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
ECONOMY
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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?
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AI Automation ROI: Lower Investment Costs Enable Wider Deployment
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One framing I like to use is RoI / Return-on-Investment. It used to be that many things were too expensive to automate, so the RoI never made sense. With AI, the "I" is shrinking rapidly – and it suddenly makes more sense to try to automate a ton of things. But it needs to be
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AWS Storage Costs: Hidden Economics of Cloud Infrastructure
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someone at aws told me “storage is cheap” i hope they were being frank
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TikTok organic performs well but advertising platform struggles
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TikTok organic is great. It’s their ad side that’s a mess.
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Meta CPC Costs Surge to Record High Levels
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Our Meta CPCs are so outrageously high right now, it's criminal.
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AI Fraud Detection in European Neobanking at Money20/20
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At Money20/20 Europe, we're hosting the AI summit on June 4 featuring a panel with @bunq
. Read our latest blog on how the European neobank is using #AI in #financialservices to detect fraud. #banking #payments https://
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Google earnings reveal modest five thousand dollar gain
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hmmm yes and he gain only 5k$ from google
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Silvaco: A Strategic Chip Play for AI Memory Demands
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Wall Street’s Best Ideas: An interesting chip play in Silvaco AI is a memory hog, Silvaco is an interesting niche in the semiconductor world, Texas Instruments can find a comprise with hedge fund Elliott, and Lattice will be alright despite losing its CEO.