the screencap is from our article for those who want to see what happened after that https://
cnbc.com/2024/08/01/app
le-aapl-earnings-report-q3-2024.html
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INVESTMENT
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Apple Q3 2024 Earnings Report Analysis and Results
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Microsoft expands AI model options beyond OpenAI partnership
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we didn't mention in the article that Microsoft has steadily added non-OpenAI models for customers to use in Azure and invested in Mistral. and even with that stuff too, to your point, OpenAI says nothing has changed
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Intel CEO Reports Revenue Shortfall Amid AI Opportunity
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'Our revenues have not grown as expected — and we've yet to fully benefit from powerful trends, like AI.' -Pat Gelsinger, Intel CEO https://
cnbc.com/2024/08/01/int
el-intc-q2-earnings-report-2024.html
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Google’s TPU Advantage Could Dominate AI Compute Race
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5/ Going fwd, Google's TPU advantage will be very important. Every lab is reliant on their NVIDIA GPU allocations for progress, except for Google, who can successfully train on TPU clusters. This could mean that Google will have more compute than the other labs in perpetuity.
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H100 GPU Rollout Explains Timing of Recent AI Model Releases
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3/The reason these are all so close together timing-wise is that every lab got their H100s at roughly the same time. They each struggled with early issues with the H100s last fall, and the big H100 clusters all started training this spring. Voila, 5-6 months later, big models!
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Gemini 1.5 Pro Tops LMSYS: Google’s Compute Edge Advantage
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1/Gemini 1.5 Pro 0801 is the new best model (tops LMSYS, SEAL evals incoming) Key considerations
1—OpenAI, Google, Anthropic, & Meta all right ON the frontier
2—Google has a long-term compute edge w/TPUs
3—Data & post-training becoming key competitive drivers in performance -
Democratic Manufacturing Investment Strategy vs Republican Free Market
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It’s super confusing bc democrats invested a f-ton in manufacturing in this term. Not toasters but more modern stuff. That should be their rhetoric. Not free market republicans
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Suno Fights Back Against Music Industry Copyright Lawsuit
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My latest: Suno is hitting back at the music industry, saying the lawsuit the world’s biggest record labels filed against it — alleging copyright infringement — are really about shutting out competition.
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Indian Tech Giants Face Challenges Amid Market Uncertainty
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Bloomberg’s story on the uncertain future of Indian tech, citing Byju & Paytm is rather harsh. Firstly, Paytm remains a popular platform serving millions. Secondly, a few mega companies facing challenges doesn’t imply a broader systemic issue. By that measure, the failure of
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Cerebras Systems Files for IPO, AI Hardware Company Goes Public
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Cerebras Systems today announced that we have confidentially submitted a draft registration statement on Form S-1 with the U.S. Securities and Exchange Commission (“SEC”) relating to the proposed initial public offering of its common stock. This press release does not