Amidst all the @sama drama, last week was also big for @OpenAI
's key rivals and partners. For today's @Digiday AI Briefing, I wrote about three other #GenAI companies — @AnthropicAI
, @inflectionAI & @Microsoft — that debuted three new LLMs in three days.
INVESTMENT
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Anthropic, Inflection, Microsoft debut three new LLMs
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Q-Learning Explained: Tech Stocks Market Trends Analysis
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Sell-side most interesting: What is Q*? Relax, the fabled Q* is merely Q-Learning, says New Street, plus, Lucid’s demand problem, a lackluster Black Friday, and cheers for CrowdStrike. https://
thetechnologyletter.com/the-posts/sell
-side-most-interesting-what-is-q
… @p_ferragu $NVDA $MSFT $LCID $CRWD -
Informatica CEO: Generative AI Will Create Significant Value
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Please enjoy my interview with Informatica CEO Amit Walia Informatica CEO: There is no doubt generative AI will create value “Any new technology is over-hyped in the short term … We’re in the very early stages of a generative AI hype cycle.” $INFA @Informatica
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Stripe Atlas Impact on Business Formation and Growth Curves
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Yeah, the thesis was Stripe Atlas (and other products, but that was then most relevantly to me of the portfolio) could bend curves by directly interfering on rates of business start, survival, and growth.
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Convert to SaaS: Token-Based Pricing Monthly Subscription Model
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Please turn into SaaS, I will pay for my tokens + monthly!
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Startup Risk-Taking: AI’s Largest Arbitrage Opportunity Today
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perhaps the largest startup arbitrage in the ai world today: – risk-seeking behavior (startups) vs risk aversion (big cos) because there’s huge unknowns in the future of AI (copyrights, market structure, product types, etc), willingness to take on risk will reap massive rewards
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AI threatens Google Search reliability and market dominance
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I don’t think we’re talking enough about how quickly this could deteriorate the value and reliability of Google search. And what that will mean to consumer search behavior, and Google’s dominance in that market.
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Effective Altruism Movement Critique: Philosophy vs Financial Power
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Critiquing effective *altruists* and the impact of the philosophy on normal people is very different to critiquing effective *altruism* as a substantive societal movement with a lot of money behind it.
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Crypto-Coins and AI Importance in Modern Era
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Tedi Ticic: The Importance Of Crypto-Coins And AI In The Modern Era https://
forbes.com/sites/mikebuge
mbe/2023/10/30/tedi-ticic-the-importance-of-crypto-coins-and-ai-in-the-modern-era/?utm_source=dlvr.it&utm_medium=twitter
… #Innovation #ArtificialIntelligence #MachineLearning -
Multiple AI Funds Face Scrutiny: Investment Trends Analysis
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me: "ha! they are calling out X's fund… no also Y's fund… wait… Z… ok maybe they are onto something here"