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Innovation and Technology

OpenAI’s Deep Research Demands More Hardware, Not Less

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OpenAI’s Deep Research Demands More Hardware, Not Less

Deep Research: A New Tool for Artificial Intelligence

Let Her (Him?) Rip!

I presented a query to ChatGPT’s new Deep Research tool to learn more about the controversy surrounding DeepSeek and its impact on Nvidia and other semiconductor providers. The query was as follows: “I would like some help writing a research report about the controversy surrounding DeepSeek and its impact on Nvidia and other semiconductor providers. Specifically, I watched a Smart Money episode yesterday where the talking head surmised that “nobody needs an H100″ anymore, much less a Blackwell. But Jensen Huang claims the inference of reasoning models, the future of conversational AI, requires 100 times the compute power of a simple ChatGPT search. Can you outline the cases, the growth of inference vs training, and perhaps provide some forecasts? Focus on high-level, with a few financial details as support. Focus on Nvidia, but include AMD and the Cloud providers’ ASICs which cannot (yet) run reasoning models well. Don’t focus on Deep seek, but rather the general market disruption over a 1-3 year timeframe.”

The Report

After 6 minutes, ChatGPT’s Deep Research read 42 sources and produced a well-laid-out report, covering 13 pages and 4720 words. The report is available on my website to avoid using AI to write a piece for Forbes.

Deep Seek Impact On Nvidia Overblown

The CNBC talking head knows a lot more about investing (theoretically) than AI and industry trends. While some may refute Deep Seek’s claims of the number and type of GPU’s used to create V3 and the reasoning chatbot R1, it will lower the cost of training and reasoning inference. We should see every foundation model builder adopt it or something like it. However, the six minutes ChatGPT required to create the report, and the outstanding content it produced, validate Jensen Huang’s assertion and the value of reasoning models.

So, How Good Was ChatGPT?

In short, it was amazing. The bot produced a report that includes:

* Training vs. Inference: Diverging Compute Demands in Conversational AI
* The Shift to Inference: From One-Time Training to Everyday AI Services
* “Nobody Needs an H100 Anymore”? The Push for Cheaper Inference
* NVIDIA’s Blackwell Generation: Upping the Ante for Training and Inference
* Cloud Providers’ ASICs: Google and Amazon Bet on In-House Silicon
* Outlook: Inference Growth, Market Forecasts, and Financial Implications

Each section was insightful and objective, and I did not detect any errors.

In Summary, What Did We Learn?

I learned that my intuition and experienced viewpoints on this controversy are the same as ChatGPT, for better or worse. I also learned that ChatGPT Deep Research can be an excellent research tool, the likes of which can help analysts learn more about topics and test hypotheses. Or it could replace us!

Conclusion

I hope this article provides insight into the potential of ChatGPT’s Deep Research tool and its ability to produce high-quality research reports. I also hope it provides a more in-depth understanding of the impact of DeepSeek on Nvidia and other semiconductor providers.

FAQs

Q: What is ChatGPT’s Deep Research tool?
A: ChatGPT’s Deep Research tool is a new feature that allows users to conduct research on a topic and receive a well-researched report in return.

Q: How did you use the tool?
A: I used the tool to research the controversy surrounding DeepSeek and its impact on Nvidia and other semiconductor providers.

Q: How accurate was the report?
A: The report was very accurate, with no detected errors.

Q: How much did the tool cost?
A: The tool cost about $2 to run, which is 200 times more than a simple inference query.

Q: What did you learn from the report?
A: I learned that my intuition and experienced viewpoints on this controversy are the same as ChatGPT, and that ChatGPT Deep Research can be an excellent research tool.

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Innovation and Technology

Taylor’s Strategic Genius

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Taylor’s Strategic Genius

Her Success is About Much More Than Her Music—and Innovators Can Learn from It

The Rise of a Global Superstar

Less than two decades since making her debut recording, Taylor Swift has conquered the music industry. She has released 11 original studio albums, and the combined sales and streams of her music catalog place her among the top 10 best-selling artists of all time—a group dominated by commercial juggernauts such as Michael Jackson, Elvis, Madonna, and Frank Sinatra.

A Global Phenomenon

Her recently concluded Eras Tour—the highest-grossing tour of all time—set off a global frenzy that sparked comparisons to the Beatles. With a net worth estimated at $1.6 billion, Swift is the most financially successful musician of her generation. And she’s managed to achieve all this during a time when the industry has undergone profound technological and business model shifts, moving from CDs to iTunes to Spotify.

A Business of Innovation

Swift’s success is not just about her music; it’s about her ability to adapt to a rapidly changing industry and find new ways to connect with her fans. She has demonstrated a keen understanding of the power of social media, using platforms like Twitter and Instagram to engage with her audience and build a sense of community. She has also been a vocal advocate for artists’ rights, speaking out against industry practices that favor labels over musicians.

Lessons for Innovators

So, what can innovators learn from Taylor Swift’s success? Here are a few key takeaways:

*

Adaptability is key

In a rapidly changing industry, it’s essential to be able to pivot and evolve. Swift’s ability to adapt to new technologies and business models has been a key factor in her success.
*

Build a community

Swift’s use of social media to connect with her fans is a powerful example of building a community around your brand or product.
*

Speak your truth

Swift’s advocacy for artists’ rights is a testament to the importance of speaking out against injustice and fighting for what you believe in.

Conclusion

Taylor Swift’s success is a testament to her talent, hard work, and innovative approach to the music industry. As innovators, we can learn a lot from her ability to adapt, build a community, and speak our truth. Her story is an inspiration to anyone looking to make a lasting impact in their field.

FAQs

* Q: How did Taylor Swift get her start in the music industry?
A: Swift began her music career by performing at local festivals and events in her hometown of Wyomissing, Pennsylvania.
* Q: What is Taylor Swift’s net worth?
A: Swift’s net worth is estimated to be around $1.6 billion.
* Q: What is the highest-grossing tour of all time?
A: Taylor Swift’s Eras Tour is the highest-grossing tour of all time, with over $1 billion in ticket sales.

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Innovation and Technology

The AI Tutor: How Machines are Personalizing Education

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The AI Tutor: How Machines are Personalizing Education

AI and automation for impact: Revolutionizing the way we learn and teach.

What is AI Tutoring?

AI tutoring is a form of personalized learning that uses artificial intelligence (AI) to tailor educational content and instruction to individual students’ needs. This is achieved through the use of complex algorithms and data analysis to identify knowledge gaps and learning styles, allowing for a more effective and efficient learning experience.

How Does AI Tutoring Work?

AI tutoring systems use a variety of techniques, including:

  • Student Profiling

    Creating a detailed profile of each student, including their strengths, weaknesses, and learning style.

  • Real-time Feedback

    Providing immediate feedback and assessment to students, helping them to identify areas for improvement.

  • Adaptive Content

    Adapting educational content to individual students’ needs, ensuring that the material is relevant and challenging.

  • Natural Language Processing (NLP)

    Using NLP to analyze and understand the nuances of language, allowing for more accurate and personalized feedback.

Benefits of AI Tutoring

AI tutoring offers numerous benefits, including:

  • Personalized Learning Experience

    A tailored learning experience that caters to each student’s unique needs and abilities.

  • Improved Outcomes

    Significant improvements in student outcomes, including increased test scores and better retention rates.

  • Enhanced Teacher Support

    AI-powered tools that assist teachers in identifying areas of struggle and providing targeted support.

  • Increased Efficiency

    A more efficient use of resources, allowing teachers to focus on more high-level tasks and reducing administrative burdens.

Challenges and Limitations

While AI tutoring has the potential to revolutionize education, there are several challenges and limitations to consider, including:

  • Data Quality

    The quality of the data used to train AI models can impact their accuracy and effectiveness.

  • Equity and Access

    Ensuring that AI tutoring is accessible and equitable for all students, regardless of socioeconomic status or geographic location.

  • Teacher Training

    Providing teachers with the training and support they need to effectively integrate AI-powered tools into their practice.

Conclusion

The AI tutor has the potential to transform the way we learn and teach, offering a more personalized, effective, and efficient approach to education. While there are challenges and limitations to consider, the benefits of AI tutoring are undeniable. As we move forward, it is crucial that we prioritize equity, access, and teacher training to ensure that AI tutoring is used to benefit all students.

FAQs

Q: What is the difference between AI tutoring and traditional tutoring?

A: Traditional tutoring typically involves a human tutor working one-on-one with a student, whereas AI tutoring uses machines to provide personalized instruction and feedback.

Q: Is AI tutoring only for advanced students?

A: No, AI tutoring is designed to be accessible to students of all levels, from elementary school to higher education.

Q: Can I use AI tutoring on my own?

A: While AI tutoring can be used independently, it is often most effective when used in conjunction with human instruction and support.

Q: Is AI tutoring expensive?

A: The cost of AI tutoring can vary depending on the provider and the level of service, but it is often comparable to or less expensive than traditional tutoring options.

Q: Is AI tutoring the future of education?

A: Yes, AI tutoring has the potential to revolutionize the way we learn and teach, offering a more personalized, effective, and efficient approach to education.

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Innovation and Technology

Laird Hamilton

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Laird Hamilton

Surfing Innovator: The Life and Achievements of Laird Hamilton

Early Years and Mastery of Traditional Surfing

After mastering traditional surfing as a teenager in Hawaii, Laird Hamilton devoted the rest of his life to leading innovation in the sport.

Innovations in Surfing

Laird Hamilton’s passion for innovation in surfing led him to work with different teams to invent, refine, and popularize various surfing disciplines. He was instrumental in the development of:

Tow-in Surfing

Tow-in surfing, a technique that involves being pulled towards the wave by a jet-ski or a boat, revolutionized the sport and opened up new possibilities for surfers.

Hydrofoil Surfing

Hamilton’s work on hydrofoil surfing, which uses a floating board with a wing-like design to lift the surfer out of the water, has enabled riders to catch even bigger waves.

Stand-up Paddle Surfing

He also played a key role in popularizing stand-up paddle surfing, which involves using a paddle to propel oneself through the water while standing on a surfboard.

Beyond Surfing

Hamilton’s passion for innovation extends beyond the surf. He has:

Starred in Surf Films and Documentaries

Appeared in several surf films and documentaries, showcasing his skills and sharing his love for the sport.

Launched a Nutritional Food Business

Started a company focused on healthy, sustainable food options, reflecting his commitment to living a balanced lifestyle.

Developed Training Programs for Amateur and Professional Athletes

Created training programs for surfers of all levels, helping them to improve their skills and reach new heights in the sport.

Conclusion

Laird Hamilton’s dedication to innovation and his passion for surfing have left an indelible mark on the sport. His contributions have inspired a new generation of surfers and pushed the boundaries of what is possible in the world of surfing.

FAQs

  • What is Laird Hamilton’s background in surfing?

    He started surfing as a teenager in Hawaii and went on to master traditional surfing.

  • What are some of Laird Hamilton’s most notable achievements in surfing?

    He has invented, refined, and popularized tow-in, hydrofoil, and stand-up paddle surfing.

  • What else has Laird Hamilton been involved in outside of surfing?

    He has starred in surf films and documentaries, launched a nutritional food business, and developed training programs for amateur and professional athletes.

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