What do you think is happening with AMD there?
INVESTMENT
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Half Trillion Dollar AI Investment Losses: Critical Analysis
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my opinions could have saved the investment community over half a trillion dollars that so far have not produced a return.
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Electricians and plumbers: AI era’s biggest economic winners
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AI isn’t just for coders. It’s creating a boom for builders. Nvidia’s Jensen Huang told CNBC that electricians, plumbers & carpenters are the big winners of the AI era, powering the data centres that fuel intelligence itself. Nvidia’s investing $100B+, analysts see
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Distribution Matters More Than Speed in GenAI Commodity Market
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Absolutely, it will take them some time to get the execution right, but as we're seeing with Google distribution is far more important than time to market. Sota GenAI is becoming a commodity tech and as such it will help companies with established distribution.
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Adobe Faces Similar GenAI Disruption Narrative as Google Did
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Let me explain. The reason I brought up Adobe is because it is caught in a similar narrative as Google was 6 months ago. Everybody (and I mean *everybody*) currently believes that Adobe is dead in the water because of GenAI disruption (just like they did for Google previously).
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The $1T AGI Investment Bubble and Narrative Pressure
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The reason it is so important for everyone to keep pretending that AGI is definitely right around the corner is that there is now over $1T of investment riding on this belief (either already expended, or committed) Current (and recent past) capex cannot be justified by current
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Creator shifts to paid subscriber model for expert engagement
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I used to reply to many people. Correct them, exchange information and ideas. I will stop doing so from this moment onwards. I will reply those who subscribe (make it affordable) to me and serious about operating in the space. I don’t want to waste time. GN
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Societal costs of AI beyond misallocated capital
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see my talk last week at the Royal Society, introduced by Peter Gabriel. It’s not just the misallocated capital but a host of other costs to society.
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Elon Musk AGI Definition Bet Accountability Challenge
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Elon has given his own definition of AGI, and say there is a 10% chance of his next model can achieve it. (Reality? Near zero.) In effort to hold him accountable, I hereby offer $1,000,000 to charity on 10:1 odds to @Elonmusk – using his definitions — if he accepts the bet and
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World Models: The VC Buzzword Nobody Understands
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World models: No one knows what it means, but it’s provocative. It gets the VCs going.