Podcast On the Business of Semiconductors, The Circuit

The Circuit

Podcast On the Business of Semiconductors

A Podcast On the Business of Semiconductors. With Jay Goldberg and Ben Bajarin

Equity Bottom-Up

<ul><li>The new transformer model requires significant amount of inference and multilevel reasoning</li><li>The demand for inference compute is skyrocketing, surpassing current silicon architecture capabilities</li><li>OpenAI's new model showcases the future potential of AI, but also highlights the gap in semiconductor architectures and computing infrastructure</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

The new transformer model requires significant amount of inference and multilevel reasoningThe demand for inference compute is skyrocketing, surpassing current silicon architecture capabilitiesOpenAI's new model showcases the future potential of AI, but also highlights the gap in semiconductor architectures and computing infrastructureThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Episode 85: OpenAI leaves AI Silicon in the Dust

Podcast from BlackRock, The Bid

The Bid

Podcast from BlackRock

The Bid breaks down what’s happening in the world of investing and explores the forces changing the economy and finance. From stock market outlooks and megatrends to geopolitics and technology, BlackRock speaks to thought leaders and industry experts from around the globe about the biggest trends moving markets.

Thematic (Sector/Industry)

<ul><li>AI has become a dominant topic of discussion among industry leaders, signaling a significant shift in focus over the past year</li><li>Investment opportunities in AI extend beyond just a few mega cap stocks, with opportunities in chips, infrastructure, data and models, software applications, and services and solutions</li><li>Tony emphasizes the importance of building a new computing infrastructure for AI, which is transforming industries and creating new opportunities for tech investors.</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

AI has become a dominant topic of discussion among industry leaders, signaling a significant shift in focus over the past yearInvestment opportunities in AI extend beyond just a few mega cap stocks, with opportunities in chips, infrastructure, data and models, software applications, and services and solutionsTony emphasizes the importance of building a new computing infrastructure for AI, which is transforming industries and creating new opportunities for tech investors.This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Tech and AI Investing Trends: A Stock Picker’s Take

Podcast by CEO, Norges Bank Investment Management, In Good Company with Nicolai Tangen

In Good Company with Nicolai Tangen

Podcast by CEO, Norges Bank Investment Management

The CEO of the largest single investor in the world, Norges Bank Investment Management, interviews leaders of some of the largest companies in the world. You will get to know the leader, their strategy, leadership principles, and much more. Hosted on Acast. See https://www.acast.com/privacy-policy for more information.

Private Capital Markets

<ul>
<li>Anthropic is releasing a new, highly intelligent and powerful model in the near future</li>
<li>Developments in interpretability of AI models are progressing, allowing for greater understanding of decision-making processes</li>
<li>Progress in understanding AI models is happening rapidly, but keeping pace with the complexity of new models remains a challenge</li>
</ul>
This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.


Anthropic is releasing a new, highly intelligent and powerful model in the near future
Developments in interpretability of AI models are progressing, allowing for greater understanding of decision-making processes
Progress in understanding AI models is happening rapidly, but keeping pace with the complexity of new models remains a challenge

This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Dario Amodei CEO of Anthropic: Claude, New Models, AI Safety and Economic Impact

Podcast by Bilal Hafeez, Macro Hive

Macro Hive Conversations With Bilal Hafeez

Podcast by Bilal Hafeez

Macro Hive

We talk economics and markets with leading policymakers and investors.

Talking Economics and Markets

Macroeconomics

<ul><li>Bilal, CEO and head of research at Macro Hive, shares his background and career journey in finance</li><li>Raised in a working-class immigrant family in Oxford, excelled academically and went to Cambridge to study economics</li><li>Started career in finance at JP Morgan in FX research, later moved to Deutsche bank where he specialized in building models and smart beta strategies in currency markets</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Bilal, CEO and head of research at Macro Hive, shares his background and career journey in financeRaised in a working-class immigrant family in Oxford, excelled academically and went to Cambridge to study economicsStarted career in finance at JP Morgan in FX research, later moved to Deutsche bank where he specialized in building models and smart beta strategies in currency marketsThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Ep. 213: Bilal Hafeez on Fed Cuts, Dollar Strength and AI Hype

Podcast by Joe Weisenthal & Tracy Alloway, Odd Lots

Odd Lots

Podcast by Joe Weisenthal & Tracy Alloway

Bloomberg's Joe Weisenthal and Tracy Alloway explore the most interesting topics in finance, markets and economics. Join the conversation every Monday and Thursday.

<ul><li>Odd Lots podcast discusses the three body problem as an allegory for US-China tech rivalry</li><li>Discussion on the allegorical interpretations of the three body problem in relation to US-China rivalry in tech, specifically in AI</li><li>Interview with Damien Ma, managing director at Macro Polo, discussing the Global AI Talent Tracker and the importance of tracking AI talent trends</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Odd Lots podcast discusses the three body problem as an allegory for US-China tech rivalryDiscussion on the allegorical interpretations of the three body problem in relation to US-China rivalry in tech, specifically in AIInterview with Damien Ma, managing director at Macro Polo, discussing the Global AI Talent Tracker and the importance of tracking AI talent trendsThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Here's Who's Winning the Global Fight for AI Talent

United States

OpenAI, L.P. operates as a software company. The Company specializes in AI research and deployment that aims to ensure that artificial general intelligence benefits all of humanity. OpenAI serves customers worldwide.

Price Gauge
52-week Range	0.00 - 0.00
Market Cap (USDm)	0.00
P/E	0.00
Dividend (Yield)	0.00

OpenAI (2193707D US)

Episode 85: OpenAI leaves AI Silicon in the Dust

The Transformer model is emerging as a groundbreaking advancement in AI that demands a significant amount of inference and computational power,...

The Circuit

Tech and AI Investing Trends: A Stock Picker’s Take

Tony's 11th annual tech tour focused on AI as the dominant topic of discussion, reflecting its evolution from a background tool to a primary focus...

The Bid

Dario Amodei CEO of Anthropic: Claude, New Models, AI Safety and Economic Impact

Anthropic is developing a new highly intelligent and powerful AI model with a focus on interpretability, which is crucial for identifying bias,...

In Good Company with Nicolai Tangen

Ep. 213: Bilal Hafeez on Fed Cuts, Dollar Strength and AI Hype

Summary: The CEO and head of research at Macro Hive, who previously worked at top financial institutions and grew up in a working class immigrant...

Macro Hive Conversations With Bilal Hafeez

Here's Who's Winning the Global Fight for AI Talent

Flexible financing program available at netsuite.com, Odd Lots podcast on US-China tech rivalry, intensifying AI talent war with high demand and...

Odd Lots

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)