A free article for non-subscribers. Can we pick winners in AI’s memory obsession? The ever-increasing scale of artificial intelligence programs such as OpenAI’s ChatGPT is creating a crisis where the available memory chips can’t keep up with today’s fastest processors from
BIG TECH
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ASML Stock Crash and Datadog GitLab Consolidation Rumors
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Wall Street’s Best Ideas: ASML and everything else crashes Bulls brush off the threat of severe U.S. curbs on ASML’s shipments to China, and rumors of Datadog buying GitLab make sense in a “DevOps” market that simply has to consolidate. https://
thetechnologyletter.com/the-posts/wall
-streets-best-ideas-asml-and-everything-else-crashes
… $ASML $DDOG -
Meta Implements Weighted Conversion Model Updates
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And Meta may be moving to a weighted conversion soon too
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New Chief Quantization Officer Appointed at Major AI Organization
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Congrats @bartowski1182
, our new Chief Quantization Officer! -
SpaceX and X employees likely to leave after recent changes
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A lot. I’ve got a few friends at SpaceX and X that are now most likely going to leave. This sucks.
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Wall Street’s Best Ideas: Software Market Trends and AI Dominance
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Wall Street’s Best Ideas: No news is good news for software No news is good news for a software industry trudging along through still lackluster conditions, but Palantir and Zscaler demand caution, and Nvidia’s AI dominance can be seen vividly in a couple choice graphs.
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Intel Capital May Face Divestment Under New US Regulations
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'Intel Capital may be forced to divest from some companies once the US regulations take effect, though the US Treasury is examining whether to include some exemptions for some venture capital transactions.' https://
ft.com/content/0217ca
b2-c9a3-4ffa-993a-39874d6d803f
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Scale AI Opens New Office: From Basement to Growth
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first day in new office @scale_AI we’ve come a long way since @daniel_levine
’s basement -
Meta creative upload outage disrupts content creation workflow
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Today in Meta land you can't upload any creatives.
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Anthropic targets corporate users with Claude ads in Boston
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Ads for Claude in downtown Boston. Seems like Anthropic is gunning for corporate users, which does seem like a smart move.