Live updates from OpenAI Dev Day: Follow along with ZDNET Microsoft CEO Satya Nadella came on stage for OpenAI CEO Sam Altman’s keynote to talk about the future of their partnership. https://
zdnet.com/article/live-u
pdates-from-openai-dev-day-follow-along-with-zdnet/
… $MSFT @OpenAI #AI #ArtificialInteligence #ChatGPT #GPT4
@tiernanraytech
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Microsoft and OpenAI Partnership Advances at Dev Day
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Confluent CEO Charts Course After 42% Stock Plunge
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Please enjoy my interview with Confluent CEO Jay Kreps. After a 42% plunge, how does Confluent’s CEO assess the road ahead? Confluent is dealing with a market that is still cutting its spending on software. In such as harsh environment, the company’s decision to re-orient its
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GM Cruise Exposed: Human Operators Behind Self-Driving Claims
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Nice post by Gary Marcus on the revelation by the New York Times that GM's Cruise unit is apparently employing a large number of human operators behind the scenes to make self-driving work. https://
garymarcus.substack.com/p/could-cruise
-be-the-theranos-of-ai
… @GaryMarcus $GM #selfdriving #AI #cruise #GM -
Apple Stock Declines Despite iPhone Services Revenue Beat
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Apple stock sells off despite beat on iPhone, Services revenue iPhone, Services and iPad were the stars for Apple this quarter, while the Wearables category and Mac sales disappointed relative to consensus. Shares slipped in late trading by two points. Mac sales may imply some
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AMD Poised for Major AI Growth in 2024
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AMD could have quite an AI year in 2024 Advanced Micro Devices indicated its data center sales could surge in 2024 by almost ten-fold. This would take the company’s business to a new level as it would bring direct, meaningful competition to Nvidia for artificial intelligence.
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Stock Market Decline Amid Middle East Conflict and Earnings
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The TL Podcast for October 29th: Stocks fall apart The stock market has turned decidedly sour in late October, following the war in Israel and Gaza, and a very mixed start to earnings season. https://
thetechnologyletter.com/the-posts/the-
tl-podcast-for-october-29th-stocks-fall-apart
… $GOOGL $MSFT $AMZN $TSLA $ASML $SEDG $TXN $ON $WOLF $AMD -
Columbia Seligman’s Paul Wick on Tech Investment Picks
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Please enjoy my interview with Columbia Seligman's Paul Wick The tech hunter: Seligman’s Paul Wick offers picks and pans One of the most seasoned fund managers in technology, Paul Wick of Columbia Seligman has a sharp eye for nonsense in tech, but also a deep grasp of the
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Intel Data Center Chip Sales Miss Expectations But Stock Surges
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Intel and Amazon: Low expectations Intel’s data center-chip sales missed expectations, and it still has to articulate how it will catch up with and surpass Nvidia. But for the moment, crossing a low bar was enough to suggest a turnaround. The shares surged eight percent Thursday
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Meta’s AI Spending Surge Challenges Investor Expectations
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Good times over for Meta investors as spending on AI will soar in in 2024 Investors have been delighted with thousands of layoffs this year at Meta. But next year, hiring is going up, and capital spending is ramping up big time as CEO Zuckerberg chases his white whale,
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Generative AI Breakthrough: Digital Biology Transforms Cancer Treatment
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AI pioneer Daphne Koller sees generative AI leading to cancer breakthroughs AI is merging with biology, said Koller, and the result, digital biology, will have “tremendous repercussions in human health.” https://
zdnet.com/article/ai-pio
neer-daphne-koller-sees-generative-ai-leading-to-cancer-breakthroughs/
… @DaphneKoller @insitro @StanfordHAI @percyliang