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Mythos And AI Safety | The Brainstorm EP 127
ARK Invest· 2026-04-15 20:00
Is all software going to fall apart because AI is going to hack its way through it? We have Anthropic with its next frontier model Mythos being done What is it? It's being halted for 100 days and only being given to the top 40 companies through Project Glasswing so they can patch all of the zero-day vulnerabilities the AI has found. Brett, Anthropic has uh played the fear card, I would say, for for marketing before. Um is this similar vein of, you know, scare people and that's great marketing? Is this them ...
Explained in 2 minutes: AMD Enterprise AI Suite
AMD· 2026-02-18 18:56
The AMD Enterprise AI Suite is an open-source software stack that enables enterprises to run frontier AI models in production within minutes. In this video, we will look at the Suite's two main components, the AMD Resource Manager and the AMD AI Workbench. We start with the Resource Manager, a tool that empowers administrators to oversee computational resources and user access.The Dashboard provides a high-level view of clusters, GPUs, workloads, and active projects. Projects organize work with namespaces k ...
DeepSeek blew up markets year ago. Why hasn't it done so since?
CNBC· 2026-01-06 06:00
Core Insights - DeepSeek's introduction of a new AI model in January 2025 caused significant market reactions, leading to a decline in stock prices of major Western tech companies, but the market has since stabilized and companies like Nvidia have seen substantial growth [1][2][3] Group 1: Market Reactions and Recovery - Following DeepSeek's initial model release, Nvidia's stock fell 17%, resulting in a loss of nearly $600 billion in market capitalization, while Broadcom and ASML also experienced significant declines [1] - Eleven months later, Nvidia achieved a $5 trillion valuation, Broadcom's shares increased by 49%, and ASML's stock rose by 36% [2] Group 2: DeepSeek's Model Releases - DeepSeek released its V3 model in late 2024, which was trained using less powerful chips and at a lower cost compared to models from OpenAI and Google [3][4] - The subsequent release of the R1 reasoning model in January 2025 surprised the market, as it matched or outperformed leading LLMs [4] Group 3: Market Dynamics and Spending - Despite initial concerns about reduced demand for AI infrastructure due to DeepSeek's model, spending in the AI sector did not slow down in 2025 and is expected to accelerate in 2026 and beyond [6][7] - The market has perceived DeepSeek's later model updates as incremental improvements rather than groundbreaking innovations [7] Group 4: Computational Limitations - DeepSeek has faced challenges in releasing new models due to limited computing power, particularly with the delay of the R2 model due to difficulties in training on Huawei chips [8][9] - U.S. restrictions on chip sales have constrained China's access to advanced computing resources, impacting DeepSeek's development capabilities [9][10] Group 5: Competitive Landscape - The release of advanced models by Western companies like OpenAI and Google has reassured the market of continued U.S. leadership in AI, easing fears of commoditization [12][13] - Analysts suggest that the competitive environment remains intense, with expectations of further significant releases from DeepSeek in the near future [13][14]