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The Register: ASML makes hay while suns shines, but Trump could rain on its parade

Jan 29, 2025

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Source URL: https://www.theregister.com/2025/01/29/asml_q4_2024/ Source: The Register Title: ASML makes hay while suns shines, but Trump could rain on its parade Feedly Summary: Netherlands biz riding AI boom, though China crackdown looms Dutch tech giant ASML is buoyed up by a wave of new orders during Q4 2024, and expects its business in China to return…

Hacker News: Why OpenAI’s $157B valuation misreads AI’s future (Oct 2024)

Jan 28, 2025

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Kurt Seifried

in Uncategorized

Source URL: https://foundationcapital.com/why-openais-157b-valuation-misreads-ais-future/ Source: Hacker News Title: Why OpenAI’s $157B valuation misreads AI’s future (Oct 2024) Feedly Summary: Comments AI Summary and Description: Yes Summary: The text provides a comprehensive analysis of the economic dynamics and strategic challenges in the AI industry, centered around OpenAI’s recent funding rounds and its implications for value creation in…

Simon Willison’s Weblog: The impact of competition and DeepSeek on Nvidia

Jan 27, 2025

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Kurt Seifried

in Uncategorized

Source URL: https://simonwillison.net/2025/Jan/27/deepseek-nvidia/ Source: Simon Willison’s Weblog Title: The impact of competition and DeepSeek on Nvidia Feedly Summary: The impact of competition and DeepSeek on Nvidia Long, excellent piece by Jeffrey Emanuel capturing the current state of the AI/LLM industry. The original title is “The Short Case for Nvidia Stock" – I’m using the Hacker…

Hacker News: The impact of competition and DeepSeek on Nvidia

Jan 26, 2025

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Kurt Seifried

in Uncategorized

Source URL: https://youtubetranscriptoptimizer.com/blog/05_the_short_case_for_nvda Source: Hacker News Title: The impact of competition and DeepSeek on Nvidia Feedly Summary: Comments AI Summary and Description: Yes **Summary:** The text presents a comprehensive assessment of the current state and future outlook of Nvidia in the AI hardware market, emphasizing their significant market position and potential vulnerabilities from emerging competition…

Hacker News: Schrödinger: The Nvidia biotech partner Jensen Huang told to "think bigger"

Jan 25, 2025

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Kurt Seifried

in Uncategorized

Source URL: https://hntrbrk.com/schrodinger/ Source: Hacker News Title: Schrödinger: The Nvidia biotech partner Jensen Huang told to "think bigger" Feedly Summary: Comments AI Summary and Description: Yes **Summary**: Schrödinger, a company utilizing quantum mechanics and AI for drug and material discovery, faces challenges in market valuation as it operates in both biotech and software domains. Despite…

Hacker News: OpenAI just put the final nail in the coffin of the open World Wide Web

Jan 25, 2025

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Kurt Seifried

in Uncategorized

Source URL: https://brids.bearblog.dev/openai-just-put-the-final-nail-in-the-coffin-of-the-open-world-wide-web/ Source: Hacker News Title: OpenAI just put the final nail in the coffin of the open World Wide Web Feedly Summary: Comments AI Summary and Description: Yes Summary: The text discusses the implications of OpenAI’s release of its web-browsing agent, Operator, suggesting that it may endanger the traditional open internet model by…

Cloud Blog: Using custom Org Policies to enforce the CIS benchmark for GKE

Jan 23, 2025

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Kurt Seifried

in Uncategorized

Source URL: https://cloud.google.com/blog/products/identity-security/how-to-use-custom-org-policies-to-enforce-cis-benchmark-for-gke/ Source: Cloud Blog Title: Using custom Org Policies to enforce the CIS benchmark for GKE Feedly Summary: As the adoption of container workloads increases, so does the need to establish and maintain a consistent, strong Kubernetes security posture. Failing to do so can have significant consequences for the risk posture of an…

Slashdot: Anthropic Chief Says AI Could Surpass ‘Almost All Humans At Almost Everything’ Shortly After 2027

Jan 22, 2025

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Kurt Seifried

in Uncategorized

Source URL: https://slashdot.org/story/25/01/22/2122252/anthropic-chief-says-ai-could-surpass-almost-all-humans-at-almost-everything-shortly-after-2027?utm_source=rss1.0mainlinkanon&utm_medium=feed Source: Slashdot Title: Anthropic Chief Says AI Could Surpass ‘Almost All Humans At Almost Everything’ Shortly After 2027 Feedly Summary: AI Summary and Description: Yes Summary: The text discusses the prediction by Anthropic CEO Dario Amodei that AI models could surpass human capabilities in nearly all tasks within the next few years.…

Cloud Blog: Announcing the 2025 Google for Startups Accelerator: AI First UK

Jan 22, 2025

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Kurt Seifried

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Source URL: https://cloud.google.com/blog/topics/startups/announcing-the-2025-google-for-startups-accelerator-ai-first-uk/ Source: Cloud Blog Title: Announcing the 2025 Google for Startups Accelerator: AI First UK Feedly Summary: According to the UK Department for Science, Innovation & Technology, the UK’s AI sector is rapidly expanding, with over 3,000 AI companies generating more than £10 billion in revenues, employing over 60,000 people, and contributing £5.8…

The Register: Microsoft joins CISPE, the Euro cloud crew that tried to curb its licensing

Jan 21, 2025

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Kurt Seifried

in Uncategorized

Source URL: https://www.theregister.com/2025/01/21/microsoft_joins_cispe/ Source: The Register Title: Microsoft joins CISPE, the Euro cloud crew that tried to curb its licensing Feedly Summary: From fighters to friends in six months, despite AWS voting against it Exclusive Microsoft is to become the latest member of CISPE months after negotiating a settlement with the trade association of European…

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