basiccalendar74

mental load of driving is already reduced quite a bit (50%?) by Basic Autopilot.

they announced a cloud service NIM that hosts LLMs using Nvidia software stack.

https://developer.nvidia.com/blog/nvidia-nim-offers-optimize...

so there is a push towards a platform company, but probably not well explained in this article.

a similar blocking effect happens in Joshua Tree. Very clear skies even though LA is not far away.

Yes, it’s cable news. But US has restrictions on foreign owned news.

Even if data doesn’t leave US, we want to avoid algorithmic manipulation via TikTok feed.

Twitter board disagrees

that earnings remain same as this quarter for a few quarters (higher revenues, lower margins ofc). forward P/E is 30-40 range, typical for tech companies.

Apple has been making a bank on iPhones, with no major leap frog in 10 years. Nvidia could do that too, hard but not unimaginable.

market was definitely undervaluing at end of 2022. compare to end of 2021 or even pre-pandemic (end of 2019) and returns are quite sensible.

mostly because Meta did not develop a custom AI chip, like Google.

yes, it is.

this seems like a good but small research project by a research team in Apple. far away from what product teams are working on for next generation of apple products.

by opening up supercharging network, Tesla becomes eligible for billions of federal money. that tips the scales towards open superchargers.

this makes a lot of sense. I wonder if board's goal in firing Sam was to make everyone (govt., general public,) understand for-profit motives of Sam and most employees at this point.

Either Sam forms a new company with mass exodus of employees, or outside pressure changes structure of OpenAI towards a clear for-profit vision. In both cases, there will be no confusion going forward whether OpenAI/Sam have become a profit-chasing startup.

Chasing profits is not bad in itself, but doing it under the guise of a non-profit organization is.

if the same invention happened at a university, no one would say MIT/Stanford invented transformer. We credit the people involved. Somehow, if it happens at a company, company gets most of the credit. Even when the papers and authors are publicly available. this is different from say iPhone which probably would not be developed at a university.

if your watch time is mostly for top 3 creators, they anyway get a big chunk of 51% of subscription price.

everyone in the org can read them. One can also subscribe to other org's mailing lists.

In practice, each org has a top5 mailing list to which employees send weekly updates. Jensen samples from these mailing lists.