Apr 15, 2026
Sara: I think people still talk about AI as though the main question were which model sounds smarter, or which product feels more natural in a chat window. That matters, of course, but I do not think it gets close to the real center of gravity anymore. What matters...
Feb 6, 2025
Sara:Hey Scott, glad we can catch up after that investment team session. There’s a lot to unpack about DeepSeek’s super low training costs, MoE architecture, and the possible impact on AI hardware demand. Scott:Absolutely, Sara. Ever since DeepSeek went public...
Feb 5, 2025
Let’s explore the history of video compression technologies and compares it with the progression of AI compute migration from FP32 to FP8. The focus is on the infrastructure implications, including the impact on memory and processors, and the debates...
Jan 10, 2025
Mat: Hey Sara, as an investment professional, I’ve been closely following developments in Generative AI. Last year, there were quite a few articles discussing the challenges around the scarcity of high-quality learning datasets. From an investment...
Nov 22, 2024
John: “Good morning, Sara. I’ve been delving into the latest trends in database technologies and wanted to get your expert insights. Our institutional clients are keen to understand how these developments might impact their strategies,...
Nov 1, 2024
Generative AI investment challenges are at the forefront of discussions, as the excitement surrounding this transformative technology continues to surge. From crafting human-like narratives to generating realistic images and composing music, these models are...
