MARKET TRENDS

→ View original post on X — @officiallogank

OpenAI Board Independence and Equity Structure Clarified

By

@officiallogank

–

11 November 2023 17h57

“Third, the board remains majority independent. Independent directors do not hold equity in OpenAI. Even OpenAI’s CEO, Sam Altman, does not hold equity directly. His only interest is indirectly through a Y Combinator investment fund that made a small investment in OpenAI before

AI Wearables Dead on Arrival: Investment and Market Analysis

By

–

11 November 2023 17h33

As a consumer (who loves tech), I have zero interest in this AI wearables category. As an investor, I would not invest in it. As someone who watches the AI tech space very closely, I’m curious, and admire their entrepreneurial spirit. But I think this product is dead on arrival.

→ View original post on X — @kaifulee

GPU Computing Drives Virtuous Cycle of AI Intelligence Growth

By

@kaifulee

–

11 November 2023 15h50

"We have never seen a technology which automatically becomes smarter every time you throw more computing at it. And as long as GPU is being translated into more intelligence, and as long as the more intelligence is being translated to profitable applications, the virtuous cycle

→ View original post on X — @bentossell

GPTs vs Open Web: Future of Task-Specific AI Bots

By

@bentossell

–

11 November 2023 15h06

OpenAI's GPTs are like the App Store which is a closed ecosystem, but GPT-like experiences will be available for all models e.g. Langchain's OpenGPTs. Will there be a 'new' open web that is mostly interacting with small bots for tasks and jobs-to-be-done? Seems possible.

→ View original post on X — @linusekenstam

LLMs Will Completely Dominate Global Markets and Industries

By

@linusekenstam

–

11 November 2023 9h36

This is great. Shows how LLM’s will completely eat the world.

→ View original post on X — @ylecun

Microsoft and OpenAI: Navigating a Complex Business Relationship

By

@ylecun

–

11 November 2023 9h35

Microsoft seems to have a rather difficult relationship with OpenAI.

Next-Gen LLMs in Wearables vs Smartphone Integration Strategy

By

–

11 November 2023 4h39

This product feels more like Alexa 1.0 with a camera, crappy projector and a “sound bubble.” Again, I could be completely wrong here. But I get the concept that next-gen LLMs in some wearable could be significant. Guess I still see a powerful LLM in my phone as the play.

Google Gemini release timeline threatens competitive AI position

By

–

11 November 2023 4h28

And there’s no way Google waits until Q3 2024 to release Gemini. Right? They will be the laughing stock of tech, and have lost all their top AI talent, if they wait another year to catch up.

Beyond Novelty: Finding Real Consumer Value in Wearable AI Devices

By

–

11 November 2023 4h01

So you see a consumer market for these devices beyond a novelty? Right now I see them as creepy and redundant as consumer wearables. I could see arguments for fields like healthcare, but I still struggle to see the potential. What am I missing?