And even crazier: If we extrapolate from AI’s current trajectory, its impact on knowledge work is obvious. But that’s just the beginning. This leads to another revolutionary phase: once we’ve built an 'AI brain' that’s smarter than us—one that can reason, 'think', and
@ninadschick
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AI Masters Logic First: Why Creativity Remains Elusive
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The paradox of AI: The jobs we assumed required the most human intelligence—math, coding, complex reasoning—are the ones AI is mastering first. Why? Partly, because they are AI-adjacent. Meanwhile, AI still struggles to write truly groundbreaking prose (think a new Shakespeare)
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AI Model Terms of Service: Synthetic Training Data Restrictions
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And be that as it may, isn’t it a totally ridiculous stipulation in the TOC anyway? Use the model for anything except as synthetic training data?
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Competitive AI Breakthrough Strategy Exposed to Market
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I assume because they wanted to keep breakthrough close to their chest for competitive advantage? If that was the case the competition has clearly been blown wide open.
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Scaling Reasoning Models: From Thousands to Millions of GPUs
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This is the interesting bit. As we move to the next phase of scaling reasoning models w RL, data and compute converge. Next breakthroughs require moving from 100’000’s of GPUs to millions of GPUs.
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NVIDIA GPU Infrastructure Cost Analysis for AI
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If they have 50,000 NVIDIA GPUs at $30-40k each, that’s $1.5 – 2bn. Just saying.
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DeepSeek disrupts AI market with cheaper open source alternative
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The markets are wrong about DeepSeek. A Chinese hedge fund just made AI: – As capable as o1 – 95% cheaper to run – Completely open source Cue panic about CapEx on AI. The end to 'American AI supremacy.' But they missed the real story: This is MORE reason to be
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AI’s Ultimate Long Game: Application Layer Strategy
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Or it’s played the ultimate long game ? (Application layer AI.)
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AI’s Growing Political Importance Cannot Be Dismissed
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‘If you’re interested in politics, it’s increasingly untenable to dismiss AI as hype.’ love it.
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Palantir, NVIDIA, and Bitcoin: Investment trends analysis
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🫣 Palantir, NVIDIA, now Bitcoin …. 🫣 https://t.co/sWGt39NmS1
— Nina Schick (@NinaDSchick) 28 janvier 2025Palantir, NVIDIA, now Bitcoin ….