Ad agencies are raising concerns over Google ad sales reps aggressively pushing advertisers to use automated tools like Performance Max and generative AI features. I'll share the link to my story in the thread, but numerous agencies told me Google ad sales reps are: Bypassing
BIG TECH
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AI Bubble Risks: Alibaba Concerns and CoreWeave’s Financial Challenges
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The Enron of AI? Alibaba’s chairman is worried about an AI bubble, though his concerns may be overblown, while one observer thinks CoreWeave could be the next Enron, a debt-ridden dumping ground for AI services. Plus, Cloudflare has an interesting opportunity in optimizing AI
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Confluent Achieves Profitability: Can Growth Momentum Continue?
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Confluent is profitable now, will growth keep up? An interview with CFO Rohan Sivaram Software maker Confluent is being valued below its potential revenue growth. While that growth is not guaranteed, the rapid expansion of the company’s profit margin should have plenty of
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AI Credits in News Company Deals: Financial Structure Analysis
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Great thread about the financial and technological factors with deals between news companies and AI providers. I’ve been wondering how often — and to what extent — AI credits are part of deals vs monetary amounts.
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OpenAI adoption may shift towards option one instead of two
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with oai adopting it maaaay be that we go to (1) instead of (2) https://
x.com/stevesi/status
/1905341896551268632?s=46
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AI Infrastructure Bullish Case: NVIDIA’s Strategic Position
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These two tweets are exactly why you should be bullish on AI infrastructure—and, of course, bullish on NVIDIA.
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GPT-4o Update Now Available to Paid Users
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The updated GPT-4o is available now to all paid users. Free users will see it over the next few weeks.
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DeepSeek V3-0324 launches on SambaNova with fastest speeds
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@deepseek_ai V3-0324 comin' in hot on SambaNova Cloud! 250+ t/s — fastest in the world $1 per million input tokens & $1.50 per million output tokens Smashes benchmarks like MMLU-Pro (81.2) & AIME (59.4), outperforming Gemini 2.0 Pro & Claude 3.7 Sonnet #DeepSeek
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Meta PARTNR: Advancing Human-Robot Collaboration Details
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We shared more details on the Meta PARTNR work to unlock human-robot collaboration in this post https://
go.fb.me/073dkm -
SambaNova Emerges as NVIDIA’s Top AI Chip Challenger
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BREAKING IN JAPAN: @Nikkei spotlights @SambaNovaAI as NVIDIA’s top challenger in #AI chips! CEO @RodrigoLiang : “GPUs/CPUs are outdated for modern AI.” “The world needs efficiency — only SambaNova delivers.” Watch the segment