Platformonomics TGIF #30: November 10, 2023


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Scuttling Titan(ic), Scaling Olympus?

The Amazon Generative AI soap opera just never ends (and, credit to them, they have acknowledged, more than once, it is a long distance race they have barely started). Anthropic won’t commit to a monogamous relationship with Amazon. Titan is looking like the Titanic. So Amazon has a new code name for their aspirational frontier LLM: Olympus. Presumably we’ll hear all about it at re:Invent re:GPT.

Previous: Anthropic Adds Billions For More Existential AI Hand-wringing, Culture Clash Conjecture: Amazon and Anthropic, Titan or Titanic?, The Amazon AI Inferiority Complex

Looking for GPUs

My favorite part of OpenAI DevDay. Is an hour a day even remotely enough?

Previous: Depreciation Schedules Meet Moore’s Law, GPUs as an Asset Class, GPUs Are Better Than Any Financial Asset (For Now), Brother, Where Art Thy GPUs?
Related: Dumpster Diving Forgiven for GPUs, Larry Ellison Makes Pilgrimage to Redmond

Sanctions are Not Easy

Previous: “Lord Make Me Compliant, Just Not Yet!”

New York Times Very Concerned about Hallucinations

Yet they neglected to assess the hallucination rate of their own front page:

Software Migration Alert: Avid Technology

When private equity comes amalgamating, it is time to start migrating. Why? Because private equity ruins software companies.

Previous: Perfidious Private Equity, Software Migration Alert: EngageSmart, This Week’s Software Migration Alerts

Understanding the Global Economy

A succinct explanation by Michael Pettis of the world’s most important economic imbalance (Chinese over-investment/under-consumption).

Previous: Paul Krugman is Wrong Even When He is Right

Doing Your Bit to Rebalance the Global Economy

Time for everyone to help the Chinese rebalance their over-dependence on exports by buying 10% less stuff from China.

Previous: Xi Jinping Thought on Wall Street Running Dogs, The Perils of Working for a Cult of Personality, Press Releases We’d Like to See, Best Nickname for Emmanuel Macron, Winnie-the-Pooh: Lover of Honey, Champion of Freedom, Missing the (Bamboo) Forest for the (Apple) Trees

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