Pierre Ferragu(@p_ferragu) 's Twitter Profileg
Pierre Ferragu

@p_ferragu

Commenting on technology - no investment recommendations.

ID:981179219207213057

linkhttps://www.newstreetresearch.com/technology-infrastructure/ calendar_today03-04-2018 14:38:50

2,4K Tweets

93,6K Followers

61 Following

Pierre Ferragu(@p_ferragu) 's Twitter Profile Photo

GPUs deployed today in 100,000 unit clusters. WAOW!! Stay put, many are already working on million-unit clusters… 10 times larger. It is far from the end-game. $NVDA $MSFT $AVGO $GOOG

account_circle
Pierre Ferragu(@p_ferragu) 's Twitter Profile Photo

My 20 years of experience following multiple areas in tech: When you hear about an industry getting together to fight back a market leader with a consortium, it usually means this leader is going to thrive in the next decade. 🤷‍♂️ ft.com/content/320f35… via @ft

account_circle
Pierre Ferragu(@p_ferragu) 's Twitter Profile Photo

Do you realize Who was the first large language model ever?

Happy Pentecost, friends. May the Holy Spirit be with you.

account_circle
Pierre Ferragu(@p_ferragu) 's Twitter Profile Photo

Francois has produced the clearest, most convincing, and most practical thinking about intelligence, its measure and its pursuit. Thread below 100% right.

The problem is that with the vast majority not being clear about what the AI we develop today is and what AGI would be, the

account_circle
Pierre Ferragu(@p_ferragu) 's Twitter Profile Photo

My first experience of AGI was when my Model X (#412) opened the door every time I passed by. I felt like walking by a dog who wanted to go on a walk. Today, I surprise myself having a good time chatting philosophy with LLM buddies. Empathy towards machines will go through the

account_circle
Pierre Ferragu(@p_ferragu) 's Twitter Profile Photo

I wonder how much hardware is an enabler of GPT 4o. These instant conversational capabilities require extremely low latency and high throughput, on a very large, multimodal model. Curious to read more about this.

account_circle
Pierre Ferragu(@p_ferragu) 's Twitter Profile Photo

Has anyone tried to have chat gpt speak from one phone to ChatGPT on another phone? IMO best way to drive GPU usage and $NVDA !

account_circle
Pierre Ferragu(@p_ferragu) 's Twitter Profile Photo

Further thoughts:

1) Jensen’s name dropped at the end. As close as can be to absolute market power!

2) Not much and rolled out only in the next few weeks. Can’t wait to see the next big thing!

3) They read my previous tweet. Mentioned in fine they care about paying users!!

account_circle
Pierre Ferragu(@p_ferragu) 's Twitter Profile Photo

My immediate take on the ongoing update:
1) All free. Foundational model is competitive. Tough to charge & grow?
2) Focus on inconsequential entertainment use cases. Fight for share of consumer audience first?
3) Still 100m users. Where is the S-curve?

account_circle
Pierre Ferragu(@p_ferragu) 's Twitter Profile Photo

This national security argument to defend closed models and forbid open source ones... 🤢🤮 Gross.
Trillion-dollar companies colluding with the government... again, and much worse this time. Twitter and X.ai are critical in this battle.

account_circle
Pierre Ferragu(@p_ferragu) 's Twitter Profile Photo

I just woke up from a nightmare. I was having AI write research for me and my clients were having AI reading my research for them.

account_circle
Pierre Ferragu(@p_ferragu) 's Twitter Profile Photo

I think I found the most stupid tweet ever. Can someone explain Will what survivor bias is? For one protest remembered as rightful (or so) 99 were stupid and are long forgotten.

account_circle