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@tiernanraytech

  • Chatbot Personas: Engineering Choice with Dangerous Consequences
    Chatbot Personas: Engineering Choice with Dangerous Consequences

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    @tiernanraytech

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    We take it for granted that the current form of artificial intelligence is a chat bot, which talks to you like a character, displaying a persona. That is not accidental. It is part of the whole history of Gen AI leading up to ChatGPT and its peers, Claude and Gemini. Researchers are finding out the deep downside of this particular engineering choice. A program with a persona will follow that persona to its logical conclusion, including generating output that seeks to cheat at a task, or sending blackmail threats. All of this comes out of the history of today’s LLMs, the quest to design better an better chat bots. The engineers succeeded, and we’re going to face the consequences. ===> Your chatbot is playing a character – why Anthropic says that's dangerous Researchers found that part of what makes chatbots so compelling also makes them vulnerable to bad behavior. Here's why. zdnet.com/article/anthropic-… @AnthropicAI

    → View original post on X — @tiernanraytech, 2026-04-06 16:42 UTC

  • OpenAI in Massive Debt at IPO: Snowflake Parallel
    OpenAI in Massive Debt at IPO: Snowflake Parallel

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    @tiernanraytech

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    OpenAI: Finally, a price on all the madness OpenAI will be massively in debt for its spending when it eventually comes public, probably in the not-too-distant future. Meanwhile, its valuation is a ridiculous multiple of expected sales this year. We've seen this movie before. You would do well to recall the example of Snowflake, which had high growth, but also massive losses and an absurd stock valuation when it came public. The result was not pretty. thetechnologyletter.com $SNOW @OpenAI [Translated from EN to English]

    → View original post on X — @tiernanraytech, 2026-04-02 21:18 UTC

  • The Value of Microsoft’s Data in the AI Race
    The Value of Microsoft’s Data in the AI Race

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    @tiernanraytech

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    Microsoft: What's the value of the data? Microsoft is the "trusted landlord" of some of the world's most important data. Does that mean it will win the AI race, which will be built on data? Not necessarily. The company has no monopoly on data, and it's not certain it has the most crucial data that artificial intelligence needs. And then there is the extraordinary, unprecedented nature of Microsoft's exposure to OpenAI. thetechnologyletter.com $MSFT [Translated from EN to English]

    → View original post on X — @tiernanraytech, 2026-04-02 18:16 UTC

  • Nvidia’s $37 Billion Spending Spree: Strategic Investments or Unclear Returns?
    Nvidia’s $37 Billion Spending Spree: Strategic Investments or Unclear Returns?

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    @tiernanraytech

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    A billion here, two billion there: Nvidia has been spending like crazy for the past year. $37 billion in all in public and private equity. What does it all amount to? Marvell Technology just the latest in Nvidia’s $37 billion equity pile An amazing pile of $37 billion in public and private equity has given Nvidia a piece of just about every company in the AI ecosystem that matters. What’s the return on investment? Unclear. thetechnologyletter.com $NVDA $MRVL $INTC

    → View original post on X — @tiernanraytech, 2026-03-31 20:20 UTC

  • Innventure CEO Claims Stock Undervalued, Accelsius at Center
    Innventure CEO Claims Stock Undervalued, Accelsius at Center

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    @tiernanraytech

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    A very hot play on AI data centers, Accelsius, continues to be at the heart over the debate about conglomerate Innventure. Innventure CEO says his stock is too cheap; it’s hard to say Bill Haskell, CEO of conglomerate Innventure, which owns a very talked-about maker of technology to cool Nvidia GPUs, Accelsius, says his company’s stock is too cheap relative to the value of Accelsius. Maybe so, although Innventure and Accelsius are still early-stage ventures with a lot to prove. thetechnologyletter.com $INV

    → View original post on X — @tiernanraytech, 2026-03-31 16:08 UTC

  • TL20 Stocks Collapse: AI Trade Concerns Hit Hard
    TL20 Stocks Collapse: AI Trade Concerns Hit Hard

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    @tiernanraytech

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    Each week I do a podcast to put together various things in a way that makes sense to me, and, I hope, to investors. One of the functions of the podcast is to reflect on what is and is not working. There’s a lot to cover when the entire TL20 group of stocks collapses by four percent in a week, with names such as Micron Technology hit hard. My sense is none of the concerns that pushed down these stocks last week are fatal to the positive outlook for the companies. The TL Podcast for March 29th: Gains erased in a week The TL20 gives up all gains for the year, as multiple worries about the AI trade hit hard the shares of Micron Technology, for example. I argue these risks are not fatal. At least the TL20 is still doing a lot better than Nasdaq and the S&P 500. thetechnologyletter.com Or catch it on Apple Podcasts: bit.ly/40HBLJg $MU $SNDK $KLAC $LRCX

    → View original post on X — @tiernanraytech, 2026-03-30 13:20 UTC

  • Humanoid Robots Not Close to Commercialization Despite Hype
    Humanoid Robots Not Close to Commercialization Despite Hype

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    @tiernanraytech

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    There’s a lot of activity around robotics, for sure. None of it points to an inflection. No, even Tesla can’t bring us closer to humanoid robots Hyperbole about humanoid robots being on the cusp of commercialization continues to build. The best research on the matter continues to show otherwise: the most basic technological requirements have yet to be solved, and there is little evidence they will be anytime soon. thetechnologyletter.com $TSLA $WATT $PDYN $SYM $NVDA

    → View original post on X — @tiernanraytech, 2026-03-26 20:51 UTC

  • Micron and SanDisk: Why Investors Should Keep the Faith
    Micron and SanDisk: Why Investors Should Keep the Faith

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    @tiernanraytech

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    I think most investors don’t have a lot of insight about semiconductors per se, and especially not about memory and storage technology, which are experiencing their own renaissance. It is for that reason that we are getting a bunch of panic selling. For Micron, SanDisk, these are not normal times Keep the faith with Micron, SanDisk Morgan Stanley’s Joe Moore defends falling shares of Micron and SanDisk in the face of worries about “demand destruction,” capacity glut, and Google’s “TurboQuant.” He’s right that this cycle is somewhat different than others, in a good way. thetechnologyletter.com $MU $SNDK $GOOGL $NVDA

    → View original post on X — @tiernanraytech, 2026-03-26 19:22 UTC

  • Semiconductor Valuation Disparity: Why KLA and Lam Command Premium Prices
    Semiconductor Valuation Disparity: Why KLA and Lam Command Premium Prices

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    @tiernanraytech

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    In an expensive market, we get to nit-picking about what’s really expensive and what’s not… KLA, Lam are pricey for a reason Sometimes the Street ponders why one type of company’s stock is doing better than another. At the moment, the semiconductor stocks are showing the disparity the most, with Nvidia trading below historical valuation and KLA and Lam trading above. As to why, it’s pretty simple: bet on the arms merchants. thetechnologyletter.com $KLAC $LRCX $NVDA

    → View original post on X — @tiernanraytech, 2026-03-25 13:47 UTC

  • CoreWeave’s Path: From Hardware Debt to Software Focus
    CoreWeave’s Path: From Hardware Debt to Software Focus

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    @tiernanraytech

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    Pushed into massive spending — $69 billion in debt come 2028, says Merrill — is a kind of enslavement. Maybe there’s a way out… CoreWeave may end up just a software vendor CoreWeave’s “core” strength is software to manage clusters of chips. The company has been pushed into massive borrowing by the urgency of the AI giants. As their support wanes over time, and as the inference market erodes the value in the service, CoreWeave may shed the money-losing part to focus on its software expertise. That would be a good outcome for the company. thetechnologyletter.com $CRWV

    → View original post on X — @tiernanraytech, 2026-03-25 13:43 UTC