Still not in my neighborhood on my street. In Silicon Valley where it was invented.
MARKET TRENDS
-
More SOTA AI Competitors Benefits Builders, Hurts Lab Pricing Power
By
–
More SOTA competitors with fewer constraints is good for builders and bad for any single lab's pricing power. Both are simultaneously true.
-
Gemini’s Performance Floor Drops Consistently on Bad Runs
By
–
The floor dropping that hard on bad runs is Gemini's specific problem and it's been consistent across versions.
-
Artificial Analysis Index Limitations for AI Model Benchmarking
By
–
The artificial analysis index is a normalized score of several benchmarks (and has changed over time) it is fine for roughly comparing models, it is not useful for trend analysis and it is unclear what individual point differences in the scores mean.
-
Tokenised Intelligence Factories to Drive Massive Economic Growth
By
–
Yes – the economic growth to follow the ‘tokenisation’ of Intelligence via Intelligence Factories will dwarf the hyperscaler capex. AI is essential for economic growth and the industries of the future – will largely involve that Intelligence becoming embodied – IE, moving into
-
Studies Show Most Companies See Low AI ROI
By
–
after you factor out weeding out the slop, benefits just haven’t been that great many studies show most companies don’t get much RoI for AI (coding might be different)
-
Nvidia Loses China Market Share as Export Controls Backfire
By
–
Jensen Huang says Nvidia's market share in China has dropped to zero thanks to US export controls, and he's arguing the restrictions have basically backfired by pushing China to build its own chip ecosystem faster. I think people still don't understand what this means. China
-
Europe Lacks Strategy for AI Infrastructure and Energy Future
By
–
What I still don’t understand is why Europe seems to have so little ambition to play any meaningful role in the future. There is no convincing strategy to solve the energy problem. There is no serious push to build out European data centers so AI training and inference can
-
Open Source Models Still Trail Frontier Models in Capabilities
By
–
Los modelos OSS ya tienen muy buenas capacidades para resolver muchas tareas, peeeeero aún están atrás de los modelos frontera.
-
Anthropic in Talks to Buy Inference Chips from UK Startup Fractile
By
–
Anthropic is talking to a small UK chip startup called Fractile about buying their inference chips once they're ready next year, basically another move to stop being so dependent on Nvidia. What's really interesting is that Fractile is using the Anthropic deal as a selling