ChatGPT
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Deep Research is an AGI product for certain narrow domains; it’s ability to find anything on the Internet will make secret knowledge all the more valuable.
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OpenAI’s developer keynote was exciting, both because AI was exciting, and because OpenAI has the potential to be a meaningful consumer tech company.
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It’s possible that large language models are more like the human brain than we thought, given that it is about prediction; that is why ChatGPT needs its own computer in the form of plug-ins.
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The U.K. Demands Back Door From Apple, Elon Musk’s OpenAI Bid
The U.K. demands Apple build a back door into its products; Apple is more likely to leave the country. Then, Musk messes with OpenAI.
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Deep Research and Knowledge Value
Deep Research is an AGI product for certain narrow domains; it’s ability to find anything on the Internet will make secret knowledge all the more valuable.
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Apple Earnings, OpenAI Deep Research, The Unbundling of Substantiation
I give my analysis of Apple’s Earnings, and then OpenAI Deep Research does the same, demonstrating the unbundling of substantiation from creation.
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The OpenAI Critique, Comparative Advantage and Infrastructure, Aggregation Theory and Cheap AI
Further grappling with DeepSeek implications, including the lack of focus in U.S. tech companies, the problem with comparative advantage, and the possibility of zero marginal cost AI.
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DeepSeek FAQ
DeepSeek has completely upended people’s expectations for AI and competition with China. What is it, and why does it matter?
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Stargate, The End of Microsoft and OpenAI
OpenAI’s Stargate announcement and revised deal with Microsoft mark the end of the relevant portion of their partnership.
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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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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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An Interview with Understanding AI Author Timothy B. Lee
An interview with Timothy Lee about Understanding AI, including the current state of AI, the limitations of LLMs, and who is going to win in self-driving cars.
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Microsoft Earnings; Microsoft and OpenAI, Again; GitHub Copilot Adds Gemini and Claude
Microsoft’s latest earnings call is the clearest indication yet that the relationship between Microsoft and OpenAI is at best misaligned, and at worst on life support.