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A skeptical look at the new AI scaling "laws", including post-train duration and "inference time compute", and why they may fail to predict AI model performance (Gary Marcus/Marcus on AI)
Gary Marcus / Marcus on AI: A skeptical look at the new AI scaling “laws”, including post-train duration and “inference time compute”, and why they may fail to predict AI model performance — Scaling laws ain't what they used to be — “If anything we are seeing the emergence of a new scaling law …
Published: 2024-11-25 08:50:03
A look at the rise of super clusters that use ~100K Nvidia GPUs for training giant AI models and the new engineering challenges arising from such clusters (Asa Fitch/Wall Street Journal)
Asa Fitch / Wall Street Journal: A look at the rise of super clusters that use ~100K Nvidia GPUs for training giant AI models and the new engineering challenges arising from such clusters — Musk's xAI and Meta are among firms building clusters of advanced chips — Tech titans have a new way to measure who is winning …
Published: 2024-11-25 07:05:05
A bitcoin strategic reserve is a resilience strategy for the "hodlers", not the US state, as a bet on bitcoin is bullish on permanent institutional collapse (Brendan Greeley/Financial Times)
Brendan Greeley / Financial Times: A bitcoin strategic reserve is a resilience strategy for the “hodlers”, not the US state, as a bet on bitcoin is bullish on permanent institutional collapse — It is a resilience strategy for the ‘hodlers’, not the US state — In July, Cynthia Lummis, a US senator from Wyoming …
Published: 2024-11-25 05:10:01
Sources: Intel, the biggest recipient of CHIPS Act money, will see its funding drop to less than $8B from the $8.5B that the US announced earlier in 2024 (New York Times)
New York Times: Sources: Intel, the biggest recipient of CHIPS Act money, will see its funding drop to less than $8B from the $8.5B that the US announced earlier in 2024 — The Biden administration is reducing its award to the pioneering chip maker to less than $8 billion, from $8.5 billion.
Published: 2024-11-25 02:25:05
A look at the shortcomings of Google's Tensor SoC for Pixel devices, with four generations failing to impress in key performance and power efficiency metrics (Robert Triggs/Android Authority)
Robert Triggs / Android Authority: A look at the shortcomings of Google's Tensor SoC for Pixel devices, with four generations failing to impress in key performance and power efficiency metrics — Would future Pixels be better of returning to Snapdragon? — • — Thanks to an unprecedented leak from Google's gchips division …
Published: 2024-11-25 01:55:01
Sources: Marc Andreessen, Travis Kalanick, and more are involved in the Department of Government Efficiency; Andreessen is acting as a networker for recruitment (Washington Post)
Washington Post: Sources: Marc Andreessen, Travis Kalanick, and more are involved in the Department of Government Efficiency; Andreessen is acting as a networker for recruitment — The Tesla executive and the former presidential candidate are meeting with staff and interviewing experts as they plan for massive federal cuts.
Published: 2024-11-25 00:20:01
Shares of Japan's Fujikura, which specializes in fiber optic cables for data centers, are up 400%+ in 2024 due to the AI boom, leading the Nikkei 225 index (Aya Wagatsuma/Bloomberg)
Aya Wagatsuma / Bloomberg: Shares of Japan's Fujikura, which specializes in fiber optic cables for data centers, are up 400%+ in 2024 due to the AI boom, leading the Nikkei 225 index — - Fujikura has benefited from surging demand for data centers — The global boom in AI has turned an obscure 139-year-old Japanese company into a stock-market star.
Published: 2024-11-24 23:30:02
Investigation: how hack-for-hire Appin tried silencing 15+ outlets since 2022 over articles, newsletters, and podcasts covering Appin's "ethical hacking" (Reporters Without Borders)
Reporters Without Borders: Investigation: how hack-for-hire Appin tried silencing 15+ outlets since 2022 over articles, newsletters, and podcasts covering Appin's “ethical hacking” — Whether based in the US, Switzerland, France or India, any media outlet investigating the “ethical hacking” of Appin …
Published: 2024-11-24 22:00:31
A profile of Chris Maurice, the CEO of US stablecoin startup Yellow Card, which operates in 20 African countries and has traded $3B+ worth of crypto in 2024 (David Pan/Bloomberg)
David Pan / Bloomberg: A profile of Chris Maurice, the CEO of US stablecoin startup Yellow Card, which operates in 20 African countries and has traded $3B+ worth of crypto in 2024 — Cryptocurrencies that track the dollar are becoming a popular workaround for companies stymied by currency shortages on the continent.
Published: 2024-11-24 20:20:02
Q&A with US Commerce Secretary Gina Raimondo on what happens to the $50B CHIPS program under the Trump administration, the future of AI safety, China, and more (Steven Overly/Politico)
Steven Overly / Politico: Q&A with US Commerce Secretary Gina Raimondo on what happens to the $50B CHIPS program under the Trump administration, the future of AI safety, China, and more — With a massive legacy program hanging in the balance, the Commerce secretary wants to get billions in microchip money out the door in the next two months.
Published: 2024-11-24 18:30:02
Sources: Cantor Fitzgerald plans a $2B+ program to lend USD to clients who put up bitcoin as collateral and is talking with Tether about supporting the program (Bloomberg)
Bloomberg: Sources: Cantor Fitzgerald plans a $2B+ program to lend USD to clients who put up bitcoin as collateral and is talking with Tether about supporting the program — - Lutnick set to be next commerce secretary under Trump — Howard Lutnick is moving to strengthen his alliance …
Published: 2024-11-24 17:10:02
An overview of macro tech trends for 2025, focusing on generative AI, LLMs, scaling challenges with training ever bigger AI models, the capex surge, and more (Benedict Evans)
Benedict Evans: An overview of macro tech trends for 2025, focusing on generative AI, LLMs, scaling challenges with training ever bigger AI models, the capex surge, and more — Presentations Every year, I produce a big presentation exploring macro and strategic trends in the tech industry. For 2025, ‘AI eats the world’.
Published: 2024-11-24 16:50:00
How Tim Cook developed a personal relationship with Donald Trump, in part by zeroing in on areas of mutual interest between Apple and Trump's agenda (Wall Street Journal)
Wall Street Journal: How Tim Cook developed a personal relationship with Donald Trump, in part by zeroing in on areas of mutual interest between Apple and Trump's agenda — The election is leading to a return of personal lobbying by CEOs, hoping to develop ties with the new administration; Cook's one-topic meals
Published: 2024-11-24 16:10:06
Sources: in the past year, Cantor Fitzgerald agreed to invest as much as $600M in Tether for a ~5% stake; Cantor holds most of Tether's $134B in assets (Wall Street Journal)
Wall Street Journal: Sources: in the past year, Cantor Fitzgerald agreed to invest as much as $600M in Tether for a ~5% stake; Cantor holds most of Tether's $134B in assets — Before becoming Trump's commerce secretary pick, Lutnick deepened Cantor's ties with a stablecoin firm under investigation
Published: 2024-11-24 15:35:02
Thoughts on Apple TV's history and future; sources: Apple postponed a larger-than-usual number of iOS 19 features to spring 2026, when iOS 19.4 is set to debut (Mark Gurman/Bloomberg)
Mark Gurman / Bloomberg: Thoughts on Apple TV's history and future; sources: Apple postponed a larger-than-usual number of iOS 19 features to spring 2026, when iOS 19.4 is set to debut — Apple doesn't need its own TV set. But it should make a low-cost TV streaming stick to bring its content, apps and smart home features to more households.
Published: 2024-11-24 15:10:00
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