1/ one of the biggest questions in AI today is: since GPT-4 was trained in fall 2022, we've collectively spent ~$100B on NVIDIA GPUs will the next generation of AI models' capabilities live up to that aggregate investment level? NVIDIA qtrly datacenter rev, by @Thomas_Woodside
ECONOMY
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AI Benefits Large Companies and Creates Win-Win Outcomes
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AI will also allow large companies to work better, so it's a double win.
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Banks’ Growing Dependence on Big Tech for AI Compute Raises Risks
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'AI requires huge amounts of compute, and really the only way that you're going to be able to access that compute sensibly is from Big Tech.' -Joanne Hannaford, head of technology strategy, Deutsche Bank's corporate bank, speaking at Money20/20 conference https://
reuters.com/technology/ban
ks-say-growing-reliance-big-tech-ai-carries-new-risks-2024-06-07/
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AI Better Suited for High-Pressure Corporate Leadership Roles
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The higher up on the corporate ladder a job is, the more overwhelmed the humans doing it are, and the better candidate it is for being done by AI.
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Generative AI and the Great Averaging
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My latest piece on @forbes Generative AI And The ‘Great Averaging’ https://
forbes.com/sites/ronschme
lzer/2024/06/06/generative-ai-and-the-great-averaging?utm_source=dlvr.it&utm_medium=twitter
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Generative AI and the Great Averaging Trend Analysis
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Generative AI And The ‘Great Averaging’ via @rschmelzer @forbes https://
forbes.com/sites/ronschme
lzer/2024/06/06/generative-ai-and-the-great-averaging?utm_source=dlvr.it&utm_medium=twitter
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Data labelling industry fuels AI development globally
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Bloomberg’s @parmy looks at the fast-growing data labelling industry that forms the bedrock of AI development, which I dive into at the start of my book CODE DEPENDENT, visiting Nairobi, Sofia and Buenos Aires to meet workers. A nice change to be quoted!
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NVIDIA Eyes Number One Spot Amid AI Market Expectations
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Qué barbaridad lo de NVIDIA. Y lo más seguro es que en cosa de 2-3 meses se ponga por delante de Microsoft y se convierta en la empresa n°1 del mundo. Y su precio está alto, aupado por las expectativas de la IA. Pero si vemos sorpresas en los próximos meses con los nuevos
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OpenAI Model Optimization Drives Profit Margin Growth
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O visto de otra forma, a cada optimización que OpenAI mete en sus modelos, sus márgenes de beneficios no dejan de crecer.
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ChatGPT API pricing drops expected with model optimizations
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Obviamente este comentario no ha entendido a que me refería al precio de los modelos en la API y no ChatGPT. Pero plantea algo interesante… ¿Con las optimizaciones que sabemos de los modelos, veremos alguna bajada de precio de los 20$ de ChatGPT?
