"Advanced AI may have suddenly jumped into public consciousness, but people in the industry have been working on it for years. Count @andrewdfeldman among them" @svbizjournal profiles our history of leadership in #AI and what comes next:
MARKET TRENDS
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GPU Shortage Forces Industry-Wide Changes in AI
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You can ready the full (paywalled) story here: https://
supervised.news/p/how-the-gpu-
crunch-is-forcing-the
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Nvidia dominates AI hardware market while AMD struggles to compete
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Nvidia has spent years building up its AI hardware business and equipment, and it now holds a dominant position in that industry. It's also let AMD co-exist for years, which has been developing quickly but faces an enormous uphill battle to unseat Nvidia.
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Nvidia Seeds CoreWeave with GPUs to Build Competitive Ecosystem
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In addition, I've heard Nvidia is seeding CoreWeave (and potentially others) with GPUs to build competition in the ecosystem as the largest cloud providers scramble for access to that hardware. Nvidia is a big investor in CoreWeave.
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GPU Shortage Impacts AI Development at Weights & Biases Conference
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Today's issue is about the growing GPU crunch, which was on a lot of minds at the Weights & Biases conference this week. Nvidia hardware—preferred for PyTorch development—is increasingly difficult to get a hold of, creating a more challenging AI development environment.
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Tech adoption spreads from developed markets to emerging economies
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Technology ALWAYS starts here and moves elsewhere. When I was in Brazil the Taco trucks had Twitter and Facebook logos on them. Hint: we aren't using Brazilian tech.
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Apple Vision Pro adoption challenges and market niche concerns
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The Vision Thing: Street debates who will want Apple’s headset Does it isolate people is one of the concerns. It could end up a niche product. https://
thetechnologyletter.com/the-posts/the-
vision-thing-street-debates-who-will-want-apples-headset
… $AAPL #VisionPro #investing #AR #VR #VirtualReality -

Amazon positioned to win as AI becomes commodity: UBS analysis
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Amazon can be a winner as AI becomes a commodity, says UBS Large language models will be prevalent, and offer very little differentiation for anyone. https://
thetechnologyletter.com/the-posts/amaz
on-can-be-a-winner-as-ai-becomes-a-commodity-says-ubs
… $AMZN $MSFT $GOOGL $NVDA @OpenAI #investing #AI #ChatGPT -
Winning AI Startups: Building Models vs Using APIs
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IMO that's why the winning startups will be AI-building companies (training, optimizing, running models), not AI-using companies (leveraging APIs)
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Apple’s AI Initiative Could Address America’s Mental Health Crisis
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I think Apple has a shot at solving the mental health crisis in America. And what they announced at WWDC is the first step: