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OpenAI

A collection of 24 issues

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

The Accelerating Drive To AI Consolidation

By its very nature – technologically complex, resource intensive, often prohibitively costly to deploy and operate at volume and scale – AI is likely to host a rapidly thinning field of vendors and relatively early market consolidation.