The transformation of technology to the -as-a-service model has led to many positives, yet it has led to a situation where users don’t own anything.
This creates vulnerabilities – “years ago websites were made of files; now they are made of dependencies.”
“If the current trend of technology is sweeping us in a direction of “everything is amazing, but nothing is ours”, Technology that’s Actually Yours could be the next great counter-trend.“
The semiconductor manufacturing company’s $65bn foray into the Arizona desert is a meeting of cultures, technologies, education, politics, and geopolitics.
Through interviews with dozens of employees, this article addresses the still open question – will it succeed?
Are rising sharply according to Carta (just one data source).
This is hurting VC funds of certain vintages “Only 9 per cent of venture funds raised in 2021 have returned any capital to their ultimate investors, according to Carta. By comparison, a quarter of 2017 funds had returned capital by the same stage.“
Relevant especially with the rise of AI. At first quantity matters here but “as training sets grow ever larger, it’s often more efficient to do this than to acquire the next token; beyond a certain point, data quality scales better than data quantity“.
“So there you have it: 5000+ words on data pricing. We’ve covered use cases and users; quality and quantity; internal and external value factors; pricing axes and maturity curves; table stakes and usage rights; and much more.“
One thing we highlighted before for hyperscalers is how power efficiency (PUE is the ratio of total power consumed to the amount of power consumed by IT equipment) has flatlined.
“So I tried just to put together this chart to show how different the GPU package is between 2015 & 2024. So of course, the B100 chip, the GPU introduced a few months ago, and this is not enough because Jensen has already introduced the next generation of GPU last week” (h/t The Transcript).
