https://vintagedata.org/blog/posts/model-is-the-product The Model is the ProductAlexander Doria“There were a lot of speculation over the past years about what the next cycle of AI development could be. Agents? Reasoners? Actual multimodality?
What I Read: Nvidia, GPU gold rush
https://blog.johnluttig.com/p/nvidia-envy-understanding-the-gpu Nvidia Envy: understanding the GPU gold rushJohn LuttigNov 10, 2023 “In 2023, thousands of companies and countries begged Nvidia to purchase more GPUs. Can the exponential demand endure?”
What I Read: AI’s $200B Question
Follow the GPUs Perspective AI’s $200B QuestionBy David CahnPublished September 20, 2023 “GPU capacity is getting overbuilt. Long-term, this is good. Short-term, things could get messy.”