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Patience on AI is now on Substack 📩
My fortnightly read on enterprise AI - ten editions in, all in one place & searchable and free by email.
No hype. No doom. Just analysis.
patienceonai.substack.com
My fortnightly read on enterprise AI - ten editions in, all in one place & searchable and free by email.
No hype. No doom. Just analysis.
patienceonai.substack.com
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A quick 4 minute take on my thoughts on NVIDIA GTC Berlin for @taiwanplusnews being interviewed by Lily LaMattina taiwanplus.com/news/world-new… #gtcberlin
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"We should hold ourselves to a standard of responsible optimism" - @JensenHuang in the press & analyst Q&A this morning at #GTCBerlin
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Open-weight models are only 5% of enterprise AI spend. Sounds like nothing. But every buyer now has a cheap alternative to wave around at renewal time and that's a problem for the labs' margins.
New Patience on AI: Free Models, Thinner Margins patienceonai.substack.com/p/patience-on-…
New Patience on AI: Free Models, Thinner Margins patienceonai.substack.com/p/patience-on-…
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Three UK committee sessions on AI today some interesting suff. Ex-insiders: lab risk tolerance is “catastrophically high”. Labs: our models are safe, but more incidents may surface. Government: testing is voluntary and there’s no power to stop a dangerous model. The gap between those is the story
On Tuesday 13 October from 2pm, the Business, Innovation, Science and Trade Committee will question former @OpenAI and @AnthropicAI researchers on the risks and reality of current AI development models.
Watch the public hearing live on YouTube: youtube.com/live/LlGNBPJW8…
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AI execs testified on two continents this past fortnight. Asked if an agent could take over a gas plant, OpenAI said it didn't know. Washington's answer: rename AI.
New newsletter - Patience on AI #14: Nobody Knows Anything patienceonai.substack.com/p/patience-on-…
New newsletter - Patience on AI #14: Nobody Knows Anything patienceonai.substack.com/p/patience-on-…
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46% of large enterprises think the AI labs' pacing pledges are mostly competitive positioning. Only 20% buy them as genuine safety measures.
The same enterprises want independent evaluation anyway, and 60% would pay more for it. New @TheFuturumGroup data in my latest report👇
The same enterprises want independent evaluation anyway, and 60% would pay more for it. New @TheFuturumGroup data in my latest report👇
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Great to make my debut on @FoxBusiness with @PayneMarketTalk talking about AI doomerism using the analogy of a British sitcom that Americans won't be familiar with. But Charles Payne liked it and I think it worked 😀 video.foxbusiness.com/v/6405921589112
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NVIDIA's new Open Agent Safety Platform pairs OpenShell (open source runtime boundaries for agents on its Vera CPUs) with Sentry, a BlueField-4 DPU watchdog that can quarantine misbehaving agents in milliseconds. Anthropic, Microsoft, SAP and 100+ others already on board. NVIDIA is moving agent enforcement out of the software layer and into silicon
Today, with over 100 industry partners, we introduced the NVIDIA Open Agent Safety Platform, bringing together OpenShell and Sentry.
Artificial intelligence is extraordinary technology that will advance discovery, productivity, security, health, and prosperity for generations to mise can only be realized when people have confidence that AI is being built to be safe and deployed with wisdom and responsibility.
This is bigger than a single product. It's the beginning of an open ecosystem to build the trust layer for safe agent systems.
Together, we are building the foundation of the AI economy.
Trust and innovation are not in conflict. Safety is how trust is earned. We must build not only the most capable AI, but the most trusted AI, so that this extraordinary technology can realize its enormous promise for the world. nvda.ws/4hcoq7m
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CNBC has edited some of my appearance this morning into this nice 4 minute segment. The main topics were China, the safety of AI models, open weight models and whether this week's Trump–Xi dinner changes anything on AI cnbc.com/video/2026/09/…
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On a wide ranging conversation on @CNBC this morning I was asked about Chineaes models, open weight models, the Trump/Xi summit, whether we'll have too many data centers & even Meta's Muse. Here's a clip about the data centers
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Had a great chat on one of the hottest topics around - AI data centers - with @Equinix head of sustainability. Take a look 👇
Equinix's global water footprint is roughly equal to the irrigation demand of 16 golf courses. Christopher Wellise, VP of Sustainability at @Equinix, tells @nickpatience at the Six Five Summit 2026 why he calls data centers "the fourth utility," and how Equinix turned data center t could actually lower residential utility bills in San Jose. #EQIX
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New report out, looking at @DataRobot for @TheFuturumGroup
The company is betting its future on agentic AI running in the places hyperscalers don't reach: multi-cloud, sovereign, on-prem, air-gapped. Its recent Chevron and Aon deployments are real and the architecture behind them contains a lot of NVIDIA's stack.
The question is whether that is structurally hard to copy, or if DataRobot has simply got there first. I dig into it, along with what ETR's survey data says about how far the company's story has spread.
futurumgroup.com/insights/insid…
The company is betting its future on agentic AI running in the places hyperscalers don't reach: multi-cloud, sovereign, on-prem, air-gapped. Its recent Chevron and Aon deployments are real and the architecture behind them contains a lot of NVIDIA's stack.
The question is whether that is structurally hard to copy, or if DataRobot has simply got there first. I dig into it, along with what ETR's survey data says about how far the company's story has spread.
futurumgroup.com/insights/insid…
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The latest edition of Patience on AI is out. This was the fortnight that AI doomerism went mainstream and got political, so even though my newsletter's tagline says 'no hype, no doom', I can't avoid focusing on the latter a bit, aided by a certain Scottish undertaker. Read on to out patienceonai.substack.com/p/patience-on-…
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Nick Patience retweeted
Another week, another launch. Announcing the Futurum Intelligence API & MCP Connector!
The real AI risk to any industry is thinking the same way we used to do things will continue to make sense in an era of almost infinite intelligence.
We have been full steam ahead to meet the big launch is here today with the release of our Futurum Intelligence API & MCP connector. Essentially, we bring our entire catalog of data, research, insights, and media to you. Your workflow in Claude, Copilot, ChatGPT, or Gemini. More than 10 million proprietary data points across our catalog of market models, buyer intent, decision making, and research accessible to you in your workflow with zero friction.
I couldn't be prouder of our team and the work that has been put in to build this novel capability for our clients across the vendor landscape, end users, and financial services firms.
The future of how market intelligence and technology research is consumed has arrived and I'm so excited that Futurum was able to be one of the first to make it widely available to our customers.
The real AI risk to any industry is thinking the same way we used to do things will continue to make sense in an era of almost infinite intelligence.
We have been full steam ahead to meet the big launch is here today with the release of our Futurum Intelligence API & MCP connector. Essentially, we bring our entire catalog of data, research, insights, and media to you. Your workflow in Claude, Copilot, ChatGPT, or Gemini. More than 10 million proprietary data points across our catalog of market models, buyer intent, decision making, and research accessible to you in your workflow with zero friction.
I couldn't be prouder of our team and the work that has been put in to build this novel capability for our clients across the vendor landscape, end users, and financial services firms.
The future of how market intelligence and technology research is consumed has arrived and I'm so excited that Futurum was able to be one of the first to make it widely available to our customers.
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My take on the broader implications of @OpenAI GPT-6 Astra launch: futurumgroup.com/insights/opena…
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Nick Patience retweeted
“Partnership” almost undersells what’s happening with Salesforce and Anthropic.
This is a great example of 𝐜𝐨𝐨𝐩𝐞𝐭𝐢𝐭𝐢𝐨𝐧: companies cooperate even where they may compete perceived or otherwise.
Sometimes the biggest growth opportunity comes from growing the pie, not fighting over the slice.
This is a great example of 𝐜𝐨𝐨𝐩𝐞𝐭𝐢𝐭𝐢𝐨𝐧: companies cooperate even where they may compete perceived or otherwise.
Sometimes the biggest growth opportunity comes from growing the pie, not fighting over the slice.
Salesforce 🤝 Anthropic
The #1 AI meets the #1 CRM
Welcome to Claudeforce — the Salesforce + @AnthropicAI partnership bringing together @ClaudeAI’s reasoning with Salesforce’s trusted data, workflows, business logic, actions, and governance
4 ways our technologies are better e inside Claude
Salesforce in Claude launches with 37 prebuilt sales skills for meeting prep, deal health, pipeline review, and more — helping sellers reason over live revenue context and take governed action directly in Claude
2. Claude inside Salesforce
Claude is available in Agentforce — powering Agentforce Vibes and Agentforce Coworker by default, and available in Agent Builder
3. Claude + Slack
Claude is the default model for Slack, powering experiences across Slackbot, Claude Tag, and Slack Code — helping humans and agents reason together and turn decisions into action without leaving the flow of work
4. A partnership built on mutual adoption
We’re a customer of Anthropic, and they’re a customer of ours. Now we’re taking what we’ve learned together and putting it to work across CRM, Slack, Claude, engineering, and enterprise productivity
Together, we’re turning intelligence into enterprise action
Learn more at @Dreamforce: sforce.co/3UAmfl9
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