NVIDIA: No Reason To Panic
The recent sell-off in NVIDIA shows one thing above all, in my opinion: many of today's investors do not understand the companies they are investing in.
Artificial Intelligence
Jevons Paradox: DeepSeek-R1 Will Ultimately Drive Demand for NVIDIA's GPUs
In 1865, William Jevons observed that coal consumption in England was growing exponentially despite increasingly efficient steam engines. Similarly, in the coming years, more efficient AI models like DeepSeek-R1 could drive demand for NVIDIA's GPUs, not reduce it.
DeepSeek-R1 Clearly Outperformed OpenAI's o1 pro mode In My Ant Sim Test
I tested DeepSeek-R1 against OpenAI's o1 pro mode by having both program an ant simulation from the same prompt. DeepSeek-R1 generated a far superior simulation. As AI models become increasingly commoditized, I think this shows again that AI is a hardware revolution, not a software revolution.
No "Peak AI" In Sight - OpenAI's ChatGPT o1 pro mode Is Another Quantum Leap
I bought a ChatGPT Pro subscription for $200 a month to get access to OpenAI's latest o1 pro mode and compared it to previous models. The results surprised me.
AI Pioneer Yann LeCun Says AI Is "Dumber Than A Cat" - But Maybe That's Smart Enough
The AI researcher argues that AI is still far below human intelligence, lacking true understanding and creativity, and fooling us by making predictions based on statistical patterns from huge data sets. But isn't that enough for now?
Simulating Ants In Python With OpenAI's o1-preview
I asked OpenAI's latest model o1-preview, released on September 12, to write an ant simulation in Python. The result was amazing.
AI: This "Bubble" Is Stuffed With Money
If there's an inflating AI bubble, it's a bubble stuffed with money. NVIDIA's earnings on August 28th could burst it again and unleash a cash bonanza for investors.
Choosing Google's TPUs Over NVIDIA's GPUs Is Like Choosing A Zeppellin Over A Jumbo Jet
Are NVIDIA's AI chips still "so good that even when the competitor’s chips are free, it’s not cheap enough", as Jensen Huang said in March? Short answer: In my opinion, yes, they are still "so good".
Multi-Agent Conversation Frameworks: The Gestalt Of AI
Multi-agent conversational frameworks could lead to organized networks of specialized LLMs that are more than the sum of their parts. The desired Artificial General Intelligence (AGI) may not be a single extremely powerful LLM, but an organism of specialized AIs.
Shannon Entropy, Meaning, And Generative AI
Information theory, based on the work of Claude Shannon, reduced signals to their probabilistic essence; now generative AI reduces signals to their semantic essence.
The End Of Software: An Omni-Purpose AI Application
The AI revolution is not a software revolution, it is a hardware revolution. With a General-Purpose Application, AI could soon become the only interface between the user and the computer, making other software obsolete and heralding the end of the software era.
NVIDIA: No Bubble Yet
NVIDIA is selling the tools for the AI revolution, and every industry will gradually adopt AI, just as the software industry has. This would allow NVIDIA to not only maintain its current revenue growth rate, but even increase it.