Until the scaling law for AI training starts to falter, compute is the moat and source of advantage in AI. And two of the top AI labs have no compute of their own.
MARKET TRENDS
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Satya Nadella Recognized as One of Generation’s Greatest CEOs
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Satya will go down as one of the greatest CEOs of our generation
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Unpredictable Future: AI and Technology Heading Into Uncertain Times
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Yeah, it's impossible to predict the future. We're headed into interesting times, to say the least
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Apple ecosystem opening strategy creates shareholder value opportunity
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Heck I have plenty Apple shares and I believe that opening up their ecosystem will create value and helps narrow the gap to Android.
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Enterprise LLM adoption: Zero to One in 2026
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Here's a little throwback to the Q&A session at our January Enterprise LLM Summit. Snorkel AI CEO Alex Ratner thinks that the biggest development for enterprise AI this year will be for many enterprises to go from "zero to one."
— Snorkel AI (@SnorkelAI) 20 mars 2024
See the whole session: https://t.co/nCxQfVE7Sm pic.twitter.com/O6cZGSvaOzHere's a little throwback to the Q&A session at our January Enterprise LLM Summit. Snorkel AI CEO Alex Ratner thinks that the biggest development for enterprise AI this year will be for many enterprises to go from "zero to one." See the whole session: https://
youtu.be/ncPCk6wF7l0 -
GPT-5 Coming: Build Now for Tomorrow’s Capabilities
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We have enough evidence that GPT-5 is coming & that is a substantial improvement over GPT-4 that it should be part of planning Build things that almost work with GPT-4, because they are likely to become possible overnight. Also, the Wait Calculation looms
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Investor loses all capital, questions investment strategy fundamentals
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Yah. Lost all money. It’s fine, investing is just fancy gambling after all.
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GPT-5 Summer Release Could Reshape AI Agent Development
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A well-reported piece with multiple sources suggests GPT-5 this summer (if it is called GPT-5). If you are planning a business around older models, take note. We will learn a lot about the future of AI from how much it beats GPT-4. Agents are an obvious use if it is much better.
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Microsoft hires DeepMind co-founder Mustafa Suleyman for new AI division
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Microsoft just announced the hiring of DeepMind co-founder (and Inflection AI CEO) Mustafa Suleyman. He will lead a new division called 'Microsoft AI' — focused on advancing consumer AI. Co-founder Karen Simonyan and several others from Inflection will be joining him.
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DeepMind Co-founder Leads Microsoft AI Division, Industry Updates
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The co-founder of DeepMind just joined Microsoft as CEO of a brand new AI division. Plus, more developments from Stability AI, Princeton, Google DeepMind, NVIDIA GTC, Saudi Arabia, Pika Labs, and Buildbox. Here's everything going on in AI right now: