what follows is a report on cloud computing after Amazon, Google and Microsoft reported Q3 results this week. my writeup for CNBC's website is here:
BIG TECH
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AWS Improves Margins Through Workforce Optimization Measures
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AWS is showing strength in margin, thanks to layoffs and less hiring
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Why no clear AI challenger emerged in five years
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I mean this have been apparent for like 5 years in my opinion. Not sure why nobody managed to win users over. There are a good few attempts, but no clear new challenger
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Jensen Huang Discusses Generative AI Enterprise Solutions
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Missed @NVIDIA CEO, Jensen Huang, at the #LenovoTechWorld keynote? Click the link to watch Lenovo CEO, Yuanqing Yang, and Jensen Huang discuss how generative AI and hybrid AI solutions will help every enterprise. https://
nvda.ws/46OV3Ae -

X’s Tumultuous First Year Under Elon Musk Analyzed
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oof https://
wsj.com/tech/xs-tumult
uous-first-year-under-elon-musk-in-charts-71656f81
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Integrity Over Commission: Maintaining Honest Broker Reputation
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I do not use referral links, as a matter of policy. My reputation as an honest broker >>>> getting paid a commission, and even if no payment takes place many people would assume I’m compromised/compromising anyhow.
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TOS IP License Implications New Line Cinema Derivative Rights
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For a fun side quest, try to figure out what their TOS implies about the IP license from New Line Cinema for the movie-based derivative goods rights. 😉
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AI Commercial Productization Milestone and Emerging Social Implications
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I neither feel strongly positively or negatively about this development; mostly mentioning it here as a milestone marker for emerging commercial productization of AI and as an FYI to other people who may suddenly gain surprisingly engaged, articulate fans with infinite capacity.
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Genius Makers Book Explores Ilya Sutskever OpenAI History
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And definitely read Genius Makers by @CadeMetz if you want a deeper history on Ilya and OpenAI.
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Ilya Sutskever: OpenAI Cofounder’s Impact on Generative AI
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Ilya Sutskever (
@ilyasut
) is certainly one of the lesser known @OpenAI cofounders outside of tech circles, but his contributions to the advancements of AI over the last decade are significant. He has played a leading role in the development and spread of generative AI. And now