Chaotropy

DeepSeek-R1 Clearly Outperformed OpenAI's o1 pro mode In My Ant Sim Test

Artificial Intelligence

DeepSeek-R1 Clearly Outperformed OpenAI's o1 pro mode In My Ant Sim Test

I tested DeepSeek-R1 against OpenAI's o1 pro mode by having both program an ant simulation from the same prompt. DeepSeek-R1 generated a far superior simulation. As AI models become increasingly commoditized, I think this shows again that AI is a hardware revolution, not a software revolution.

Journey Medical Corporation: Why It Might Be Worth Having A Skin In This Game

Journey Medical Corporation: Why It Might Be Worth Having A Skin In This Game

Journey Medical's newly approved Emrosi™ outperformed Oracea® in two Phase III trials. If it captures a significant share of Oracea's $300m market, Journey could be significantly undervalued.

Hermès International: Why Artisan Craftsmanship Is A Bet On The Dawning Technological Revolution

Hermès International: Why Artisan Craftsmanship Is A Bet On The Dawning Technological Revolution

At the dawn of the AI age, Hermès is still focusing on craftsmanship and scarcity, which could make its luxury products increasingly desirable and valuable, especially in an era of rapid automation and commoditization of goods.

Quantum Chips: Computing Like A Soap Bubble?

Quantum Chips: Computing Like A Soap Bubble?

Google Quantum AI has made a breakthrough with its Willow quantum chip, demonstrating exponential quantum error correction, suggesting real progress toward reliable quantum computing. However, comparing Willow's performance to conventional computers in the benchmark test used may be misleading.

No "Peak AI" In Sight - OpenAI's ChatGPT o1 pro mode Is Another Quantum Leap

Artificial Intelligence

No "Peak AI" In Sight - OpenAI's ChatGPT o1 pro mode Is Another Quantum Leap

I bought a ChatGPT Pro subscription for $200 a month to get access to OpenAI's latest o1 pro mode and compared it to previous models. The results surprised me.

Portfolio Update: Full Speed Ahead For Another American Century

Portfolio Update: Full Speed Ahead For Another American Century

Since August, the I&F Portfolio is up more than 70% and has outperformed the S&P 500 by 50%, thanks to stellar performances of AppLovin (APP), Rocket Lab (RKLB), Esperion Therapeutics (ESPR), Navitas Semiconductor (NVTS) and Verona Pharma (VRNA), among others.

iPadOS 18.1 Bricked My Brand New iPad Pro (M4) - What's Wrong With Apple?

There have been issues with iPadOS 18 bricking devices for the past two months. While my problem was easily solved, it calls into question the usual perfection of Apple products.

AI Pioneer Yann LeCun Says AI Is "Dumber Than A Cat" - But Maybe That's Smart Enough

Artificial Intelligence

AI Pioneer Yann LeCun Says AI Is "Dumber Than A Cat" - But Maybe That's Smart Enough

The AI researcher argues that AI is still far below human intelligence, lacking true understanding and creativity, and fooling us by making predictions based on statistical patterns from huge data sets. But isn't that enough for now?

Simulating Ants In Python With OpenAI's o1-preview

Artificial Intelligence

Simulating Ants In Python With OpenAI's o1-preview

I asked OpenAI's latest model o1-preview, released on September 12, to write an ant simulation in Python. The result was amazing.

AI: This "Bubble" Is Stuffed With Money

AI: This "Bubble" Is Stuffed With Money

If there's an inflating AI bubble, it's a bubble stuffed with money. NVIDIA's earnings on August 28th could burst it again and unleash a cash bonanza for investors.

Time To Pick Some Stocks

Time To Pick Some Stocks

Time for some optimism: After the recent sell-off, let's call it a bottom and put together a stock portfolio.

Why The Rumored Delay Of NVIDIA's Blackwell GPUs is Unlikely To Be A Deal Killer

Why The Rumored Delay Of NVIDIA's Blackwell GPUs is Unlikely To Be A Deal Killer

The rumors of a delay and design flaw in the upcoming Blackwell GPUs are unlikely to reveal a relevant problem at NVIDIA.

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