Prakash Sangam

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Prakash Sangam

Prakash Sangam

@MyTechMusings

Award winning Tech Industry Analyst, @USAToday @Forbes RCR/Fierce & EETime writer, #TantrasMantra host, Quoted on @WSJ @FT @Reuters, Ex @Qualcomm @Ericsson @ATT

California, USA Katılım Mart 2017
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Prakash Sangam
Prakash Sangam@MyTechMusings·
Glad to be quoted in this excellent @Reuters article by @chernandburn & @StephenNellis on @Arm's plight to change its biz model... reut.rs/4g4FCbe "It was news to me that $Arm is even thinking about (making its own chip)," said @TantraAnalyst founder Prakash Sangam, who attended the trial. "It should send a chill down the spine of their customers." As often happens, public trials expose lots of confidential information about companies. The details in the article came from its trial against @Qualcomm. @ReutersBiz #qcomtrial
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Jukan
Jukan@jukan05·
Nuvacore has already raised $200 million....
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Prakash Sangam
Prakash Sangam@MyTechMusings·
@markgurman Interesting... Did they send this directly to you? Didn't see it on their website or social media?
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Mark Gurman
Mark Gurman@markgurman·
OpenAI in a new statement says: "While we take these allegations seriously, we’re not aware of any evidence that this complaint has merit. We believe in fair competition and allowing people the freedom to work wherever they choose..."
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Prakash Sangam
Prakash Sangam@MyTechMusings·
Had an interesting, almost philosophical discussion about #Trust and authentication of expertise in the world of #AgenticAI during this panel: go.tantraanalyst.com/TA_Events Thought-provoking questions & challenges by Dan of @QuadronAI, Donald of E^NAT IP, @scottbicheno of @telecoms, & Ryan of @PassionAboutOSS moderated by Alex of @telcoforge Thanks to those who joined online. Those who couldn't, I highly encourage you to watch the on-demand version, which will be published soon at the same link... #AI #AIAgents @TantraAnalyst
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Prakash Sangam
Prakash Sangam@MyTechMusings·
This is similar to the #NIMBY phenomenon seen during the cellular infrastructure rush - People wanted good coverage but not towers in their backyard. Similarly, people want to use #AI - they are using it knowingly or unknowingly (e.g., @Amazon stores or #Facebook, @Google services, etc.)- but don't want the hassles of #Datacenter in their neighborhood.
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Anshel Sag
Anshel Sag@anshelsag·
I don't really think the tech industry fully understands how little the average person actually cares for AI and how much they hate all these data centers driving up energy costs, and in some cases driving up pollution.
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9to5Mac
9to5Mac@9to5mac·
Apple's lawsuit against OpenAI reveals that more than 400 former Apple employees now work at OpenAI. Apple says that's why it's "not surprising" OpenAI has knowledge of its confidential and proprietary information. 🔗 9to5mac.com/apple-lawsuit-…
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Prakash Sangam
Prakash Sangam@MyTechMusings·
For a second, I though this was @SpaceX :-) China has so much tech, but I wish they used their own branding rather than copying US brand identities...
Ice Universe@UniverseIce

🚨 Exclusive: OpenAI hasn't released an AI phone yet, but StepX Neo has already beaten it to the punch. StepX has officially unveiled StepX Neo, the world's first Agentic Phone built around a native large language model. Powered by the native Step AOS operating system and the built in Amoo AI agent, StepX Neo deeply integrates the AI model, software, and hardware into a single system, creating a true next generation AI device and marking the beginning of the Agentic AI smartphone era.

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Prakash Sangam
Prakash Sangam@MyTechMusings·
Well, IMHO, timeline is not in @OpenAI's control. All depends on the trial judge's early decision. #OpenAI can keep working on its products & even launch them, till there is a court order. @Apple's is trying to set a narrative that all of OpenAI's device work is tainted by this suit. That's why they have included #IOPRoducts as a defendant. $appl's first order of priority is to seek enjoinment, and OpenAI's priority will be to isolate as much of work from this allegation. Ultimately, the judge will decide. We discussed this and other things in my #TantrasMantra #podcast x.com/MyTechMusings/…
Prakash Sangam@MyTechMusings

Just dropped the latest episode of #TantrasMantra #podcast, analyzing @Apple 's case against @OpenAI go.tantraanalyst.com/TantrasMantra In this, Christie, Ex. @Qualcomm VP of #Policy & #Legal Comms, and I discuss the specifics of $aapl's allegations, #OpenAI’s statement, and likely legal response, as well as possible next steps. We also delve into how this will affect OpenAI’s plan to introduce highly anticipated personal AI devices, who has better leverage, the remedies Apple is requesting, and what some considerations might be for settlement. Index: 00:00 - Intro 01:43 - Guest intro (Christie Theone, Principal, CTG Advisory and Ex. Qualcomm VP of Policy & Legal Comms) 02:28 - Apple's complaint: Two employees of OpenAI + OpenAI (pro & non-profit) + IO Products (Founded by #JonyIve) 04:05 - Apple's attempt to set a narrative - All OpenAI innovations are tainted by the theft of Apple's #tradesecrets, even what IO Products might be working on 05:05 - Although complaints are centered around two employees (only one is a top-level executive), liability will be borne by the company 07:56 - Apple's complaints are well structured, presented "as a matter of fact," without inflammatory language, making the case very obvious and appearing to be "open and shut." 10:33 - Jony Ive's name never appears in the complaint. Probably out of respect, and not to tarnish his name 12:06 - OpenAI's statement is pretty standard PR response 14:42 - Next steps - Likely request for an extension to file the reply. The question is whether they just reply to Apple's allegation, or countersue to get some leverage 17:02 - Discovery is going to be interesting, with many trade secrets at play. Details will come out if there are conflicts between the companies. Can it be motivation for settlement? 21:05 - As things stand today, OpenAI is at a weaker place, as this case affects its product plans and IPO plans, and time is on Apple's side 22:45 - Apple's remedy requests are not very clear, not sure what "enjoining" in this case means. Injunctions are very hard to come by 25:15 - OpenAI can keep working on whatever they are doing till there is an order from the judge (e.g. 25:33 - The first target for Apple is to seek an early decision to stop OpenAI from whatever they are working on, and the target for OpenAI is to seek early dismissal of the case. Both are hard to come by 29:12 - Closing #AI #PersonalAI #AiDevices #AIWearable #EggeAI #ChatGPT #aaploai #IP @TantraAnalyst

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Mark Gurman
Mark Gurman@markgurman·
NEW: Apple’s lawsuit threatens to upend OpenAI’s ability to build an iPhone rival — well before the companies even go to court. An in-depth look at the immediate impact on the AI company and the stakes for Apple. bloomberg.com/news/articles/…
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Bloomberg
Bloomberg@business·
Apple’s lawsuit accusing OpenAI of systematically stealing its intellectual property threatens to disrupt the AI company’s efforts to build an iPhone rival. Read our analysis: 📷️: Eric Thayer/Bloomberg
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Prakash Sangam
Prakash Sangam@MyTechMusings·
Yes, but the case will detail @OpenAI's #personalAI device plans & undermine the $6.5B they paid for #jonyIve's #IOPRoducts @Apple is trying to set the narrative that all of #OpenAI's device plans are tainted by this alleged #TradeSecret theft, even the #IOProducts If the judge enjoins @OpenAI from working on these allegedly "tainted" products, will cause huge delays & gives $aapl enough time to catch up. Also, the discovery process may compromise the secrecy of their designs... We discuss all of that on my #TantrasMantra #podcast here: go.tantraanalyst.com/TantrasMantra
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Jessica Lessin
Jessica Lessin@Jessicalessin·
Apple suing OpenAI for trade secret theft is obviously bad for OpenAI. But I suspect part of them welcomes the fight. OpenAI's whole brand is anti-elitist — they want to be the anti-Apple (and the anti-Anthropic). A public war with the most elite company in tech only sharpens that. Watch them lean into it when/if their device ships.
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Prakash Sangam
Prakash Sangam@MyTechMusings·
Just dropped the latest episode of #TantrasMantra #podcast, analyzing @Apple 's case against @OpenAI go.tantraanalyst.com/TantrasMantra In this, Christie, Ex. @Qualcomm VP of #Policy & #Legal Comms, and I discuss the specifics of $aapl's allegations, #OpenAI’s statement, and likely legal response, as well as possible next steps. We also delve into how this will affect OpenAI’s plan to introduce highly anticipated personal AI devices, who has better leverage, the remedies Apple is requesting, and what some considerations might be for settlement. Index: 00:00 - Intro 01:43 - Guest intro (Christie Theone, Principal, CTG Advisory and Ex. Qualcomm VP of Policy & Legal Comms) 02:28 - Apple's complaint: Two employees of OpenAI + OpenAI (pro & non-profit) + IO Products (Founded by #JonyIve) 04:05 - Apple's attempt to set a narrative - All OpenAI innovations are tainted by the theft of Apple's #tradesecrets, even what IO Products might be working on 05:05 - Although complaints are centered around two employees (only one is a top-level executive), liability will be borne by the company 07:56 - Apple's complaints are well structured, presented "as a matter of fact," without inflammatory language, making the case very obvious and appearing to be "open and shut." 10:33 - Jony Ive's name never appears in the complaint. Probably out of respect, and not to tarnish his name 12:06 - OpenAI's statement is pretty standard PR response 14:42 - Next steps - Likely request for an extension to file the reply. The question is whether they just reply to Apple's allegation, or countersue to get some leverage 17:02 - Discovery is going to be interesting, with many trade secrets at play. Details will come out if there are conflicts between the companies. Can it be motivation for settlement? 21:05 - As things stand today, OpenAI is at a weaker place, as this case affects its product plans and IPO plans, and time is on Apple's side 22:45 - Apple's remedy requests are not very clear, not sure what "enjoining" in this case means. Injunctions are very hard to come by 25:15 - OpenAI can keep working on whatever they are doing till there is an order from the judge (e.g. 25:33 - The first target for Apple is to seek an early decision to stop OpenAI from whatever they are working on, and the target for OpenAI is to seek early dismissal of the case. Both are hard to come by 29:12 - Closing #AI #PersonalAI #AiDevices #AIWearable #EggeAI #ChatGPT #aaploai #IP @TantraAnalyst
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Prakash Sangam
Prakash Sangam@MyTechMusings·
This is a good answer to the folks who think @Qualcomm is late to the #datacenter #compute game... There is so much demand that every last bit of compute capacity will be utilized. Higher power efficiency & memory architecture are the icing on the cake. it also builds future differentiation for the time when supply outpaces demand... $qcom #c1000 #HBC @TantraAnalyst
Podcast Alpha@PodcastAlphaX

Ken Griffin: top market makers now spend hundreds of millions a year on compute. And all of it is used all the time. The Citadel founder says essentially all available compute is utilized around the clock, so the only question is who pays the most. Per-unit prices have run past every projection. High-margin firms absorb it. Low-margin ones get squeezed out. Sarah Friar @thefriley, OpenAI's CFO, makes the same case: there is no compute to buy, and supply stays constrained toward 2030. Compute inflation is a margin filter. Own the suppliers with pricing power and the scaled incumbents, avoid sub-scale price-takers. Full note on why compute inflation is a margin filter: podcastalpha.substack.com/p/ken-griffin-… Source: Goldman Sachs Exchanges - youtube.com/watch?v=gZweef…

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Tayo
Tayo@Oluwatay0·
@MyTechMusings @Apple @OpenAI "AI device" sounds like a Rabbit R1 type device, but "powered by AI" lmao. If that's the case, I'm not sure it's worth all the skullduggery openAI is involved in stealing apple IP.
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Prakash Sangam
Prakash Sangam@MyTechMusings·
.@Apple 's claims against @OpenAI seem very specific; unless they can prove a systematic company-mandated operation to steal the information, it might just be relegated to a few low-level employees who actually did the illegal acts like hacking, downloading, or stealing confidential information bit.ly/3T9DyZt Also, this means, ➡️We are getting closer to a major new personal #Ai device ➡️ Defendnets are a proxy for legendary #JohnyIve, who left $aapl to form a non-compete venture, but ended up competing with @OpenAI acqusition $aapl @ChanceHMiller @9to5mac #AgenticAI #aaploai #AiWearable @TantraAnalyst
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Prakash Sangam
Prakash Sangam@MyTechMusings·
NYT columnists wear #smartglasses, the kind that hide all the sufferings of Hindu women and children being openly brutalized in Bangladesh & Pakistan...
Swati Goel Sharma@swati_gs

So many cases of Hindu girls raped or murdered by Islamists every day in India, Pakistan and Bangladesh but @nytimes has picked up just this one case from the entire region for their Asia section - a rare case where the victim was from Muslim community You can’t hate them enough for their distortions of ground truth Who wrote this report? @suhasiniraj

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Prakash Sangam
Prakash Sangam@MyTechMusings·
Exactly, it's not Human vs. #AI, but Humans with #Ai vs. Humans without So, humans and functions that don't migrate their tasks to leverage AI, will perish. This is true with any tech transformation. For e.g. when factories automated and low-value manufacturing went offshore, folks who couldn't upgrade their skills were left behind. Also, there will be initial pain, though. There will definitely be a time gap between some jobs becoming redundant & new # AI-enabled jobs taking off. There has to be some way to help folks who will fall through that "time-crack"
Jeetu Patel@jpatel41

I’ve been saying this for months, and the early data is beginning to support it. Five years from now, I believe AI will create more jobs than it eliminates. That may sound counterintuitive. But the data is proving this theory. Here are some factors worth considering. AI is exposing new human bottlenecks When one part of a workflow becomes dramatically faster, the constraint simply moves elsewhere. Organizations then need more people to remove the next bottleneck and capture the value AI has unlocked. Automation does not eliminate the need for human contribution. It often reveals how much more could be accomplished with it. AI fluency will become one of the world’s most valuable skills The emerging divide will not be between humans and agents. It will be between people who are highly fluent with AI and those who are not. AI-fluent people will not be 10% more productive. In some forms of work, they could be 50x or even 100x more effective. They will imagine better uses for AI, orchestrate agents and apply judgment where machines still fall short. These people will be scarce and enormously valuable. Productivity creates demand The assumption behind mass unemployment is that the amount of work the world needs is fixed. It isn’t. When technology becomes dramatically cheaper and easier to create, we do not simply produce the same amount with fewer people. We build more products, start more companies, solve previously uneconomic problems and serve markets that could never be served before. AI will lower the cost of ambition. The real risk, therefore, is not that humanity runs out of work. It is that millions of people are not prepared for how quickly the nature of work changes. The future will likely have more jobs. But they will not be the same jobs, performed in the same way, by people with the same skills. The imperative is not to protect people from AI. It is to help every person become fluent in it.

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Keşfet

@Apple @OpenAI @CTGComms @markgurman @QuadronAI @scottbicheno @telecoms @PassionAboutOSS