Podcast On the Business of Semiconductors, The Circuit

The Circuit

Podcast On the Business of Semiconductors

A Podcast On the Business of Semiconductors. With Jay Goldberg and Ben Bajarin

Equity Bottom-Up

<ul><li>The new transformer model requires significant amount of inference and multilevel reasoning</li><li>The demand for inference compute is skyrocketing, surpassing current silicon architecture capabilities</li><li>OpenAI's new model showcases the future potential of AI, but also highlights the gap in semiconductor architectures and computing infrastructure</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

The new transformer model requires significant amount of inference and multilevel reasoningThe demand for inference compute is skyrocketing, surpassing current silicon architecture capabilitiesOpenAI's new model showcases the future potential of AI, but also highlights the gap in semiconductor architectures and computing infrastructureThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Episode 85: OpenAI leaves AI Silicon in the Dust

White Brook Capital’s Thoughts and Views, White Brook Capital

White Brook Capital

White Brook Capital’s Thoughts and Views

White Brook Capital LLC is a socially responsible, investment advisory firm founded in 2016, based in Chicago. The Company invests separately managed accounts and manages the White Brook Capital Partners fund for qualified investors

<ul><li>Last night Bloomberg’s Mark Gurman reported that in exchange for OpenAI’s position in MacOS, IOS, and iPadOS, Apple would pay OpenAI nothing. </li><li>To level set, earlier this week, Apple unveiled their implementation of artificial intelligence, branded “Apple Intelligence”.</li><li>Apple Intelligence separates itself from Google’s Gemini and OpenAI’s ChatGPT by identifying and addressing user queries that contain personal information, but for capabilities it isn’t capable of performing, asking for user permission, and outsourcing the request to OpenAI’s ChatGPT, anonymously. </li></ul>

Last night Bloomberg’s Mark Gurman reported that in exchange for OpenAI’s position in MacOS, IOS, and iPadOS, Apple would pay OpenAI nothing. To level set, earlier this week, Apple unveiled their implementation of artificial intelligence, branded “Apple Intelligence”.Apple Intelligence separates itself from Google’s Gemini and OpenAI’s ChatGPT by identifying and addressing user queries that contain personal information, but for capabilities it isn’t capable of performing, asking for user permission, and outsourcing the request to OpenAI’s ChatGPT, anonymously. 

Chat GPT Makes as Foolhardy a Bet as Apple does a Genius One

Equity Long-Short, Semiconductors, Fabricated Knowledge

Douglas O'Laughlin

Equity Long-Short, Semiconductors

Fabricated Knowledge

Learn more about the world's most important manufactured product. Meaningful insight, timely analysis, and an occasional investment idea.

<ul>
<li>"It is so much cheaper to do simulations than real experiments, so much more flexible in testing...we can even do things which cannot be done in any lab… So it’s inevitable this trend will continue for some time." - Richard Hamming, <a href="https://www.amazon.com/Art-Doing-Science-Engineering-Learning/dp/1732265178" target="_blank" rel="noopener">The Art of Doing Science and Engineering</a>.</li>
<li>Richard Hamming said this to the President of Bell Labs in the 1950s. And I think this insight rings more accurate than ever. Simulations of reality are much more flexible and cheaper than observing and interacting with reality.</li>
<li>I will assert that LLMs and “AI” are effectively the logical conclusion of this trend. A large language model is trained on the largest amount of data possible, often the entire crawlable Internet<a href="https://kili-technology.com/large-language-models-llms/9-open-sourced-datasets-for-training-large-language-models" target="_blank" rel="noopener">, all the books ever written, and so much more</a>.</li>
</ul>


"It is so much cheaper to do simulations than real experiments, so much more flexible in testing...we can even do things which cannot be done in any lab… So it’s inevitable this trend will continue for some time." - Richard Hamming, The Art of Doing Science and Engineering.
Richard Hamming said this to the President of Bell Labs in the 1950s. And I think this insight rings more accurate than ever. Simulations of reality are much more flexible and cheaper than observing and interacting with reality.
I will assert that LLMs and “AI” are effectively the logical conclusion of this trend. A large language model is trained on the largest amount of data possible, often the entire crawlable Internet, all the books ever written, and so much more.


<ul><li>OpenAI was founded in 2015 by investors, including Elon Musk, Reid Hoffman, Peter Thiel, AWS, and YC Research.</li><li>The goal was to pursue Artificial General Intelligence (AGI) safely for the benefit of humanity.</li><li>There was an initial pledge of $1 billion, but the money that came in was $100 million from Elon Musk and $30 million from Open Philanthropy.</li></ul>

OpenAI was founded in 2015 by investors, including Elon Musk, Reid Hoffman, Peter Thiel, AWS, and YC Research.The goal was to pursue Artificial General Intelligence (AGI) safely for the benefit of humanity.There was an initial pledge of $1 billion, but the money that came in was $100 million from Elon Musk and $30 million from Open Philanthropy.

Podcast of business and financial stories, Behind the Money

Behind the Money

Podcast of business and financial stories

From hostile takeovers to C-suite intrigue, Behind the Money takes you inside the business and financial stories of the moment with reporting from Financial Times journalists around the world.

<ul><li>OpenAI, founded in 2015 as a nonprofit research lab, has transitioned into a for-profit entity with ambitious goals of creating artificial general intelligence to benefit humanity.</li><li>The company's CEO, Sam Altman, is focused on solving the problem of super intelligence and has plans to set up his own semiconductor manufacturing pipeline and extend human lifespan.</li><li>OpenAI's business model now involves catering to enterprise customers to generate revenue, and they face challenges in balancing their grand mission with the need for significant investment.</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

OpenAI, founded in 2015 as a nonprofit research lab, has transitioned into a for-profit entity with ambitious goals of creating artificial general intelligence to benefit humanity.The company's CEO, Sam Altman, is focused on solving the problem of super intelligence and has plans to set up his own semiconductor manufacturing pipeline and extend human lifespan.OpenAI's business model now involves catering to enterprise customers to generate revenue, and they face challenges in balancing their grand mission with the need for significant investment.This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Is OpenAI’s business model sustainable?

United States

OpenAI, L.P. operates as a software company. The Company specializes in AI research and deployment that aims to ensure that artificial general intelligence benefits all of humanity. OpenAI serves customers worldwide.

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Episode 85: OpenAI leaves AI Silicon in the Dust

The Transformer model is emerging as a groundbreaking advancement in AI that demands a significant amount of inference and computational power,...

The Circuit

Chat GPT Makes as Foolhardy a Bet as Apple does a Genius One

Last night Bloomberg’s Mark Gurman reported that in exchange for OpenAI’s position in MacOS, IOS, and iPadOS, Apple would pay OpenAI nothing.

White Brook Capital

Jensen's World: Compressing Reality

Nvidia is pursuing a strategy of broadening its software distribution on one of the largest installed bases in the world.

Fabricated Knowledge

OpenAI Boardroom Battle: Safety First

When Move Fast and Break Things Fail. The AI Safety Schism within OpenAI. OpenAI was founded in 2015 by investors, including Elon Musk, Reid...

Fabricated Knowledge

Is OpenAI’s business model sustainable?

OpenAI, founded in 2015 as a nonprofit research lab, has transitioned into a for-profit entity with ambitious goals of creating artificial general...

Behind the Money

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