Pinned
My Substack's stock ideas since inception have been like Shohei Ohtani going 13-for-14 with 3 grand slam homeruns.
It won't last, but it's been fun so far!
Ken Griffin says the best stock pickers are right just 54% of the time. $NVDA
tae kim
@firstadopter
"Key Context" Substack covering AI and chips. Reached #1 new bestseller first 24 hrs
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"Be so good they can't ignore you"
Joined October 2008
- YUP! SemiAnalysis: "For all intents and purposes, we believe DeepMind is no longer a frontier lab." "due to large numbers of departures from their reinforcement learning teams and poor compute allocation. Google will continue meandering on and releasing models, but their oddsGoogle cultural rot
- It's crazy how quickly everything fell apart. It's almost as if there was a massive internal culture problem. "One former DeepMind executive at a rival company said they had already received calls from multiple staff who said they were ready to jump ship."Good night DeepMind. Wow. FT: "Google is shifting control of its AI effort from London back to Silicon Valley" "executives and board members remained concerned by its weaker position in coding models and enterprise AI, where Anthropic and OpenAI have established an early lead."
- As bad as I knew the stifling bureaucratic culture was at Google, I NEVER thought Jeff Dean would leave. Jeff is synonymous with Google engineering. Jeff bleeds Google. He's the most important figure in Google’s history. This is like Michael Jordan leaving the Chicago Bulls.
- Good night DeepMind. Wow. FT: "Google is shifting control of its AI effort from London back to Silicon Valley" "executives and board members remained concerned by its weaker position in coding models and enterprise AI, where Anthropic and OpenAI have established an early lead."Google cultural rot
