💰 E ai ki ngā pūrongo, kua kati a Anthropic i tētahi rauna pūtea $20B+ ↗
E kiia ana kei te whakakī a Anthropic i tētahi pikinga nui - neke atu i te $20 piriona, ā, ka tata pea te kati o te rauna. Ehara tēnā i te "pūtea tīmatanga" engari he "cosplay GDP whenua iti"
E ai ki te pūrongo, e $350 piriona te uara, koinei pea te tūāpapa hou mō te AI rohe - he tohu rānei kua kopikopiko te mākete ki roto i tana upoko "ehara ngā tau i te mea tūturu".
📈 Ka piki ake ngā hea maramara i muri i te kī a te Tumu Whakahaere o Nvidia kei te "piki haere te tono AI" ↗
I tino whakahē a Jensen Huang i te kōrero mō ngā hanganga AI, me te kī kei te piki haere te tono. I rongo ngā kaipupuri moni i tēnā, ā, ka kanikani tonu rātou "hokohia tetahi mea he silicon kei roto".
E whakaahua ana hoki te tuhinga i ngā kaitākaro kapua nui e whakarite ana mō te whakapaunga nui o te AI, ahakoa kei te tirotiro tonu te iwi mēnā he pono te mahi a te pāngarau utu… he tika hoki tēnā.
🧠 Ka ārahi a Vista Equity Partners me Intel i te haumitanga ki te kamupene whakarewa maramara AI a SambaNova ↗
E ai ki ngā pūrongo, ko Vista Equity Partners - he "pūmanawa ripanga" i ngā wā o mua - kei te ārahi i te $350M+ ki SambaNova. He huringa ara kāore i te tumanakohia, he rite ki te kitenga i te pahi e toremi ana ki roto i te poka Formula 1.
Mā te whai wāhi mai a Intel ka ora tonu te koki "kaitautoko rautaki", ā, e tohu ana te kōrero kei te noho wera tonu te hiahia mō ngā momo maramara AI, kāore i te mātao.
🤖 Ka huraina e Anthropic tētahi tauira AI hou i te mea e werawera ana te whakataetae OpenAI ↗
I whakataka e Anthropic tētahi tauira hou e tino whai hua ana, ā, i piki ake te pēhanga whakataetae i roto i te pakanga kai "tauira rohe". Kāore i te tino ātaahua te āhua o te rangahau taiwhanga, engari he pakanga maripi engari me ngā paearu.
He whakamaumahara anō hoki tēnei ehara i te mea ko ngā tohu IQ mata anake te kaupapa o te whakataetae - engari ko te tuku tere, te whakatenatena i ngā kaiwhakawhanake, me te whakarite kia noho haumaru te katoa kia kore ai ngā umanga e mataku, ka pāwhiri "kāo".
🗣️ Kua eke a ElevenLabs ki te uara $11 piriona i roto i te pūtea hou ↗
E ai ki ngā pūrongo, i kohia e ElevenLabs te $500M i te uara $11B, he peke nui tēnei mai i te tūnga o ngā kamupene reo AI hou i ngā wā tata nei… koinā te āhua. E tino whakapono ana ngā kaipupuri moni ka horapa te reo ki ngā wāhi katoa, ka whakakapi puku i te maha o ngā rerenga mahi "oro tangata".
Ko te arotahi a te kamupene ki te kōrero kare ā-roto, kōrerorero me te tāruarua, ko te "whakaiti i te ahua o te oro AI kia rite ki te karetao e pānui ana i ō taake" - he pae tino uaua ki te whakatika.
🧪 E tohu ana a Crunchbase ko te $150M te kohi moni a Goodfire i roto i ngā rauna nui rawa atu o te wiki ↗
E whakaatu ana a Crunchbase i te whiwhinga a Goodfire i te $150M me te uara $1.25B, ā, kua whakaurua ki te rārangi o ngā rauna pūtea matua o te wiki. He tohu kaha tēnā kei te whiwhi pūtea tūturu te "AI research lab" hei wāhanga, ehara i te mea ko ngā kare ā-roto me ngā pou Medium anake.
E ōrite ana hoki ki te tauira whānui: kei te whaia e te moni ngā toa e kitea whānuitia ana (ngā tauira, ngā maramara) me ngā paparanga o raro tauhou (ngā taputapu, ngā rangahau, ngā hanganga) ka mutu pea hei pūwāhi huanga.
Ngā Pātai Auau
He aha te tikanga mēnā ka kati a Anthropic i tētahi rauna pūtea $20B+ i te uara ~$350B?
E kī ana tēnei kei te kite ngā kaipupuri moni i te AI rohe hei kāwai nui hei whakamana i te whakapaipai i runga i te tauine nui atu i ngā rauna tīmatanga noa. I roto i tēnei anga, ehara te aromatawai i te mea mō te moni whiwhi o nāianei, engari mō ngā tumanakohanga mō te kaiārahi tauira, te tohatoha, me te mana o te tūāpapa mō te wā roa. E tohu ana hoki kei te arotahi te pūtea AI ki te tihi rawa o te mākete.
He tohu tēnei taumata o te pūtea AI kua wera rawa te mākete, he tohu hou rānei?
Ka taea te pānui i ngā taha e rua, i runga i tō whakaaro ka noho te AI rohe hei paparanga hanganga pakari, ka noho hei huringa whakatairanga rānei me te ōhanga ngoikore. E whakaatu ana te wiki kotahi i te moni e neke ana ki ngā tauira, ki ngā maramara, ki te reo, me ngā taiwhanga AI—e tohu ana i te whakapono whānui, ehara i te peti kotahi. Heoi anō, he maha ngā wā ka whakanuia e ngā aromatawai nui te pēhanga "whakamātautau" ki te whakatinanatanga me ngā putanga.
He aha i piki ake ai ngā hea maramara i muri i te kīnga a te Tumu Whakahaere o Nvidia kei te "tino piki haere" te tono mō te AI?
Ko ngā kōrero pēnei e whakaū ana i tētahi kōrero māmā: ko te ahunga whakamua o te AI e whakawhirinaki ana ki te nui ake o te rorohiko, arā, he nui ake ngā maramara me te nui ake o ngā whakapaunga a ngā kaitākaro kapua nui. He maha ngā wā ka hokohoko tere ngā kaipupuri moni i taua kōrero, ka hoko "i tetahi mea he silicon kei roto" ina tere haere te tono. E kī ana hoki te tuhinga kei te haere tonu te ruarua mō te mahi a te pāngarau utu, ka taea te tāpiri i te piki haere o te pikinga ina huri ngā tumanakohanga.
He aha te tohu o te haumitanga a Vista Equity Partners me Intel ki SambaNova mō ngā huarahi kē atu ki te whakamahi i ngā maramara AI?
E tohu ana tēnei i te hiahia tonu mō ngā taputapu AI kāore i te noho, me te whānuitanga o ngā taputapu e karapoti ana i a ia, ahakoa ko Nvidia te rangatira o te kōrero. Ko te whai wāhi a Vista he āhua whānui ake i tōna arotahi pūmanawa o mua, ko te whai wāhi a Intel ka mau tonu te koki "kaitautoko rautaki". I roto i te maha o ngā ara, ka piki ake te hiahia ki ngā huarahi kē atu ina nui te tono, ā, e ahua herea ana te tuku, te utu rānei.
He pēhea te whakarerekētanga o te tauira hou a Anthropic i te whakataetae OpenAI i waenga i ngā kaiwhakawhanake me ngā umanga?
E whakaatu ana tēnei ehara i te mea ko ngā kaute paearu anake te whakataetae—engari ko te tere tuku, te whakaurunga a ngā kaiwhakawhanake, me te whakawhirinaki. Ka taea e tētahi tauira hou e whai hua ana te whakarerekē i ngā API e whakamahia ana e ngā tīma, inā koa mēnā ka whakapai ake i te pono, i te haumaru rānei. Mō ngā umanga, ko te huarahi noa ko te aromatawai i te āheinga, tae atu ki ngā āhuatanga whakahaere pēnei i te pumau, te taputapu, me ngā mana whakahaere mōrearea.
He aha i $11B te uara o ElevenLabs, ā, me pēhea te uru o te reo AI ki ēnei au auaha?
Ko te tikanga o te pūtea nei, e whakapono ana ngā kaipupuri moni ka noho te reo whakaputa kounga teitei, whakaputa whakaaro hei atanga taunoa puta noa i ngā hua me ngā rerenga mahi. E whakaatu ana te tuhinga i te arotahi ki ngā putanga kare ā-roto, kōrero me te tāruarua, me te whai kia iti ake te ahua o te ororongo i te whakamahinga tūturu. Ka tautokohia hoki e te reo ngā kaupapa pūtea whānui o te AI mā te huri i ngā tauira hei wheako e anga atu ana ki te kiritaki, kaua ko ngā taputapu papamuri anake.