i love how liang, deepseek founder, explains how the team are driven by curiosity. by pushing the unknown. when it comes to the eye-watering costs of large model research, he explains: "An exciting endeavor perhaps cannot be measured purely in monetary terms."
@nathanbenaich
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Intel Loses AI Edge: Analysis of Strategic Misstep
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new essay on how intel lost the mark with ai loading on Tuesday 🙂 gonna be a good one @airstreetpress
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Minimal discomfort fails to drive workforce departures
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discomfort but no leavers as a result? if no leavers, sounds like a fairly limp level of discomfort
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AWS AI Business Reaches Multibillion Revenue Run Rate
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“Q3'24: Amazon stated that AWS's AI business is at a multibillion-dollar revenue run rate that continues to grow at a triple-digit YoY percentage and is growing more than 3x faster at this stage of its evolution as AWS itself grew”
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Building the Application Layer on Generative AI Capabilities
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Exactly this: “To me the story of 2024 has been filling in those question marks in that illustration. The product overhang from the generative AI capabilities we have today are absolutely massive: there are so many new things to be built, and completely new application layer
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100K H100 Clusters: Grok vs Llama 4 Capabilities
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i think his point of “what has a 100k h100 cluster training run brought us” is accurate – we don’t yet know. the artifacts are yet to come off that line. but whether grok will be the first or llama 4 or whatever others with a 100k+ cluster have planned is unknown.
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Non-US Markets Attractiveness Debate in AI Investment
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or just tells you how unappealing ex-us markets are
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New Weekly AI Series: Street Talk Launches Monthly
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A new weekly series on @airstreetpress
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Street talk #1 – 6 December 2024 Every month, we produce the @guidetoai to AI, an editorialized roundup covering geopolitics, hardware, start-ups, research, and fundraising. But so much happens in the AI world, that weeks can feel like -
Airstreet Press Launches Weekly Street Talk Format
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we’re launching a weekly short-form format on @airstreetpress called “street talk” we’ll take 3 artifacts of the week and dive in with our analytical take the first issue ships in 2 hours via email and x you can sub on press(dot)airstreet(dot)com
