DK

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

Venture CapitalEmerging AI ResearchStartup EcosystemsAI Product StrategyTheoretical Computer Science

Coverage Areas

Research & Breakthroughs
Startup Spotlight
Explainers

Latest Articles

A futuristic AI agent interface displaying glowing neural networks and holographic displays, symbolizing advanced search and task automation.
Research & Breakthroughs

Google AI agents unlock advanced search capabilities

Google's new AI agent, Spark, will soon connect to your email and execute tasks without you even needing to open your laptop, fundamentally reshaping digital interaction.

May 20, 2026 · 3 min read

Cinematic visualization of AI transforming a Gmail inbox into a responsive, conversational assistant, showcasing flight information and calendar alerts.
Research & Breakthroughs

Google IO 2026 unleashes AI for Gmail inbox features

At Google IO 2026, Google announced users can now simply ask their Gmail inbox, 'What's my flight info?

May 20, 2026 · 2 min read

Futuristic server room with holographic displays and a robotic hand, representing advanced AI research and LLM optimization.
Research & Breakthroughs

Researchers benchmark instruction-tuned LLMs using FP8, GPTQ, and SmoothQuant

FP8 quantization slashes the memory footprint of 70B-class open-weight models, maintaining accuracy within 0.

May 18, 2026 · 3 min read

Futuristic server room with holographic AI neural network visualizations, representing NVIDIA's NVFP4 4-bit pretraining technology.
Research & Breakthroughs

NVIDIA unveils NVFP4 4-bit pretraining methodology for efficient AI

NVIDIA has successfully pretrained a 12-billion-parameter Mamba-Transformer model on 10 trillion tokens using a new 4-bit precision method.

May 18, 2026 · 3 min read

Automotive factory floor with robotic arms and human workers collaborating, symbolizing AI integration and workforce changes.
Research & Breakthroughs

Automakers Restructure Workforce Amid AI Integration Challenges

General Motors laid off more than 10% of its IT department, approximately 600 salaried employees, as part of a skills swap to hire IT professionals with AI-focused backgrounds.

May 18, 2026 · 3 min read

2026 graduates contemplating a futuristic cityscape with AI interfaces, symbolizing their future shaped by artificial intelligence.
Research & Breakthroughs

Experts Share Commencement Speech Advice for 2026 Graduates

At the University of Central Florida, Gloria Caulfield's statement that "The rise of artificial intelligence is the next industrial revolution" was met with booing from the audience, according to Tech

May 18, 2026 · 3 min read

Abstract representation of Apple's Siri interface with data streams, symbolizing enhanced privacy and automatic chat deletion features in iOS 27.
Research & Breakthroughs

Apple's Siri Revamp Will Auto-Delete Chats for Privacy

In a significant move to differentiate its AI, Apple's upcoming Siri in iOS 27 will introduce a feature allowing users to automatically erase their conversations after as little as 30 days, according

May 18, 2026 · 3 min read