"PwC in a $1B partnership with Microsoft to sell ChatGPT-based products to clients….[H]ow a lot of this tech will get deployed – boring automation of boring processes in boring back offices of big co's, by boring but important co's" https://
pwc.com/us/en/about-us
/newsroom/press-releases/pwc-us-makes-billion-investment-in-ai-capabilities.html
… (from @benedictevans
)
MARKET TRENDS
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PwC invests $1B with Microsoft to deploy ChatGPT enterprise automation
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SambaNova AI Welcomes Bill Robbins as Strategic Advisor
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Please join us in welcoming Bill Robbins to the @SambaNovaAI team as a strategic advisor. Bill brings decades of technology go-to-market experience, including 15 years as CRO and Sec. 16 Officer of Symantec, Nuance, and Mandiant (formerly FireEye). Welcome Bill!
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Cerebras-GPT leads truly open source LLM adoption
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Great piece by @sallywf profiling the state of open source LLMs. Many claim to be open but come with caveats. Cerebras-GPT is one of few LLMs that's truly open for all uses. Little wonder it's getting 250k monthly downloads on @huggingface
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Fiverr’s AI Services Threaten Core Freelancer Business Model
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Fiverr just added AI services effectively cannibalising its core business. This is a threat to their freelancers, and surprising that they’re doing it so openly.
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Arista Stock Drops as Estimates Continue Rising Paradoxically
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Moreover, estimates and targets for Arista continue to go higher even as the stock drops — classic inverse estimate behavior. https://
thetechnologyletter.com/the-posts/aris
ta-drops-no-one-wants-to-go-back-to-the-pause
… $ANET #investing #stocks #AI #computernetworking -
Breaking Down Job Opening Trends in Tech Analysis
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Decided to break this piece out as a small part of a larger analysis I'm working on re: job openings, so more to come on all this later.
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Machine Learning Engineers’ Q4 Salaries Rise to $190k
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MLE spun out of the data science title in the past few years to describe a more software engineering-centric approach to machine learning concerned with model deployment, prod, and maintenance. In Q4 base salaries for MLE ranged around $175k, current openings are around $190k.
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Job Market Analysis for Generative AI and LLM Roles
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First post out! Did some light analysis of job openings for generative AI roles (focused on LL and diffusion models). So far, companies can't decide what the specific title is—though a lot of it fits neatly into MLE.
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5-10 Year Timelines Obsolete: Smart Companies Adopt Advanced Tech
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5-10 year timelines used to be a thing of the past. Companies are smarter and cost conscious now. And the tech is great and requires has an almost non existent learning curve.
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Cloud spending fears impact networking equipment vendors
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Arista drops: No one wants to go back to ‘The Pause’ Fears of cloud vendors stopping their spending https://
thetechnologyletter.com/the-posts/aris
ta-drops-no-one-wants-to-go-back-to-the-pause
… $ANET $CSCO $JNPR $EXTR $GOOGL $MSFT $META $AMZN #investing #cloudcomputing #networking #AI