Week 17 of 2024- W172024

your life is your life

Apr 29, 2024

Disclaimer: The views and opinions expressed in this blog are entirely my own and do not necessarily reflect the views of my current or any previous employer. This blog may also contain links to other websites or resources. I am not responsible for the content on those external sites or any changes that may occur after the publication of my posts.

End Disclaimer

-Charles Bukowski

News

AIML

Why the AI Industry’s Thirst for New Data Centers Can’t Be Satisfied

AI computer on your ears

LLMs and the Harry Potter Problem

Alchemy is all you need: On the economics of frontier models

Air Street Capital

Microsoft launches Phi-3, its smallest AI model yet

Ex-athletic director framed principal with AI-generated voice, police say

Painting

Series VIII. Picture of the Starting Point (HaK537), (1920), 50x30cm

Hilma af Klint(1862-1944)

Hilma af Klint: Visualizing the Spirit World

Markets

Scientists consider a Category 6 for mega-hurricane era

Florida’s Home Insurance Industry May Be Worse Than Anyone Realizes

Technology is the Problem

Shyam Sankar

Counterpoint Global Insights: Valuation Multiples- What They Miss, Why They Differ, and the Link to Fundamentals

The Myth of the Mobile Millionaire

Half-Ass Charts:

Gen AI Hype Cycle: We are here-ish? Either right before or right after the peak. Companies are asking “what now”? Waiting for what GPT-5 brings. Maybe the hype cycle is multi modal.

Will noncompete clauses soon be illegal? The FTC is about to vote on it

Tesla's war footing

Cathie Wood’s Popular ARK Funds Are Sinking Fast

The Performance of the Hedge Fund Industry

Generative AI in Systematic Investing: The Sizzle and the Steak

Question:

Will I shamelessly promote myself after guest lecturing at universities?

Answer:

Thank you Mike Pierantozzi and Seton Hall University. Bet your students didn’t wake up that morning thinking they’d learn about vector spaces and word embeddings.