Bill Gates penned an AI treatise that warned that there's no plan for AI disruption. Here are some choice excerpts from Gates' note:

• "I don’t see evidence that leaders, experts, and communities are confronting the challenges adequately. There is no plan to ease the entry into the AI era. Part of the reason for this is that many commentators underestimate the extent of the impact AI will have."
• "For as long as I can remember, I’ve wished innovation could happen faster. With AI, my feelings are more complicated."
• "I’m especially worried about young people, who will enter a workforce with fewer entry-level openings. They understand the challenge because they are the most active users of AI and see both the capabilities and the rate of improvement. It’s no wonder that so many of them feel negatively about AI."
• "Maximizing the benefits is just as important as minimizing the harms. If people see how AI makes their lives easier, it will help build the public trust that is necessary for managing the harder parts of the transition. If the first thing AI does in most people’s lives is take away their job, those who are already skeptical about it will outright reject it. This will make it harder to ever deliver on the benefits and it is another reason why governments, industries including the medical industry, and AI companies should be working together now."

Intuit delivered strong fourth quarter results, but its outlook fell short of expectations for the first quarter and fiscal 2027.

The company reported fourth quarter revenue of $4.35 billion with non-GAAP earnings of $4.03 a share. Wall Street was expecting Intuit to deliver non-GAAP earnings of $3.59 a share on revenue of $4.27 billion.

Intuit's outlook was weaker than expected. The company projected first quarter revenue of $4.294 billion to $4.313 billion, compared to estimates of $4.35 billion. Non-GAAP earnings will be between $1.71 a share and $1.75 a share.

For fiscal 2027, Intuit projected revenue of $23.28 billion to $23.51 billion and non-GAAP earnings of $22.88 a share to $23.12 a share.

Box reported revenue growth of 9% in the second quarter and largely met expectations. The company reported earnings of 9 cents a share on revenue of $321.1 million. Non-GAAP earnings were 40 cents a share. Wall Street expected Box to report non-GAAP earnings of 40 cents a share on revenue of $319.1 million.

For the third quarter, Box said revenue will be about $329 million, up 9% from a year ago with non-GAAP earnings of 39 cents a share. For fiscal 2027, Box said revenue will be up 10% from a year ago to $1.29 billion. Non-GAAP earnings will be about $1.54 a share for the year. Box reports a big chunk of its international revenue in Japanese Yen, which has been volatile vs the US dollar.

Google Cloud launched Gemini Enterprise for Legal and Gemini Enterprise for Financial Services. Rest assured this launch is just a first installment. LLMs will have to go industry specific or become total commodities.

OpenAI said 5 hour limits for Plus accounts on ChatGPT Work and Codex will return to "to smoothen the load on our compute." Plus accounts are for the cheap people like me paying $20 a month. Those of you who splurge on the Pro accounts for $100 and $200 a month aren't affected.

Typically, we wouldn't cover the Mac mini that much, but since it's a developer-meets-OpenClaw-meets-AI-agent machine these days, it's worth noting that Apple is going to unveil its first refresh in two years per Bloomberg. Follow the money folks. The old Mac minis were in short supply and the new ones will be too.

The news is live. The Mac mini systems start at $899. Apple also launched its M6 chip and Mac Studio, which starts at $2,499.

Nvidia said its inference accelerator Groq 3 LPX is in full production and Nebius will be the first to deploy the systems. Nvidia confirmed that SpaceX will deploy its Vera Rubin CPU. SpaceX CEO Elon Musk said it is standardizing on Nvidia when it reported earnings.

As Anthropic moves toward an IPO, questions about valuation, plateauing demand for Fable 5 and risks are picking up. Here’s the reads of the moment:

• FT: Fable 5, launched in June, has plateaued as companies look for cheaper models like Opus 5
• The data is based on Ramp transaction data
• NYT: Anthropic wants to raise $100 billion and be valued at $2 trillion. Don’t we all?

Steve Jobs and NeXT needed sales and the CIA needed some advance compute. So goes a story in The Wall Street Journal about how the CIA helped fund NeXT initially with the purchase of 20,000 computers. Later, Jobs said he was going to move on to reinvent music (head back to Apple to launch the iPod).

While Jobs is most associated with Apple, the NeXT and Pixar eras are just as important to me. Here's a DisrupTV episode on the NeXT era.

DataIndex.US released the latest version of its Federal Data Terminations Tracker and it's worth a look. The Federations of American Scientists outlined how it tracks deleted Federal data.

CBRE released its 2026 tech talent report and it's worth a read. We'll jump to Chapter 7 and the up and coming tech talent hubs in US and Canada. No. 1 is Huntsville followed by Halifax and Colorado Springs. There's a lot more to digest and here's the PDF.

Poolside AI, an AI model-builder, is reportedly in a non-exclusive licensing deal with Nvidia for $6 billion. Per Eric Newcomer, Nvidia will also invest $1 billion in Poolside. The deal rhymes with an acquihire in that 109 employees are joining Nvidia, but the founders are staying behind.

Newcomer's newsletter has the details, but the big takeaway is that Nvidia is adding some talent for its open LLM plans. Nemotron may improve more with Poolside.