enterprise ai trends. ex-head, vix and variance derivatives, Morgan Stanley
Joined December 2022
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- Following 1,349
- Followers 1,008
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60 Photos and videos
John Hwang retweeted
Nvidia $NVDA is reportedly looking to raise at least $20 Billion of cash by selling high investment grade debt
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an open-source company has to find product market fit twice: first for the OSS project and again for a commercial product.
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Welcome to permanent underclass
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John Hwang retweeted
Each day saved before first-in-human studies is worth~$1 M to a pharma company, in net present value:
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John Hwang retweeted
Jun 13
Nobody teaches you that discipline feels like punishment until the results start feeling like freedom
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Jun 13
Trying to figure out why Jassy snitched on Dario.
Many theories.
Jun 13
Should be interesting for future compute deals between these two...
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Jun 10
Lol, a shovel seller shouldn't be saying stuff like this
Jun 9
More AI-generated code doesn't make your team faster. It might actually slow you down.
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Jun 10
What people are realizing is that latency is more important than performance after a certain threshold
Jun 10
Fable impressions after a few hours : Good at adminy things. Really good at debugging and architectural discussions. Slow. Unfortunately screwed up a set of complex distributed coordination tasks I had it work on for 30min or so and had to revert it all.
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John Hwang retweeted
Jun 8
コンサル倒産・休廃業が過去最多242件
nikkei.com/article/DGXZQOUC0…
1〜5月の調査結果を帝国データバンクがまとめました。「専門性による差別化を図れない事業者は、生成AIの台頭による下押し圧力に耐えきれず、今後さらに淘汰が加速するとみられる」と指摘しています。
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Jun 8
What people don’t know is that AI research in transformer era is not that hard and rather reptitive. It’s just experience dealing with large compute, which can be largely automated too. That’s why you have 25 year olds leading post training at labs
Jun 8
OPENAI SAYS IT WANTS A SIGNIFICANT FRACTION OF ITS RESEARCH DONE BY AI BY MARCH 2028
OpenAI published its long-term plan for the next phase of AI.
The company listed three main goals:
1. Build an automated AI researcher
OpenAI says its internal belief is that by March 2028, a significant fraction of its research may be done by AI systems working alongside human researchers.
2. Accelerate the economy
The focus is scientific progress, productivity growth and making sure AI’s economic gains are shared more broadly.
3. Give every person on Earth a personal AGI
OpenAI frames this as the next major access layer, similar to how electricity changed ordinary life when it spread beyond cities.
The company says it is entering its third phase:
Phase 1: AGI research
Phase 2: product company
Phase 3: making advanced AI abundant, affordable, safe and useful for everyone.
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Jun 8
Just watched Siri keynote in full. I think it’s underrated. Might hurt ChatGPT. Apple can win edge AI in consumer
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Jun 8
There's something incredibly offputting about Apple's 1P software. Not sure if Apple Intelligence will make a dent on Claude, ChatGPT, Gemini, etc,.
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Jun 8
Tesla stock is the slack variable in Nasdaq to control volatility. If you know you know
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Jun 8
Loops seem like yet another gimmick to goad insecure devs to tokenmaxx
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Jun 8
Korea’s self destructing right now
Carlyle Group Inc. agreed to acquire Chung Ho, a South Korean home and health-care appliance rental platform, for $700 million, as rising inheritance-tax burdens in the country push more owners to sell, sources say bloomberg.com/news/articles/…
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Jun 7
The reality is that chips are kind of slowly getting commoditized whether it’s gpu or cpu (for inferrence)
Jun 7
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Jun 7
RT @InvestingCanons: Charlie Munger:
“Never underestimate the man who overestimates himself. These weird guys who overestimate themselves…
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Jun 6
Fascinating that FinTwit is somewhat very quiet even after the blockbuster Friday. Wonder why
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