Viewing profile — _sword

This is a silly article. Since MSFT took a ~49% stake in OpenAI, it records its share of OpenAI's net losses in the other income line under the equity method of accounting. MSFT is…

I was modeling configurations purpose-built for running specific models in specific workloads. I was trying to figure out how much of a gross margin drag some software companies co…

I spoke with management at a couple companies that were training models, and some of them expensed the model training in-period as R&D. That's why

I've done the modeling on this a few times and I always get to a place where inference can run at 50%+ gross margins, depending mostly on GPU depreciation and how good the host is …

Neat, more scalable intelligence for me to tell "plz fix" over my code

Sounds like meta gets the data and also anything they can scrape together about what the other labs have been doing to get better results than meta

That's why they so despise each-other; they're the same

The self dealing king Sam Altman strikes again

Even before LLMs were popularized, the shift to remote work made hiring awful in my experience. In finance roles, I had candidates who aced their tests and projects but then showed…

Could you name any products?

Makes sense and was only a matter of time considering it has essentially no revenue growth to date this year and Non-GAAP margins in the low-to-mid 30's %. With near-0% revenue gro…

Reads like a play to dilute the power of executives that departed

OpenAI is definitely planning to IPO within the next 12-18 months after it restructures into a for profit.

CEG jumping 20% on the MSFT deal means it isn’t all priced in imo. Everyone has known there are rising energy needs and had bid up CEG. Then the Three Mile Island restart news hit …

If Sam receives 7%, it seems very unlikely to come from investors. Perhaps they're diluting founders who participated in the coup to consolidate Sam + the proprietary board's power…

That’s the whole point of Forbes today

There’s some research here that the NYTimes cited in an article on the topic of TikTok deplatforming certain topics https://networkcontagion.us/wp-content/uploads/A-Tik-Tok-ing...

I thought wind at first because it's been stormy lately

That was eerie! I felt my apartment building start to rock and sway as the walls were creaking. Not something I’m used to as a NY native, and not something I loved to experience 20…

At virtually all banks, equities analysts are banned from trading in their coverage. Banned as in, if you, your spouse, your dependents, etc. have an interest you didn't proactivel…

I took undergrad quantum physics with Prof Greene and it was a great time. I definitely could have chosen a better professor for the math, but the theory and his banter was fun.

The tech could be really cool if e.g. classifiers could be represented within the probability space modeled on their hardware. However their shaman-speak isn't confidence inducing.…

At this point I wonder how much of the GPT-4 advantage has been OpenAI's pre-training data advantage vs. fundamental advancements in theory or engineering. Has OpenAI mastered deep…