Topic
OpenAI
A collection of 27 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
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
Constrained Energy Supply Sets Limits on Thirst of GenAI Datacenters
Reviewing Some Stuff I Couldn’t Think About
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
Treading Carefully on Oracle's AI-Inspired Growth Narrative
Energy: Tech Constraint or Accelerant?
The technology industry is insular and self-absorbed. Its denizens and principal players often see themselves as singularly important, the ever-shining sun around which all other businesses and industries revolve.
One could argue that there’s some justification for the tech industry’s bumptiousness. The Magnificent Seven have dominated stock-market gains