Tech Talk: AI Developments, Semiconductor Industry Insights, and Market News from OWITH.ai

OWITH.ai - Only What's Important to Hear around AI and Tech

Good morning from OWITH.ai: the podcast that gives you only what's important to hear in AI and tech world.Stratechery Plus has recently expanded its subscription service to include exclusive content from Asianometry, known for its tech-focused YouTube channel. Subscribers can now access Asianometry's content in newsletter and podcast form through the Asianometry Passport site, enriching the offerings for those interested in tech and semiconductor topics.In recent discussions on artificial intelligence (AI), topics ranged from the emergence of Deepseek-R1 as a competitor to OpenAI, concerns about fairness and transparency in AI collaborations, to advancements in video deepfakes. The text also speculates about the existence of GPT-5 and its implications for AI development, urging readers to become paid subscribers for access to exclusive content on AI developments.Despite claims from influencers about the imminent arrival of Artificial General Intelligence (AGI), experts like Gary Marcus and Sam Altman have refuted these claims. Marcus on AI, a reader-supported publication, invites readers to become subscribers to support his work and receive new posts.Tech-related news includes TikTok's outage as a PR stunt, the EU expanding its investigation into Elon Musk's X platform, and a potential breakthrough announcement by OpenAI. The text also mentions AI school scandals, advancements in AI technology, and a decrease in SMS spam due to new features in a Chinese phishing kit.Goldman Sachs CEO's belief in AI's capability to complete 95% of an IPO prospectus is contrasted with GM's restriction on selling customer data. CEO Daily highlights the importance of moral leadership among CEOs, emphasizing human connection and fair treatment. The text also covers news on markets, Donald Trump's inauguration, analyst notes, and developments like AI determining CEO depression levels.Looking ahead to 2025, the semiconductor industry's significance in AI development and national security is discussed. Executive orders by the Biden administration regarding semiconductors, competition between the US and China in the AI arms race, and the role of key companies like Nvidia are highlighted. The next decade is predicted to be crucial for innovation in datacenters, semiconductors, and AI technology as the US aims to maintain its leadership position.

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