_sword

7 ms·

1.
by _sword 11mo ago
This is a silly article. Since MSFT took a ~49% stake in OpenAI, it records its share of OpenAI's net losses in the other income line under the equity method of accounting. MSFT is offsetting its taxable income based on a prior investm
2.
by _sword 1y ago
I was modeling configurations purpose-built for running specific models in specific workloads. I was trying to figure out how much of a gross margin drag some software companies could have if they hosted their own models and served them up
3.
by _sword 1y ago
I spoke with management at a couple companies that were training models, and some of them expensed the model training in-period as R&D. That's why
4.
by _sword 1y ago
I've done the modeling on this a few times and I always get to a place where inference can run at 50%+ gross margins, depending mostly on GPU depreciation and how good the host is at optimizing utilization. The challenge for the margin
5.
by _sword 1y ago
Neat, more scalable intelligence for me to tell "plz fix" over my code
6.
by _sword 1y ago
Sounds like meta gets the data and also anything they can scrape together about what the other labs have been doing to get better results than meta
7.
by _sword 1y ago
That's why they so despise each-other; they're the same
8.
by _sword 1y ago
The self dealing king Sam Altman strikes again
9.
by _sword 2y ago
Even before LLMs were popularized, the shift to remote work made hiring awful in my experience. In finance roles, I had candidates who aced their tests and projects but then showed up to the job unable to competently use excel or write co
10.
by _sword 2y ago
Could you name any products?
11.
Google's Willow Breakthrough(haveanidea.substack.com)
1 points by _sword 2y ago|0 comments
12.
by _sword 2y ago
Makes sense and was only a matter of time considering it has essentially no revenue growth to date this year and Non-GAAP margins in the low-to-mid 30's %. With near-0% revenue growth, investors will expect a SaaS company to post 40%+
13.
by _sword 2y ago
Reads like a play to dilute the power of executives that departed
14.
by _sword 2y ago
OpenAI is definitely planning to IPO within the next 12-18 months after it restructures into a for profit.
15.
by _sword 2y ago
CEG jumping 20% on the MSFT deal means it isn’t all priced in imo. Everyone has known there are rising energy needs and had bid up CEG. Then the Three Mile Island restart news hit and apparently it wasn’t already priced in
16.
Who else has equity at OpenAI?
1 points by _sword 2y ago|0 comments
17.
by _sword 2y ago
That’s the whole point of Forbes today
18.
by _sword 2y ago
There’s some research here that the NYTimes cited in an article on the topic of TikTok deplatforming certain topics https://networkcontagion.us/wp-content/uploads/A-Tik-Tok-ing...
19.
by _sword 2y ago
I thought wind at first because it's been stormy lately
20.
by _sword 2y ago
That was eerie! I felt my apartment building start to rock and sway as the walls were creaking. Not something I’m used to as a NY native, and not something I loved to experience 20+ floors above the ground.
21.
by _sword 2y ago
At virtually all banks, equities analysts are banned from trading in their coverage. Banned as in, if you, your spouse, your dependents, etc. have an interest you didn't proactively disclose and dispense with you're fired on the s
22.
by _sword 2y ago
I took undergrad quantum physics with Prof Greene and it was a great time. I definitely could have chosen a better professor for the math, but the theory and his banter was fun.
23.
by _sword 3y ago
The tech could be really cool if e.g. classifiers could be represented within the probability space modeled on their hardware. However their shaman-speak isn't confidence inducing.
24.
by _sword 3y ago
At this point I wonder how much of the GPT-4 advantage has been OpenAI's pre-training data advantage vs. fundamental advancements in theory or engineering. Has OpenAI mastered deep nuances others are missing? Or is their data set large
25.
by _sword 3y ago
The White House doesn’t differentiate! If you’re foreign and training bigger models on US cloud infra, you’re reported https://www.whitehouse.gov/briefing-room/statements-releases...
26.
by _sword 3y ago
The White House’s AI regulatory order requires big cloud providers to monitor for and report foreign clients (ie Chinese) for using their services to train AI fyi. Monitoring for malicious activity isn’t nearly as invasive as what the gover
27.
by _sword 3y ago
Like a Windows-focused copy of the the Self Operating Computer Framework. There's clearly something here with this approach if it's popping up in multiple open source frameworks
28.
by _sword 3y ago
I wonder if he's pitching fusion power and AI to the middle east as a post-peak oil hedge for their economies
29.
by _sword 3y ago
He's probably trying to build out a vertically integrated AI conglomerate spanning power, chip fabs, software, etc. And he's great at marketing in the meantime
30.
by _sword 3y ago
Is this because of actual energy needs? Or because Sam is trying to drive investments into the fusion energy company he's backing?

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