AI: Weekly Summary

Welcome to the Saturday weekly AI summary here on ‘AI: Reset to Zero’. 

1. Anthropic & Infection’s new Models go up against OpenAI & Google: Both Anthropic with Claude 3, and Inflection with Pi 2.5 announced new LLM AI model generations, designed to go up against the latest offerings from the leading competitors, OpenAI and Google. With benchmarks and evals showing positive results against the latest GPT 4 by OpenAI, and Google Ultra. The offerings include multi-modal features, and larger token windows. Inflection is also ramping up efforts on the smart agent feature front. Expect more along these lines from these & other LLM AI players like Mistral and others. The newer companies are continuing the innovation ramps by the market leaders OpenAI and Google. 

   

2. OpenAI responds to Elon Musk lawsuit: OpenAI rolled out a robust response to Elon Musk’s governance lawsuits against the company, complete with email ‘receipts’. Highlights how this drama, motivated by both business and personal imperatives, will continue to be a media focus this year, partly driven by the key actors, similar to the Musk/Zuck cage fight was last year. 

3. Chatbot monetization the next race: The big LLM AI providers are ramping up monetization of Chatbots beyond subscriptions, turning to AI powered Ad tools and marketing strategies. This supplements the bundling/unbundling strategies that Microsoft is using with AI Copilot. Expect Meta in particular to accelerate efforts here as well, going beyond Chatbots to Smart Agents and other forms of AI applications and services. Deeper take here.

   

4. Nvidia leads market performance with better valuations: Nvidia continues to dominate the Ai chip markets for both training and inference, despite meaningful ramps by competitors like AMD, Intel, Qualcomm and others joining the fray. Public markets continue to reward Nvidia in stock market performance. This time though, above trend margins and earnings are making the valuation picture more tempered despite the stock outperformance. 

   

5. US Utilities the next supply bottleneck for AI data center infrastructure: The The Washington Post outlines the bottlenecks and challenges of upgrading the US power grids to meet the accelerated demands of the trillion + dollar AI data center infrastructure wave. This complements OpenAI’s Sam Altman focusing on the grid as well as AI chip fabrication alternatives in his recent $7 trillion infrastructure outlays plans. Sam Altman and Microsoft keenly focused on this need, with their Helion Fusion nuclear efforts. More detailed look at that here and here.

 Other AI Readings for weekend:

1. US-China tech ‘threading the needle’ competition continues to accelerate, with both countries taking moves to insulate their economies from ‘foreign’ tech. 

   

2. More on the ‘Edge Cases’ parallels between the decades plus AI self-driving car efforts, and the current AI quest towards AGI and ‘Super-Intelligence’.

   

Thanks for joining this Saturday with your beverage of choice. 

Up next, the Sunday ‘The Bigger Picture’ tomorrow. Stay tuned. 

(NOTE: The discussions here are for information purposes only, and not meant as investment advice at any time. Thanks for joining us here)