@PatrickMoorhead Wait, you mean to tell me you weren’t actually doing each of these things? I thought MoorInsights analysts always piloted helicopters between client briefings.
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Peter Lo
4.7K posts
Peter Lo
@PeterLoPR
Comms at @AsteraLabs. Talk to me about responsible AI, #kpop, and podcasting. Previously @AWScloud @ASAPP @PartnershipAI.
Silicon Valley Sumali Nisan 2012
1.1K Sinusundan503 Mga Tagasunod
I'm excited to share that I'm back to work at Bloomberg News! I'm grateful for all the time I got to spend with my magical baby. I'm eager to connect with longstanding and brand-new sources about Google, AI, immigration - and potentially the intersection of all three.
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Peter Lo nag-retweet
The real sign of AI writing is not superficial stuff like “It’s not X—it’s Y”. It’s the hollowness. Polished writing but relatively mundane ideas. The giveaway is that you’re less impressed when you read it the second time. With good writing, it should be the other way around.
I’m not sure this is inherently about AI. It’s more about the fact that people tend to turn to AI when they don’t have much to say.
Reading text that has the syntactic smell of AI is mildly annoying, but when I read hollow writing I feel the writer is wasting my time, which is much more frustrating. So don’t do it. People are unlikely to respond to your email or subscribe to your newsletter or whatever you’re trying to get them to do. And they’ll probably remember that you betrayed their trust as a reader.
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@haydenfield Starting or remaining competitive w/ a first-party model lab isn’t easy. It’ll be interesting to see how this shakes out for Nova.
I think Google showed with their vertical integration across Ai infra, DeepMind, and the data from search & YouTube that it’s possible to catchup.
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big news from amazon in an AI strategy switch-up:
—Peter DeSantis will lead a new Amazon AI org, including its AGI team, silicon dev & quantum
—Current AI chief Rohit Prasad is out
—News comes after reports of Amazon's potential $10B+ investment in OpenAI
aboutamazon.com/news/company-n…
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YouTube
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Peter Lo nag-retweet
Very excited about these roles - on the economics/policy one, you'd work very closely with myself and some of my colleagues. We're very interested in leveraging the kind of data we can uniquely produce at anthropic to help advance the conversation around AI and economy
Keir Bradwell@keirbradwell
The Anthropic Editorial team is hiring TWO new writers: someone to write about AI and economics/policy, and someone to write about AI and science. This is quite an important time to be thinking and writing about the effects of AI. So please apply!
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Peter Lo nag-retweet
I really hate how ignorant takes like this spread far and wide
No, the AWS outage is not caused by AI - anyone who worked at places like Amazon will know how outages like this happened before AI, and it’s almost always a few unlucky + unforeseen things happening the same time.
Peter DiCarlo@pdicarlotrader
AWS CEO brags that 70% of their code is written by AI. Now half the internet’s down. Sounds efficient… until it isn’t 😆
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Peter Lo nag-retweet
Earlier this year, after receiving emails from people in the throes of AI psychosis, I began to keep in touch with one man as he journeyed to recovery.
I'm grateful to James that he was willing to go on record. He wanted people to know: humanlike chatbots are dangerous.
More Perfect Union@MorePerfectUS
NEW: People are developing antisocial and obsessive behavior after using AI — some have even taken their own lives. One journalist started getting emails from people in mental health crisis after using AI. She dug in, and found companies putting profits over users' lives.
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Peter Lo nag-retweet
FUTURUM AI FIFTEEN REBALANCE
We just completed the first quarterly rebalance of the Futurum AI Fifteen -- our curated list of non-Mag 7 names we believe are building the next layer of AI infrastructure.
Ranked by our proprietary AIRometer Score -- here are the top 15 👇
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~new~
Welcome to the first edition of The Information’s newsletter on AI infrastructure. In the coming months, we’ll have more special reports on data centers, chips, networking and energy.
today's edition: Sam Altman Wants 250 Gigawatts of Power. Is That Possible?
theinformation.com/articles/sam-a…
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@PatrickMoorhead @WSJ I kinda like how @crumbler put it: “Nvidia to give OpenAI a $100 billion NVIDIA gift card.”
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Peter Lo nag-retweet
People leaving regular companies: Time for a change! Excited for my next chapter!
People leaving AI companies: I have gazed into the endless night and there are shapes out there. We must be kind to one another. I am moving on to study philosophy.
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Peter Lo nag-retweet
🚀 6 yrs ago, we predicted deepfakes would reshape how we create, consume, and trust information. That prediction is now reality.
We've developed evidence-based recommendations to safeguard trust and dignity in the AI age.
🔐Read them here: partnershiponai.org/resource/safeg…
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Peter Lo nag-retweet
Important collaboration here which backs up my prediction of those doing custom silicon to start to customize the whole stack for the whole rack.
Astera Labs@AsteraLabs
The future of #AI infrastructure starts with powerful partnerships. Astera Labs and Alchip Technologies are reshaping the silicon ecosystem for rack-scale AI by combining custom ASIC expertise with intelligent connectivity. Learn more: buff.ly/gWaoVxS #rackscaleAI
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Peter Lo nag-retweet
new paper from our work at Meta!
**GPT-style language models memorize 3.6 bits per param**
we compute capacity by measuring total bits memorized, using some theory from Shannon (1953)
shockingly, the memorization-datasize curves look like this:
___________
/
/
(🧵)
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Peter Lo nag-retweet
The unwritten rule of AI policy: don't bite the hand that feeds you GPUs.
Anthropic is less reliant on Nvidia after switching to Amazon's Trainium.
All others have been famously quiet in public because they fear Jensen.
Ray Wang@rwang07
Report: Nvidia blasted Anthropic Thursday in a rare public clash over AI policy with U.S. chip export restrictions set to take effect. “American firms should focus on innovation and rise to the challenge, rather than tell tall tales that large, heavy, and sensitive electronics are somehow smuggled in ‘baby bumps’ or ‘alongside live lobsters,’ ” a spokesperson for Nvidia said. Anthropic, the AI startup backed by billions from Amazon, argued for tighter controls and enforcement, saying in a blog post Wednesday that Chinese smuggling tactics involved chips hidden in “prosthetic baby bumps” and “packed alongside live lobsters.” Anthropic, which relies heavily on Nvidia hardware to train its models, is calling for tighter restrictions that could limit Nvidia’s overseas business and revenue from chip sales. Anthropic argued that compute access is the key strategic chokepoint in the race to build frontier AI. The company proposed lowering the export threshold for Tier 2 countries, tightening the rules to reduce smuggling risks, and increasing funding for enforcement. “Maintaining America’s compute advantage through export controls is essential for national security and economic prosperity,” Anthropic wrote. In a sharply worded response to Anthropic, an Nvidia spokesperson blasted the use of policy to limit competitiveness. “China, with half of the world’s AI researchers, has highly capable AI experts at every layer of the AI stack. America cannot manipulate regulators to capture victory in AI,” the spokesperson said. cnbc.com/2025/05/01/nvi…
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@IanCutress @TechTechPotato Always a fan. Excited to follow as the brand grows!
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Almost missed it, but @TechTechPotato is now five years old! Many thanks to the 100k+ of you that have subscribed. 💖🙏
Plenty of content brewing. I'm actually in the studio this week doing some filming!
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I've crossed 17 years at VentureBeat/GamesBeat now. Thank you all for supporting and reading our work. It's been great to be part of the games and tech community for all this time. I still enjoy it every day, as it has connected me with so many of you and those connections have lasted for decades.
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