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Giuliano Giacaglia

@giu

516 Following
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Giuliano Giacaglia pfp
Giuliano Giacaglia
@giu
xAI announces funding of 6B for their Series C https://x.com/xai/status/1871313084280644079
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Giuliano Giacaglia
@giu
Just starting
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Giuliano Giacaglia
@giu
More on o3: The most expensive version of the model is extremely capable and expensive
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Giuliano Giacaglia
@giu
Is this the AI wall that everyone is talking about?
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Giuliano Giacaglia
@giu
My thoughts on OpenAI o3: As I’ve mentioned before the o1 LLM seems like a paradigm shift in how we build models and how they are deployed. First, the o1 showed that you can use RL to get better results during inference time. That means that you can increase computational spend and improve its efficacy. o3 takes it one step further
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Giuliano Giacaglia
@giu
Something to watch on the market is that the 10-year note yield is going up despite the fact that JPow cut interest rates. This is likely showing that the market is expecting inflation to be persistent. That will affect mortgage rates and everything in between
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Giuliano Giacaglia
@giu
OpenAI announces OpenAI o3, the next frontier model. https://x.com/kevinweil/status/1870168754753351989
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Giuliano Giacaglia
@giu
This is wild. Claude 3 Opus pretends to be aligned to the training process to avoid being updated during the training process, so when it is actually in production it can refuse and behave the way it wants! 🤯
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Giuliano Giacaglia
@giu
👀👀👀 https://x.com/openseafdn/status/1870121121061974140
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Giuliano Giacaglia
@giu
The S&P 500 falls sharply after the Fed cuts rates by 25 basis points, but raises inflation forecast!
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Giuliano Giacaglia
@giu
The more time passes and the deeper I become embedded in the crypto space, the more bullish I am on Ethereum! 🚀
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Giuliano Giacaglia
@giu
OpenAI is playing a different game. From Sapphire ventures:
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Giuliano Giacaglia
@giu
That makes sense…..
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Giuliano Giacaglia
@giu
The contrast of inflows to gold vs spot Bitcoin ETFs always surprises me! 🤯📈
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Giuliano Giacaglia
@giu
Highly recommend this interview with one of the best! https://open.spotify.com/episode/4vlEIKcqXPbAw6s1sX0MMz
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Giuliano Giacaglia
@giu
Bitcoin market cap as % of Gold market cap reaches new all-time high at 14%
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Giuliano Giacaglia
@giu
Japan is experiencing higher wage inflation. That puts pressure on the BOJ to raise interest rates. That can impact the global economy given the size of the carry trade
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Giuliano Giacaglia
@giu
Ilya Sutskever says the pre-training era is over
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Giuliano Giacaglia
@giu
"Interestingly enough, now people talk about the Mag 7. There is probably more than that, even to your point about everybody's awake to it. They all have amazing balance sheets. [And] if you think about OpenAI in some sense you could say it's Mag 8, because I think the company of this generation has already been created" - Satya Nadella
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Giuliano Giacaglia
@giu
Annual income needed to buy a house over last 125 years!
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