CyberArk leads a vibrant week for small-caps Cyber-security vendor CyberArk is one of several small-cap companies having a terrific week of earnings results, while Cisco Systems remains a rather dull story despite its AI appeal. https://
thetechnologyletter.com/the-posts/rivi
an-and-other-tesla-challengers-still-look-terrible-4j22l
… $CYBR $S $PAY $RKLB $DLO
INVESTMENT
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CyberArk leads small-cap earnings week with strong results
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Physical Intelligence Advances Towards Master Algorithm for Robot Control
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I recently visited Physical Intelligence, a $400 million funded startup that aims to bring artificial intelligence into the real world. The company is making progress towards a master algorithm for robot control and building some remarkable home robots. https://t.co/Ffl9proSRI pic.twitter.com/JEXsoSRM4p
— Will Knight (@willknight) 14 novembre 2024I recently visited Physical Intelligence, a $400 million funded startup that aims to bring artificial intelligence into the real world. The company is making progress towards a master algorithm for robot control and building some remarkable home robots. https://
wired.com/story/physical
-intelligence-ai-robotics-startup/
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Project Stargate: OpenAI Plans Massive AI Data Center Infrastructure
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Looks like "Project Stargate" is slowly being realized. A supercluster for AGI? The Information writes: "OpenAI said Wednesday it had shared information with U.S. government officials about how to build a data center for artificial intelligence that is five times larger than
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François Chollet Leaves Google to Start New Company
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Some personal news — I'm leaving Google to go start a new company with a friend. More to be announced soon! I will stay deeply involved with the Keras project from the outside — you'll still find me active on the GitHub repo! At Google, I'm leaving the project in excellent
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MMLU-Pro Score vs Inference Costs Analysis
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MMLU-Pro score vs inference costs "To see which models are on the current frontier, I plotted the MMLU-Pro scores against the inference costs. Of course, inference costs are difficult to estimate, especially for the smaller models, so I either took the cheapest API costs I
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AI Companies Viability: Market Irrationality Required for Solvency
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Related to this recent article and thread: “Do AI companies work? The market needs to be irrational for you to stay solvent.” https://
benn.substack.com/p/do-ai-compan
ies-work
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Leading AI Companies Face Diminishing Returns in Model Development
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OpenAI, Google and Anthropic Are Struggling to Build More Advanced AI “Three of the leading artificial intelligence companies are seeing diminishing returns from their costly efforts to develop newer models.” Scaling laws are breaking down economically.
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Managing 5,800 AI Companies Across Investment Portfolio Lists
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Not even close. I have 25,000 in AI and 5,800 AI companies on lists here at https://
x.com/scobleizer/lis
ts
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Legal Securities Market Based on Tax Payments Explained
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No, it’s a legal securities market. You get a check based on their tax payments. No slavery or ownership is involved. Don’t fearmonger without understanding, please.
