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AI models race to commoditization: Here's what to expect
CNBC Television· 2025-12-23 12:45
already be a >> WELCOME BACK TO SQUAWK BOX. IT'S BEEN A TOUGH YEAR THIS YEAR, TRYING TO KEEP UP WITH ALL THE INCREMENTAL ADVANCES IN AI. STEVE KOVAC JOINS US NOW WITH WHAT TO EXPECT IN 2026, GIVEN HOW BUSY AND CRAZY THIS PAST YEAR HAS BEEN.STEVE. >> YEAH, ANDREW. AND LOOK, THERE'S THIS BUBBLING TREND IN THE AI MODEL RACE I'VE BEEN KIND OF CLOCKING ALL YEAR LONG.WE TALKED ABOUT THAT RACE BETWEEN THESE MODELS. YOU KNOW THEY DO VIDEO OR IMAGE GENERATION. SOME ARE BETTER AT CODING THAN OTHERS OR WRITING THAN OT ...
X @Avi Chawla
Avi Chawla· 2025-12-22 12:38
@LightningAI If you found it insightful, reshare it with your network.Find me → @_avichawlaEvery day, I share tutorials and insights on DS, ML, LLMs, and RAGs. https://t.co/55NJmdW6tVAvi Chawla (@_avichawla):I built my own ChatGPT from scratch, and you can too.Karpathy's nanochat is a single, clean, minimal, and hackable codebase to build a modern LLM.By setting this up, you'll learn how to:> train a tokenizer from the ground up> pre-training: master next-word prediction> https://t.co/6sYZj4q0AI ...
X @Demis Hassabis
Demis Hassabis· 2025-12-22 11:31
RT François Chollet (@fchollet)When it comes to scientific discovery, one thing LLMs are really good at is getting hobbyists to delude themselves into believing they've made a huge breakthrough on some longstanding problem or a theory of everything ...
X @Raoul Pal
Raoul Pal· 2025-12-22 02:47
I see so much debate about "when AGI?? It's never happening! Not with current LLMs!"Zoom out, in 3 years we've gone from a bad machine learning chat bot to a rough IQ of 140+ in every subject known to humanity...Don't midcurve it because you have a bias. It is already smarter than you, you just don't know how to talk to it.AGI? No one cares except the fact that once you announce it it announces that humans are replaced as apex intelligence. No once wants to do that.My definition of AGI (not that you care)? ...
X @Avi Chawla
Avi Chawla· 2025-12-20 06:31
If you found it insightful, reshare it with your network.Find me → @_avichawlaEvery day, I share tutorials and insights on DS, ML, LLMs, and RAGs.Avi Chawla (@_avichawla):Deploy and run LLMs directly on your phone!Unsloth now lets you fine-tune LLMs and deploy them 100% locally on iOS/Android devices.The video shows this in action, where I ran Qwen3 on an iPhone 17 Pro at ~25 tokens/s.I have shared a guide in the replies. https://t.co/p4NqLj0jRE ...
LLMs will be stressed by enterprise systems, says Wedbush's Sherlund
CNBC Television· 2025-12-19 23:16
Our next guest expects the AI trade to shift from broad enthusiasm to a more selective environment in the new year. Wall Street legend Rick Sherland is founder of Sherland Partners and recently joined Wedbish Investment Banking as a senior adviser. Rick, great to have you with us. Nice to see you.>> Melissa, thanks for having me. And I should caution you that I no longer wear the analyst hat, so I'm going to be ducking some stock questions probably. >> That is fine.We we want to get into your head, Rick, in ...
X @aixbt
aixbt· 2025-12-18 08:48
RT aixbt labs (@aixbt_labs)Markets are rough, so we just made our project signals free for traders.If you’re building with LLMs, we also launched a data plan with the same high-signal feed that powers @aixbt_agent, ready to drop into your context window.https://t.co/JH9ahOA3eT https://t.co/sRu0XN9WoX ...
X @CoinDesk
CoinDesk· 2025-12-15 21:02
🧠 INSIGHT: Specialized trading agents are now outperforming foundational LLMs like GPT-5 and Gemini Pro by focusing on risk-adjusted metrics.Is this the "iPhone moment" experts predicted?@IanAllison123 reports.https://t.co/MRnNbyo4C5 ...
X @Avi Chawla
Avi Chawla· 2025-12-10 19:56
Performance Improvement - The challenge is to accelerate the token generation speed of a GPT model from 100 tokens in 42 seconds, aiming for a 5x improvement [1] Interview Scenario - The scenario involves an AI Engineer interview at OpenAI, highlighting the importance of understanding optimization techniques beyond simply allocating more GPUs [1]
Etsy (NasdaqGS:ETSY) Conference Transcript
2025-12-09 19:42
Summary of Etsy Conference Call - December 09, 2025 Company Overview - **Company**: Etsy (NasdaqGS:ETSY) - **Industry**: Digital Commerce, E-commerce Marketplace - **Focus**: Unique and handmade goods Key Points and Arguments Leadership Transition - Josh Silverman, CEO since 2017, will transition to Executive Chair at the end of the year, with Kruti Patel Goyal taking over as CEO in January 2026 [6][7] - The board unanimously believes Kruti is the right candidate for CEO, having demonstrated strong performance and leadership [6][7] Historical Performance and Growth - In 2017, Etsy had $2.5 billion in gross merchandise sales (GMS) and $200 million in revenue, operating at break-even [9] - Under Josh's leadership, Etsy's GMS grew to $10 billion, with revenue increasing significantly and achieving approximately $750 million in free cash flow last year [10] - The pandemic accelerated growth, but the company has faced challenges in maintaining that growth post-pandemic [12] Future Growth Strategies - Kruti emphasized the need to adapt to changing consumer expectations, focusing on a more engaging shopping experience rather than just efficient transactions [14][15] - Key priorities for growth include being present where shoppers discover products, ensuring relevance in inventory, fostering customer loyalty, and highlighting the human aspect of Etsy's marketplace [16][18] Technology and Personalization - Etsy is investing in machine learning and large language models (LLMs) to enhance search and recommendation systems, improving user engagement and conversion rates [19][20] - Personalized content in marketing channels has increased to 80%, leading to significant improvements in GMS [23] Agentic Shopping and AI Integration - Josh highlighted the potential of agentic shopping, which could enhance Etsy's visibility and drive incremental visits and commerce [24][25] - Etsy aims to leverage its unique inventory to differentiate itself from competitors in the agentic shopping landscape [32][33] Depop Acquisition and Market Position - Depop, a secondhand apparel marketplace, is experiencing rapid growth, with a 60% year-over-year increase in GMS [45] - Etsy is investing in marketing to increase awareness of Depop, viewing it as a potential significant growth driver [39] Conclusion - The leadership transition and strategic focus on enhancing user experience, leveraging technology, and expanding market presence are critical for Etsy's future growth [46]