AI - Interconnected (Page 2)

China May Stay Permanently Behind the US in Generative AI

It was a crazy busy week in the world of generative AI. OpenAI DevDay and GPT-4 turbo, GitHub Universe and Copilot, Hu.ma.ne and the AI pin, Kaifu Lee’s 01.ai becoming a unicorn, Elon’s x.ai releasing Grok – the floodgate

Topics: AI• Open Source• Regulation•

($) AI Executive Order: Likes and Dislikes

Topics: Cloud Industry• Google Cloud Platform• AI•

How to Understand Google's Gemini Delay

The top three major cloud providers – AWS, Azure, Google Cloud – all reported their quarterly results last week. The market’s reaction was a striking divergence between rewarding Azure and AWS either their re-accelerating (Azure’s 28% year-on-year rate) or stabilizing growth (AWS’s 12%

Topics: AI• Cloud Industry•

($) Second Order Effects of the Expanded US AI Chips Ban

Topics: Open Source• Regulation• AI•

🏛️Washington is Using China to Destroy Open Source

The word “China” has been used as the boogeyman for a lot of tech policy initiatives in Washington DC – some smart, some dumb. The dumbest one yet is the latest push to restrict and regulate open source – the one remaining norm of openness, transparency,

Topics: Cloud Industry• Regulation• AI•

🏦AI Is Turning Clouds Into Banks

Louise Matsakis of Semafor reported an important scoop this week: the White House’s upcoming executive order on AI may require cloud computing platforms to share customer information with regulators. If this scoop turns out to be true, this EO will basically implement a

Topics: AI• China•

🔊Capital Allocators China - Generative AI Panel

Last week, I was invited to do a panel discussion with members of Capital Allocators China on notable trends in generative AI between the US and China. This is the China chapter of Ted Seides’s Capital Allocators community, so the audience is mostly

Topics: AI• Public Market•

🟡 Generative AI Heading For (Short Term) Disappointment

The generative AI wave may have taken off with ChatGPT last November, but the first ripple started in June 2020 with the release of GPT-3. Back then, the model’s performance already made quite a stir, especially within the programming and engineering community. Tweets

Topics: AI• Regulation•

🤖EU, China, US: Three Different Attitudes Toward AI Regulation

One interesting aspect of the fast-evolving landscape of generative AI is the global consensus on the need to regulate it. This was not the case at the dawn of the Internet or the early days of mobile social media. Perhaps precisely because regulators regretted

Topics: Open Source• Facebook• AI•

Meta Wants to Make AI “Moatless"

When Meta first released its open source foundation AI model, LLaMA, I thought it was a shrewd move to gain public trust for a social media giant with a huge trust deficit. However, the more I think about Meta’s open source AI posture

Topics: AI•

China's Underestimated AI Convening Power

Ever since Large Language Models (LLMs) became synonymous with AI, thanks to ChatGPT, the consensus is that LLMs created in China lag those from the US, and the gap will persist. For a variety of reasons – from tighter government regulations, to lack of quality

Topics: AI• Nvidia• Jensen Huang•

Jensen Huang NTU Commencement Speech 2023

Jensen Huang, two days after Nvidia's historic quarterly earnings, delivered the commencement speech at National Taiwan University – one of the elite universities in Taiwan. He shared three near-death Nvidia stories – making the wrong architecture choice when building for its first customer Sega,

Topics: Developer• AI• Open Source•

AI Will Create More Developers, Not Less

Last week, I started using a new brokerage service for my investments. It is one of those brokerages that can help produce an audited track record, access to more international exchanges, and other bells and whistles designed for the “pros”. Yet, the UI and

Topics: Meta• Open Source• AI•

Is Meta Becoming a Trustworthy AI Company?

Among all the Big Tech companies who are planting flags in the red hot generative AI arms race, I think the most trustworthy one may actually be Meta. Yep, Zuck’s Meta. I say this because its recently released large language model (LLM), LLaMA

Topics: AI• Baidu• Cloud Industry•

Will ChatGPT Make Baidu Relevant Again?

ChatGPT has set off an AI arms race – and this arms race is global. Even though the seemingly ubiquitous chatbot is blocked in China, Baidu is set to release its own ChatGPT-like bot in March. Most of the reporting so far, in both English

Topics: GPT• AI•

ChatGPT and the Future of Domain Expertise

(Disclosure: this post is *not* written by AI.) With DALL·E, ChatGPT, and the overall hype around “generative AI”, every newsletter post on the Internet should probably start disclosing whether it is written by AI or not. I figured I might as well start

Topics: AI• Regulation• China•

So Which Algorithms Do the Chinese Regulators Have?

Back in January, [http://www.cac.gov.cn/2022-01/04/c_1642894606364259.htm] the Cyberspace Administration of China (CAC), in coordination with several other regulatory bodies, enshrined a new policy to regulate how algorithms are used in Chinese Internet companies. Seven months later, the

Topics: AI• Azure• Huawei•

September 27, 2020: Facebook, OpenAI & Microsoft, Germany, Apple, Huawei

This issue covers the period between September 21 - 27, 2020 with six news stories – three from English language sources, three from Chinese language sources. Disclaimer: all translated article titles are done by me, not official translations from the media outlets. Before you go

Topics: AI• Azure• Meta•

GPT-3: An Abstraction of Time vs Money

Hype or not, GPT-3, OpenAI’s newest natural language AI model, has been percolating in the back of my mind ever since it was announced two months ago [https://openai.com/blog/openai-api/]. This post will be some open musing of what I think