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Steve Eisman on AI: LLM improvements will begin to gradually slow but not selling AI stocks I own
Youtube· 2025-12-11 14:05
you're still working and we're here to talk about what you see with the markets right now. We kind of teased it before as we're going to get your take on what the market is going to do post Fed, but you don't think the Fed is like the big decision. >> I think this whole thing is laughable.I I find with all due respect to Steve Leeman, who was who was on my podcast, the realizing playbook, just give it a quick plug. Um who who does a wonderful job commenting on the Fed. I mean, when you think about it, the o ...
AI真能让企业脱胎换骨?混沌AI院产品升级重磅发布
混沌学园· 2025-08-11 12:04
Core Viewpoint - The article discusses the emergence of "AI Business Studies" as a response to the confusion faced by business leaders regarding how to effectively translate AI technology into commercial value, especially in the context of rapid advancements in AI technologies like ChatGPT5 [1][6][11]. Summary by Sections AI Business Studies Introduction - "AI Business Studies" aims to transform AI from a novelty into a practical tool that addresses cost, efficiency, and growth challenges in business [6][7]. - The concept arises from a deep understanding of real business needs, emphasizing actionable methodologies over abstract technological concepts [9]. Transition from Technology to Business Necessity - The AI sector has moved past mere technological showcases and is now focused on practical applications across various industries [6]. - Despite the proliferation of AI tools, many businesses and individuals have yet to fully realize the benefits of AI [6]. GPT5 Release Insights - The release of ChatGPT5 marks significant technological advancements, including improved problem-solving capabilities and a reduction in factual inaccuracies [14][20]. - GPT5's ability to automatically switch between models based on user needs enhances efficiency by at least 40% [19]. - The model's programming capabilities allow for rapid development of applications, significantly reducing development time and costs [20][21]. AGI and Business Opportunities - The article discusses the concept of General Artificial Intelligence (AGI) and its relevance to business, emphasizing that AGI should be measured by its performance in real-world job scenarios rather than theoretical benchmarks [26][27]. - AGI is viewed as a collective of specialized AI systems rather than a single omnipotent entity [30]. Barriers to AI Implementation in Enterprises - Companies face three main barriers to AI adoption: lack of awareness among leaders, absence of practical methodologies, and a shortage of skilled personnel to execute AI projects [33][40]. - The article outlines a three-step method for AI implementation, focusing on breaking down business goals into actionable tasks, matching AI tools to these tasks, and establishing performance metrics [38]. Chaotic AI Institute's Approach - The Chaotic AI Institute's second phase emphasizes a structured approach to AI education, focusing on building a comprehensive framework that spans various business functions and roles [45][46]. - The institute promotes a team-based model for AI project execution, enhancing the likelihood of successful implementation [51]. Community and Resource Sharing - The article highlights the importance of community and resource sharing in accelerating AI adoption, with the Chaotic AI Institute fostering a network of over 500 companies for collaboration and innovation [58][60]. Course Structure and Learning Outcomes - The six-month course at the Chaotic AI Institute is designed to guide participants through a structured learning process, ensuring they leave with actionable AI projects and methodologies [63][67].
X @Raoul Pal
Raoul Pal· 2025-08-10 19:16
User Feedback & Issues - Users are experiencing issues with ChatGPT5's task completion, even after specifying instructions in different modes [1] - ChatGPT5 outlines the steps it will take but fails to deliver the promised outcome, instead looping back with more questions [1] - The issue has persisted for multiple days, creating an endless loop of unfulfilled tasks [1] Potential Implications for OpenAI - The reported issues could indicate a regression in ChatGPT5's performance or a bug in the system [1] - The inability to complete tasks as promised may negatively impact user trust and satisfaction [1] - Addressing these issues is crucial for maintaining OpenAI's reputation and the continued adoption of ChatGPT5 [1]
Microsoft-OpenAI Rift May Cap Stock Upside Potential
MarketBeat· 2025-06-18 13:32
Core Viewpoint - Microsoft Corporation (MSFT) stock has reached an all-time high of approximately $478, reflecting a 23% increase over the last three months, but technical indicators suggest a potential short-term pullback [1][2][3] Stock Performance - MSFT stock is currently priced at $478.04 with a 12-month price forecast of $515.68, indicating a potential upside of 7.87% based on 33 analyst ratings [7] - The stock has a P/E ratio of 36.79 and a dividend yield of 0.70% [1] Technical Indicators - The MACD line has crossed below the signal line, indicating a possible shift in momentum while the overall trend remains strong [3] - The RSI reading of 72.96 places the stock in overbought territory, suggesting a potential for short-term consolidation or a mild pullback [4] Partnership with OpenAI - The partnership between Microsoft and OpenAI is showing signs of strain, with both companies becoming competitors, which may limit MSFT stock's growth [6][10] - Microsoft has invested $13 billion in OpenAI, while OpenAI is raising $20 billion to become a for-profit entity, leading to potential conflicts of interest [10][11] Regulatory Concerns - OpenAI's accusations of Microsoft engaging in anticompetitive practices may attract regulatory scrutiny, raising questions about the nature of their partnership [11][13] - The ongoing regulatory environment is focused on technology stocks, with Microsoft not being immune to scrutiny regarding potential antitrust violations [12][13]