INVESTMENT

Frontier models outperform specialized AIs trained on proprietary data

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21 March 2024 3h05

There was a moment that we thought proprietary data would let organizations train specialized AIs that could compete with frontier models. It turns out that probably isn't going to happen. The largest frontier models are just much better at most complex tasks than smaller models.

GPT-4 Outperforms Specialized Finance AI Model

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21 March 2024 2h07

This remains one of the most consequential experiments in AI: Bloomberg trained a GPT-3.5 class AI on their own financial data last year… …only to find that GPT-4 8k, without specialized finance training, beat it on almost all finance tasks. Hard to beat the frontier models.

Inflection’s Challenge: Competing in the GPT-4 Class Model Race

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21 March 2024 0h05

The thing was Inflection shot its shot. Their latest model was very good, but wasn't GPT-4 class. Given that there are now three GPT-4 class models out there (with Lllama-3 coming soon) and two GPT-4.5/5 (?) class models coming, I wonder if they could have caught up at this stage

VC discusses AI future trajectory in upcoming conversation

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20 March 2024 23h43

Really looking forward to joining James for this conversation. He is one of the rare venture capitalists who has a strong sense of where the AI world is heading, and it should be an interesting discussion.

→ View original post on X — @nvidiaai

CrowdStrike CEO discusses NVIDIA partnership and cybersecurity

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@nvidiaai

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20 March 2024 23h00

Watch @CrowdStrike Co-Founder, President and CEO George Kurtz as he joins 'Mad Money' host Jim Cramer to discuss CrowdStrike's partnership with NVIDIA, the state of #cybersecurity, quarterly earnings and more. #GTC24

→ View original post on X — @mer__edith

AI Startups Face Economics of Scale and Market Access Barriers

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@mer__edith

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20 March 2024 20h10

This AND there's no alt path to success for "AI startups" They don't have econs of scale WRT compute AND even Inflection w/its 1000s of GPUs doesn't have paths to market–e.g. a cloud biz to sell whitelabel AI APIs and/or a platform (Meta) into which AI can be integrated.

→ View original post on X — @untetherai

AI Chip Market Growth: Open-Source Solutions Drive Adaptability

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@untetherai

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20 March 2024 19h25

#AI is evolving rapidly. With the global #chip market set to hit $588B in 2024 and its pool of players only growing, choosing the right solution is crucial. #UAI CEO Chris Walker says "prioritize open-source for one reason: adaptability." (via @Inc
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Compute Moat: Key Advantage for AI Labs Until Scaling Falters

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20 March 2024 16h09

Until the scaling law for AI training starts to falter, compute is the moat and source of advantage in AI. And two of the top AI labs have no compute of their own.