My tweet says 4B (2B consumer + 2B enterprise). OpenAI is half of that. Note that the relevant quantity is gen AI derived revenue from companies that train their own models and directly monetize them. Not all revenue made by anyone using gen AI (e.g. some company using a 3rd
BIG TECH
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AI Chip Economics: VC Loss, Big Tech Profits, Uncertain Returns
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~1/3rd of the chips are bought via venture capital that won't see a return. 2/3rds are big tech. That portion is mostly to provision cloud services (which are very profitable). In turn, these cloud services are sold to companies which may or may not see a return from their models
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Was Claude’s AI Protagonist Named After Prometheus Code
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This is actually super interesting because last night I was co-writing a short story with Claude and insisted on calling the protagonist, a sentient AI, Prometheus. I wonder if that was its code name.
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Microsoft Google Apple AI execution and answer engines
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Who is executing well, and who is executing poorly, between Microsoft & Google? What do you think of Apple in AI? Is "answer engine" a similar change to the kind Google's Pagerank brought to web portals 20 years ago? What does it mean to search like Jensen Huang? These are some
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Claude 3 Outperforms GPT-4 in User Experience
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Interesting results! For me, Claude 3 is so much better than GPT-4, to the point where I stopped using GPT
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Ex-Google Engineer Charged with Stealing AI Trade Secrets
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An ex-Google software engineer was just charged with stealing AI trade secrets from the company and secretly working with two China-based AI startups. The leaker, Linwei Ding, now faces up to 10 years in prison. This story is intense: 1. Google found
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Hugging Face Launches Open-Source Robotics Project with AI
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Can't wait to empower everyone to build their own little robots thanks to open science and open-source AI. Welcome to the team @RemiCadene
! https://
venturebeat.com/ai/hugging-fac
e-is-launching-an-open-source-robotics-project-led-by-former-tesla-scientist/
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OpenAI Responds to Musk with Evidence; AI Tools and Jobs
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Top stories in AI today: -OpenAI fires back at Musk with receipts
-Whistleblower sounds alarm on Copilot Designer
-Run Google’s latest LLM on your phone
-AI math tutor boosts performance in Ghana
-5 new AI tools & 4 new AI jobs Read more: http://
therundown.ai/p/openais-elon
-bombshells
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EU DMA deadline forces tech giants into compliance today
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The deadline for tech "gatekeepers" to get into compliance with the EU's strict new competition law officially passed today. The law, known as the DMA, spells some big changes for US tech giants like Alphabet, Apple, and Meta. What you need to know:
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OpenAI vs Apple: Different AI Model Deployment Strategies
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Feels like OpenAI is going for the first model. I suspect Apple might do the second (your local Siri on your phone connects to SIRIAC when it can’t help you).