AI
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03/14/2023
GPT-4 and the Model That Made Skeptics Believe
With ChatGPT mania at full intensity, OpenAI has released GPT-4, the most capable AI model the public has yet seen. Where the model behind…
5 MIN
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CATEGORY_INDEX // 323 ENTRIES
AI
Everything I write about artificial intelligence lands here. Less of the demo-day theater, more of what sits underneath it: the compute, the real economics, and the distance between what gets announced and what actually ships.
AI
·
01/27/2023
DeepMind’s Math Reasoning and Intel Ponte Vecchio: The AI Stack Splits in Two
Explore how Google DeepMind's MathVerse and Intel's Ponte Vecchio represent two distinct paths in AI development—software reasoning and hardware optimization.
3 MIN
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AI
·
01/01/2023
Generative AI Boom and Mistral AI Rise in France
The generative AI wave starting in 2022–2023 creates new opportunities for French AI companies, with Mistral AI emerging as a notable European player.
2 MIN
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AI
·
01/01/2023
Generative AI Wave and Mistral AI Emerge
The global generative AI boom reaches France in 2022–2023, with Mistral AI becoming one of the most visible European contributors through competitive open models.
2 MIN
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AI
·
01/01/2023
EU AI Act Shapes Regulation for AI in France (2023–2024)
The EU AI Act, negotiated and adopted between 2023 and 2024, establishes a risk-based regulatory framework that affects how AI is developed and deployed…
2 MIN
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AI
·
12/29/2022
TSMC’s 3nm Node: FinFET’s Last Stand as AI Demand Arrives
TSMC's 3nm node is FinFET's last stand: hard, expensive, and splitting into N3B and N3E, just as AI accelerators arrive to fight phones for…
4 MIN
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AI
·
11/30/2022
ChatGPT Arrives and the Whole World Pays Attention at Once
On November 30, 2022, OpenAI released a free research preview of a chatbot called ChatGPT. It is not built on a dramatically new model;…
4 MIN
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AI
·
10/01/2022
Databricks: How a Growing Company Lost $5B in Valuation Without Doing Anything Wrong
Databricks is now valued at around 33 billion dollars, down from the 38 billion it reached just over a year ago. For a company…
5 MIN
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AI
·
08/22/2022
Stable Diffusion and the Open-Model Movement That Split the Industry
A new kind of AI milestone has arrived, quietly but with enormous consequences. A model called Stable Diffusion has been released, and unlike the…
5 MIN
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AI
·
06/15/2022
The Downturn That Separated Real Businesses From Hype
2022 is the year the music stops. After more than a decade of cheap money, soaring valuations, and seemingly unlimited growth, the technology industry…
4 MIN
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5G
·
05/18/2022
MediaTek’s Dimensity 5G Era: From Budget Afterthought to Contender (2019 to 2021)
Between 2019 and 2021, MediaTek transformed from a budget chip supplier to the largest smartphone chip vendor by volume with its Dimensity 5G line.…
5 MIN
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AI
·
01/01/2022
AI Unicorns and Rising Investment in France (2022–2026)
France sees several AI companies reach unicorn status or attract very large funding rounds between 2022 and 2026 as investor interest in the sector…
2 MIN
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AI
·
01/01/2022
Physical AI Supports Energy Transition and Industrial Change
France applies physical AI and robotics to energy transition challenges, including grid management, industrial efficiency, and sustainable manufacturing.
2 MIN
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AI
·
08/31/2021
Databricks: A $1.6B Round, a $38B Peak, and the Choice to Stay Private
Databricks has raised 1.6 billion dollars in a single funding round, led by Counterpoint Global, the Morgan Stanley fund, at a valuation of 38…
4 MIN
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AI
·
06/01/2021
Snowflake’s “Data Cloud” Bet and the Power of Network Effects
After its record-breaking 2020 IPO, Snowflake faces a new kind of challenge. It is now a public company worth tens of billions of dollars,…
5 MIN
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