Pierre Ferragu@p_ferragu
Commenting on technology - no investment recommendations. newstreetresearch.com/technology-inf… Planet Earth Joined April 2018-
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You may read this chart as bearish LLMs. It is uber-bullish. 1) look at the progress from a generation to the next (GPT3 vs GPT4) - 🤯 2) look at the absolute performance of GPT4 standalone. Ranges from 50% to 90% vs humans 70 to 100% - 🤯🤯🤯 3) extrapolate… 🤯🤯🤯🤯🤯
You may read this chart as bearish LLMs. It is uber-bullish. 1) look at the progress from a generation to the next (GPT3 vs GPT4) - 🤯 2) look at the absolute performance of GPT4 standalone. Ranges from 50% to 90% vs humans 70 to 100% - 🤯🤯🤯 3) extrapolate… 🤯🤯🤯🤯🤯
Darwin would have figured out before you, Paul, and you know what I say: these days, you recognize a smart dude at his or her ability to make the point in 280 signs. Disclaimer: I am an originalist and took an oath never to tweet more than 280. Long form = heresy. Link is cheat.
Darwin would have figured out before you, Paul, and you know what I say: these days, you recognize a smart dude at his or her ability to make the point in 280 signs. Disclaimer: I am an originalist and took an oath never to tweet more than 280. Long form = heresy. Link is cheat.
I couldn't help asking ChatGPT: =40*5/3*160/190? I imagine the 16 if not 32 H100 working in the background. Funniest part is I felt I had to check with excel - one never knows what nonsense these gen AI models can come up with! 😂
Very meaningful. GPT 6 will be trained on multi-hundreds of thousands of GPUs. In line with the million-XPU cluster ambition Broadcom displayed last week. In line with models on roadmaps 1,000x bigger than those in production today. $NVDA, $AMD, $AVGO, $TSM, $MU.
Very meaningful. GPT 6 will be trained on multi-hundreds of thousands of GPUs. In line with the million-XPU cluster ambition Broadcom displayed last week. In line with models on roadmaps 1,000x bigger than those in production today. $NVDA, $AMD, $AVGO, $TSM, $MU.
I didn’t know this totally awesome piece by the great John Cleese. So funny and so true!!
I didn’t know this totally awesome piece by the great John Cleese. So funny and so true!!
Winston and I have had a good time this weekend!
Quelle popularité pour @bdelourdesmusic ! Jamais ces derniers mois n’ont vu autant de comédies musicales, mais c’est précisément “Bernadette de Lourdes” qui affiche complet ce soir à Clermont-Ferrand, au Zénith. Merci pour ce magnifique succès et pour cette tournée incroyable à… x.com/i/web/status/1…
🍿🤓🍿
Totally agree. Implications of this on I Terence compute requirements are totally 🥜, just saying.
Hilarious. Your product is so good that it is illegal.
Direct from GTC yesterday morning.
Direct from GTC yesterday morning.
😂
Interesting math for chip architecture geeks. Blackwell is 2 dies, one node ahead, and roughly 2.5x more compute. In the traditional Moore’s Law and without a packaging tax, it should have been 4x. This means advanced packaging and the slowdown of Moore’s Law are a 37% headwind… x.com/i/web/status/1…
$NVDA Blackwell - 10TBps between the two dies… that is 5 times the bandwidth between dies of the M2 Ultra. Welcome to the era of advanced packaging and mega-chips. $BESI
And Jensen is the new high priest! 😂😂
GPU is the new religion. GTC is the new high mass. 😂
This could be huge.
😍 it feels like we are entering a new era.
Gary Black @garyblack00
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This is one of the most British things in all of history
Currently, somewhere in New York, the @bdelourdesmusic show is being presented. It’s progressing, making strong progress. 🙏🔥 @p_ferragu
Sans doute mon post le plus important depuis l’annonce du spectacle @bdelourdesmusic il y a quelques années ! Voici le casting italien de notre formidable comédie musicale @Bernadetteitaly ! 200 journalistes ont découvert hier notre création et, je le dis avec toute la modestie… x.com/i/web/status/1…
Tra poco alle 11.05 alla Finestra del Papa racconteremo il musical Bernadette de Lourdes. Con noi in diretta Fatima Lucarini, coordinatrice del progetto italiano, il produttore @RobertoCiurleo e il maestro @VincenzoIncenzo @bdelourdesmusic
Payments were made today. Endless thanks to Elon Musk and his team. 💐 It is better to make a career in X ! 😂
The pastoral insensitivity of releasing a document bound to cause intense debate & division across the church, days before Christmas, is astounding. I encourage you to put down your pens and do what the devil doesn’t want you to do: think about the birth of Jesus & your family.
@p_ferragu Can we please try to keep Broadcom fly under the radar for a little bit longer?
Vincent van Gogh only sold one painting during his lifetime, Red Vineyard near Arles, which now resides at the Pushkin Museum in Moscow. The rest of Van Gogh's more than 900 paintings were not sold or made famous until after his death. Johanna van Gogh-Bonger married the art… x.com/i/web/status/1…
Sergey was at Stability AI launch party last year. There, Sergey talked to Ashish Vaswani (inventor of Transformer). Instead of small talk, Sergey asks him why he picked sinusoidal position embeddings and whether he had tried other variants. Nerds never die.
Sergey was at Stability AI launch party last year. There, Sergey talked to Ashish Vaswani (inventor of Transformer). Instead of small talk, Sergey asks him why he picked sinusoidal position embeddings and whether he had tried other variants. Nerds never die.
GPT-4 can still blow my mind sometimes
I’ve been at Microsoft for six years but sadly that time is coming to an end. The embrace by our leadership of dangerous technologists like Sam Altman has made me realize this is not a company that shares my values. I’m excited to announce that I have accepted a research… x.com/i/web/status/1…
What we’re doing at X matters and has everyone’s attention. I believe deeply in our vision, our team, and our community. I’m also deeply committed to the truth and there is no other team on earth working as hard as the teams at X. When you’re this consequential, there will be… x.com/i/web/status/1…
Look folks, even Jesus didn’t rise again until the third day.
Alright, this is ridiculous… I’m going to start spending my own money on advertisements!
Alright, this is ridiculous… I’m going to start spending my own money on advertisements!
The companies pulling out of advertising on X because of coordinated attacks from the Media + White House are some of the most morally bankrupt organizations on the planet. Between IBM, Apple, and Lionsgate, they have a great track record of: •Child slave labor •Rat-infested… x.com/i/web/status/1…
It reminds me of the Uprising now taking place in Iran, women, life , freedom is their slogan , it started women refusing to wear head scarves #IranRevoIution #IraniansStandsWithIsrael
It reminds me of the Uprising now taking place in Iran, women, life , freedom is their slogan , it started women refusing to wear head scarves #IranRevoIution #IraniansStandsWithIsrael