Category: GOOG
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Tech, Competition, Battleplans, and Reinforcement Learning
Eric Schmidt stresses that the AI revolution is underhyped, with autonomous agents potentially surpassing human reasoning.China leverages its 9,9,6 work ethic to advance in AI despite lacking the capital-raising capabilities of the US, excelling in consumer apps and robots. China competes globally with open-source AI models and open training data, while the US focuses on…
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To Short or Not to Short
Market Speculation and Valuation šThe S&P 500 trading at 23 times next year’s earnings is extremely overextended, signaling potential market overvaluation and speculative behavior. š”Earnings mean reversion poses a significant risk, as historically high corporate margins could halve earnings if they revert to mean levels. š¢The MNAV premium in Bitcoin, currently at 2.25x, has historically reached 300% before collapsing, indicating extreme retail speculation and market…
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Sergey Brin on A.I.
He discusses the transformative capabilities of AI, emphasizing its efficiency in processing information and generating insights, while also contemplating its implications for future generations and the education system. He addresses the complexities of AI in robotics and programming within corporate settings, highlighting the need for a supportive culture for innovation. Additionally, Brin showcases advancements in…
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You are the Product
Moconomy’s critical examination of the internet’s evolution, contrasting its initial promise of creativity and connection with the current landscape dominated by powerful tech corporations and concerns over selling privacy. It explores the pervasive influence of theĀ Internet of ThingsĀ (IoT) on everyday life, highlighting innovations at the Consumer Electronics Show while addressing ethical dilemmas related to health…
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The Biggest Ws
Garry Tan discusses key insights around spotting extreme winners, offering advice to founders in AI, and sharing lessons from his experiences with successful entrepreneurs. He highlights the remarkable success and streamlined process ofĀ Y CombinatorĀ , emphasizing the importance of funding highly technical and earnest individuals. Tan also reflects on the impact of AI in entrepreneurship and…
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A.I.
Ā All-In Summit 2024. Sergey Brin discusses his excitement about the recent advancements inĀ artificial intelligenceĀ (AI) and his return to Google to focus on this field. He shares his optimism about AI becoming an extension of search and expresses skepticism about the need for massive compute to build AI models. Brin also highlights current trends in AI,…
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Data Dump…
Cell phone and tablet ad identification data explained. “You have become the product.” *erik prince is promoting his own smartphone in this interview.
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How Google Makes Money
Aravind Srinivas and Lex Fridman, they explain that Google earns revenue primarily through search advertising onĀ Google AdWords. Google’s search engine, with its high daily traffic, serves as the largest real estate on the internet for advertisers to bid for keywords related to their businesses. When users click on these ads, Google charges the advertisers, with…
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REDDIT IPO: They like the stock.
Reddit moderatorĀ Courtney Saren, with over a decade of experience on the platform and an attorney by day, shares her reasons for not participating in Reddit’s Initial Public Offering (IPO) despite her long-term commitment. Saren values the community and friendships she’s built on Reddit but has had a strained relationship with the admins. Although there have…
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Cash for Votes