ds-42.bsky.social
@ds-42.bsky.social
Both O1 and O1 Pro seem to be less capable than O1-Preview. Either OpenAI has really hit the wall or they are not releasing the good stuff.
December 7, 2024 at 7:29 PM
How does this affect OpenAI and its $150B valuation?

How does this impact Nvidia chip sales as you don't need a lot of compute for inference?

Are US chip export controls having any impact in slowing China's AI progress?
November 28, 2024 at 11:21 PM
(3/3)

- Own AI data-centers, unlike OpenAI & Anthropic that are receiving pushback on compute expenses from Microsoft and Amazon respectively,
- Self-driving AI lead with Waymo

I would rank Meta and AAPL next as 95% of users will just use AI that comes with apps and with OS in their devices.
November 28, 2024 at 11:07 PM
(2/3)

Google has –
- Access to consumer eyeballs to deliver AI experiences,
- DeepMind team for research to continue improving AI models,
- Access to most data via its search and YouTube,
- Chrome browser to tightly integrate AI Agents,
- AI silicon in TPUs that is 2nd best only to NVDA,
November 28, 2024 at 11:07 PM