ai reset the game board for software. there's a ton of low-hanging fruit for products to build—and its cheaper every day. the best thing to build? what you want to use. this is the age of selfish software
BUSINESS
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French CEOs Challenge Technocratic Barriers to Innovation
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De plus en plus de grands patrons, comme récemment celui de Michelin, sortent désormais de leur devoir de réserve pour dénoncer le monstre technocratique qui bride le génie français. Invité ce soir à 18h30 sur LCI au micro de David Pujadas, je dirai pourquoi il est urgent d’agir.
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DeepSeek’s Rise Won’t End GPU Demand, Wall Street Says
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Wall Street’s Best Ideas: No, DeepSeek does not mean the end of buying tons of GPUs The Chinese AI innovation DeepSeek gives the impression no on will buy Nvidia GPUs anymore. But the program scores lower on some tests, suggesting the race for progress will continue.
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AI Market Collapse: Barriers Dissolve, Startups Struggle
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Les valeurs IA s’effondrent Le marché réalise qu’il est très facile de produire de l’IA Aucune barrière à l’entrée Les startups vont peiner à se financer Les introductions en bourse vont être impossibles L’intelligence devient gratuite mais les producteurs d’IA MORFLENT
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OpenAI’s Capital Raising Masks Technical and Commercial Weaknesses
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We’re basically seeing this again. OpenAI with Sam Altman is so good at raising capital (incl. now from Softbank) that it's covering up the company’s technical & commercial weaknesses. See also this excellent @AINowInstitute report from @bcmerchant
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ainowinstitute.org/general/ai-gen
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Cash masks foundation problems until innovation necessity vanishes
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They could mask all of the shakiness in their foundations with the hilariously large infusions of cash for quite a while — but eventually everything would topple. Necessity is the mother of innovation. Without necessity, the existential drive to innovate disappears. 22/
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Company AI Model Development Innovation as Critical Capability
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And if a company does not make this pivot, that should be a major red flag for its capacity to innovate. And I don’t mean product innovation but innovation on how to develop AI models. The base of the stack. 20/
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DeepSeek signals need for efficient AI development investment
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So it doesn’t matter if you're a company in the US, China, or elsewhere. DeepSeek should be a cue to pivot HARD toward investing in far more efficient methods of AI development. Even if you care nothing about community & climate impacts, it’s just better business. 19/
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DeepSeek challenges OpenAI’s expensive scaling strategy
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DeepSeek now also undermines the business case for scaling. OpenAI has been burning through staggering sums of cash to keep up its scaling paradigm and has yet to figure out how to balance its checkbooks – and it turns out it didn’t need to spend so much cash. 18/
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Scaling AI is Business Strategy, Not Scientific Necessity
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As I said earlier, scaling was always more about business than science. Scientifically, there’s no law of physics that says AI advancements must come from scaling rather than approaches using the same or fewer resources. Scaling is just an incredibly easy-to-follow formula. 17/