Our 2 minute 14 second YouTube video on how we believe the Gen AI cycle will play out. https://youtu.be/d4_6SMFnPZc?feature=shared
Generally speaking, the more parameters that a Large Language Model (LLM) has, the faster it learns. There are exceptions. For example, Google's original PaLM LLM had fewer parameters than PaLM 2, however PaLM 2 learns more efficiently than its predecessor. LLMs are of great importance given that they underpin Gen AI applications and services. The … Continue reading The Ever More Powerful Large Language Model
Llama 2 is META's open source Large Language Model (LLM) for which the company partners with Azure/Microsoft (ticker: MSFT). I'm writing about Llama 2 because I am curious about what kind of user uptake it may enjoy given that it is free. The best way to drive adoption of a new technology such as LLMs … Continue reading Llama 2: META’s Open Source Large Language Model
YouTube ought to carry a standalone Enterprise Value of approximately $300 billion. YouTube's Ad business: YouTube's advertising business is a $30 billion Revenue business (we annualized YouTube's June quarter Ad Revenue). YouTube's Subscription business: YouTube's subscription services (YouTube TV, YouTube Premium and YouTube music; I subscribe to all three) generate approximately $17 billion in annual … Continue reading YouTube Is A Bigger Business Than Netflix. Why Not Spin Out YouTube?
Sure, Palantir (ticker: PLTR), is a fine Info Services company with a predictive analytics platform at its core. However, given the heavy nature of its customer deployments, PLTR can't scale the way AWS, Azure and GCP scale. In fact, Palantir sits on top of AWS, Azure and Google Cloud. So, what are investors so excited … Continue reading More AI Madness
With Google co-founder Sergey Brin back at work, I guess my hunch about Sundar Pichai (published HERE) was correct.
In years past AWS (Amazon) was the leading cloud platform from a Revenue standpoint followed by Azure (Microsoft) with GCP (Google) in the third position. All three companies offer broadly-defined "AI" capability, in particular Machine Learning, which customers such as Netflix (an AWS customer), use to track and predict user behavior. When it comes to … Continue reading Generative AI Flips the Script on AWS, Azure and GCP
From the pages of CEORater: I would take Microsoft CEO Satya Nadella over Google's Sundar Pichai on most days and over Meta's Mark Zuckerberg everyday and twice on Sunday. Investing for and delivering growth. MSFT's Nadella does the best job of the three of balancing product investment with delivering profitable growth followed by GOOGL's Pichai … Continue reading Nadella, Pichai and Zuck
AI-powered convenience was the takeaway from this year's Google I/O conference. When we use "AI" in this context we are speaking of Google's Natural Language capabilities that leverage the company's Large Language Models (LLMs). These models (Bard for example is built upon an LLM-based platform), enable users to engage with their devices using natural language … Continue reading AI-Powered Convenience at Google I/O ’23
We played with Google's conversational AI platform - Bard. Generally speaking, Bard's responses were fast and accurate, albeit high-level. Bard exceeded my expectations on the accuracy front. Speed was never an issue from my perspective. We posed a question to Google's Bard. The AI's response (below), did a fine job of covering the high level … Continue reading We Used Google’s Conversational AI Platform – Bard