I'm looking forward to my conversation with @andrea_eisfeldt next week about how GenAI is affecting the value of companies. What questions would you like me to I ask her?
INVESTMENT
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Greg Brockman Returns to OpenAI in New Technical Role
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Greg Brockman is finally officially back at OpenAI and is looking for a new position in technical problem solving „In his memo, Brockman said he has been working with Chief Executive Officer Sam Altman on creating a new role for him to focus on significant technical challenges.“ https://
x.com/shiringhaffary
/shiringhaffary/status/1856436579029414319
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Supermaven AI Joins Cursor to Enhance Development Platform
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We are excited to announce that @SupermavenAI is joining Cursor! Together, we will continue to build Cursor into a research and product powerhouse. (1/5)
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GPU costs threaten data centre vendor dependence strategy
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Great insights from @HimanshiET of @EconomicTimes
! Thank you for your coverage of "High-cost of GPUs not fit for next phase of AI". @RodrigoLiang said that data centre players who are dependent on one vendor will suffer consequences. Read the full article here: -
Gold Outperforms Tech Stocks: Quarter Century Comparison Analysis
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Wall Street’s Best Ideas: Gold has beaten stocks for almost a quarter century Entering this century with sky-high DotCom stocks made equities a poor investment relative to gold. Despite that, the trend for tech is up, up and away. https://
thetechnologyletter.com/the-posts/wall
-streets-best-ideas-gold-has-beaten-stocks-for-almost-a-quarter-century
… $NVDA $AMD $MRVL $AVGO -
OpenAI o1 Full Release Expected by Year End
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o1 by end of year, The Information says. – The Information spoke to insiders, that OpenAI plans to release full o1 by end of year. Sounds to me like they will release it on devday, but that's just my assumption – Mira Murati takes persons from OpenAI to her new company:
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Llama 3.2 Fast Inference Enables Privacy-First AI for Enterprise
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Fast AI inference on @AIatMeta's Llama 3.2 isn't just for tech companies.
— SambaNova (@SambaNovaAI) 12 novembre 2024
🎥 @aton2006 shares insight into why industries like #finance, insurance, and #healthcare can utilize SambaNova Cloud to ensure their data privacy.Fast AI inference on @AIatMeta
's Llama 3.2 isn't just for tech companies. @aton2006 shares insight into why industries like #finance, insurance, and #healthcare can utilize SambaNova Cloud to ensure their data privacy. -
SAS Acquires Hazy Synthetic Data Platform for AI Innovation
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SAS today announced strategic acquisition of Hazy synthetic data software. This move positions SAS at the forefront of data innovation, enabling more robust and secure AI applications, with future integration opportunities with SAS Viya. http://
2.sas.com/6018s6ZO4 -
Sam Altman AGI 2025, AlphaFold 3, Apple et Bluesky
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Prêt pour le #FlashTweet ?
Sam Altman prédit l’AGI en 2025
AlphaFold 3 déverrouille la découverte scientifique
La caméra de surveillance intelligente d'Apple Bluesky prend 700 000 utilisateurs en 1 semaine
#Fintech : @neofinancial lève 360 M$
C’est parti pour le -
Germany Needs AI Act and Major Infrastructure Investment
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Thanks for the question. Sadly I dont see any party in Germany facing our problems. What we need is a german-AI-act, investing billions over billions in infrastructure. But I don't see anyone do this.
Do you have anyone in favor?