Many people have been recognizing that AGI won't be coming from mere scaling of current tech, and that generative AI has been severely overhyped. This is all true. But those people often conclude, "therefore AI is not going to be transformative — this is a nothingburger".
MARKET TRENDS
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Why Build AI Products If AGI Arrives in 1-5 Years?
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If we believe AGI is coming in 1-5 years, why are startups still building AI products that will become obsolete once it arrives? What's your excuse? Haha
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Gemini 1.5 Pro Updated Version Ranks Top Chatbot Arena
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We have an experimental updated version of Gemini 1.5 Pro that is #1 on the @lmsysorg Chatbot Arena. This model is a significant improvement over earlier versions of Gemini 1.5 Pro (it cracks into 1300+ elo score territory). I'm really proud of the whole team of people that
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Gemini 1.5 Pro Tops Vision Leaderboard Rankings
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The new Gemini 1.5 Pro model is also #1 on the Vision Leaderboard!
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Intel CEO Reports Revenue Shortfall Amid AI Opportunity
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'Our revenues have not grown as expected — and we've yet to fully benefit from powerful trends, like AI.' -Pat Gelsinger, Intel CEO https://
cnbc.com/2024/08/01/int
el-intc-q2-earnings-report-2024.html
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Allen AI Redesign Sparkles Emoji AI Industry Branding Trend
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looks like @allen_ai is taking a page from the sparkles emoji playbook with its redesign! see my recent piece on the AI industry's embrace of ✨ to learn more about the humble sparkles' jump in popularity.https://t.co/iyBp08WmER https://t.co/mXlMzO1hOQ
— Rachel Metz (@rachelmetz) 1 août 2024looks like @allen_ai is taking a page from the sparkles emoji playbook with its redesign! see my recent piece on the AI industry's embrace of to learn more about the humble sparkles' jump in popularity. https://
bloomberg.com/news/newslette
rs/2024-07-10/openai-google-adobe-and-more-have-embraced-the-sparkle-emoji-for-ai?srnd=undefined
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Epic Fall Winter AI Model Releases and Compute Innovations
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8/ This will be an epic fall/winter of even more model releases. It will be interesting to see how differences in compute, data, and innovations (Q* etc.) will drive changes in the rankings going forward!
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Post-Training and Data Strategy: New AI Competitive Driver
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7/ We see strengths (Claude 3.5 w/coding, Gemini 1.5 w/Vision, Multilingual) from the models that are likely driven by post-training and data strategies. This is contrary to the prevailing beliefs 1 yr ago, where pre-training was believed to be the core competitive driver.
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Google’s TPU Advantage Could Dominate AI Compute Race
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5/ Going fwd, Google's TPU advantage will be very important. Every lab is reliant on their NVIDIA GPU allocations for progress, except for Google, who can successfully train on TPU clusters. This could mean that Google will have more compute than the other labs in perpetuity.
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Seven Major AI Models Released in Three Months
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2/We've seen 7 major models from top labs in the last 3mo: May:
– GPT 4o
– Gemini 1.5 Pro June:
– Claude 3.5 Sonnet July:
– Llama 3.1
– Mistral Large 2
– GPT-4o Mini August:
– Gemini 1.5 0801 Each of these models has been incredibly competitive—each world-class in some way.