In late '19 I Twitter DM'd @_danielcohen CEO of @valence_ai
: "Just checked out Valence and it sounds interesting 🙂 The kind of stuff I like." Today, @RecursionPharma is acquiring @valence_ai 1.5 years after @airstreet and @fiftyyears a Seed round. Congrats to both teams!
INVESTMENT
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Recursion Pharma acquires Valence AI after seed funding round
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LLM training costs plummet from $300K to $50K rapidly
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The cost of training LLMs like Stable Diffusion is dropping fast, from $300K to $160K to $50K to… https://
mosaicml.com/blog/training-
stable-diffusion-from-scratch-part-2
… h/t @jackclarkSF -
Semiconductor Stock Poised to Join $1 Trillion Tech Giants
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One Semiconductor Stock Could Join Apple, Microsoft, Amazon, and Alphabet in the $1 Trillion Club — by enabling #AI, #GenerativeAI, and #LLMs (Large Language Models) within advanced microchips:
https://
fool.com/investing/2023
/05/07/1-stock-apple-microsoft-amazon-alphabet-1-trillion/
…
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#BigData #DataScience #DeepLearning #MachineLearning -
Tech Recap: Amazon, Gmail, OpenAI and Alexa
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Tech Week in Review from @TechCrunch:
-> Amazon launches free channels
-> Blue check marks come to Gmail
-> OpenAI raises more cash
-> A new LLM for Alexa
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VC Career Trap: Why Talented Builders Feel Unfulfilled
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being a VC is so easy, so high-status, the money is so great, and the lifestyle is so fun.
very dangerous trap that many super talented builders never escape from, until they eventually look back on it all and say “damn i’m so unfulfilled”. -
Investing Part-Time: Balancing Returns with Lifestyle
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investing is an amazing very-part-time job, and (at least for me) a soul-sucking full-time job. BUT those mountains in aspen aren’t gonna ski themselves, that party in saint-tropez isn’t gonna enjoy itself, that kiteboard on necker island needs someone to fly it, etc etc etc.
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Unrealized Losses May Be Understated in Tech Sector
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That is probably an understatement of unrealized losses
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Major AI Conference Sponsors Comparison Links 2022-2023
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Some links for comparing sponsors directly.
ICLR 2022: https://
iclr.cc/Conferences/20
22/Sponsors
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ICLR 2023: https://
iclr.cc/Conferences/20
23/Sponsors
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ICML 2022: https://
icml.cc/Conferences/20
22/Sponsors
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ICML 2023 (probably still work-in-progress): https://
icml.cc/Conferences/20
23/Sponsors
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NeurIPS 2022: https://
neurips.cc/Conferences/20
22/Sponsors
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Conspiracy theory about the AI race
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AI Race Conspiracy Theory: The Google "We Have No Moat" leaked document (essentially admitting that they are losing the AI race) was not a leak. It was written with the full intention of being public – it was just disguised as a leak. Here's why: 1. It redirects attention:
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Google Open-Source Panic and the AI Data Race
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First week of Supervised is a wrap! Thank you to everyone for all your support—super excited to keep this rolling and hope you all enjoy the stories coming next week! In the mean time, here’s what’s from this week: https://
supervised.news/p/googles-open
-source-panic-and-ais
… https://
supervised.news/p/the-mad-dash
-for-the-new-ai-data
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