Whole lotta analyst days: http://
C3.ai, Equinix, MongoDB and more Most of these meetings were a dud as far as stock performance, with http://
C3.ai dropping 25% for the week. https://
thetechnologyletter.com/the-posts/whol
e-lotta-analyst-days-c3ai-equinix-mongodb-and-more
… $AI $EQIX $FSLY $MDB $IOT $HPE #investing #stocks
INVESTMENT
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Analyst Days: C3.ai Drops 25% Amid Tech Stock Performance
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Databricks Acquires MosaicML for $1.3B in AI Database Battle
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Databricks’s $1.3 billion buy of MosaicML is a battle for the future of the database At the heart of MosaicML’s approach is the “lottery ticket hypothesis of Jonathan Frankle and Michael Carbin of MIT. @MosaicML @databricks @OpenAI $ORCL $MDB $BASE $MSFT #investing #AI
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RHEL Clones Lack Enterprise Value Beyond Free Distribution
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Hard to see any value they invested into the source. Their value was "RHEL for free!" but the value of RHEL was always the investment and enterprise support, neither of which the clones could deliver.
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AI Research Integrity Crisis: Academic Fraud Parallels Emerge
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What a hustle!
I feel sorry for the students on the paper for starting their journey in such a careless, low-integrity environment. The last time AI hit a bubble was ~2014, and this paper reminds me of Baidu cheating on the Imagenet competition. Similar playbook — threw a https://
x.com/ML_PhDer/statu
/ML_PhDer/status/1672750801234857984
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Pooling Resources for Cooperative Large Model Training Infrastructure
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Idea: who in the investment community wants to pool resources together to create a cooperative infrastructure for training large models? Feels wasteful to have startups burn VC money to train foundation models to do broadly the same thing.
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Databricks acquires MosaicML in 1.3 billion generative AI deal
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Monster outcome @NaveenGRao https://
wsj.com/articles/datab
ricks-strikes-1-3-billion-deal-for-generative-ai-startup-mosaicml-fdcefc06
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AI Stock Boom: Tech Giants and NVIDIA Surge in 2023
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The AI stock price boom is insane… Alphabet, Amazon, Apple, Meta and Microsoft are up 50% since Jan. NVIDIA’s stock price has tripled!!!
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VC List for AI: 70,000 Followers and Curated Retweets
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I have a bunch of lists. I follow 70,000 in AI and retweet the best. Here is my VC list: https://
x.com/i/lists/7450 -
Has Amazon Lost The AI Race? Technology and Market Competition
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Has Amazon Lost The AI Race?
#AI #AIio #BigData #ML #NLU #Futureofwork http://
ow.ly/7jXN30svSef -
Amazon’s Position in the Artificial Intelligence Competition
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Has Amazon Lost The AI Race?
#AI #AIio #BigData #ML #NLU #Futureofwork @IIoT_World @ipfconline1 @jblefevre60 @JimMarous @insurtechtalk @KirkDBorne @kuriharan @LouisSerge http://
ow.ly/rMF330svStT