@MurrayHillGuy1 💯
Don’t sleep on time with the wife and kids on weekend. The key is doing stuff you actually enjoy instead of only kid crap (breweries with other parents, long brunches, showing the kid the outdoors) well and actually liking your family
Very insightful interview from a former Global Lead at $AMZN - AWS and current $GOOGL employee:
1. $NVDA's biggest advantage is not hardware but software; it’s CUDA library.
2. The expert thinks $AMZN's AWS is playing it very smart with AI and its Bedrock offering. He also sees a fair amount of enterprises that have moved their data to AWS. “Don’t discount Amazon in this arms race of generative AI”
3. The expert sees a constant cycle of having to update to newer GPUs because the newer versions will be so much better than the old ones for LLMs. $NVDA will do very well in this environment.
4. He sees Anthropic as one of the most interesting companies with a better concentration of talent than even OpenAI. “Quite literally, they have the best of the best”
This one is a real treat. An exclusive interview with former decade long $GOOGL CEO Eric Schmidt on Generative AI:
- Explains that the next scale goal is LLMs that will cost $1B to train (from $100M ones that we use today) and that we could be looking at $100B ones in the future.
- Most businesses will use open source models like LLaMa because you can tailor them to your business needs/wants, and they are more affordable.
- The biggest industry disruptions from LLMs will be in the industries that have the most amount of money and the least amount of regulation.
- Thinks US & UK is the fastest moving regarding AI; Europe & China are behind because of regulation and because the models are primarily trained on English data.
18 surprising facts I learned about climate change:
1. Temperatures are at an all-time high...
... since humans left Africa
Temperatures peaked higher ~120k years ago (humans already lived on Earth)
And the world was generally warmer ~3M ago and before
The first Friday Speedrun is out!
Read it now for a quick explainer of what matters in markets this week.
It's free and it will always be free.
Please forward and retweet for extra karmic jelly beans.
tinyurl.com/fridayspeedrun
Ukraine Update🧵 January 4th
This thread is brought to you by a veteran from the RU 10th Separate Special Purpose Brigade deployed in the Kherson region.
It would be helpful if you like and retweet this tweet.
Update on Damar:
His vitals are back to normal and they have put him to sleep to put a breathing tube down his throat. They are currently running tests.
We will provide updates as we have them.
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