "fully autonomous" robotaxis navigating Los Angeles streets? They're being remotely assisted by human operators in the Philippines during complex scenarios. Not occasionally. Regularly!!! It reminded me of Builder.ai's spectacular unraveling in 2021, when journalists discovered their "AI-powered app development platform" was actually dozens of human engineers in India manually writing code. The AI was mostly PowerPoint. And they're far from alone: Facebook's "AI" content moderation in 2018? Thousands of human moderators in developing countries watching traumatic content for $1/hour while the company publicly credited AI. Amazon Go's "Just Walk Out" technology? Required 1,000+ human reviewers in India checking transactions because the computer vision struggled with accuracy. They quietly phased it out last year. Google Duplex's restaurant booking demo in 2018? 25% of calls were actually made by humans. Even today, many "AI assistant" calls have humans in the loop. I'm not anti-AI. As someone who's spent years analyzing technology markets, I'm bullish on where we're heading. But here's what bothers me: the gap between marketing promises and operational reality erodes trust in genuinely transformative technology. When companies oversell AI capabilities: - They set unrealistic expectations for the industry - They exploit low-wage workers in developing countries while claiming automation - They make it harder for honest innovators to get funding - They delay necessary conversations about AI's actual limitations and ethical guardrails The irony? Waymo's technology IS impressive. Acknowledging human oversight doesn't diminish that—it actually makes their safety record more credible. But they waited until investigative journalists forced the conversation. *Here's my ask*: If you're building or investing in AI, be honest about what's AI and what's humans-in-the-loop. There's no shame in hybrid models. There IS shame in calling something autonomous when it manifestly isn't. The real breakthrough won't be perfect AI. It'll be building systems where humans and machines complement each other transparently, ethically, and effectively. What other "AI" companies have surprised you with the reality behind their technology? #AI #ArtificialIntelligence #TechEthics #AutonomousVehicles #Innovation #TechAccountability

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TL;DR - Tax code changes today are likely to lead to more hiring for R&D roles in the US, particularly for profitable high growth companies and big tech. Predictions: - Fewer layoffs in 2026 - Hiring for IC engineers recovers first - Trend towards off-shoring R&D slows, but does not stop or reverse. India and LatAm labor is still much cheaper and lots of great talent in those geos. https://lnkd.in/gyVqV6-j

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This is no surprise to many of us. 𝗧𝗼𝗼 𝗺𝘂𝗰𝗵 𝗛𝘆𝗽𝗲 - 𝗻𝗼𝘁 𝗲𝗻𝗼𝘂𝗴𝗵 𝗛𝗼𝗺𝗲𝘄𝗼𝗿𝗸 "More than half of generative AI budgets are devoted to sales and marketing tools, yet MIT found the biggest ROI in back-office automation—eliminating business process outsourcing, cutting external agency costs, and streamlining operations." #AllThatGlittersIsNotGold 🪙 🪙 🪙 https://lnkd.in/eHc9JJej

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#RR25 is underway, and from Derk "if we don't connect best-of-breed systems AI agents will have as much trouble making progress as coordinators."

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San Francisco’s Office Comeback? Powered by AI 🤖📉 Big shift in SF’s office market — and AI is the driver. CBRE reports the fastest quarterly vacancy rate drop since 2015, signaling early signs of recovery. 📉 Vacancy dropped from 35.8% → 35.1% in Q2 🏙️ 3rd straight quarter of declining vacancy 🚀 90% of new leasing tied to AI companies 📐 AI companies leased ~1M SF since late 2024 📈 CBRE projects AI demand could 4x to 20M SF over 5 years 🏢 Big recent leases: - City of SF – 226K SF @ 1455 Market - Coinbase – 150K SF @ Mission Rock - Morrison Foerster – 112K SF @ 101 California AI isn’t just transforming tech — it’s quietly rewriting the urban real estate narrative. If SF’s office rebound holds, AI will be the headline. #CRE #SanFrancisco #AI #OfficeMarket #CommercialRealEstate #CBRE #PropTech #LeasingTrends #WorkplaceStrategy Link in the comments

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What used to take weeks now takes hours. This video highlights how Alaska Airlines and Cresta are working together to uncover real-time insights on guest needs, and turn that insight into action the very same day.

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Sierra partnered with Curative to build their AI voice agent that's creating faster, better experiences for members and providers while freeing up their team to focus on what matters most: building deeper relationships

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FDEs are all the rage - a new persona is emerging, and it’s reshaping how enterprises implement AI. 1. We’re seeing it internally with growing demand for our own FDEs. 2. More interestingly, we’re seeing an influx of demand from enterprises that deploy FDEs into environments running Salesforce and Snowflake. FDEs are becoming the bridge between AI strategy and real system execution - and its happening fast.

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