Didn't take long to make Gemini 1.5 Pro preview fail. I asked for the conjugation of the Georgian verb "ყოფნა", meaning, "to be," and immediately received an "unsafe content" warning and the model would not complete the response. The request continues to be blocked even when all
@tiernanraytech
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Apple’s On-Device AI Strategy Against OpenAI Google
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I wrote a fairly long essay for FastCompany about what Apple needs to do to respond to OpenAI and Google (even if Apple licenses from one of them). It could include pioneering on-device training and/or fine-tuning. This is an area where Apple has done a lot of research and where
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Nvidia Blackwell chips strengthen AI ecosystem control
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Sell-side most interesting: Nvidia becomes even more powerful Nvidia’s “Blackwell” chips will bring the company even greater control of the AI ecosystem, D-Wave Quantum finally saw its shares rise on earnings rather than the usual sell-off, cyber-security is going to continue
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Arista and Reddit lead mixed week in AI hardware and startups
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The TL Podcast for May 13th: Arista and Reddit topped a very mixed week Hardware makers such as Arista Networks are currently doing a lot better in artificial intelligence than software firms such as Hubspot, and Reddit and Astera Labs are two recently public companies that had
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Hardware Outperforming Software in AI Arms Race
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Hardware is beating software in the AI arms race Hardware names linked to AI such as Micron Technology are outperforming software names such as Snowflake, and that may well continue for much of this year, according to analysts at Stifel & Co. https://
thetechnologyletter.com/the-posts/the-
tl-podcast-for-may-13th-arista-and-reddit-topped-a-very-mixed-week
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Palantir underperforms while Lumentum defends AI credentials
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Palantir comes up short, Lumentum’s AI promise Three very different earnings reports on a Monday afternoon, with Palantir failing to justify a lofty valuation, Lumentum’s enthusiasts defending its AI potential, and Microchip headed on the road to recovery.
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Tech Giants Show Recovery: Apple, Qualcomm Lead Rally
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The TL Podcast for May 6th: On the road to recovery Better-than-expected results from Apple, Qualcomm, On Semiconductor, and upbeat comments from Samsung, boost tech shares. https://
thetechnologyletter.com/the-posts/the-
tl-podcast-for-may-6th-on-the-road-to-recovery
… Or catch it on Apple Podcasts: http://
bit.ly/40HBLJg $AAPL $QRVO $QCOM $INFA -
Qualcomm AI growth and Enovix hardware validation in phones
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Enovix’s saying they are moving to “development” with one unnamed phone company customer was the surprise of the evening. Sell-side most interesting: Qualcomm’s AI luster, Enovix’s validation Qualcomm’s sales to Chinese phone makers suggest artificial intelligence upside,
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Buffett’s Apple Strategy and ON Semi’s Semiconductor Turnaround
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Sell-side most interesting: Be like Buffett on Apple, ON Semi’s turnaround Warren Buffett knows how to handle Apple shares, by buying the dips, ON Semiconductor offers a weak report that nevertheless provides hope, and there’s a short list of potential buyers for silicon carbide
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Tech Giants’ AI Spending Surge Drives Nvidia Stock Rally
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The TL Podcast for April 29th: Redeemed by cloud spending Nvidia surged on Friday after Microsoft and Alphabet joined Meta in reiterating their commitment to spend, spend, spend on artificial intelligence, Tesla got a pass on tough questions, and Lam Research and Texas