Should Stargate follow through with $500B, it'll be the largest infrastructure spend in history and significantly accelerate the already startling pace of data center development post-ChatGPT. In turn that will significantly accelerate the aforementioned consequences. 13/
MARKET TRENDS
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Trump announces Stargate Project: $500B investment in AI computing infrastructure
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This line of thinking has been so effective in capturing the mindshare of powerful decision makers that president Trump just last week announced the Stargate Project, a $500B private investment into data centers & other computing infrastructure for OpenAI. 12/
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Commoditization of Intelligence: Market Pricing and Business Model Challenges
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interesting how the market is unable to really price in commoditization of intelligence ~free fundamental tech are always hard to model – brings in divergences and calls for new business models outside of low-order extrapolations
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China’s DeepSeek AI Challenges US Dominance Geopolitically
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Le nouveau modèle chinois @deepseek_ai est un choc géopolitique et technologique 1 La Chine rattrape les USA en IA 2 Cette concurrence inattendue va accélérer la démocratisation de l’intelligence qui devient GRATUITE 3 La position misérable de l’Europe en IA devient une
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Open Source AI Commoditization and Product Integration Moats
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every time you declare open-source AI dead another team rise up like a Whac-A-Mole intelligence will be commoditized the remaining moat will be the quality of the product and how it integrate with co-factors. that’s were billions dollars ai companies will be built
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Correction: Model Performance Comparison O1 Versus O3
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Petite coquille : plus performant que o1, pas o3. Ce qui ne change absolument rien au fond du désastre.
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Deepseek R1 challenges GPT o3 in AI competition between US and China
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Le monde de la tech est en ébullition depuis le lancement de l’IA chinoise Deepseek R1, visiblement plus performante et légère que GPT o3. Le choc des titans a commencé, entre d’une part une Amérique qui va déréguler à tout-va, et d’autre part une Chine qui va tenter d’imposer
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R1 AI Model Triggers Market Sell-off Across Tech Sector
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Expect market sell off on all things AI tomorrow. r1 has got ‘em rattled. But it’s still early, early days for Industrial Intelligence.
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Deepseek Vindicated: China’s AI Engineering Supremacy Emerges
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In my book AI Superpowers, I predicted that US will lead breakthroughs, but China will be better and faster in engineering. Many people simplified that to be “China will beat US”. And many claimed I was wrong with GenAI. With the recent Deepseek releases, I feel vindicated.
