@elonmusk Elon, if you want open-source AI for humanity, why not open-source all xAI models, not just Grok 1? And not just weights, but all the source code? @xai
@tiernanraytech
-
Western Digital CEO Tan Charts Course for Zettabyte Era
By
–
Please enjoy my interview with Western Digital CEO-designate Irving Tan Western Digital CEO Tan’s plan to win the zettabyte era CEO Irving Tan takes the reins at hard disk drive maker Western Digital as it spins out its flash unit, SanDisk. He has set a goal of increasing
-
OneStream Stock Crash Signals Broader Software Sector Uncertainty
By
–
OneStream crashes: Will ‘uncertainty’ be felt by other software names? Healthy results but a disappointing outlook are not enough for a pricey software stock like OneStream. The company’s now merely an okay growth prospect. The broader question is whether the “uncertainty” that
-
Monday.com Surge and Chip Maker Investment Analysis
By
–
Tasty ‘minnow’ Monday dot com surges, and how to read Astera Labs, Tower Semi Monday dot com is one of those intriguing small-cap names that seems ripe for a buyout, while betting on traditional chip makers such as ON Semiconductor has gotten a lot harder to justify. Also,
-
DeepSeek’s Breakthrough: Scaling Laws Drive AI Market Growth
By
–
I had a delightful chat with Andrew Feldman about how scaling laws still apply and bigger AI projects will continue. Cerebras CEO on DeepSeek: Every time computing gets cheaper, the market gets bigger The economic breakthrough of DeepSeek's techniques will lead not only to an
-
Palantir Soars to Sixty-Nine Times Revenue Valuation
By
–
Palantir soars: Now even more ridiculous at sixty-nine times revenue Rhetoric was flying fast and furious in Palantir’s fourth-quarter conference call. Founder and CEO Alex Karp made the case the company’s software is “making America more lethal,” and also “cutting through the
-
DeepSeek sell-off impact: Tech stocks remain expensive
By
–
The TL Podcast for February 3rd: Stocks are pricey even after DeepSeek sell-off After a plunge in Nvidia, Arista and many others on January 27th because of Chinese AI sensation DeepSeek, tech shares ended the week with some striking gains, and many remain more expensive than six
-
AI Scaling Laws Remain Valid OpenAI DeepSeek
By
–
I don't think AI scaling laws have been repealed. @OpenAI @deepseek_ai
-
Wall Street Debates DeepSeek Claims and Nvidia Defense Strategy
By
–
Wall Street’s Best Ideas: Doubting DeepSeek, defending Nvidia People have real questions about the veracity of DeepSeek’s economic claims, while many others are simply defending Nvidia and the “Jevons Paradox.” Software analysts see a potential lift to enterprise AI usage if
-
Sparse vs Dense Models: Pre-training and Inference Trade-offs
By
–
Its advantages, George, are best understood for pre-training. How it performs in inference remains a less well-understood area. And there may be trade-offs there where "dense" models do better.