Samsung will help reduce memory-chip glut, says Goldman As Samsung goes into the red for the first time in over a decade, it will take action to help curb memory-chip oversupply. https://
thetechnologyletter.com/the-posts/sams
ung-will-help-reduce-memory-chip-glut-says-goldman
… // $SSNLF $MU #investing #semiconductor #Samsung #stocks #technology
INVESTMENT
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Samsung Reduces Memory Chip Oversupply Amid First Red Year
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Correction on AGI and EMH Market Expectations View
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I think even that is not a correct way to view it; see https://
forum.effectivealtruism.org/posts/8c7Lycgt
kypkgYjZx/agi-and-the-emh-markets-are-not-expecting-aligned-or?commentId=u8c7bbqtZSf2a9W6t
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TSM Predicts Semiconductor Industry Recovery Mid-2023
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TSM: Street divided on a rebound this year Taiwan Semi predicts things will bottom for the industry in the middle of this year, and that its own sales will grow “slightly” for all of 2023. https://
thetechnologyletter.com/the-posts/tsm-
street-divided-on-a-rebound-this-year
… // $TSM -
AI Fraud Investigation Startup Opportunity and Overpromising Strategy
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Right now is a good moment to whip up a pitchdeck for an AI fraud investigation startup, overpromise and raise a ton.
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Microsoft Deal Analysis by Gary Marcus on AI
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Interesting analysis by @garymarcus
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#AI #RuleoftheRobots https://
open.substack.com/pub/garymarcus
/p/is-microsoft-about-to-get-the-deal?utm_campaign=post&utm_medium=web
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PC Market Decline Signals Shift in Computing Landscape
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The PC market returns to being deader than disco https://
thetechnologyletter.com/the-posts/the-
pc-market-returns-to-being-deader-than-disco
… // $HPQ $AAPL $DELL #investing #stocks #technology #personalcomputer -
Generative AI Investment Surge Drives Data Center Hardware Innovation
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Data Center Frontier mentions that "Surging interest in generative AI will lead to fresh investment…[creating] opportunities for… offerings optimized around new processors (like CirraScale’s collaboration with Cerebras)." Article:
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OpenAI’s Mission vs Investor Obligations: Ethical Tensions
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Aside from that, this also raises important questions about Open AI itself. By taking such huge investments, can Open AI stick to its founding mission to develop AI that benefits humanity? Or will that become incompatible with its responsibilities to its investors?
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Microsoft OpenAI ten billion dollars investment analysis
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More analysis on all things GenAI on my Substack: https://
ninaschick.substack.com/p/ten-billion-
dollars-microsoft-and
… #OpenAi #ChatGPT #Microsoft #AI #GenerativeAI #Aiethics