Really interesting thoughts on the growth of AI with potential insights into the possible future competition that could arise - even not strictly connected to Big Tech per se. Thanks Matthew for sharing.
“Your margin is my opportunity”. How telling. Right now I believe margins are non-existent. It will be interesting to see how the money/profit aspect of AI plays out.
Well done Matthew! Have a great weekend👍🖖
Thank you! You as well 🖖🏻
Really interesting thoughts on the growth of AI with potential insights into the possible future competition that could arise - even not strictly connected to Big Tech per se. Thanks Matthew for sharing.
Thanks Riccardo, love following the landscape as it evolves
“Your margin is my opportunity”. How telling. Right now I believe margins are non-existent. It will be interesting to see how the money/profit aspect of AI plays out.
If we are reaching the limits of the brute force approach, what is the thought process behind xAI’s 1 million GPU datacenter?
Right now it’s at 100,000 the one they built in Memphis. No one thought that was even possible but Elon did it.
If Grok 3 is better than Orion, the scaling laws hold and xAI will take the lead among frontier models in terms of AGI
I’m still a fan of the architecture improvement approach to solve this problem but you can’t deny Elon is an n of 1