Generative AI: Just don’t call it an ‘artist,’ say scholars in Science magazine Generative AI programs “misleadingly imply that these systems exhibit humanlike intent,” write Ziv Epstein and colleagues, when in fact, “there is little room for autonomous machines being ‘artists'
@tiernanraytech
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Upstart CFO: Consumer Past Worst, Stock Up 180%
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Upstart CFO says the consumer is past the worst, says Mizuho Mind you, Upstart’s stock is up 180% this year. https://
thetechnologyletter.com/the-posts/upst
art-cfo-says-the-consumer-is-past-the-worst-says-mizuho
… $UPST #recession #economy #lending #personalloans #AI -
OctoAI Simplifies Generative AI Production Deployment
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Serving Generative AI just got a lot easier with OctoML's OctoAI Generative AI, because of its compute intensity, is especially hard to put into production. https://
zdnet.com/article/servin
g-generative-ai-just-got-a-lot-easier-with-octomls-octoai/
… @OctoML #AI #deeplearning #GenerativeAI -
Needham Downgrades Chip Stocks Amid AI Hype Skepticism
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Don’t believe the AI hype: Needham downgrades Applied, ACLS, etc. Even if Nvidia’s incremental chip demand for AI doubled, it would’t drive a lot more wafers to be manufactured at Taiwan Semi. https://
thetechnologyletter.com/the-posts/dont
-believe-the-ai-hype-needham-downgrades-applied-acls-etc
… $AMAT $ACLS $AEIS $NVDA $TSM $KLAC $ONTO $NVMI #investing -
Confluent Stock Valuation Concerns After Analyst Day
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Confluent’s analyst day wasn’t quite enough for high expectations The stock is up this year fifty-seven percent, and now one of the most expensive software stocks around. https://
thetechnologyletter.com/the-posts/conf
luents-analyst-day-wasnt-quite-enough-for-high-expectations
… $CFLT #investing #Kafka #software #IPO #streamingdata -
Documentary Filmmaker Interviews on Generative AI and ChatGPT
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Shari Berman is a documentary film-maker and artist. She recently invited me on her video interviews series. We talked about generative AI stuff such as ChatGPT. Give a listen: they’re very good questions! #AI #generativeAI #ChatGPT @ShariABerman
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AMD Stock Falls Post-AI Conference Despite Strong Fundamentals
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AMD stock falls despite a good AI talk (although they're bouncing back today) Expectations were very high. https://
thetechnologyletter.com/the-posts/amd-
stock-falls-despite-a-good-ai-talk
… $AMD $NVDA $INTC #investing #stocks #AI #semiconductors -
Mega-Cap Tech Giants: Investment Analysis and Market Trends
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The TL Podcast for June 12th, 2023: Bonfire of the Mega-Caps https://
thetechnologyletter.com/the-posts/the-
tl-podcast-for-june-12th-2023-bonfire-of-the-mega-caps
… Or catch it on Apple Podcasts: http://
bit.ly/40HBLJg $AAPL $GOOGL $META $NVDA $TSM $AMZN $TSLA $AMAT $CLFD $ORCL $NFLX $COIN $CIEN $MBLY #investing #stocks #TL20 -
Micron August Outlook Dims Amid China and Server Market Risks
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Micron: prospects for August aren’t looking good, says Deutsche Bank China risk, lousy server market risk https://
thetechnologyletter.com/the-posts/micr
on-prospects-for-august-arent-looking-good-says-deutsche-bank
… $MU #investing #stocks #semiconductors #DRAM -
Oracle Builds 16000 GPU Machine Amid Infrastructure Surge
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Oracle sees a bit of The Nvidia Effect in infrastructure surge Ellison is working on the world’s biggest GPU machine, 16,000 GPUs, he says. https://
thetechnologyletter.com/the-posts/orac
le-sees-a-bit-of-the-nvidia-effect-in-infrastructure-surge
… $ORCL $NVDA $AMZN $MSFT #investing #stocks #cloudcomputing #AI