AWS is showing strength in margin, thanks to layoffs and less hiring
BUSINESS
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Cloud Computing Analysis After Big Tech Q3 Results
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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:
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Cost efficiency in AI: scalability as business imperative
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Overwhelmingly “Eat it as a cost of doing business at most relevant margins; unless it is scaled it isn’t worth the cost of human attention. However, if it is scaled it is another thing entirely.”
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Balancing Fraud Prevention with User Transparency and Enforcement
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This involves solving for competing interests, attempting to increase the legibility of the systems to users, minimizing cost of enforcement actions, dealing with the reality that fraud is a cause of many but not all disputes and some people are as honest as their options, etc.
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Delivery Services Deploy High-Frequency AI Dispute Management
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Less impressed about not getting the coffee for but I continue to be impressed that the delivery services now have High Frequency Dispute Management and that if you say “Didn’t get a coffee” then you get credited back the money in less than 30 seconds with no human involvement.
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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 -
Expert Data Analysis vs Personal Estimation in Decision Making
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Who are you going to believe, your best estimate or a team of statisticians who have 20+ years of full claims data for their firm plus > 1000X that (but hazier) in the broader industry and do nothing but study variations on this problem? And they *don’t even have to be right.*
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Managing Legal Risk for Software Entrepreneurs
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Fun reading, for people who share my weird hobbies. (Knowing how to do this would ease worries many software entrepreneurs have about being sued, because Warren Buffet has to keep score about how often he pays out for that, and when I checked in mid 2010s it was 40 bps/yr risk.)
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Insurance Companies’ Regulatory Loss Calculations Transparency
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Apropos of nothing, but inspired by this tweet: with a bit of Googling you can find almost any insurance company for any product line calculating down to the basis point how much they expect to lose on any insurance company and swearing it on penalty of law to their regulator.
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AI Datacenters Energy Crisis: Hardware Solutions Combat CO2 Emissions
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#DYK? Datacenters consume 1-1.5% of the power, emitting 300mt of CO2 yearly. With #AI's growth, an energy-centric hardware approach is crucial. Watch our #CEO discuss @UntetherAI
's strategy to combat energy usage by tackling the data movement problem. https://
tinyurl.com/26ydjr7h