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[takeiteasy] 02/2/2025 14:58

nai/dyor etc

[takeiteasy] 02/2/2025 12:59

- google getting underway now with blackwell....
nai/dyor etc

[takeiteasy] 02/2/2025 06:36

Our manager states the bull thesis on twitter


Dan Ives explains the bull thesis for MAG7 AI in a longer format that can be used to explain chart like the above


and happy families with our main players :)



nai/dyor etc

[takeiteasy] 01/2/2025 11:55

I ran a series of standard prompts to evaluate accuracy and precision, followed by complex tasks such as data compilation — an area where Alphabet's Gemini typically excels. My findings showed DeepSeek struggling with basic information retrieval and statistical reproduction.

When asked to analyze numerical data, the model produced inconsistent results and often failed to maintain accuracy across multiple attempts at the same task. Put simply, the real-world performance gap between DeepSeek and America's leading AI models isn't even close, in my experience
hxxps://eu.usatoday.com/story/money/2025/01/28/nvidias-500-billion-drop-hysteria/77990312007/

nai/dyor etc

[takeiteasy] 01/2/2025 11:35

OpenAI has just released o3-mini for all users.
I submitted the LLM to my usual riddle on which all competitors failed (including Deepseek).

Result: congratulations to OpenAI, they're back in the lead!

Twitter post today...nai etc

[takeiteasy] 31/1/2025 06:37

Post deepseek, how is open AI developing its product range of agents


"I’ve been testing OpenAI’s Operator (along with the entire AI Advantage team) pretty much non-stop ever since I got access to it. The demos OpenAI showed off in their live stream and in the blogs are cool, but they didn’t do a great job of showing off what Operator is truly capable of. After hours of testing and research, we’ve gathered these use cases for you so you can see (without paying $200) what Operator can do for you."

Ironically Open AI value rather than falling continues to soar :)
hxxps://www.msn.com/en-us/money/companies/openai-eyeing-funding-round-that-would-double-its-value-report-says/ar-AA1y8XSq

nai/dyor etc

[takeiteasy] 31/1/2025 06:08

Dan Ives on MSFT results on Twitter

The AI piece of the MSFT story was robust and ahead of Street estimates as $13 billion AI ARR was $1 billion above our estimate and thus speaks to the massive momentum Redmond is seeing in the field as more enterprises head down this path. Non AI revs bit choppy. $550 PT

nai/dyor etc

[takeiteasy] 31/1/2025 05:57

Our manager posted this link on Twitter ...and to save everyone an hour of their life reading it extracted the following quote from the podcast below:

"So to me, it's the most screaming buy of the century. Do you share my optimism on NVIDIA, given what you just said in Jevon's Paradox? So I think over the long term, the only thing I say is Warren Buffett and Charlie Munger, in the short term, the market is a popularity contest, in the long term, it's a weighing machine. I can't tell you about the popularity contest, but in terms of the weighing machine part, this is a misunderstanding. It's actually more valuable thanks to Deepseek, not less valuable.”




Podcast with Jonathan Ross Co-Founder and CEO of Groq, providing fast AI inference. Prior to founding Groq, Jonathan started Google’s TPU effort where he designed and implemented the core elements of the original chip

nai/dyor etc NVDA recaptured the 200 MA yesterday so hopefully sanity returns post Deepseek!

[takeiteasy] 30/1/2025 06:42

MSFT CC -

"our family of 5 LLMs have now been downloaded over 20 millions times"

"when you look at customers who purchased copilot during first quarter of avaiability they have expanded their seats collectively by 10X over the past 18 months"

"Number of people engaging with copilot doubled qtr over qtr"

"with copilot studio we are making it as easy to build an agent as using an excel spreadsheet"

As Dan Ives keeps saying, it does seem we are still in the earliest innings of this AI revolution :)

nai/dyor etc

[takeiteasy] 29/1/2025 13:22

better news...nai etc

[takeiteasy] 29/1/2025 06:56

3 headlines from overnight FT:

-Broad selling in Nvidia rout was ‘irrational217;, Howard Marks says
-OpenAI says it has evidence China’s DeepSeek used its model to train competitor
-Hedge fund manager Steve Cohen still ‘bullish’; on AI after big sell-off - drop in Nvidia shares prompted by misinformation

Deep fake news to help the algo shorters at its finest - let's get back to our senses here surely - nasdaq futures up more overnight, I think the markets are slowly working this out :)

nai/dyor etc

[takeiteasy] 28/1/2025 15:57

Chunky sell off here all while the analysts continue to post their uber bullish forecasts - who is right?

hxxps://uk.investing.com/news/analyst-ratings/tigress-raises-nvidia-stock-to-strong-buy-sets-220-target-93CH-3894215 (published today)

"Tigress Financial Partners projects that the total capital investment in AI-driven and data center development will exceed $330 billion this year, marking a significant increase from just under $250 billion in 2024 and potentially surpassing $400 billion the following year. This forecast underscores the firm's confidence in NVIDIA (NASDAQ:NVDA)'s growth trajectory and its role in shaping the future of AI and data center technology"

$220 is certainly the highest I have seen yet for NVDA :)

nai

[rogerbridge] 28/1/2025 09:46

Legacy media doing their bit to help their partners who are short.

[takeiteasy] 28/1/2025 09:14

Nvidia up near 5% pre market....although Twitter has being going ballistic over the inference model race helping hedge funds who are short no doubt, some argue the real game is in AI agents where it is claimed Open AI has the clear lead...so hopefully soon back to BAU sanity here soon :) ditto Arista up 5% and Broadcom up 4% etc
nai/dyor etc

[takeiteasy] 28/1/2025 08:40

Deepseek now restricted to chinese phone numbers only. Have a look at the prices for use following introductory offers :) nai/dyor etc

[takeiteasy] 28/1/2025 06:44

CEO of OpenAI on Twitter...yesterday

deepseek's r1 is an impressive model, particularly around what they're able to deliver for the price. we will obviously deliver much better models and also it's legit invigorating to have a new competitor! we will pull up some releases.
Sam Altman

@sama
·
4h
but mostly we are excited to continue to execute on our research roadmap and believe more compute is more important now than ever before to succeed at our mission. the world is going to want to use a LOT of ai, and really be quite amazed by the next gen models coming.

nai/dyor etc

[takeiteasy] 27/1/2025 22:07

One CEO seems to be unphased by the startup’s emergence. Microsoft chief executive Satya Nadella asserted DeepSeek’s David to the established AI sector’s Goliath could actually be good news for the tech industry as a whole.

“Jevons paradox strikes again!” Nadella wrote on LinkedIn Monday, referring to a theory that increased efficiency in a product’s production drives increased demand. “As AI gets more efficient and accessible, we will see its use skyrocket, turning it into a commodity we just can't get enough of.”

www.msm.com

let's see what he says n Wednesday when they announce the results...
nai/dyor etc

[takeiteasy] 27/1/2025 17:22

Dan Ives US tech analyst on his twitter feed today - nai/dyor etc
@DivesTech

The bears dominate the weekend narrative and try to scare investors this is a black swan moment. It’s actually the opposite. If inference training accelerates it speeds up AI Revolution..bullish for hyperscalers, Nvidia and use cases. DeepSeek impressive LLM..it ends there
·
5h
No US Global 2000 is going to use a Chinese start-up DeepSeek to launch their AI infrastructure and use cases. At the end of the day there is only one chip company in the world launching autonomous, robotics, and broader AI use cases and that is Nvidia

DeepSeek is a competitive LLM model for consumer use cases…launching broader AI infrastructure a whole other ballgame and nothing with DeepSeek makes us believe anything different. It’s about AGI for Big Tech and DeepSeek’s noise. Also no US tech using this tech

[takeiteasy] 27/1/2025 17:00

hxxps://x.com/Sleepy_RC/status/1883724935979544601

nai/dyor etc

[takeiteasy] 27/1/2025 16:16

hxxps://www.theglobeandmail.com/investing/markets/stocks/AAPL/pressreleases/30622803/deepseek-doomsday-for-nvidia-stock-3-reasons-this-analyst-says-no/


ironic post from our manager on this subject
hxxps://x.com/rohanpaul_ai/status/1883601254318039148

nai/dyor etc

[takeiteasy] 26/1/2025 06:57

latest on AI agents...



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nai/dyor etc