Nokia split into AI and telecom units one month after Nvidia invested $1 billion. But the restructuring took months to plan, and provisional financials show the AI business Nokia is betting on underperforms the traditional telecom division.
Good Morning from San Francisco, When Congress rejects your proposal 99 to 1, most people take the hint. Silicon Valley&
Implicator.ai is introducing a weekly PRO edition that goes deeper than the daily briefing. One focused analysis each Tuesday explores what recent AI developments truly mean for strategy and industry direction.
Implicator.ai is introducing a weekly PRO edition that goes deeper than the daily briefing. One focused analysis each Tuesday explores what recent AI developments truly mean for strategy and industry direction.
The AI industry is moving faster than any other sector in technology. Power shifts between companies happen within months. Research breakthroughs reshape product strategy overnight. Regulators, cloud providers, chipmakers, and model labs all influence one another in ways that hardly existed two years ago.
We created Implicator.ai to help readers follow this landscape without noise. The free daily edition delivers clear, fast updates each morning. Many of you have told us that you now rely on this rhythm to stay oriented in the flood of AI news. At the same time, you have asked for a format that goes further. Something that cuts through the week and explains not only what happened, but what it means.
That is why we are launching Implicator PRO, a weekly paid edition for readers who want strategic insight into the forces shaping the AI race.
Every Tuesday at 6 AM PST, PRO subscribers receive a long form briefing that examines one topic in depth. These briefings combine reporting, research, and analysis with a simple goal. explain why developments matter, what they signal about industry direction, and how they affect the broader AI economy.
Topics will include model strategy, compute economics, data center expansion, regulatory moves, corporate incentives, geopolitical factors, and the internal dynamics inside major labs and platforms. Each piece aims to offer a 360 degree view that helps readers think a few steps ahead instead of reacting to headlines.
The daily newsletter remains free for everyone. Nothing changes there. PRO members simply gain an additional weekly briefing designed for founders, engineers, investors, analysts, and policy professionals who need a deeper level of clarity in their work.
Launching this edition allows us to grow Implicator.ai in a sustainable way and to spend more time on the kind of analysis many of you have asked for. If the daily briefings are useful to you and you want more depth each week, we would be glad to welcome you as an Implicator PRO subscriber.
You can join here:
Nokia split into AI and telecom units one month after Nvidia invested $1 billion. But the restructuring took months to plan, and provisional financials show the AI business Nokia is betting on underperforms the traditional telecom division.
Federal judges ruled Meta faces fierce competition from TikTok and YouTube. The same day, PyTorch's creator left for a startup. Meta won its antitrust case while losing the researchers who determine whether it can compete five years from now.
Google claims Gemini 3 delivers PhD-level reasoning. The fine print admits 72% accuracy and minute-plus generation times. Early testing reveals graduate-student errors. OpenAI's GPT-5 disaster opened the door, but can Google's benchmarks justify $7T spending?
Google's CEO warns investors about AI bubble risks while Alphabet commits $75 billion to the same markets. The company ships error-prone systems requiring self-verification, delays climate targets despite record profits, and tells workers to adapt alone.
Get the 5-minute Silicon Valley AI briefing, every weekday morning — free.
