Michael Spencer(@Michael_AI_bro) 's Twitter Profileg
Michael Spencer

@Michael_AI_bro

Talks about exponential tech, national defense, BigTech, OpenAI and Generative AI.

ID:1759126124519653376

calendar_today18-02-2024 08:02:13

1,8K Tweets

175 Followers

543 Following

Michael Spencer(@Michael_AI_bro) 's Twitter Profile Photo

Microsoft has recently invested data centers in Japan, Indonesia, Thailand and now Malaysia.

This is actually about harnessing cheap talent for the future.

news.microsoft.com/apac/2024/05/0…

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Michael Spencer(@Michael_AI_bro) 's Twitter Profile Photo

Is more better? Some BigTech companies have dozens of AI products now.

Copilots, anyone?

The Battle of AI in the Cloud looks like this.

Is more better? Some BigTech companies have dozens of AI products now. Copilots, anyone? The Battle of AI in the Cloud looks like this.
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Michael Spencer(@Michael_AI_bro) 's Twitter Profile Photo

AI bubble a bit? $PLTR

According to Palantir's latest financial reports and stock price the company's current price-to-earnings ratio (TTM) is 375.833.

In what would should Palantir have a market cap of $52 Billion? It spent years struggling just to become profitable.

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Michael Spencer(@Michael_AI_bro) 's Twitter Profile Photo

Generative AI is big, but it pales in comparison to the Cloud or Digital advertising.

Forecasts on how AI scales by 2030s are also wildly divergent and varied.

Bloomberg appears in the Techno-Optimist camp.

Generative AI is big, but it pales in comparison to the Cloud or Digital advertising. Forecasts on how AI scales by 2030s are also wildly divergent and varied. Bloomberg appears in the Techno-Optimist camp.
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Jim Fan(@DrJimFan) 's Twitter Profile Photo

We trained a robot dog to balance and walk on top of a yoga ball purely in simulation, and then transfer zero-shot to the real world. No fine-tuning. Just works.

I’m excited to announce DrEureka, an LLM agent that writes code to train robot skills in simulation, and writes more…

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