Larry Wikelius

I agree with Luc Vincent on the importance of outcome-verified data. Many incidents are near-misses that got unlucky. Training on near-misses teaches robotaxis the equivalent of defensive driving.

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AI infrastructure is evolving quickly, and NVIDIA is making one thing clear: shared KV cache is becoming essential for the future of inference. But the real challenge is figuring out how to get there from today’s GPU environments without slowing innovation or starting from scratch. Betsy Chernoff shares how WEKA helps teams take a practical path forward, delivering performance gains now while building toward AI Factory and ICMS architectures. If you’re thinking about where AI infrastructure is headed, this is worth a read: http://spr.ly/6045hYo1U

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Quantinuum’s planned IPO is the moment quantum finally hits the public markets in grown‑up form. This isn’t another early‑stage SPAC story; it’s a full‑stack platform spun out of Honeywell, with trapped‑ion hardware that regularly tops industry benchmarks and a real software and applications business on top. By combining industrial‑grade engineering with production‑grade tooling in chemistry, security, and optimization, Quantinuum gives investors exposure not just to “qubits,” but to an integrated quantum stack that already serves enterprise workloads. For technical and business leaders, as well as investors, the key question now is how public markets will price a quantum company that actually looks like an infrastructure and software provider rather than a speculative science project. Whatever the final valuation, this IPO will likely become the benchmark for what “mature” looks like in quantum—deep IP, differentiated hardware, and diversified revenue experiments before ringing the bell. Headline: Honeywell’s Quantinuum Quantum-Computing Unit Plans IPO – https://lnkd.in/euZjkGtG

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Last month, a client asked us to assess a recent leadership hire made by another firm.   On paper, the candidate looked flawless. Blue-chip logos, glowing references, titles that suggested influence and execution.   But the business (a fast-scaling B2B storage platform) didn’t need brand polish. They needed someone who understood network code, grid compliance, and how to get projects over the line in multiple markets.   This candidate had never worked a single deal with a TSO.   And let’s be clear, that’s not the candidate’s fault.   We’re seeing more and more of these ‘clean’ hires unravel within six months. Not because the person lacks ability, but because the search firm lacked context.   If your recruiter doesn’t understand the terrain, they won’t see the potholes.

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In 2003, Broadcom was in crisis. The founder-CEO had resigned abruptly. Revenue was $2.4 billion but momentum was stalling. Intel was crushing them in the semiconductor market. The board needed a CEO who could completely transform the company. Not just stabilize it. Transform it. They identified Scott McGregor early in the search. But he wasn't available. Stanford computer scientist. Built first version of Windows at Microsoft. President of a $6.4B business at Philips. The board waited two years to get him. Here's what happened: Week 1: McGregor establishes operational discipline Year 1: Executes first strategic acquisition 2009: Broadcom enters Fortune 500 2016: Revenue hits $8.6B (up from $2.4B) Then came the validation: Avago acquired Broadcom for $37 billion. The largest tech acquisition of its time. This is the difference between "a good CEO" and "the right CEO." The right CEO doesn't just run the company. They multiply its value by 10x. Most boards settle for "good enough." The ones who wait for definitive best build companies worth $37 billion.

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🚨 INTEL'S $8.5B MOMENT OF TRUTH: Quantum or Bust 🚨 The clock is ticking on the largest tech investment decision of our generation. THE BRUTAL REALITY: Intel cannot—and will not—catch TSMC/Nvidia in traditional GPU manufacturing. That ship has sailed, burned, and sunk. But here's what keeps me up at night: While we debate Intel's GPU strategy, Nvidia is already 10 steps ahead in quantum computing with CUDA-QX v0.4. They're not just building hardware—they're capturing the entire developer ecosystem. Again. HISTORY IS REPEATING: Microsoft dominated PCs by owning the developer experience Nvidia rules AI because CUDA made development seamless The quantum winner will be determined by who developers choose INTEL'S ONLY PATH TO SURVIVAL: 1️⃣ Get lean NOW - Cut everything non-essential 2️⃣ All-in on quantum - Not 50%, not 80%, ALL-IN 3️⃣ Beat CUDA-QX - Partner with quantum software specialists like OA Quantum Labs to create THE quantum development platform 4️⃣ Move at startup speed - Intel can't build this alone or at corporate pace Intel needs to swallow their pride and partner aggressively. Companies like OA Quantum Labs have the quantum software expertise Intel desperately needs. This isn't about building everything in-house—it's about assembling the dream team that can out-execute Nvidia's quantum strategy. If federal funding doesn't laser-focus on quantum dominance (hardware + strategic software partnerships), we're about to witness the most catastrophic misallocation of taxpayer money in tech history. The quantum race isn't starting—it's already halfway over. Intel: The next 12 months will determine if you're a quantum leader or a cautionary tale. What's your take? Is quantum Intel's last lifeline, and should they be partnering more aggressively with quantum software specialists? #Intel #QuantumComputing #TechStrategy #Innovation #CUDA #OAQuantumLabs

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💡 The Real Bottleneck in Chip Design Isn't Software—It's People. We celebrate the dizzying pace of innovation: 2nm nodes, 3D stacking, and specialized AI accelerators. That's the vision. But here's the quiet truth: The design pipeline is struggling to keep up. The real challenge? Finding the highly specialized Engineers, Designers, and Architects needed to conceptualize and execute these incredibly complex chips. This isn't a simple shortage of coders; it's a fundamental capacity crisis in silicon IP and design services. Our ability to innovate new chip architectures is directly capped by the number of experts who can translate an idea into working GDSII. #ChipDesign #SemiconductorServices #TalentShortage #TechCareers #Engineering

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Every partnership starts with optimism. The new deal between OpenAI and Broadcom is no different. OpenAI needs more power to train bigger models. Broadcom knows how to build the hardware that makes it possible. Together, they’re betting on custom chips to keep pace with AI’s growing appetite for compute. But here’s the truth, most partnerships don’t fail in the lab. They fail in the boardroom. When deadlines slip. When priorities change. When one side starts protecting its turf instead of protecting the goal. If OpenAI and Broadcom can stay aligned through those moments, they’ll set the new standard for how tech alliances work. If not, this deal becomes another headline that aged too fast. If you’ve enjoyed this look at how partnerships really work, follow for more perspectives on the deals shaping the future of business and technology. #StrategicPartnerships #OpenAI #Broadcom #AI #Leadership #BusinessStrategy #Innovation #Partnerships #TechIndustry #Growth

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