Generative AI and Hardware Upgrades, Google History and the Dark GPU Theory, Amazon’s Logistics Long Play

Generative AI and Hardware Upgrades, Google H...

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(Preview) Six Questions on Frontier AI Labs, Messaging AI to a Skeptical Public, Amazon (and Apple?) Ramps Up Competition with Elon

Ben and Andrew begin with six emails on AI, including a question about the future of AI consumer demand, Gemini’s quiet few months, whether compute constraints should lead to price hikes, and divergent approaches to AGI at Anthropic and OpenAI. From there: An extended answer to a ...  Show more

(Preview) Mythos and Project Glasswing, The Year of Anthropic Continues Apace, Q&A on the NYT, Altman, De-globalization

Ben and Andrew begin with reactions to Anthropic’s Mythos announcement and Project Glasswing, including thoughts on the security risks, the business benefits of keeping this model private, lessons on the “Boy Who Cried Wolf,” and renewed focus on Anthropic’s relationship with the ...  Show more

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