INVESTMENT - AI Dynamics

Major Players in AI, Hardware, and Aerospace: SpaceX, OpenAI, Nvidia, TSMC, Lockheed

By

@nathanbenaich

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26 July 2023 0h34

spacex openai
nvidia tsmc
lockheed
…

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26 July 2023

Microsoft Cloud Surpasses $110B Annual Revenue, Azure Leads

By

@jordannovet

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25 July 2023 23h43

oh hey, this is a first for Microsoft: Satya said on the conference call just now that "the Microsoft Cloud surpassed $110 billion in annual revenue, up 27% in constant currency, with Azure all up accounting for more than 50% of total for the first time.'

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25 July 2023

arXiv Hiring as Generative AI Puts Platform on Map

By

@nathanbenaich

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25 July 2023 17h33

gen ai seems to have put arxiv on the map enough that they're now hiring! perhaps they're the next cornell university spinout…throw some foundation models and lots of compute on top of all the open source literature in the world and let's see what happens 🙂

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25 July 2023

Snap and Meta to Report Quarterly Earnings This Week

By

@martyswant

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25 July 2023 14h01

Snap’s also expected to release its quarterly earnings after markets close, followed by Meta tomorrow.

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25 July 2023

Microsoft Alphabet earnings reveal AI race progress and GenAI ads

By

@martyswant

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25 July 2023 14h00

Big earnings day with Microsoft & Alphabet both reporting results after the closing bell. This should give people some sense of how the past few months of the ongoing AI race has gone for each company. (Also will be worth watching what they say about progress for GenAI ads.)

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25 July 2023

Generative AI in Enterprise: Costs, Legal Concerns, and Business Caution

By

@dominodatalab

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24 July 2023 22h51

Generative #AI: All hype or enterprise reality? Antone Gonsalves reveals a cautious approach by businesses amid rising costs & legal concerns. Insights from @DominoDataLab
's Kjell Carlsson. https://
domino.buzz/44XeV2V #TechTrends

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24 July 2023

UBI Narrative Requires OpenAI Tokenization from Launch

By

@ki_young_ju

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24 July 2023 22h32

The UBI narrative doesn't make sense without tokenizing @OpenAI from the beginning. Changing tokenomics post-launch is nearly impossible. Hey @sama
, any plans to tokenize ChatGPT? If so, why not do it right now?

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24 July 2023