One very West Coast oversight in current AI models: not emphasizing Excel files and especially spreadsheets with formulas & structured financial data. Financial modeling is an obvious use case that would deliver a lot of value. AI is super close to pulling this off, but not yet.
INVESTMENT
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OpenAI Issues $10M in Superalignment Fast Grants
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Just issued ~$10M in superalignment fast grants:
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NVIDIA Stock Correction: GPU Demand Concerns Amid AI Model Shifts
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NVIDIA stock briefly hit “correction" territory. The GPU maker's stock fell 10% from ATH at Tuesday's close. It's still up 200% year-over-year, though. DA Davidson fears a "shrinking" of AI models in future will lower demand for Nvidia's powerful chips. https://
cnbc.com/2024/04/10/nvi
dia-nvda-stock-down-10percent-from-highs-in-correction-territory.html
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Google Expands In-House Chip Efforts in Costly AI Battle
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Google Expands In-House Chip Efforts in Costly #AI Battle https://
wsj.com/tech/google-ex
pands-in-house-chip-efforts-in-costly-ai-battle-3121c852?st=j512z0ciuov1dvy
… via @WSJ -
Intel Launches Gaudi AI Chip Faster Than Nvidia H100
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Intel shows off latest 'Gaudi' AI chip, pitched towards enterprises The chip is almost twice as fast at training large language models versus Nvidia's H100, says Intel, and fifty percent faster on inference. https://
zdnet.com/article/intel-
shows-off-latest-gaudi-ai-chip-pitched-towards-enterprises/
… $INTC $NVDA $AMD -
Chip Stocks Rally as AI Production Surge Drives Earnings Upgrades
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Sell-side most interesting: Earnings upgrade season gets underway Don’t “over-think” the recovery underway in chip stocks, surging production of AI chips, AMD’s challenge in Nvidia, mixed signals for Tesla, and good vibes for Hubspot. https://
thetechnologyletter.com/the-posts/sell
-side-most-interesting-earnings-upgrade-season-gets-underway
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ChatGPT Unbundling Theory and Investment Opportunities
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my theory on 3 is that chatgpt got unbundled. youre invested in many of the unbundlers!
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NVIDIA Google Cloud Partner Startup Generative AI Program
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We are teaming up with the Google for Startups Cloud Program to help startups accelerate the creation of #generativeAI applications and services. Learn more about the partnership announced today. https://
nvda.ws/3xpPQCd #NVIDIAInception @GoogleCloud -
Snorkel AI showcases data-centric AI at Google Cloud NEXT
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Going to Google Cloud NEXT? Come by booth #AI2 in the AI Pavillion to say “hi” to our AI experts! You can hear Snorkel AI's insights at two “How Wayfair is transforming customer experiences with data-centric AI” and “Diversity in Startups: Tactics for Accelerating Success.
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OpenAI Anthropic DeepMind Training 10x Larger Models
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Remember, OpenAI, Anthropic and DeepMind are training 10x bigger models than Opus