Welcoming @jaykreps to Anthropic's Board of Directors:
INVESTMENT
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GPU Supply Chain Bottlenecks: Chips, Power, Interconnection Challenges
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6/ On compute—we have seen the astronomical investment into GPUs with NVIDIA's revenue growth. Staggering. Now the bottleneck is going to be—
– how many more chips can we make
– where will they go
– where will the power come from
– how tightly can we interconnect them -
Building Data Infrastructure for AI Progress
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8/ This too will be one of the great infrastructure projects of our time—ensuring we build the means of production of new data across the frontier to fuel AI progress.
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Snowflake CFO Explains Unique Database and Data Sharing Approach
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Please enjoy my interview with Snowflake CFO Mike Scarpelli Snowflake CFO explains a few things you don’t understand about this business Many people don’t understand just how unique the Snowflake way of running a gigantic database is, or its approach to data sharing, says CFO
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Anthropic vs OpenAI: The AI Competition Behind ChatGPT Launch
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Para quien no ubique a Jan, aquí el salseo de la semana pasada. Recordemos también que Anthropic se fundó de equipos disidentes de OpenAI. Y recordemos también que OpenAI aceleró la salida de ChatGPT por miedo a Anthropic adelantándose con algo similar.
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Nvidia Valuation Analysis: Can Stock Rally Higher?
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No, Nvidia is not overpriced. The TL Podcast for May 27th: Sizing up Nvidia Nvidia had a fantastic quarter, does its valuation allow the stock to go higher? And Snowflake’s CFO explains the complexities of its accounting. https://
thetechnologyletter.com/the-posts/the-
tl-podcast-for-may-27th-sizing-up-nvidia
… $NVDA $SNOW -
AI breakthroughs in trading, funding, images and jobs
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Top stories in AI today: -Study: AI shows stock-picking prowess
-xAI’s record-breaking funding round
-Easily create stunning AI images
-Researchers develop AI sign language
-6 new AI tools & 4 new AI jobs Read more: http://
therundown.ai/p/ai-cracks-st
ock-market
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LLM Market Strategy: Democratization vs Monopoly Control
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Imagino que hay más negocio en tener a todo el mercado intentando entrenar sus propios LLMs que intentar hacerlo tú, liquidar a la competencia y ser visto como un monopolio.
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Elon Musk Could Acquire Twitter With Recent $6B Fundraising
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The good news is, with the $6 billion he just raised, Elon Musk could buy Twitter at current valuation.