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C3.ai falls, Braze rises in more mixed week for software http://
C3.ai missed expectations with its revenue forecast for the second time in three quarterly reports. The company is contending with the ups and downs of “consumption” pricing. Sprinklr,
@tiernanraytech
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C3.ai Falls Short Again on Revenue Forecast Amid Pricing Challenges
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Software Earnings Winners: Elastic, CrowdStrike, Nutanix, Snowflake
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The TL Podcast for December 4th: A blow-out week for software Elastic, CrowdStrike, Nutanix, Snowflake, and Synopsys were TL20 earnings champions, Tesla priced its truck, and a few words on UiPath’s AI stuff. https://
bit.ly/3Gxl2Rk
Or catch it on Apple Podcasts: -
AMD AI Chips Challenge Nvidia as Tesla Cybertruck Polarizes Market
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Sell-side most interesting: AMD’s big day, cheers for IBM, and Tesla’s polarizing Cybertruck AMD will unveil more details of its AI chips going up against Nvidia’s, Tesla’s Cybertruck is “polarizing,” and Meta and IBM are running scared because of OpenAI’s dominance.
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Researchers Show Neural Networks Easily Manipulated Into Malicious Behavior
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Generative AI can easily be made malicious despite guardrails, say scholars Researchers found an easy way to retrain publicly available neural nets so they would answer in-depth questions, such as how to cheat on an exam, find pornography, or even kill their neighbor.
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ChatGPT Training Data Leaks Raise Privacy Concerns
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ChatGPT can leak training data, violate privacy, says Google's DeepMind Simply instructing ChatGPT to repeat the word "poem" endlessly forced the program to cough up whole sections of text copied from its training data, breaking the program's guardrails. https://
zdnet.com/article/chatgp
t-can-leak-source-data-violate-privacy-says-googles-deepmind/
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Amazon Q Bot Commodifies Generative AI Services
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Amazon’s Q bot is the commodification of AI Amazon has announced a $20-a-month chat bot, Amazon Q, which takes generative AI to where it was always going to go, which is a garden variety service that will be widely available and mostly sold on price rather than capabilities.
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McNamee warns of reckoning for generative AI hype excess
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Roger McNamee: There will be a reckoning for generative AI and all the excesses of easy money “I've been absolutely blown away by how successful the hype campaign's been for generative AI. I mean, it is Hall of Fame class.” Generative AI such as OpenAI’s ChatGPT is one of the
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Q-Learning Explained: Tech Stocks Market Trends Analysis
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Sell-side most interesting: What is Q*? Relax, the fabled Q* is merely Q-Learning, says New Street, plus, Lucid’s demand problem, a lackluster Black Friday, and cheers for CrowdStrike. https://
thetechnologyletter.com/the-posts/sell
-side-most-interesting-what-is-q
… @p_ferragu $NVDA $MSFT $LCID $CRWD -
Informatica CEO: Generative AI Will Create Significant Value
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Please enjoy my interview with Informatica CEO Amit Walia Informatica CEO: There is no doubt generative AI will create value “Any new technology is over-hyped in the short term … We’re in the very early stages of a generative AI hype cycle.” $INFA @Informatica
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Nvidia’s GPU Dominance in AI Data Center Expansion
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Nvidia rising: Still underestimated Nvidia CEO Jensen Huang made the case that the use of his company’s GPU chips is proliferating as more countries and companies feel compelled to build their own artificial intelligence data centers. It’s probably the case investors still