Some new details from @CadeMetz
. “Though the decision stunned OpenAI’s employees, exposing its board members to tough questions about their qualifications to manage such a high-profile company, it was the culmination of long-simmering boardroom tension.” P.S. Read Genius
MARKET TRENDS
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OpenAI Board Tensions Exposed in Leadership Decision
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OpenAI API errors multiply, less motivated team possible cause
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Take it as you will, but errors on OpenAI and ChatGPT API are multiplying… and yes, inevitably, when you no longer have a highly motivated team to maintain such a giant product, it can quickly become a headache…
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OpenAI Board Divisions Led to Altman’s Ouster
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Before Altman’s Ouster, OpenAI’s Board Was Divided and Feuding:
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Chip Shortage Ends: Quarter Point for Tech Hardware Predictions
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Looks like this quarter’s point goes to the chip-shortage-ends-next-year crowd.
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Nvidia Beats Revenue Forecast, Shares Rise Modestly
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Nvidia shares rise slightly on 11% beat on forecast Revenue came in two billion dollars higher than expected, a twelve-percent beat, and the forecast was eleven percent higher as well. The shares showed some modest after-hours gain. It’s a muted reaction, not almost a
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Powerful New GPT Competitor Revealed in 2026
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Not a bad time to reveal a powerful new GPT competitor. https://t.co/HvEiicPMAj
— Will Knight (@willknight) 21 novembre 2023Not a bad time to reveal a powerful new GPT competitor.
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Nvidia earnings beat expected amid strong GPU demand
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Nvidia on tap: Street looks for more modest upside
Shares of Nvidia are pricing in a beat of five to eleven percent on revenue tonight, according to Jefferies & Co.’s Mark Lipacis. It seems unlikely the company will disappoint given a still-raging market for GPUs. The stock -

Microsoft’s AI Partnership Risk Profile Increases Amid OpenAI Leadership Changes
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You-know-what is hitting the fan for Microsoft on this OpenAI thing, says Street
As Sam Altman reportedly chats with OpenAI’s board about coming back, some analysts are getting worried about Microsoft. “the risk profile of Microsoft’s AI story just went up materially,” says -

Cryptocurrency Resurges as AI Dominates Tech Spotlight
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With AI sucking up all attention, Crypto was feeling left out. It just joined the party
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Groq Demonstrates 10X Performance Advantage Over Nvidia GPUs
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"The company’s demo was nothing short of amazing, demonstrating what looked to be at least a 10X performance advantage over (Nvidia) GPUs in performing GPT-3 inference queries." Read more from @karlfreund in @Forbes here: https://
forbes.com/sites/karlfreu
nd/2023/11/20/the-good-bad-and-ugly-from-supercomputing-23-or-nearby/?sh=67a9ec7d575b
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