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NYT: The ranks of genAI skeptics is growing
2 months ago
2 months agoFrom Evan Gorelick's "Rage Quit" which landed on my desktop Friday via the New York Times.
It's not about AI. It's about replacing general-purpose computing with what Jensen Huang calls "accelerated computing."
Read More The trillions spent on new computing infrastructure suddenly makes sense to me
"This isn’t the best performance in the world, but it is super cool."
Read More How to build a powerful LLM machine by Thunderbolting four Apple Mac Studios together
"You want to fade the AI? You done? Then buy Apple."
Read More Jim Cramer: Apple will be the beneficiary of the hyperscalers' investments in AI
Currently, nearly all GenAI chatbots are designed to keep interactions going for as long as possible. In improv circles, it's called "yes, and..."-ing, and it's a…
Read More 42 AGs warn Apple and 12 others against letting chatbots generate 'delusional material'
“It is remarkable how they have kept their heads and are in control of spending, when all of their peers have gone the other direction.” — Needham's John Barr
Read More Wall Street thinks Apple's AI strategy looks smart — for now
Evercore hikes its Apple target $25 to $325
3 months ago
3 months ago"Siri 2.0 – This Time It’s Real." — Analyst Amit Daryanani
"Roughly a dozen other top AI researchers have left the organization, which is suffering from low morale."
Read More Mark Gurman: Apple's AI and robotics teams are draining talent
Meanwhile, Wall Street seems to have moved on to a new narrative: It doesn’t matter if Apple is late to AI.
Read More Barron's: How slow-moving Apple could win the AI race
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