Seeing this for H|M|L consensus on Morgan Stanley/eTrade Q2 Estimates: -0.110 | -0.146 | -0.170 (High | Mean | Low)
BIG TECH
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OpenAI GPT-6 training scale and deployment timeline
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Esto es como cuando te tomas un break para el café mientras se entrena tu modelo, pero claro… a la escala de OpenAI. Lanzas el entrenamiento de GPT-6 y te tomas unos meses sabáticos hasta que termine.
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OpenAI Co-founder Takes Sabbatical While Pursuing Safe AGI
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I’m taking a sabbatical through end of year. First time to relax since co-founding OpenAI 9 years ago. The mission is far from complete; we still have a safe AGI to build.
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Tribute to Brilliant AI Researcher Leaving OpenAI
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Thank you for everything you've done for OpenAI! You are a brilliant researcher, a deep thinker about product and society, and mostly, you are a great friend to all of us. We will miss you tremendously and make you proud of this place. (I first met John in a cafe in Berkeley in
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Google loses major DOJ antitrust lawsuit over search dominance
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not OK google https://
bloomberg.com/news/articles/
2024-08-05/google-loses-doj-antitrust-suit-over-search?utm_source=website&utm_medium=share&utm_campaign=twitter
… via @technology -
OpenAI Dev Days 2026: Three Events Showcase New AI Features
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OpenAI is holding three Dev Days this year in three different locations. Last year this event (just one) served to present new features. This year I don't know how they'll approach it, but as of today they are important dates
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DOJ prosecution case strategy and regulatory oversight
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(FTR, I did think the DOJ would lose, but it was the right kind of case to prosecute, unlike some chosen by other agencies)
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Stratechery analyzes United States versus Google antitrust case
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Stratechery supports cases that are winners https://
stratechery.com/2020/united-st
ates-v-google/
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Tech Giants’ Cash Evolution: From Hoarding to AI Investment
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2010s: Tech giants amass vast piles of cash
2020s: Tech giants blow it all on AI
2030s: AI finally takes off -
Tech Giants Rise from Economic Downturns: Investment Opportunities
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As I like to remind people, great money was made in the depths of the 2008 recession. Remember, Salesforce and VMware were young companies that rocketed out of the Great Recession https://
thetechnologyletter.com/the-posts/reme
mber-salesforce-and-vmware-were-young-companies-that-rocketed-out-of-the-great-recession
… $CRM $AVGO
#investing