AI & Machine Learning
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Generative AI is the bridge to the next computing paradigm of wearables, just like the Internet bridged the gap from PCs to smartphones.
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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.
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A single AI can never make everyone happy, which is fundamentally threatening to the Aggregator business model; the solution is personalized AI
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More on Bing, particularly the Sydney personality undergirding it: interacting with Sydney has made me completely rethink what conversational AI is important for.
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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.
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An Interview with Anduril Co-Founder and CEO Brian Schimpf About Paradigm Shifts
An interview with Anduril co-founder Brian Schimpf about the Lattice SDK, competing for the Collaborative Combat Aircraft Program, and building AI with Palantir.
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Nvidia at CES, Cosmos and Omniverse, Digits
Nvidia’s keynote at CES demonstrated how it is becoming the transformer company.
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Rapidus, The End of Economic Rationality, AI Disruption
Rapidus, Japan’s new foundry on the leading edge, doesn’t make economic sense; it is one of many examples in that regard, as the world enters a new age of uncertainty and AI.
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Google Announces Veo 2, The Empire Strikes Back, Free ChatGPT Search
Google Veo 2 is the next blow-your-mind moment in generative AI, and represents Google maximizing its strengths; OpenAI, though, is steadily working on disrupting Search.
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The Anduril Lattice SDK, Understanding Lattice, Anduril + Palantir
Anduril announced the Lattice SDK, which isn’t as exciting as a new weapon, but is in fact much more important for the future of the U.S. military
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An Interview with Gregory Allen About the State of China Chip Export Controls
An interview with Gregory Allen about the Biden administrations latest wave of China chip export controls, including what went wrong previously, and why the U.S. needs to accept it already declared silicon war.
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ChatGPT Pro, o1 Pro, Sora
OpenAI is now offering ChatGPT Pro for $200/month, along with the full release of its o1 model. It also released Sora, its video generation model. The usefulness will depend on the individual.
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Intel’s Death and Potential Revival
Intel died when mobile cost it its software differentiation; if the U.S. wants a domestic foundry, then it ought to leverage the need for AI chips to make an independent Intel foundry viable.
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An Interview with Tae Kim about Jensen Huang and The Nvidia Way
An interview with Tae Kim about his new book, The Nvidia Way, and how Jensen Huang built Nvidia to continuously invent the future.
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AWS re:Invent, Nova and Model Choice, AI as Commodity
AWS’ re:Invent keynote was predicated on the idea that AI becomes a commodity, not something eternally special.