MARKET TRENDS - AI Dynamics

US AI Power Triggers Cascade of International Competitor Responses

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14 June 2023 1h05

Another fun history in AI company competitive dynamics:
– US AI power triggers UK competitor – UK competitor triggers US competitor
– said US competitor triggers UK, German, and probably more national competitors Guess the names

→ View original post on X — @nathanbenaich

14 June 2023

Equity-for-Compute Financing Model Needs Fundamental Rethinking

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@nathanbenaich

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14 June 2023 0h47

I’m gonna call it – selling equity dollar-for-dollar in exchange for compute is such a blunt instrument that’s got to go. It’s sets insane “valuations”, which are bad for founders (crazy expectations and pref stack) and bad for investors (poor returns). Moreover, it’s a pretty

→ View original post on X — @nathanbenaich

14 June 2023

OpenAI Releases GPT-4 Updates with Function Calling and Cost Reductions

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@_akhaliq

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13 June 2023 20h22

OpenAI GPT-4 and gpt-3.5-turbo updates – new function calling capability in the Chat Completions API
– updated and more steerable versions of gpt-4 and gpt-3.5-turbo
– new 16k context version of gpt-3.5-turbo (vs the standard 4k version)
– 75% cost reduction on sota embeddings

→ View original post on X — @_akhaliq

13 June 2023

GoCardless Cuts 15% Staff, Targets Profitability Focus

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@ryan_browne_

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13 June 2023 19h27

GoCardless is laying off 15% of staff.
Last week I spoke with CEO @hirokitakeuchi about what's next for the business – he said profitability is the key focus.

→ View original post on X — @ryan_browne_

13 June 2023

Mega-Cap Tech Giants: Investment Analysis and Market Trends

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@tiernanraytech

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13 June 2023 17h13

The TL Podcast for June 12th, 2023: Bonfire of the Mega-Caps https://
thetechnologyletter.com/the-posts/the-
tl-podcast-for-june-12th-2023-bonfire-of-the-mega-caps
… Or catch it on Apple Podcasts: http://
bit.ly/40HBLJg $AAPL $GOOGL $META $NVDA $TSM $AMZN $TSLA $AMAT $CLFD $ORCL $NFLX $COIN $CIEN $MBLY #investing #stocks #TL20

→ View original post on X — @tiernanraytech

13 June 2023

AI Reinventing Communications Industry Future

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@tamaramccleary

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13 June 2023 17h10

How Artificial Intelligence Could Reinvent The Communications Industry https://
bit.ly/3TTxiSc via @Forbes #AI #FutureofWork

→ View original post on X — @tamaramccleary

13 June 2023

Micron August Outlook Dims Amid China and Server Market Risks

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@tiernanraytech

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13 June 2023 17h07

Micron: prospects for August aren’t looking good, says Deutsche Bank China risk, lousy server market risk https://
thetechnologyletter.com/the-posts/micr
on-prospects-for-august-arent-looking-good-says-deutsche-bank
… $MU #investing #stocks #semiconductors #DRAM

→ View original post on X — @tiernanraytech

13 June 2023

Five Amazing Ways Meta Uses Generative AI Technology

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@terence_mills

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13 June 2023 17h02

5 Amazing Ways Meta (Facebook) Is Using Generative AI
#AI #AIio #BigData #ML #NLU #Futureofwork @TunstallAsc @StrategyFintech @TamaraMcCleary @TerenceLeungSF @psb_dc @thomaspower @vinod1975 @ylecun http://
ow.ly/RUN730svHSY

→ View original post on X — @terence_mills

13 June 2023

Oracle Builds 16000 GPU Machine Amid Infrastructure Surge

By

@tiernanraytech

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13 June 2023 17h01

Oracle sees a bit of The Nvidia Effect in infrastructure surge Ellison is working on the world’s biggest GPU machine, 16,000 GPUs, he says. https://
thetechnologyletter.com/the-posts/orac
le-sees-a-bit-of-the-nvidia-effect-in-infrastructure-surge
… $ORCL $NVDA $AMZN $MSFT #investing #stocks #cloudcomputing #AI

→ View original post on X — @tiernanraytech

13 June 2023