Hyperscaler Capex
https://x.com/kimmonismus/status/1889784565935317169 The hardware AI landscape is accelerating at a breathtaking pace. Tech giants like Microsoft, Google, Meta, and Amazon spending $528 billion on AI
Federico Ulfo
https://x.com/kimmonismus/status/1889784565935317169 The hardware AI landscape is accelerating at a breathtaking pace. Tech giants like Microsoft, Google, Meta, and Amazon spending $528 billion on AI
Anthropic is eating OpenAI's market share https://x.com/itsandrewgao/status/1885144792323285183
Top use of Claude Inference is for Engineeringhttps://x.com/AnthropicAI/status/1888954159711313920. Through the Anthropic Economic Index, Anthropic will track how these patterns evolve as AI advances.
This research from Gratient Update analyzes the impact of AGI on human wages, concluding AGI can fully substitute for human labor, and it might cause wages to crash, below subsistence levelhttps://x.c
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