Samsung will help reduce memory-chip glut, says Goldman As Samsung goes into the red for the first time in over a decade, it will take action to help curb memory-chip oversupply. https://
thetechnologyletter.com/the-posts/sams
ung-will-help-reduce-memory-chip-glut-says-goldman
… // $SSNLF $MU #investing #semiconductor #Samsung #stocks #technology
BIG TECH
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Samsung Reduces Memory Chip Oversupply Amid First Red Year
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Tesla FSD Fails in Snow: Not Truly Autonomous Driving
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A fan using Tesla FSD in snowy weather in Detroit. I'll stop posting now about this–it's like shooting fish in a barrel. The point is it is not FSD by any normal human understanding of what "fully", "self", and "driving" mean.
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Microsoft Offers Unlimited Time Off to US Workers
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Microsoft is giving US workers unlimited time off. As an ex-Googler never thought I’ll say this, but Microsoft under Nadella is doing some insanely incredible stuff. Great products, progressive work policies, sound biz strategy. One of the most underrated turnarounds of our time!
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Microsoft Deal Analysis by Gary Marcus on AI
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Interesting analysis by @garymarcus
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#AI #RuleoftheRobots https://
open.substack.com/pub/garymarcus
/p/is-microsoft-about-to-get-the-deal?utm_campaign=post&utm_medium=web
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Microsoft Neural Codec Models Generate Personalized Speech From 3-Second Sample
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Microsoft’s Neural Codec Language Models Synthesize High-Quality Personalized Speech From a 3-Second Sample https://
syncedreview.com/2023/01/11/mic
rosofts-neural-codec-language-models-synthesize-high-quality-personalized-speech-from-a-3-second-sample/
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PC Market Decline Signals Shift in Computing Landscape
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The PC market returns to being deader than disco https://
thetechnologyletter.com/the-posts/the-
pc-market-returns-to-being-deader-than-disco
… // $HPQ $AAPL $DELL #investing #stocks #technology #personalcomputer -
Independent AI Labs Versus Corporate Research Organizations
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And Google has Google AI, etc. My point is that it’s useful to have an “independent” AI lab in addition to the “corporate” one. (Feel free to disagree, of course. Jeff Dean is not a huge fan of DeepMind, either.)
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Generative AI Investment Surge Drives Data Center Hardware Innovation
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Data Center Frontier mentions that "Surging interest in generative AI will lead to fresh investment…[creating] opportunities for… offerings optimized around new processors (like CirraScale’s collaboration with Cerebras)." Article:
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OpenAI’s Mission vs Investor Obligations: Ethical Tensions
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Aside from that, this also raises important questions about Open AI itself. By taking such huge investments, can Open AI stick to its founding mission to develop AI that benefits humanity? Or will that become incompatible with its responsibilities to its investors?
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Microsoft OpenAI ten billion dollars investment analysis
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More analysis on all things GenAI on my Substack: https://
ninaschick.substack.com/p/ten-billion-
dollars-microsoft-and
… #OpenAi #ChatGPT #Microsoft #AI #GenerativeAI #Aiethics