PS by your calculation, every single exec at Elastic should be fired, along with their board. Because you're arguing (implicitly) that but for their license change, they'd have continued to grow at ~124%. That is 100% a fireable offense at the c-level to get it that wrong….
MARKET TRENDS
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Software regulation impact on cloud market concentration and revenue
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Of course one could say, "Think of how much faster you'd grow if the sw were completely unfettered!" Grow adoption, maybe. But revenue? No way. In such a world, the cloud takes all (or most). Simply has much better scale/reach than anyone else.
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Elastic’s License Change Accelerates Cloud Partnerships
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Which says as much about the base they're growing off than it does about the license. Regardless, I'm not here to defend Elastic's decision. I can say that it doesn't seem to have slowed us and it has *absolutely* accelerated our partnership with the clouds.
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Waymo Achieves Paid Driverless Permit Milestone in San Francisco
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Congrats to my @Waymo colleagues on getting the paid driverless permit to offer paid rider-only trips in San Francisco! This is a fantastic milestone that I know many people have worked hard on to reach!
— Jeff Dean (@JeffDean) 11 août 2023
In January, we reached 1M rider-only miles:https://t.co/6Cv0j7FoKz https://t.co/1DPlWyA2lXCongrats to my @Waymo colleagues on getting the paid driverless permit to offer paid rider-only trips in San Francisco! This is a fantastic milestone that I know many people have worked hard on to reach! In January, we reached 1M rider-only miles: https://
waymo.com/blog/2023/02/f
irst-million-rider-only-miles-how.html
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Generative AI versus Machine Learning: Key Differences and Implications
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Generative AI vs. Machine Learning
#AI #AIio #BigData #ML #NLU #Futureofwork @gp_pulipaka @stratorob @PetiotEric @EvanKirstel @Fgraillot @HaroldSinnott @HeinzVHoenen @helene_wpli http://
ow.ly/iAWc30swABg -
Groq Achieves 100 Tokens Per Second Milestone
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https://
forbes.com/sites/moorinsi
ghts/2023/08/11/groqs-record-breaking-language-processor-hits-100-tokens-per-second-on-a-massive-ai-model/?sh=291e431358f0
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More excitement around our announcement. The first company to deliver 100 Tokens Per Second Per User! This means companies will be able to provide best-in-class fluid and fluent interactions with LLMs like Llama-2 for their customers. -
Groq’s Sequential Processing Achieves 100 Tokens Per Second
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"Groq’s focus on sequential language processing provides better performance than general-purpose AI chips… when dealing with massive LLMs, speed is a major factor for performance—and nothing yet can compare to 100 tokens per second." – @Forbes http://
groq.link/811forbes -
Nvidia Shares Surge 180% Outpacing S&P 500 Competition
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'Nvidia shares are up 180% this year, beating every other member of the S&P 500.' https://
cnbc.com/2023/08/11/nvi
dia-ai-driven-rally-pushed-earnings-multiple-higher-than-tesla.html
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Open Source AI Models: Predictability as Key Advantage
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But it's adding a new layer to the discussion around the benefits of open source models. In addition to the usual stuff—latency, cost, privacy—they're increasingly attractive because they're just predictable.
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OpenAI Faces Hardware Constraints Limiting GPT-4 Access
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OpenAI is, like many other companies, facing hardware constraints. It's directionally honest about it. It limits the number of GPT-4 calls for Chat users. Developers have to pay for its APIs (like davinci or GPT 3.5-Turbo) for at least a month before they get access to GPT-4.