New video! How Open-Sora 2.0 Built Sora-Level AI for $200K (Full Breakdown) https://
youtu.be/gMdvyGVICfA
INVESTMENT
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Open-Sora 2.0 Achieves Sora-Level Video AI for $200K
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Economics of AI Fellowship Launches for Young Economists
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This fellowship on the Economics of AI is exactly what the field needs. Smart, young economists should study the economic implications of transformative AI (as described in the link below). Thank you @BasilHalperin
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AI Bubble Risks: Alibaba Concerns and CoreWeave’s Financial Challenges
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The Enron of AI? Alibaba’s chairman is worried about an AI bubble, though his concerns may be overblown, while one observer thinks CoreWeave could be the next Enron, a debt-ridden dumping ground for AI services. Plus, Cloudflare has an interesting opportunity in optimizing AI
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Confluent Achieves Profitability: Can Growth Momentum Continue?
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Confluent is profitable now, will growth keep up? An interview with CFO Rohan Sivaram Software maker Confluent is being valued below its potential revenue growth. While that growth is not guaranteed, the rapid expansion of the company’s profit margin should have plenty of
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Corporate Tech Promises: Aurora and Ouster Self-Driving Focus
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Wall Street’s Best Ideas: It’s corporate promises season, again Companies including Cognizant and Taboola are making big strategy promises to the Street, though they mostly sound uninspiring. Aurora Innovation and Ouster are two self-driving car names to put in your “high-risk”
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AI Credits in News Company Deals: Financial Structure Analysis
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Great thread about the financial and technological factors with deals between news companies and AI providers. I’ve been wondering how often — and to what extent — AI credits are part of deals vs monetary amounts.
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AI Models Will Be Free Eventually Labs Won’t Profit
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it's not stealing, math was eventually going to get to this point anyway. And it will 100% be free. Even the labs won't make money on it in the very long run. I run several models on my machine at home with no incremental cost.
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AI Infrastructure Bullish Case: NVIDIA’s Strategic Position
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These two tweets are exactly why you should be bullish on AI infrastructure—and, of course, bullish on NVIDIA.
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CoreWeave IPO prices below range, market sentiment shifts
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Remember when for hot IPOs, the range would go up twice, then the company would price above the range, and then the stock would still go up? We're in a different place. CoreWeave prices at $40, below expected range. via @LesliePicker and @jordannovet cnbc.com/2025/03/27/coreweav…
→ View original post on X — @jordannovet, 2025-03-27 23:53 UTC
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DeepSeek V3-0324 launches on SambaNova with fastest speeds
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@deepseek_ai V3-0324 comin' in hot on SambaNova Cloud! 250+ t/s — fastest in the world $1 per million input tokens & $1.50 per million output tokens Smashes benchmarks like MMLU-Pro (81.2) & AIME (59.4), outperforming Gemini 2.0 Pro & Claude 3.7 Sonnet #DeepSeek