Viewing profile — louiereederson

While they pay a subsidy: > RWE said that it will now reinvest the sum

I'd say Bob Muglia is pretty credible

Over the period of the industrial revolution humanity gained the ability to manipulate the material world in profound ways (convert potential energy into mechanical work, etc.). My…

> Part of the problem was regulators’ decision in late May to approve 16 single-stock leveraged ETFs tracking Samsung and SK Hynix, which have been blamed for amplifying moves in i…

Commoditization of the model layer is to Azure's benefit. It would help to avoid the model layer becoming a platform that commoditizes cloud into a pure bare metal business. It als…

Well this at least raises the very interesting question of liability for an illegal action, irrespective of whether the action was undertaken by something considered sentient or a …

Letter: https://images.nvidia.com/pdf/Open-Weights-and-American-AI-L... [pdf] https://x.com/JensenHuang/status/2080643682408321103 , https://xcancel.com/JensenHuang/status/20806436…

The market is more unpredictable than it’s been in a long, long time so I hesitate to make a firm prediction but to me the odds that SpaceX will be a successful IPO over a 3-6 mont…

Anthropic's annualized run rate is >$40b according to outside reporting. AWS hit that by Q4 2019. There were still debates on public cloud vs on prem at that time, but by late 2019…

I wonder if/when the US limits market entry of Deepseek and other Chinese model vendors like they have done with Huawei

I'm wondering if companies are 'diverting' engineering resources from core products to AI products with the view that the former are legacy. Kind of two sides of the same coin thou…

Per sanguinem ad astra

https://archive.md/0Ez3C

Late last year I tried asking ChatGPT to summarize a collection of 10 researchers' views/findings on a topic and provide representative quotes. It initially looked plausible but wh…

It’s true, this distracts from the real atrocities

The extension of Full Self Destruct mode

I think as someone pointed out earlier, this is more likely about margin preservation as their gross margins are deteriorating really quickly.