Intel’s giant losses in Le Divorce: Glass half full or empty? You could look at Intel’s huge operating loss in its factories as a great opportunity for improvement, or you could look at it as a ball and chain that will be around for years. Will Le Divorce become really final,
@tiernanraytech
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OpenAI Stock Investing GPTs Fail Basic Investment Question
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OpenAI's stock investing GPTs fail this basic question about stock investing They fail not by claiming falsehoods but by reiterating ignorance. https://
zdnet.com/article/openai
s-stock-investing-gpts-fail-this-basic-question-about-stock-investing/
… @OpenAI @OpenAIDevs -
AI21 and Databricks Slim Down LLMs with Open Source Models
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AI21 and Databricks show open source can radically slim down AI Two new large language models, Jamba and DBRX, dramatically reduce the compute and memory needed for predictions, while meeting or beating the performance of top models such as GPT-3.5 and Llama 2.
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Meta Prunes Llama 2 Model for Slimmer More Efficient AI
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Meta's 'pruning' of Llama 2 model shows path to slimmer AI Half a neural network can be ripped away without affecting performance, thereby saving on memory needs. But there's bad news, too. https://
zdnet.com/article/metas-
pruning-of-llama-2-model-shows-path-to-slimmer-ai/
… @Meta @AIatMeta -
Fiber-optic gold rush in AI and cybersecurity shifts
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Sell-side most interesting: A fiber-optic gold rush in AI, the big change in cyber-security Analysts are salivating over the opportunity for fiber-optic components in artificial intelligence, Semtech is one of the big beneficiaries, Micron Technology is going to see a big lift
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Micron Rockets as AI Memory Race Accelerates
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The TL Podcast for March 26th: Micron rockets as the memory race gets underway Shares of Micron Technology surged as the race for more AI memory gets underway, Nvidia is still underestimated, and I talk with a fascinating startup whose technology is delivering hundreds of
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GitLab CFO Discusses Future Financial Results Strategy
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Please enjoy my interview with GitLab CFO Brian Robins GitLab CFO: We will continue to operate against our plan Investors blanched at GitLab CFO Brian Robins’s honesty this month, when he said that the company’s results going forward will probably have fewer of the
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Microsoft’s AI potential and Reddit valuation in tech investment
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Sell-side most interesting: Microsoft’s AI year, why Reddit’s over-priced Microsoft’s Copilots may boost cloud revenue next year, Reddit’s stock price is too high even in a bullish scenario, hard disk drive maker Seagate has an AI angle, and how to “rent” AI stocks with options
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Financial Journalism Fails on Nvidia Coverage Analysis
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Nick Bilton's piece on Nvidia in Vanity Fair is one of the worst recent examples of the sorry state of financial journalism. Throwing around the term "FOMO" but not even bothering to provide numbers. No numbers about Nvidia's financial results, not even a rough breakdown of its