Sell-side most interesting: What is Q*? Relax, the fabled Q* is merely Q-Learning, says New Street, plus, Lucid’s demand problem, a lackluster Black Friday, and cheers for CrowdStrike. https://
thetechnologyletter.com/the-posts/sell
-side-most-interesting-what-is-q
… @p_ferragu $NVDA $MSFT $LCID $CRWD
BIG TECH
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Q-Learning Explained: Tech Stocks Market Trends Analysis
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The inside story of Sam Altman and OpenAI secret AI
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THE INS AND OUTS OF THE SAM ALTMAN AFFAIR (OpenAI has a secret AI) → https://youtu.be/B4xx6_bJ9ow #ChatGPT #OpenAI #SamAltman #GPT4 #Qstar
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Stripe’s macro impact vision from 2016 still driving execution
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“If we execute very well, it will be visible in global macroeconomic indicators” was the pitch that got me to join Stripe back in 2016. (Still lots to do!)
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Startup Risk-Taking: AI’s Largest Arbitrage Opportunity Today
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perhaps the largest startup arbitrage in the ai world today: – risk-seeking behavior (startups) vs risk aversion (big cos) because there’s huge unknowns in the future of AI (copyrights, market structure, product types, etc), willingness to take on risk will reap massive rewards
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Nat Friedman’s GitHub Copilot Positioned Him Ahead Curve
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@natfriedman had exposure and was ahead of the curve because of GitHub copilot
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AI threatens Google Search reliability and market dominance
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I don’t think we’re talking enough about how quickly this could deteriorate the value and reliability of Google search. And what that will mean to consumer search behavior, and Google’s dominance in that market.
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OpenAI Team Member Traveling to SF for Company Collaboration
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On my way to SF for the next 2 weeks so I can be with the team, I love everyone @OpenAI
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OpenAI Saturation Point: When Coverage Fatigue Sets In
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𝙎𝙖𝙢𝙖𝙩𝙪𝙧𝙖𝙩𝙞𝙤𝙣 𝙋𝙤𝙞𝙣𝙩: that moment at which you really don’t care to hear anything more about OpenAI.
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AI Auto-Reply Bots: Purpose and Proliferation on Social Media
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What's with all these AI auto-reply-guys? This reply was posted 7 seconds after my tweet. I've been seeing a lot of this recently. What are they trying to do?
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Monopoly Fight and AI Progress: A Worker’s Perspective
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Proletariat of the world unite! We must fight the sandwich shop monopoly! (maybe if more loonies join that battle they will stop trying to slow down AI).