AI & Machine Learning
-
Generative AI is the bridge to the next computing paradigm of wearables, just like the Internet bridged the gap from PCs to smartphones.
-
The first wave of successful AI implementations will probably look more like the first wave of computing, which was dominated by large-scale enterprise installations that eliminated jobs. Consumer will come later.
-
A single AI can never make everyone happy, which is fundamentally threatening to the Aggregator business model; the solution is personalized AI
-
More on Bing, particularly the Sydney personality undergirding it: interacting with Sydney has made me completely rethink what conversational AI is important for.
-
The first obvious casualty of large language models is homework: the real training for everyone, though, and the best way to leverage AI, will be in verifying and editing information.
-
An Interview with Dan Kim and Hassan Khan About CHIPS
An interview with Dan Kim and Hassan Khan about their work distributing CHIPS program money, and why they are optimistic about U.S. industrial policy going forward.
-
Nvidia H20 Restricted in China, The Huawei CloudMatrix 384, Whither Chip Controls
It appears that Nvidia will never be allowed to sell AI accelerators to China again, even crappy ones, while Huawei makes its own supercomputer with outside help.
-
ChatGPT Memory, Boundaries and AI Companions, Auren
ChatGPT’s memory feature is pretty basic, but it’s the sort of product feature that can build a moat, particularly if it’s extended to other use cases.
-
An Interview with Google Cloud Platform CEO Thomas Kurian About Building an Enterprise Culture
An interview with Google Cloud Platform CEO Thomas Kurian about Google’s infrastructure advantage and building and enterprise service culture.
-
American Disruption
A new take on Trump’s tariffs, including using a disruption lens to understand the U.S.’s manufacturing problem, and why a better plan would leverage demand, not kill it.
-
An Interview with Snowflake CEO Sridhar Ramaswamy About Data and AI
An interview with Snowflake CEO Sridhar Ramaswamy about taking over Snowflake, focusing on product, and competing in AI.
-
OpenAI’s New Image Model, Graphic Design and Google, More on Security
OpenAI’s new image generation capabilities feel like another AGI domino; then, yes, security is about more than encryption.
-
An Interview with OpenAI CEO Sam Altman About Building a Consumer Tech Company
An interview with OpenAI CEO Sam Altman about building OpenAI and ChatGPT, and what it means to be an accidental consumer tech company.
-
Nvidia GTC and ASICs, The Power Constraint, The Pareto Frontier
Jensen Huang’s GTC keynote was a compelling argument in favor of Nvidia’s position relative to ASICs when it comes to inference.
-
Metallica on Vision Pro, Non-Immersive Immersive Video, Ping and AI
Metallica on the Vision Pro was cool, but ultimately disappointing, and symbolic of Apple’s need to control everything.