Hybrid AI and apps will be in focus in 2024, says Goldman Sachs CIO Only the richest companies such as OpenAI can build “foundation models,” such as GPT-4, so the rest of the corporate world will need to build smaller, more-focused programs that tie into the foundation models.
@tiernanraytech
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TL20 Portfolio Rebalancing: Winners and Losers Ahead
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The TL Podcast for January 1st: What lies ahead It was a stupendous year for the TL20, despite some flame-outs like Confluent, and it’s time to start pondering the next rebalancing, including how to cull the losers and whether to hold onto the winners. $SNOW $CFLT $ESTC $NVDA
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LangChain Transforms GenAI into Practical AI Agents
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How LangChain turns GenAI into a genuinely useful assistant The age of AI agents may start with stringing together simple modules that allow for a workflow for real tasks. Cancer diagnosis is just one example. https://
zdnet.com/article/how-la
ngchain-turns-genai-into-a-genuinely-useful-assistant/
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Personal AI Model Training and Copyright Infringement Rights
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Your own personal plagiarist The Times suit against OpenAI is a precursor to every individual having the ability to appropriate copyrighted material to train their neural network, sort of like Napster twenty years ago. 2024 could be the year infringement goes viral. There are
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Pinecone CEO on Vector Databases for AI Knowledge
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Pinecone’s CEO is on a quest to give AI something like knowledge Pinecone CEO Edo Liberty’s insight years ago at Amazon was that using vectors couldn’t simply be stuffed inside of an existing database. “It is a separate architecture, a separate database, a new kind of database,”
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Disappointed with chatbot instead of true artificial intelligence
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I asked for artificial intelligence and all I got was this stupid chat bot.
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Zscaler CEO Discusses ML-Powered Cybersecurity Growth Strategy
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Please enjoy my interview with Scaler CEO Jay Chaudhry Zscaler CEO: ‘These things are not trivial’ Cyber-security firm Zscaler is beefing up its go-to-market approach to suit a “tremendous opportunity for growth,” says CEO Jay Chaudhry. Next step, using machine learning forms
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Bill Gates Predicts Massive AI Technology Boom This Decade
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Bill Gates: “Massive technology boom later this decade” from AI In his annual outlook letter, the Microsoft co-founder sees breakthroughs in apps to fight antibacterial resistance and to reduce maternal risk during pregnancy. @BillGates https://
zdnet.com/article/bill-g
ates-predicts-a-massive-technology-boom-from-ai-coming-soon/
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ASML secures Intel’s cutting-edge chip-making equipment deal
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ASML could be key to Intel’s progress in 2024 Intel has apparently secured the lion’s share of the most cutting-edge chip-making equipment from ASML, writes longtime industry analyst Robert Maire. That could be very good for Intel’s chip-making comeback, and very good for ASML
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Micron’s High-Bandwidth Memory Poised for AI Growth
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For Micron, 2024’s AI payoff could be very nice The rise of “high-bandwidth memory” as an enabler for “generative artificial intelligence” presages a very strong DRAM market for Micron Technology next year, which could help its shares outperform the broader market. $MU $INTC