Should Netflix be this expensive? Price targets are soaring for Netflix as the bulls argue it should be valued higher than any of the other tech Mega Caps. Even the bears have to concede that Netflix is operating like a “tech company” rather than a “media company.” Just keep in
BIG TECH
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Tech Investment in AI: AlphaFold Proves Real Value Beyond Hype
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Cool, I guess those ‘tech bros’ just pumped in 500bn (without considering value prop) for … jokes? AlphaFold ALONE is enough proof of value. C’mon. Don’t be the IBM guy who said … “there is a world market for maybe five computers.”
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Elon Musk Government Power Could Impede Stargate AI Project
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If Sam and Elon find a way to move past their personal (and legal) differences America will be unstoppable in AI. In the meantime, it will be interesting to see if Elon leverages his power in the government to impede Stargate and Sam’s vision.
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Autocorrect Technology Demands Half Trillion Investment Awards
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‘Functionally advanced autocorrect’ warrants a $500bn investment, wins two noble prizes in a year and solves one of the most complex challenges in biology then, eh?
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Benioff discusses Stargate OpenAI Microsoft AI strategy insights
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This interview covers a lot of ground in 7 minutes. Interesting insights from @Benioff on Stargate, OpenAI, Microsoft, etc.
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China AI Compute Model Challenges US Training Infrastructure Scale
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Your point is badly conceived. Just because China built a model that requires less compute than the US ones doesn’t mean thar compute doesn’t need to be scaled. The compute isn’t built for model training long-term. It’s for inference and real-world use cases.
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US invests $500B in Super AI while EU restricts powerful AI
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Les États-Unis vont investir 500 milliards de dollars pour créer la première Super Intelligence Artificielle autour de ChatGPT Et l’Union Européenne impose l’AI Act qui interdit en Europe les IA puissantes Notre niveau de vie va s’effondrer NOS ENFANTS NOUS HAÏRONT
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Estimating AI Training Cluster Funding Requirements
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guessing how much billions you should raise to build your next ai training cluster
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ByteDance Releases Doubao-1.5-Pro AI Model
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ByteDance Doubao-1.5-pro is here https://
team.doubao.com/en/special/dou
bao_1_5_pro
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Major Partnership Requires Significant Computing Power Increase
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absolutely not! very important and huge partnership, for a long time to come. we just need moar compute.