David Katzman
Columnist
David Katzman is a Columnist for The Bot Shelf and the author of the influential weekly column, 'The Next Token.' He has spent his career at the nexus of technology and finance, first as a partner at a Silicon Valley venture capital firm specializing in deep tech, and now as one of the most forward-looking commentators on the AI landscape. David's writing is known for its ability to connect seemingly disparate academic breakthroughs with emerging market opportunities. He wrote the 2015 best-selling book 'Algorithmic Minds,' which accurately predicted the rise of transformer architectures in mainstream applications. His column focuses on telling the human stories behind the research papers and the strategic vision behind the startups.
Expertise
Coverage Areas
Latest Articles
SoftBank CEO Questions Musk's Orbital Data Center Economics
SoftBank CEO Masayoshi Son committed up to $500 billion for terrestrial AI data centers.
Jun 28, 2026 · 3 min read
OpenAI hires Uber India chief to lead India market expansion
OpenAI has tapped Prabhjeet Singh, former Uber India chief, to lead its next major growth push in India.
Jun 27, 2026 · 3 min read
General Intuition Raises $320 Million for AI Robotics
It took just eight minutes of real-world robotics data to fine-tune an AI model for General Intuition's quadruped robot, a feat that typically requires days or weeks.
Jun 26, 2026 · 2 min read
AI researchers leave Google for rivals amid talent war
Just days after Google's vice president of engineering and Gemini AI co-lead, Noam Shazeer, announced his departure for OpenAI, DeepMind's vice president John Jumper also left for Anthropic.
Jun 25, 2026 · 4 min read
Infosys Former Chief's Startup Secures $32 Million to Challenge IT Services
Former Infosys CEO Vishal Sikka has launched Hang Ten Systems, an AI services startup, securing $32 million in seed funding.
Jun 25, 2026 · 4 min read
Save 30% on TechCrunch Founder Summit 2026 Passes for Groups
Founders can save up to $190 on their pass to the TechCrunch Founder Summit 2026, but this opportunity vanishes in just four days.
Jun 24, 2026 · 2 min read
Nvidia's new AI servers use liquid cooling, cut water use
Nvidia's newest AI servers will entirely use a warm-water closed-loop liquid cooling system that can operate at temperatures up to 45°C (113°F), according to Fortune .
Jun 23, 2026 · 3 min read
Oracle Cuts 21,000 Jobs Amid AI-Driven Workforce Restructuring
Oracle, a tech giant, slashed approximately 21,000 roles globally in the past year, incurring $1.
Jun 23, 2026 · 3 min read
AI Pioneer John Jumper Departs DeepMind for Anthropic
On Friday, June 19, 2026, John Jumper, the Nobel laureate behind Google DeepMind's groundbreaking AlphaFold, publicly announced his departure to join AI startup Anthropic, according to Tech Times and
Jun 21, 2026 · 3 min read
Data Teams Confront Barriers to Self-Healing Architecture
Despite a 500% surge in 'self-healing' product marketing over three years, a recent survey reveals 70% of data teams still spend over half their week on manual data pipeline repairs.
Jun 21, 2026 · 4 min read
Allbirds rebrands to Smartbird, new CEO unveils AI plan
Allbirds, once synonymous with sustainable wool sneakers, sold its entire shoe business for $43 million before rebranding as an artificial intelligence firm.
Jun 20, 2026 · 3 min read
Snap Spins Off AI Video Team to Launch Dotmo Gaming AI
Snap's Chief Technology Officer, Bobby Murphy, is personally leading the investment in Dotmo, a new company spun off from Snap's generative AI video team, all while remaining full-time at Snap.
Jun 19, 2026 · 2 min read
Elastic acquires DeductiveAI for up to $85 million
Elastic has agreed to acquire AI site reliability engineering startup DeductiveAI for up to $85 million, a staggering 85 times its current $1 million annual recurring revenue, according to TechCrunch
Jun 19, 2026 · 2 min read
US Officials Question ASML Over Advanced Chip Tool Sales to China
U.S. Secretary of Commerce Howard Lutnick directly confronted ASML, alleging an advanced EUV lithography machine—vital for cutting-edge chips—may have illicitly reached China, according to Techzine Gl
Jun 19, 2026 · 2 min read
Anthropic Claude Code: 2026 Pricing and Integration Costs
While an individual developer can access Anthropic's Claude Code Pro for just $20 a month, a typical development team leveraging the tool at scale could face costs ranging from $150 to $250 per develo
Jun 15, 2026 · 2 min read
AI-cited tech layoffs near 120,000 spark powder keg concerns
Last month, nearly 40,000 tech workers lost their jobs, marking the highest single-month layoff total in two years.
Jun 15, 2026 · 3 min read
Florida Sues OpenAI, State AGs Expand Safety Investigation
Florida has become the first US state to sue OpenAI and its CEO Sam Altman, alleging ChatGPT aided mass shooters and encouraged self-harm.
Jun 14, 2026 · 2 min read
KPMG retracts AI report citing numerous fabricated claims
A report on the future of AI, published by global consulting giant KPMG, was found to contain approximately 40 AI hallucinations out of just 45 citations before its withdrawal.
Jun 14, 2026 · 2 min read
Meta AI unit employees air work environment complaints
At a recent internal Meta AI presentation, an employee hijacked a livestream with an expletive-laden outburst directed at a senior executive, revealing intense internal frustration within the Meta AI
Jun 13, 2026 · 2 min read
Andrew Yang's Noble Mobile Serves Thousands, Generates Millions
Andrew Yang's new mobile carrier, Noble Mobile, has already amassed 'thousands and thousands' of customers and is generating 'millions in revenue' by refunding users for data they don't use.
Jun 13, 2026 · 3 min read