Topic
ChatGPT
A collection of 16 issues
And Now for A Very Different Take on the DeepSeek Cause Célèbre
A media storm raged in the wake of news that China’s DeepSeek open-source AI models were capable of equaling or surpassing the performance of OpenAI’s ChatGPT, which is decidedly not open source.
In the past few days, arguably too much has been written and said about the emergence
LNG Oversupply? With Tech’s Ascension, There’s No Such Thing as Enough Energy
A few years ago, if you flew across North America on a clear day, preferably in an aircraft, you would sometimes see natural gas flares burning below you at ground level. Natural gas often is found in proximity to oil, so while the oil was extracted and transported for processing
Taking in the Big Picture at OpenAI
It’s nearly impossible to keep up with all the announcements relating to genAI. Something new – funding, partnerships, releases of new or improved LLMs, executive hires, launches of strategic roadmaps – jumps to the front of the queue each day, to be brusquely displaced by something else, often later the same
Why Tech Employment is Not What It Used to Be
When major new technologies arise, the expectation is that prosperity will follow. What’s more, most observers reasonably assume that the wealth will be shared, not evenly – because that never happens – but at least broadly.
For the most part, these expectations and assumption were realized in past information-technology booms, including
On the Long and Costly Road from GenAI to AGI
I read this week that equity strategists are now vigorously debating the market potential of genAI. It's about time. Universal acclamation is always suspect, just as rational debate is always welcome.
As it stands, genAI is performing parlor tricks, especially on Elon Musk’s X, where Grok (from
Reviewing Some Stuff I Couldn’t Think About
Microsoft Latest Results: Missed Cloud Expectations Amid Infinite AI Horizons
I had intended to write earlier and more often this week, but as often happens, life had other ideas. My good intentions were ambushed on this occasion by an ear problem, the details of which I will elide in the interests of decorum. After all, some of you might be
Goldman Sachs' Intriguingly Ambiguous Assessment of the GenAI Market
“It is my ambition to say in ten sentences what everyone else says in a book— what everyone else does not say in a book.” – Friedrich Nietzsche
Nietzsche said some batshit-crazy stuff, particularly after he was stricken by syphilis – or was it brain cancer? Regardless of what afflicted Nietzsche, the