AI

Study of AI

According to Elon, Microsoft owns OpenAI and it can cut off OpenAi at any time

  • 12/15/2024 – I need to use Grok soon

(1) Elon Musk on X: “And Grok 3 will be a major leap forward” / X

(1) Brian Roemmele on X: “Spectacular news! Grok by https://t.co/KthS0SlWM4 is now besting “OpenAI” across the board in a typical metric. Congratulations to the entire team, the best in the industry. An amazing acceleration, literally months against years. What’s ahead is stunning. https://t.co/rR8GMxk1pQ” / X

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Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week they are joined by Satya Nadella, CEO of Microsoft, to discuss becoming Microsoft’s CEO, Advice for CEO’s, Microsoft’s Investment in OpenAI, Legacy Search, Ten Blue Links, Consumer and Enterprise AI, The Future of AI Agents, Infinite Memory, CoPilot, Microsoft’s Capital Expenditure, Open AI’s future, AI safety & more. Enjoy another episode of BG2.

Timestamps:

  1. (00:00) Intro
  2. (01:31) Becoming Microsoft CEO
  3. (06:42) Satya’s Memo to CEO Committee 
  4. (10:42) Satya’s Advantage as a CEO
  5. (11:34) Advice for CEOs
  6. (15:01) Microsoft’s Investment in OpenAI
  7. (19:42) AI Arms Race
  8. (23:55) Legacy Search and Consumer AI
  9. (28:07) The Future of AI Agents
  10. (38:32) Near-Infinite Memory
  11. (39:47) Copilot Approach to AI Adoption
  12. (50:26) Leveraging AI within Microsoft
  13. (56:03) CapX
  14. (01:00:20) The Cost of Model Scaling and Inference
  15. (01:15:15) Open AI Conversion to Profit
  16. (01:18:05) Next Steps for OpenAI
  17. (01:19:43) Open vs. Closed and Safe AI

$PLTR CEO Dr. Alex Karp at the Reagan National Defense Forum “America is in the very beginning of a revolution that we own- the AI revolution. We own it. It should basically be called the “US AI revolution.” “Every single relevant company in the world, is in this country. The second tier of those companies are in this country. The JV of these companies are in this country. “There is no other place to do technology really at scale besides America. Europe has basically decided to regulate its basically anemic and nonexistent tech scene out of production. All of those people want to come to America. The American tech community is booming” “A lot of these LLMs incorrectly applied, are basically just science projects. If you have the right layer to implement them, you can transform your business in days. “It’s not happening anywhere else. It’s not happening in Europe. Who wants to build a company in China or Russia? It’s happening right here.

(1) Elon Musk on X: “Based” / X

(1) Katherine Boyle on X: “Best two minutes you’ll watch all weekend. https://t.co/nquGdeBDvr” / X

12 Days of OpenAI | OpenAI

OpenAI inks deal to upgrade Anduril’s anti-drone tech | TechCrunch

12 Days of OpenAI Day 2 LIVE: o1 full is here and every new ChatGPT AI announcement as it happens | Tom’s Guide

Sam Altman’s journey from Silicon Valley innovator to the mastermind behind ChatGPT is as fascinating as the AI itself. Explore how OpenAI evolved, the challenges of AGI development, and why this could redefine our relationship with technology forever.

Sam Altman: AI is a ‘scientific achievement of humanity’ that will be embedded in everything | Watch

Trump Plans to Appoint Musk Confidant David Sacks as AI, Crypto Czar – WSJ Tech investor was one of the most outspoken supporters of Trump in Silicon Valley

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(1) Trump War Room on X: “🚨 President Trump announces that @DavidSacks will be the “White House A.I. and Crypto Czar” https://t.co/9816f7OQ5t” / X

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Summary : Brad Gerstner, shares his views on AI and its exponential growth. He emphasizes that AI allows us to extract knowledge from information and make better decisions. The host mentions that Gerstner has made building his portfolio central to AI and mentions companies like NVIDIA, Meta, Microsoft, and Snowflake that express their belief in AI’s potential. Gerstner agrees and states that it’s an evolution rather than a revolution. He explains that the goal has always been to help people discover information and get better answers. He highlights the acceleration in AI development, including OpenAI’s ChatGPT models. Gerstner mentions rearchitecting their portfolio in anticipation of the AI revolution and the value creation and destruction that comes with it. He brings up the example of platform disruptions in the past, such as the web and mobile/cloud, and suggests that Alphabet (Google’s parent company) may need to reassess its portfolio around tech and AI. He explains the shift from static web pages to a conversational approach, where users can ask questions and receive answers directly. Overall, the conversation explores the transformative potential of AI and its impact on various industries and investment strategies.

Speaking at the New York Times’ DealBook Summit in New York City on Wednesday, Altman said the tech industry will see the first examples of artificial general intelligence in 2025, and it will use different tools to complete it, the report added.

At first, the introduction of AGI — or “superintelligence” as some define it — will have minimal effect, said Altman. Eventually, it will “be more intense than people think,” Altman said, adding that with every major technological development, there has been significant job displacement.

Artificial general intelligence is the ability in which an AI system can perform a complicated task.

Dell Technologies (DELL) stock sank as much as 12% early Wednesday after the company took a cautious approach to its forecast for investors while warning that AI growth “will not be linear.”

“AI is a robust opportunity … and interest in our portfolio is [at] an all-time high with no signs of slowing down,” Dell COO Jeffrey Clarke said during a call with investors Tuesday night. “That said, this business will not be linear, especially as customers navigate an underlying silicon road map that is changing.”

Dell’s AI server revenues fell 9% in the third quarter from the prior period.

On top of a broader slump in the market for personal computers, that nonlinear growth in the AI space contributed to Dell’s lower full-year outlook for its fiscal year 2025 ending in February.

On the call, Clarke mostly cited a slower-than-expected recovery in the PC market when asked about Dell’s lower guidance, but he also pointed to customers’ shifting trends toward the newest AI chips. Clarke said Dell’s consumers are looking to use Nvidia’s (NVDA) latest Blackwell AI chips in Dell’s servers and those chips have faced some delays. Last week, Nvidia said “production is in full steam” for these chips.

“We saw in Q3 a shift and a pretty rapid shift of the orders moving towards our Blackwell design,” said Clarke, noting that orders for its servers with the Blackwell design make up “a significant portion” of its backlog.

TD Cowen analyst Krish Sankar noted that Dell’s fall in AI server revenue in the most recent quarter was “mostly due to the well-understood Blackwell pushouts.”

Sankar added that Dell’s rising backlog and orders of AI servers worth an estimated $8 billion for the third quarter “are a better representation of actual demand,” noting Dell’s AI pipeline “now stands slightly below $20B.”

Dell CEO Michael Dell said on Nov. 17 that the company had officially shipped its first PowerEdge server using Nvidia’s Blackwell AI chips.

Ives: This tech market will be on fire as the AI revolution hits its next phase. (CNBC)

He thinks Nasdaq will be 2500 in year 2025

(1) Shay Boloor on X: “The first stage of the AI revolution was dominated by hardware, server, and compute companies — those that laid the critical infrastructure essential for AI’s rapid ascent [ $NVDA, $TSM, $ASML, $AVGO, $MSFT, $AMZN, $GOOGL, etc. ]. The Q3 earnings cycle confirmed that the AI https://t.co/JqYdOwkWsB” / X

The first stage of the AI revolution was dominated by hardware, server, and compute companies — those that laid the critical infrastructure essential for AI’s rapid ascent [ $NVDA, $TSM, $ASML, $AVGO, $MSFT, $AMZN, $GOOGL, etc. ]. The Q3 earnings cycle confirmed that the AI revolution is now entering its second stage, where the focus shifts from infrastructure to applications — the application layer is where intelligence moves from concept to execution. What makes the application layer so explosive is its ability to scale rapidly with minimal marginal costs. Unlike hardware, which requires physical production and distribution, software can be deployed instantly and iteratively. The shift to Stage 2 is where the true economic value of AI is unlocked. Hardware may have built the foundation, but the software application layer is where the winners will deliver outsized returns to shareholders by embedding intelligence into every aspect of modern life. I believe that $PLTR, $SNOW, $CRWD, $NET & $MDB will be the biggest winners of this second stage.

the trade of 2025 – AI software companies