Tag: Strategy

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

    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: Quoting Ben Thompson

    Source URL: https://simonwillison.net/2025/Jan/28/ben-thompson/#atom-everything Source: Simon Willison’s Weblog Title: Quoting Ben Thompson Feedly Summary: H100s were prohibited by the chip ban, but not H800s. Everyone assumed that training leading edge models required more interchip memory bandwidth, but that is exactly what DeepSeek optimized both their model structure and infrastructure around. Again, just to emphasize this point,…

  • Slashdot: Nvidia Dismisses China AI Threat, Says DeepSeek Still Needs Its Chips

    Source URL: https://slashdot.org/story/25/01/27/1935207/nvidia-dismisses-china-ai-threat-says-deepseek-still-needs-its-chips?utm_source=rss1.0mainlinkanon&utm_medium=feed Source: Slashdot Title: Nvidia Dismisses China AI Threat, Says DeepSeek Still Needs Its Chips Feedly Summary: AI Summary and Description: Yes Summary: The text discusses Nvidia’s response to concerns raised by the emergence of the Chinese AI startup DeepSeek and its potential implications for the global AI landscape. Nvidia emphasizes the continued…

  • Cloud Blog: Cloud migrations made easy: a guide to migrating from AWS to Google Cloud

    Source URL: https://cloud.google.com/blog/products/infrastructure-modernization/aws-to-google-cloud-migration-guides/ Source: Cloud Blog Title: Cloud migrations made easy: a guide to migrating from AWS to Google Cloud Feedly Summary: More and more customers deploy their workloads on Google Cloud. But what if your workloads are sitting in another cloud? Planning, designing, and implementing a migration of your workloads, data, and processes is…

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

    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

    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…

  • The Register: Stargate, smargate. We’re spending $60B+ on AI this year, Meta’s Zuckerberg boasts

    Source URL: https://www.theregister.com/2025/01/24/meta_ai_spending/ Source: The Register Title: Stargate, smargate. We’re spending $60B+ on AI this year, Meta’s Zuckerberg boasts Feedly Summary: Can’t keep the drama Llama out of this race Meta CEO Mark Zuckerberg revealed plans on Friday to blow through as much as $60 to 65 billion in 2025 on plenty more AI resources…