Author: Jay Wong
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The Ever-changing AI Chessboard
With SpaceX’s recent announcement that it is exercising its option and acquiring Cursor, we thought it would be helpful to summarize what the current AI Frontier chessboard looks like. It’s still a very tight race among the five leading labs with coding taking up most of the attention (and revenue) today.
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AI Adoption Needs Proof, Private Equity May Provide It
I spent some time this week discussing with others about the recent private equity partnership announcements from OpenAI and Anthropic, and what it means for AI adoption. [1] I think the most interesting question is not just distribution or increasing AI usage. It’s whether PE-backed companies become one of the first real-world test cases for…
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Overview of the Talent Management Ecosystem
Following comprehensive discussions earlier this year with leaders from enterprises to early-stage innovators, Stepmark Partners has published our latest market analysis on the Talent Management ecosystem. This report details the dual-adoption of AI by both companies and job seekers, outlining the strategic implications for corporate leaders. Key Strategic Takeaways:
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Talent Management Ecosystem Market Maps (Spring 2026)
AI has sparked a high-stakes arms race in the talent sector. While applicants leverage LLMs to saturate the funnel with high-quality applications, companies are counter-deploying AI filters to manage the surge. The result is a talent management space that is evolving faster than most organizations can keep up with. To make sense of this shift,…
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Stepmark Partners’ AI Predictions for 2026
Executive Summary Building on our 2025 Year in Review report, which highlighted the rapid advancements and challenges in the AI landscape, Stepmark Partners presents our forward-looking predictions for 2026. These insights draw from emerging trends in technology, regulation, and market dynamics, offering a glimpse into potential developments in the AI industry. While these predictions may…
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Meta and AI Ads
Zuck’s vision of having AI generate marketing collateral and automatically run ads is closer to reality than most people think. Ironic that Gemini is making this process so easy, which means Meta has a clear path in making it happen. Shrimp cocktail (Fri/Sat only) from Cook’s Seafood in Menlo Park. From Meta’s Q2 2024 earnings…
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Ramped Careers Announces Sale to Teal, Expanding Its AI-Powered Job Search Platform Into Automated Applications
https://www.businesswire.com/news/home/20251211855070/en/Ramped-Careers-Announces-Sale-to-Teal-Expanding-Its-AI-Powered-Job-Search-Platform-Into-Automated-Applications
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Oura Ring: Using AI Image Recognition to Track Meals
My wife recently stopped using the Oura Ring and became a Fitbit user, so I became a proud owner of a new tech gadget. If you haven’t heard of the Oura Ring before, it’s a ring-like device that you wear on your finger and throughout the day, it records your biometrics data such as heart…
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Consumer GPUs Might Make Neoclouds Optional
Open Source Catches Up, and Consumer Hardware Is Ready Open-source large language models have quietly caught up to their closed-source cousins. Models like OpenAI’s gpt-oss-20B, Meta’s Llama, and many models coming out of China can now deliver reasoning, code generation, and conversational ability that would have seemed like science fiction three years ago. And they’re…