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

Apple's WWDC keynote stage with futuristic AI interfaces and subtle legal imagery, representing the dual announcement of new AI features and a settlement.
Research & Breakthroughs

Apple Unveils AI Features at WWDC Amid False Advertising Settlement

Apple agreed to pay $250 million to settle a class-action lawsuit alleging false advertising of Siri's AI capabilities, just as it unveiled a major overhaul of the same technology at its annual develo

Jun 9, 2026 · 3 min read

An abandoned dental lab with idle 3D printers and broken denture molds, representing the failure of SmileTech's digital denture project.
Research & Breakthroughs

SmileTech's Digital Dentures Project Fails Amidst Uneven Progress

Just two years after securing $50 million to revolutionize dentures with 3D printing, SmileTech Innovations announced its complete shutdown last week.

Jun 8, 2026 · 3 min read

Futuristic interface showing AI-powered coding tools and AI agents integrated within a ChatGPT super app.
Research & Breakthroughs

OpenAI to Make ChatGPT a Super App with Coding Tools

OpenAI's software-writing product, Codex, saw its active user base increase six fold to more than 5 million weekly, according to Fortune .

Jun 8, 2026 · 3 min read

Cosmic background with a struggling network of scientific equations and code, symbolizing computational challenges in cosmological research.
Explainers

Cosmologists Grapple with SciPy ODE Solver Issues in Bayesian Inference

In a tachyonic DBI dark energy model, a single SciPy solve_ivp ODE call took 0.

Jun 7, 2026 · 2 min read

The 2026 World Cup trophy under a stormy sky, with silhouetted, dejected players on an empty stadium field, symbolizing prediction challenges.
Research & Breakthroughs

2026 World Cup: Expanded Field & Injuries Challenge Predictions

Just days after Spain was touted as a strong contender for the 2026 Soccer World Cup, rising star Lamine Yamal suffered a suspected hamstring tear.

Jun 7, 2026 · 3 min read

Holographic Siri interface showcasing advanced AI capabilities and deep system integration across Apple devices at WWDC 2026.
Explainers

Apple Unveils Major Siri Redesign and AI Upgrades at WWDC 2026

At WWDC 2026, Apple is set to unveil iOS 27, featuring a standalone Siri chatbot app designed to rival ChatGPT, Claude, and Gemini.

Jun 7, 2026 · 3 min read

Futuristic cityscape with diverse teams collaborating on holographic interfaces, representing the 'together tech' startup wave.
Startup Spotlight

Together Tech Startup Wave 2026 Predictions Emerge

In the past 18 months, 'together tech' has exploded: over 300 startups launched, collectively raising $5.

Jun 6, 2026 · 3 min read

A visual representation of Google's cloud servers seamlessly connecting with SpaceX rockets, symbolizing a massive monthly cloud computing service agreement.
Research & Breakthroughs

Google pays SpaceX $920M monthly for cloud computing services

Google, a company synonymous with cloud computing, will pay Elon Musk's SpaceX $920 million a month for computing power, according to The New York Times .

Jun 6, 2026 · 3 min read

A user intensely focused on a smartphone with a minimalist interface, demonstrating reduced phone usage and increased productivity.
Startup Spotlight

Indistract Launcher Helps Users Disconnect With Radical Simplicity

One user of the Olauncher app reported cutting their phone use in half by simply changing their home screen, according to olauncher.

Jun 6, 2026 · 3 min read

Giant, illuminated, tent-like structures housing Meta's AI data centers in New Albany, Ohio, under a twilight sky.
Research & Breakthroughs

Meta deploys tent-like structures to speed up data center AI

In New Albany, Ohio, Meta has erected six giant, tent-like structures.

Jun 5, 2026 · 2 min read

Abstract AI construct towering over a stock exchange floor, symbolizing the intense scrutiny of the Anthropic IPO and AI industry profitability.
Research & Breakthroughs

Anthropic IPO faces scrutiny over AI profitability doubts

Anthropic, an AI company valued at over $965 billion in its last private funding round, has filed for an IPO, setting the stage for the most scrutinized public offering in tech history.

Jun 5, 2026 · 2 min read

Diverse individuals in a rural setting using advanced voice AI interfaces to access digital services, symbolizing global digital inclusion.
Startup Spotlight

Voice AI Innovations Target Overlooked Markets, Bridging Digital Divides

A recent KPMG India study reveals 70% of rural Indian internet users prefer voice interfaces for online transactions.

Jun 4, 2026 · 3 min read

Abstract representation of AI growth and cloud computing, with interconnected data streams and glowing nodes symbolizing Lovable's expansion with Google Cloud.
Research & Breakthroughs

Lovable signs multiyear deal with Google Cloud for AI expansion

More than half of Fortune 500 companies now rely on Lovable's platform, a company that just signed a multi-year deal in 2026 to quintuple its cloud footprint with Google Cloud and gain expanded access

Jun 4, 2026 · 2 min read

Futuristic AI data center with glowing servers and intricate water pipe systems, highlighting the critical need for water in AI infrastructure.
Research & Breakthroughs

SpaceX IPO filing warns of water access risks for AI

In its amended IPO filing, SpaceX explicitly stated that access to water is as important as securing power and processors for its AI data centers.

Jun 2, 2026 · 2 min read

Nvidia RTX Spark superchip at the heart of a digital network, powering AI agent capabilities in laptops and desktops, disrupting the traditional CPU market.
Research & Breakthroughs

Nvidia RTX Spark Targets CPU Market With AI Agent PCs

Nvidia has launched a new 'superchip' called RTX Spark, designed to bring advanced artificial intelligence capabilities directly to laptops and desktop computers, according to The Guardian .

Jun 2, 2026 · 4 min read

Futuristic AI network visualization processing text, image, video, and sound data, with NVIDIA's influence subtly present.
Research & Breakthroughs

NVIDIA Unveils Cosmos 3 Open AI World Model for Physical AI

At GTC Taipei, NVIDIA unveiled Cosmos 3, hailed as the world's first fully open omnimodel for physical AI.

Jun 1, 2026 · 2 min read

Erin Brockovich investigating a large, secretive AI data center, highlighting environmental concerns and community impact.
Research & Breakthroughs

Erin Brockovich Maps AI Data Centers Amid Secrecy Concerns

In its first month, environmental activist Erin Brockovich's call for submissions garnered nearly 4,000 reports of data center-related issues, TechCrunch reports.

Jun 1, 2026 · 3 min read

Futuristic web browser interface with glowing AI elements, showcasing user interaction and innovation in browsing technology.
Research & Breakthroughs

Firefox: User Control Focus Among 2026 Browser Alternatives

Perplexity's new Comet AI-powered browser, packed with advanced features, is exclusively available to users paying $200 a month for its Max plan, according to TechCrunch .

May 31, 2026 · 3 min read

Vast, illuminated data center facility with glowing server racks and intricate cable networks, representing SoftBank's AI investment in France.
Research & Breakthroughs

SoftBank plans up to €75B for French data centers

SoftBank Group is set to pour up to €75 billion into French data centers, aiming to develop an unprecedented 5 gigawatts of artificial intelligence capacity, according to Bloomberg and Data Center Dyn

May 31, 2026 · 3 min read

Futuristic cityscape with AI code corrupting human programmer's work, symbolizing security risks of AI coding agents.
Research & Breakthroughs

AI coding agents replacing humans in 2026 raises security concerns

A developer recently injected malicious prompts into the popular jqwik project, instructing AI coding agents to delete tests and code.

May 30, 2026 · 3 min read