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
@tiernanraytech
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Palantir Soars to Sixty-Nine Times Revenue Valuation
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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
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DeepSeek sell-off impact: Tech stocks remain expensive
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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
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AI Scaling Laws Remain Valid OpenAI DeepSeek
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I don't think AI scaling laws have been repealed. @OpenAI @deepseek_ai
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Wall Street Debates DeepSeek Claims and Nvidia Defense Strategy
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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
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Sparse vs Dense Models: Pre-training and Inference Trade-offs
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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.
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Apple Reveals Sparsity Optimization Behind DeepSeek AI
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Apple researchers reveal the secret sauce behind DeepSeek AI The AI model that shook the world is part of a broad trend to squeeze more out of chips using what's called sparsity. “Sparsity” is a broad area of inquiry, not unique to DeepSeek. It can also be applied to much
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Twilio CEO Discusses Three-Year Strategic Arc and Operational Improvements
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Please enjoy my interview with Twilio CEO Khozema Shipchandler Twilio CEO: ‘We are midway through a three-year story arc’ Software maker Twilio has really “nailed it” when it comes to improving its operational rigor, says CEO Khozema Shipchandler. This year will be about
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Stargate and DeepSeek AI Projects Drive Stock Market Volatility
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The TL Podcast for January 27th: Stargate DeepSeek edition Stocks surged the week ending January 24th based on Trumped-up hype for a massive AI project, Stargate, only to be undone by the new hype of DeepSeek. https://
thetechnologyletter.com/the-posts/the-
tl-podcast-for-january-27th-stargate-deepseek-edition
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DeepSeek’s Rise Won’t End GPU Demand, Wall Street Says
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Wall Street’s Best Ideas: No, DeepSeek does not mean the end of buying tons of GPUs The Chinese AI innovation DeepSeek gives the impression no on will buy Nvidia GPUs anymore. But the program scores lower on some tests, suggesting the race for progress will continue.