Rumor is that Q-Star figured out a way to break encryption, and OpenAI tried to warn the NSA about it. Here’s a Google doc link to a compilation of (allegedly) leaked documents and compelling analysis https://
docs.google.com/document/u/0/d
/1RyVP2i9wlQkpotvMXWJES7ATKXjUTIwW2ASVxApDAsA/mobilebasic
…
BIG TECH
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Rumor: Q-Star bypasses encryption, OpenAI alerts NSA
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AlphaGo Documentary Insights into LLM Advancements and Gemini
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If you find this stuff interesting, and haven't seen the @GoogleDeepMind AlphaGo documentary, put it on your priority list. It's amazing, and will help you understand some of the near-term advancements we can expect from LLMs (specifically Google's forthcoming Gemini model).
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Google Antitrust: News Corp’s Strategic Silence on Competition
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Reminds me of when News Corp was "stunned by the detailed evidence of anti-competitive behavior and the damning allegations of serious collusion" after state AGs filed the Google antitrust suit in 2020. (They've had deals since then, but just a thought.)
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Anthropic, Inflection, Microsoft debut three new LLMs
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Amidst all the @sama drama, last week was also big for @OpenAI
's key rivals and partners. For today's @Digiday AI Briefing, I wrote about three other #GenAI companies — @AnthropicAI
, @inflectionAI & @Microsoft — that debuted three new LLMs in three days. -
Q-Learning Explained: Tech Stocks Market Trends Analysis
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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 -
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.