with oai adopting it maaaay be that we go to (1) instead of (2) https://
x.com/stevesi/status
/1905341896551268632?s=46
…
MARKET TRENDS
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OpenAI adoption may shift towards option one instead of two
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AI Infrastructure Bullish Case: NVIDIA’s Strategic Position
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These two tweets are exactly why you should be bullish on AI infrastructure—and, of course, bullish on NVIDIA.
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CoreWeave IPO prices below range, market sentiment shifts
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Remember when for hot IPOs, the range would go up twice, then the company would price above the range, and then the stock would still go up? We're in a different place. CoreWeave prices at $40, below expected range. via @LesliePicker and @jordannovet cnbc.com/2025/03/27/coreweav…
→ View original post on X — @jordannovet, 2025-03-27 23:53 UTC
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GPT-4o Update Now Available to Paid Users
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The updated GPT-4o is available now to all paid users. Free users will see it over the next few weeks.
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DeepSeek V3-0324 launches on SambaNova with fastest speeds
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@deepseek_ai V3-0324 comin' in hot on SambaNova Cloud! 250+ t/s — fastest in the world $1 per million input tokens & $1.50 per million output tokens Smashes benchmarks like MMLU-Pro (81.2) & AIME (59.4), outperforming Gemini 2.0 Pro & Claude 3.7 Sonnet #DeepSeek
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SambaNova Emerges as NVIDIA’s Top AI Chip Challenger
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BREAKING IN JAPAN: @Nikkei spotlights @SambaNovaAI as NVIDIA’s top challenger in #AI chips! CEO @RodrigoLiang : “GPUs/CPUs are outdated for modern AI.” “The world needs efficiency — only SambaNova delivers.” Watch the segment
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AI Economics Mirror Search Engine Revenue Model Structure
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seems like, so far, AI is shaped like search in terms of RPE
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AI-native companies outperform legacy tech in revenue per employee
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inflation adjusted revenue per employee of ai-native companies vs. legacy tech companies (courtesy, deep research):
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Stanford AI Index 2025: Trusted Insights for AI Dialogue
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Want to join the conversation on AI—and be heard? Use trusted insights from the @StanfordHAI #AIIndex2025 to spark smarter dialogue and back your ideas with data that matters. Stay informed with the AI Index, coming April 7: https://
hai.stanford.edu/ai-index -
Real-Time Media Transposition: AI-Powered Style and Voice Remix
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Looking in my crystal ball. High Signal. It's now clear that in a not so distant future. Any media will be able to transpose into any art style, voice will be able to remix into any form. It will happen in real-time, frame by frame. If we look at DLSS for example, it upscales