but then it's even more silly to strip out the company that powers that innovation lol
@nathanbenaich
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UK AI Gap: Why No Homegrown Frontier Model Champion?
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weekend musing about uk ai opp: – why does the uk still not have a homegrown peer to openai, anthropic, mistral, xai, sakana, poolside or others that build frontier models? – why has it taken almost a decade for any remotely serious gov-backed policy to be endorsed despite the
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US Big Tech dominance skews AI market performance metrics
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NEW STREET TALK ON @AIRSTREETPRESS – 10 JAN 2025 1. Market commentators don’t always agree that AI exists
If you minus out US big tech, then over the last couple of years (since Oct 2022), the S&P has in fact not outperformed its European counterparts. We’ve seen many versions -
Building AI-First Bio Companies: Software Market Challenges
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for an excellent first-hand take into the challenge of building ai-first bio companies, please read @agupta
’s essay “how unfair is the coin” in it he discusses:
– why selling software to pharma isn’t really a market – why software-only in bio ultimately converges to “make -
R&D Staff Equity Compensation Valuation Impact Analysis
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hmmm the “incl equity” part to r&d staff comp probably misrepresents things bc just consider the valuation change of these companies as they grow bigger and better models – it goes up a lot.
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UK Defence AI Capacity Development Government Report Analysis
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“developing so capacity and expertise in uk defence” a look into this gov report from @chalmermagne including @airstreet submission
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DeepSeek Engineering Efficiency vs Big Tech Capital Expenditures
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“The paths are clear. DeepSeek shows that a lot of the modern AI pipeline is not magic — it’s consistent gains accumulated on careful engineering and decision making. In face of the dramatic capital expenditures from Big Tech, billion dollar fundraises from Anthropic and
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Airstreet 2024 Year In Review: AI Acceleration and Mainstream Breakthrough
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THE @AIRSTREET 2024 YEAR IN REVIEW We began last year’s review with a look back of the preceding 12 months: 2023 was a year of both immense technological acceleration and constant flux. AI truly exploded into the mainstream: industries witnessed the birth of potentially
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Spontaneous Software: AI-Powered Adaptive Applications
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welcome to "spontaneous software"
— Nathan Benaich (@nathanbenaich) 9 janvier 2025
listen to this convo between @tylerangert of @patinasystems and @ridd_design
ai unlocks the ability for software to adapt to your personal needs rather than today's status quo@scottbelsky called this "conforming software", that becomes what… pic.twitter.com/s5DhkevHRUwelcome to "spontaneous software" listen to this convo between @tylerangert of @patinasystems and @ridd_design ai unlocks the ability for software to adapt to your personal needs rather than today's status quo @scottbelsky called this "conforming software", that becomes what
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Only Few Companies Can Survive AGI Race Competition
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"I posit that in the next 12 to 18 months, whoever hasn't pulled up next to OpenAI, Anthropic, and xAI – including Poolside – won't survive.”@eisokant from @poolsideAI on why only a few companies can play in the AGI race. pic.twitter.com/rLsQ5C0VVi
— Nathan Benaich (@nathanbenaich) 8 janvier 2025"I posit that in the next 12 to 18 months, whoever hasn't pulled up next to OpenAI, Anthropic, and xAI – including Poolside – won't survive.” @eisokant from @poolsideAI on why only a few companies can play in the AGI race.