I sold Apple in 2003 when it was about $.25 a share. It is more like that. Thought I was brilliant because I doubled my money. (And I took a job at Microsoft so didn't want to bet on the competition).
MARKET TRENDS
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Niantic Building Holodeck: 700 Companies Creating Volumetric Reality
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The Holodeck. Niantic has long been working on turning everything in the world into volumetric pixels. I call it the Holodeck to get your attention, and because I have a list of 700 companies building stuff for it. But it soon will just be a new reality. Everything and
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Anthropic’s o1 equivalent and OpenAI’s AGI timeline speculation
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The question is: has Anthropic already developed something similar to o1 and just not revealed or is OpenAI really in such a big leap, that they will reach for AGI in 2025.
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AI Compute Spending Estimates Reach $100B by 2026
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Dario Amodei estimates that around $1b per AI company will be spent on compute this year, around $10b in 2025 and $100b in 2026.
This shows that only a few can afford this race. -

Dario Subtweeting r/singularity on AGI Timelines in Lex Podcast
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Dario live subtweeting all of r/singularity about AGI timelines on the new lex podcast
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Dario Amodei predicts possible AGI in 2026 or 2027
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Dario Amodei: if development continues at this rate, we will probably reach AGI in 2026, 2027
— Chubby♨️ (@kimmonismus) 11 novembre 2024
Dario Amodei says with a certain amount of caution that unpredictability is certainly possible. But he remains convinced that AGI could come as early as 2026 or 2027. pic.twitter.com/DhAYZiVrnlDario Amodei: if development continues at this rate, we will probably reach AGI in 2026, 2027 Dario Amodei says with a certain amount of caution that unpredictability is certainly possible. But he remains convinced that AGI could come as early as 2026 or 2027.
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OpenAI Rivals Seek New Path to Smarter AI
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OpenAI rivals are seeking a new approach to artificial intelligence as current methods hit limitations. The article discusses how competitors are exploring alternative paths to develop more intelligent AI systems beyond the constraints of existing methodologies.
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Scaling laws diminishing returns for OpenAI GPT models
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> Are scaling laws over? A report from the Information announced that @OpenAI is seeing diminishing returns from scaling up the next GPT models. What are scaling laws? These are empiric laws that say "Every time you increase compute spent in training 10-fold, your LLM's