Q&A with investor Gavin Baker of Atreides Management on the economics of AI, data centers in space, mistakes SaaS companies are making in adopting AI, and more
In this episode of Invest Like The Best, Patrick O'Shaughnessy sits down with investor Gavin Baker to explore the rapidly evolving AI landscape.
How David Sacks' AI and crypto policies in Trump's White House benefit his investments, those of his Silicon Valley friends, and the All-In podcast he co-hosts
Calls Conflict Claims “Nothing Burger” Mike Pearl / Gizmodo : 438 Reasons to Doubt that David Sacks Should Work for the Federal Government Mark Toon / Protos : David Sacks sends silly legal threat to ...
A look at The Stargate Project: unanswered questions, PR wins, SoftBank only has ~$30B cash, many projects are old news, and Elon Musk trolled the announcement
$500B in CapEx for AI in the US feels like a good thing for US security and for AI's continued progress in capabilities. Google's entire capex in 2024 was $50B. This is a hard amount of money to actua...
OpenAI's o1 models aren't a straightforward upgrade to GPT-4o, as they introduce some major cost and performance trade-offs in exchange for improved “reasoning”
delving into OpenAI's new ‘o1’ model PYMNTS.com : OpenAI's ‘Strawberry’ Model Sparks Fresh Discussions on AI Capabilities M.G. Siegler / Spyglass : OpenAI Reasons ‘o1’ is a Better Name than ‘Strawberr...
Sources: Vista Equity has written off the entire value of its investment in tech learning platform Pluralsight, three years after taking it private for $3.5B
- One source says that the Utah-based company's financials have improved, with a around 26% EBITDA growth in 2023 … X: @gavinsbaker X: Gavin Baker / @gavinsbaker : So many more dominoes are going to f...
OpenAI reaches a deal in principle for Sam Altman to return as CEO, with an initial board of Bret Taylor as chair, alongside Larry Summers and Adam D'Angelo
4 key takeaways Jason Dorrier / Singularity Hub : OpenAI Mayhem: What We Know Now, Don't Know Yet, and What Could Be Next New York Times : Explaining OpenAI's Board Shake-Up CNBC : Sam Altman's back. ...
Sensor Tower: Threads' DAUs fell to 8M on July 31, down 82% from launch; the daily average time spent fell from 19 minutes per day at launch to 2.9 on August 1
Threads user count falls to new lows, highlighting retention challenges — https://www.cnn.com/... #social #threads Bluesky: Brian Fung / @brianfung.me : Threads user engagement has fallen to new lo...
Profiles of eight former Google research scientists who co-authored the pioneering AI paper “Attention Is All You Need” that paved the way for the rise of LLMs
Their paper paved the way for the rise of large language models. But all have since left the Silicon Valley giant Twitter: @jmateosgarcia , @gavinsbaker , @jmateosgarcia , @madhumita29 , @fttechnews ...
How Japan-based Rapidus is trying to become a globally competitive chipmaker by 2027, aiming to mass produce 2nm chips just two years after TSMC and Samsung
Tetsuro Higashi is taking on what seems like an impossible task: Create a globally competitive semiconductor manufacturer in Japan from scratch - and do it in four years. Tweets: @gavinsbaker , @rodol...
A WSJ columnist used Synthesia, ElevenLabs, and ChatGPT to create an AI video clone that could trick her bank's voice biometric system, make a TikTok, and more
This is a perfect example in the difference between proper #ai technology … Tweets: @yogapantschik : Well this is just fabulous! India, Philippines & Nigeria may actually convince me to extend my car'...