Please enjoy my interview with Ciena's Gary Smith “Right now, we have zero revenue inside the data center […] We think there’s an intersect point, and that’s what we’re focused on.” Ciena CEO: At the ‘intersect point’ of AI https://
thetechnologyletter.com/the-posts/cien
a-ceo-at-the-intersect-point-of-ai
… $CIEN
BIG TECH
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Ciena CEO Targets AI Data Center Market Intersection Point
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Safe AI Development and Industry Regulation Balance
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My op-ed in the @FT on October 6, 2024: “But there is no inherent conflict between running a straightforward for-profit company and building safe, robust technology. Reckless behaviour that regulates an industry out of existence endangers profits. Companies like Google
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China’s DeepSeek-v3 outperforms GPT-4o amid US restrictions
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China trained a model called DeepSeek-v3 that’s better than OpenAI GPT 4o with a small fraction of the budget and open sourced it. Meanwhile, a bipartisan bill is in the works in America to impose severe restrictions on open sourcing frontier models.
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Open Source Winning Through Distribution Not Model Weights
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open source is already winning – the most is not in weights, but distribution
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ChatGPT Down, Introducing the New Google Gemini
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ChatGPT is down today. Well timed, I'm talking about Google Gemini today on the channel. I buried Google too quickly — Here is the new Gemini! https://youtu.be/fK9lRG3onEE
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Elon Musk and xAI Team Show Strong Promise in AI
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have quite a lot of faith in Elon plus xAI folks – they’re cracked AF!
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DeepSeek V3: China’s AI Model Rivals GPT-4o with Less Compute
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It is quite fitting that DeepSeek, China’s leading LLM lab, releases its latest model V3 on Christmas.
– on-par with GPT-4o & Claude 3.5 Sonnet
– trained w/10x less compute The bitter lesson of Chinese tech: they work while America rests, and catch up cheaper, faster & stronger -
Nvidia GTC Europe 2026: Ground Floor Presence Confirmed
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yes, sir! for the first nvidia gtc europe. we were there, ground floor.
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Open Source vs Closed Source: Western AI Labs Implications
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you mean this? I was hoping for a bit more Balaji style deep dive and thoughts on what it means for the western closed source labs.