moat

Claude now has web search but it’s only

available now in feature preview for all paid Claude users in the United States. Support for users on our free plan and more countries is coming soon.

The Short Case for Nvidia Stock, a 60min read, but, also a very good overview of the current state of ai, including cerebras + deepseek.

Why everyone in AI is freaking out about DeepSeek

The open-source availability of DeepSeek-R1, its high performance, and the fact that it seemingly “came out of nowhere” to challenge the former leader of generative AI, has sent shockwaves throughout Silicon Valley and far beyond

Elon Musk wanted an OpenAI for-profit

in 2017, Elon not only wanted, but actually created, a for-profit as OpenAI’s proposed new structure. When he didn’t get majority equity and full control, he walked away and told us we would fail.

OpenAI and others seek new path to smarter AI as current methods hit limitations

Ilya Sutskever, co-founder of AI labs Safe Superintelligence (SSI) and OpenAI, told Reuters recently that results from scaling up pre-training - the phase of training an AI model that use s a vast amount of unlabeled data to understand language patterns and structures - have plateaued.

Then from Yann LeCun:

I don’t wanna say “I told you so”, but I told you so.

Also, from Gary Marcus;

Yann LeCun is absolute conniving thief

OpenAI to remove non-profit control and give Sam Altman equity

The OpenAI non-profit will continue to exist and own a minority stake in the for-profit company

Mira Murati, the CTO of OpenAI steps down.

An open letter to European policymakers requesting improvement to AI regulations in the region.

The EU’s ability to compete with the rest of the world on AI and reap the benefits of open-source models rests on its single market and shared regulatory rulebook.

Zuck & Yann LeCun included as signatories.

Stability AI holds on, appointing a new CEO.

Nvidia passes Microsoft in market cap to become most valuable public company though days later $646 billion wiped from Nvidia in biggest ever company loss in history of the world.

xAI gets a Series B funding round of $6 billion

Yann LeCun says LLM’s won’t achieve AGI.

Scarlett Johansson issues a statement on OpenAI and OpenAI posts about How the voices for ChatGPT were chosen.

Doomers have lost the AI fight

When Ilya Sutskever left OpenAI this week, the firm lost its last influential leader known to question CEO Sam Altman’s push to deploy AI fast.

Stability AI discusses sale

In the first quarter of 2024, Stability AI generated less than $5 million in revenue and lost more than $30 million, the report said, adding that the company currently owes close to $100 million in outstanding bills to cloud computing providers and others.

Sam Altman on Ilya leaving OpenAI

OpenAI considers allowing users to create AI-generated pornography

We want to ensure that people have maximum control to the extent that it doesn’t violate the law or other people’s rights, but enabling deepfakes is out of the question, period

Mark Zuckerberg - Llama 3, $10B Models, Caesar Augustus, & 1 GW Datacenters - fascinating interview - the least robot-like I’ve ever seen Zuck, he’s getting that billion-dollar media training. Highlights include:

• They got the edge in GPU race because in 2022 they realised they were short on GPUs for training their Reels recommendation system, so purchased double what they needed.
• They foresee the bottleneck being energy production (not chips) both in the (regulatory) time and tech required to produce enough energy to power the chips
• They have their own chips now, so they can lessen their reliance on more expensive Nvidia chips - they wont train llama4 with their own silicon but might train llama5

Amazon pours additional $2.75bn into AI startup Anthropic

Extra financing will bring technology giant’s total investment in OpenAI rival to $4bn

Stability AI CEO resigns because you’re ‘not going to beat centralized AI with more centralized AI’

Stability AI, which has lost more than half a dozen key talent in recent quarters, said Mostaque is stepping down to pursue decentralized AI.

Microsoft CEO on owning OpenAI, from Elon vs OpenAI lawsuit

Microsoft’s CEO boasted that it would not matter if OpenAI disappeared tomorrow. He explained that “we have all the IP rights and all the capability. We have the people, we have the compute, we have the data, we have everything. We are below them, above them, around them.”

The last 12 months has seen explosive growth in open source (stable diffusion, llama, hugging face), open research and open datasets while the drive to censor/limit commercial/closed models makes them perform worse. Large companies appear not well suited to this pace such that there’s prediction that opensource will overtake closed source offerings.