I was at the event, and was impressed by the attendance, all the leaders from the major european listed companies were there.
Also interesting to note the number of partners they invited. Going from Microsoft, Accenture and EY to startups like alpic.ai or lingo.dev . Seems like they are ramping up their M&A game too
Some might argue that Adwords got so successful because ads competed like search results, on bid AND relevance, not just bid.
If your ads inventory is big enough, ads can actually be a better answer to your intent than organic content, because the companies behind the ads have a much stronger incentive to satisfy your need.
It will be interesting how hidden those ads will be compared to current Search experience or what OpenAI is already doing.
It's a lot easier to mislead a user with an AI generated ad that with a Search result IMHO, I'm betting on a huige backlash if they don't make it VERY clear that ads are ads.
Crazy this company will IPO for >1B with such bad financials! That said, Starlink seems to be a real cash machine, not as good as ads but enough to support AI bets.
It will be interesting if Mistral succeeds to keep up with US and Chinese labs in terms of Models, or if they just become an integration company of chinese OSS frontier labs, like more and more of their competitors
Most of MCP servers and Apps are way under-designed today. A lot of MCP B2B servers still wrap legacy APIs, and most MCP Apps try to reproduce a website experience instead of trying to reinvent the experience from scratch.
It feels like we're in the early mobile years where companies have not figured out what to do with this new technology. I hope the Uber and Candy Crushes of the AI era will land in 2026! (well maybe not candy crush, but some IA native games would be nice)
"MCP is less discoverable than a CLI" -> not true anymore with Tool_search. The progressive discovery and context bloat issue of MCP was a MCP Client implementation issue, not a MCP issue.
"MCPs needs to be wrapped to be composed." -> Also not true anymore, Claude Code or Cowork can chain MCP calls, and any agent using bash can also do it with mcpc
"MCPs needs to implement stateful behavior, shell + cli gives it to you for free." -> having a shell+cli running seems like a lot more work than adding a sessionId into an MCP server. And Oauth is a lot simpler to implement with MCP than with a CLI.
MCP's biggest value today is that it's very easy to use for non-tech users. And a lot of developers seem to forget than most people are not tech and CLI power users
Consumer Display Device: EUR 0.32
Consumer Non-Display Device: EUR 0.11
(source here: https://www.sisvel.com/licensing-programmes/audio-and-video-...)