That’s misreading of what I said. Many big companies can afford a bad product or two. Apple Vision Pro didn’t take off, Metaverse didn’t take off, Google Glass didn’t take off. They are still here. Not every company needs every single product to be a hit. OpenAI needs GPT-5 to
INVESTMENT
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CUDA as Nvidia’s Competitive Advantage in AI
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I mean, CUDA is a platform, and a key competitive advantage for Nvidia, so it's not really divisible like that
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The Secret to AI Success: Be Nvidia
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I read it so you don’t have to. TLDR the secret is “be Nvidia”
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Europe lacks quality tech startups compared to US ecosystem
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EU does not offer what @FourthwallHQ offers which is the point of eu/acc Lack of tech startups here at quality that US has
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Five OpenAI Predictions 2024-2025 LLM Reliability
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Five predictions about OpenAI 2024-2025–from the person who told you first (even before it was released) that GPT-4 would continue to be unreliable and to hallucinate, that it would not have the imagined gigantic economic impact, and that pure LLMs would reach a point of
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Merchandise Launch to Fund European GPU Infrastructure
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Will test a bit if it works, if it does I'll add t-shirts, mug etc. Profits will go to buying GPUs to Make Europe Great Again
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Image Generation Investment Drives Innovation Across AI Fields
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Por supuesto son más interesantes. Pero para el público mainstream generar imágenes tiene más aplicabilidad, y por tanto hay más empresas que invierten en ello. Y esa inversión luego repercute positivamente en los avances en otros campos. Así que es un win win.
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AlphaFold 3 and AI-Assisted Drug Design Revolution
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Los avances que modelos como AlphaFold 3 y las investigaciones desarrolladas por Isomorphic Labs van a ser importantísima en un futuro donde el diseño de fármacos estará fuertemente asistido por IA.
— Carlos Santana (@DotCSV) 8 mai 2024
Y desde Isomorphic ya están colaborando con empresas farmacéuticas. 🧬 pic.twitter.com/JY8Ml87UWGLos avances que modelos como AlphaFold 3 y las investigaciones desarrolladas por Isomorphic Labs van a ser importantísima en un futuro donde el diseño de fármacos estará fuertemente asistido por IA. Y desde Isomorphic ya están colaborando con empresas farmacéuticas.
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Naspers’ $32M Tencent bet worth $100B twenty years later
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"Naspers became one of the biggest investors in the tech world after making a fortune by betting $32 million (€30 million) on what was still an obscure Chinese messaging service in 2001. Twenty years later, these shares in Tencent are worth over $100 billion."
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AI Market Data Center GPU Market NVIDIA AMD Competition
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The AI Market Market data and assessment on GenAI and AI use data from IoT Analytics. by @danielnewmanUV I think the data center GPU market may be undercounting NVIDIA as I’ve seen data closer to 97-98%. I expect AMD to dent this in 2024 but that will be a slow