Top 25 AI Articles on Substack

Latest AI Articles


📈 Broadcom: AI Surge

This serial acquirer is having a moment
Welcome to the Friday edition of How They Make Money. Over 120,000 subscribers turn to us for business and investment insights. In case you missed it: 🛡️ Cybersecurity Earnings 🏝️ Online Travel: AI is Coming 🤖 NVIDIA: Industrial Revolution 🌎 12 Global Titans in 32 Visuals
App Economy Insights ∙ 44 LIKES
Jose Sevilla
Microsoft is the only company in the ranking with two of the largest tech acquisitions. Activision Blizzard and LinkedIn are products for completely different markets. That puts into perspective the sheer economic power that Microsoft currently has. Thank you for putting these data together.
Greg
Thank you for the article. I’ve been investing for many years and in my opinion, AVGO is the best stock out there. I own all the Mag 7 stocks and they too are great and have had great success. However, when you look for a great growth company with a great dividend, there are not many that compare to Broadcom. Thank you again.

At least five interesting things to start your week (#42)

The end of Chevron deference; export controls; jerky American profs; basic income; economics of AI; solar power uses; Global South tariffs; Gen Z wages; Stiglitz
OK, so this post really stretches the “at least five interesting things” concept. Technically, nine is “at least five”! First, podcasts. Here’s an episode of Econ 102. Most of it is a typical Q&A episode, except in the last 15 or 20 minutes, Erik makes me talk about romantic relationships, and even give relationship advi…
Noah Smith ∙ 186 LIKES
Kathleen Weber
My prediction: the end of Chevron deference will result in an absolute flood of case filings in federal courts. If businesses can gain approximately $150 in benefits gained/burdens and taxes avoided for every dollar spent lobbying Congress, think how much they can gain by filing anti-regulatory lawsuits. Unfortunately, I do not have a link for that $150 figure. I read it some years ago and do not remember where.
Here's the real problem: poor people don't have the money to pay for lobbyists or lawsuits.
David Thurston
Loved the section on solar. Don't stop an Owens Lake, fill Mono!

Generative AI

The 2024 landscape across enterprise and vertical platforms.
Hey Readers, Welcome to New Economies, where we explore the latest tech trends and ecosystems. In this edition, we explore the progression of Generative AI over the last 18 months, uncovering the latest 270+ startups driving innovation across enterprise and vertical platforms as well as highlighting predictions of what we should expect in the near futur…
Ollie Forsyth ∙ 8 LIKES

next play opportunities 7/2

Scale AI founder's new project, Greylock incubation co-founder, support us on Product Hunt
Hi, This is next play’s newsletter, where we share under-the-radar opportunities to help you figure out what’s next in your journey. Next play is live on Product Hunt today. We would really appreciate …
Ben Lang ∙ 10 LIKES

Another trip around the sun OR Raphael's deadly debauchery and the AI Zebras

In the immortal words of Dwight Schrute: "It is your birthday." I'm spending part of it with you fine folk, giving your brains something that I hope will be worthy of celebrating.
Thank you for reading The Garden of Forking Paths. In this edition, we’ll learn about birthdays before getting into some excellent brain food to satiate your mind.
Brian Klaas ∙ 99 LIKES
Margaret Morgan
Happy birthday to you and your alter ego, and please don't die.
Susan Linehan
GREAT Post, and happy birthday. I love the idea of "stripes on side recognition software" and wait for police departments in cities with zoos with inadequate anti-escape mechanisms to use them.
The two best cards I've ever received were both from my (younger) brother. The first was a picture of a redwood grove with a suitably anodyne thought on the front about grandeur and deep thoughts. Inside it said "Thank you for planting them."
The other was a picture of a woman in a dress sitting on a sofa, legs crossed, holding a piece of birthday cake on her lap. Beside her was a dachshund looking in the direction of the cake with eager eyes. Inside it said:
"Grab the cake or hump the leg?"

The Single-Algorithm AI Chip

Plus a tremendous activity in funding activity in generative AI startups.
Next Week in The Sequence: Edge 409: We dive into long-term memory in autonomous agents. The research section reviews Microsoft LONGMEM reference architecture for long-term memory in LLMs. We also provide an introduction to the super popular Pinecone vector database.
Jesus Rodriguez ∙ 9 LIKES

What Would You Do If You Had 8 Years Left to Live?

And Other State of AI Updates | 2024 Q2
This week you’re receiving two free articles. Next week, both articles will be for premium customers only, including why Sam Altman must leave OpenAI. I’ll be in Mykonos this week and Madrid next week. LMK if you’re here and want to hang out.
Tomas Pueyo ∙ 183 LIKES
EB
Your question reminds me of a interesting passage in the book The Maltese Falcon. Sam Spade tells Bridget that he was hired by a woman to find her husband who disappeared. Sam finds him and asks why he left. He tells Sam that one day while walking to work a girder fell from a crane and hit the sidewalk right in front of him. Other than a scratch from a piece of concrete that hit his cheek, he was unscathed. But the shock of the close call made him realize that he could die any moment and he realizef that if that's true, then he wouldn't want to spend his last days going to a boring job and going home every evening to have the same conversation and do the same chores. He tossed all that and started wandering the world, worked on a freight ship, etc. When Sam finds hm however, the man has a new family, lives in a house not far from his other one, and goes to a boring job every day. Bridget is confused and asks why he went back to the same routines. Sam says "when he thought that he could die at any moment he changed his entire life. But even he realized over time that he wasn't about to die, he went back to what he was familiar with." And that's my long winded answer to your question. Until I have solid evidence that AI, an asteroid, or Trump's election are going to end my life, I would continue doing the same. Going by how many stupid mistakes ChatGPT makes, I'm not worried about it destroying humanity.
Ammon Haggerty
I try to keep an open mind to the progress and value of LLMs and GenAI, so I'm actively reading, following, and speaking with "experts" across the AI ideological spectrum. Tomas, I count you as one of those experts, but as of late, you are drifting into the hype/doom side of the spectrum (aka, Leopold Aschenbrenner-ism) — and not sure that's your intention. I recommend reading some Gary Marcus (https://garymarcus.substack.com/) as a counter balance.
You did such a wonderful job taking an unknown existential threat (COVID), grounding it in science and actionable next steps. I'd love to see the same Tomas applying rational, grounded advice to AI hype, fears and uncertainties — it's highly analogous.
Here's my view (take it or leave it). LLMs started as research without a lot of hype. Big breakthrough (GPT 3.5) unlocked a step-change in generative AI capabilities. This brought big money and big valuations. The elephant in the room was that these models were trained on global IP. Addressing data ownership would be an existential threat to the companies raising billions. So they go on the defensive — hyping AGI as an existential threat to humanity and the almost certain exponential growth of these models (https://www.politico.com/news/2023/10/13/open-philanthropy-funding-ai-policy-00121362). This is a red herring to avert regulatory and ethics probes into the AI companies' data practices.
Now the models have largely stalled out because you need exponential data to get linear model growth (https://forum.effectivealtruism.org/posts/wY6aBzcXtSprmDhFN/exponential-ai-takeoff-is-a-myth). The only way to push models forward is to access personal data, which is now the focus on all the foundation models. This has the VCs and big tech that have poured billions into AI freaked out and trying to extend the promise of AGI as long as possible so the bubble won't pop.
My hope is that we can change the narrative to the idea that we've created an incredible new set of smart tools and there's a ton of work to be done to apply this capability to the myriad of applicable problems. This work needs engineers, designers, researchers, storytellers. In addition, we should address the elephant in the room and stop allowing AI companies to steal IP without attribution and compensation — they say it's not possible, but it is (https://www.sureel.ai/). We need to change the narrative to AI as a tool for empowerment rather than replacement.
Most of the lost jobs of the past couple years have not been because of AI replacement, they are because of fear and uncertainty (driven by speculative hype like this), and without clear forecasting, the only option is staff reduction. Let's promote a growth narrative and a vision for healthy adoption of AI capabilities.

How the Music Business Can Tame the Dangerous AI Dragon

Here's a five point plan that makes a difference (and not just for music)
Did you ever have to make up your mind? The music business is struggling with that right now. They just can’t make up their mind. They love AI last week, and hate AI this week.
Ted Gioia ∙ 426 LIKES
Richard Grace
I wish I could add an image to my comment here. I've added a "No AI" brand logo to my music videos and my CDs that I just had made (and finally received today). You know, the typical red circle with a slash through it over a black AI symbol. Of course, I have just 20 subscribers on my YouTube channel, but you gotta start somewhere and that's what I'm doing. I agree about using some AI tools (I use an internet cloud service for my mastering, and my mixing software has new AI-based mastering and stem separation plugins) but not making and recording music using AI. That's moronic. There are no shortcuts.
Amanda Riddell
Do you see a distinction between using machine learning versus generative AI? For example, Peter Jackson used machine learning to isolate those tracks in the Beatles film, and I use an AI-based engine called NotePerformer to realise my scores (it wasn't initially AI, but the new version uses AI).
To me, that's quite different to typing in a prompt, then out pops a tune.

Databricks’ AI Strategy in a Nutshell

Databricks is becoming formidable in enterprise AI
Recently, a client asked why I’m bullish on Databricks, so I’ll share my answer with my subscribers today. In a nutshell, Databricks will grow market share in enterprise AI with an under-appreciated but very powerful wedge - the Unity Catalog. Unity Catalog is essentially a
John Hwang ∙ 15 LIKES

Jun 25

Scale’s Alex Wang on the US-China AI Race

How to build national moats for AI
How could AI change the global balance of power? What could the US and allies do to preserve national moats? To discuss, ChinaTalk interviewed CEO of Scale AI, Alex Wang. In a blog post announcing Scale’s $1 billion fundraising success, Alex wrote that Scale is aiming to grow into the world’s data foundry for AI.
Jordan Schneider and Lily Ottinger ∙ 21 LIKES

AI Needs Better Than Quartz

The Future of Clocks is in Small Silicon Machines
This post was made in collaboration with SiTime, who provided educational resources and compensated me for my time. All writing and opinions are my own.
Dr. Ian Cutress ∙ 11 LIKES
Enon
What's the manifold of stability vs. power vs. price for MEMS vs. TCXO based real-time clock units? Oscillators?
Somewhere in my collection of cool electronics surplus I bought for teaching electronics, there is a tiny oscillator that I think was for a '70s Seiko wristwatch. If I recall correctly, it's about 7 x 5 mm, with gold-plated ends and a window revealing a tiny tuning fork.
Doug O'Laughlin
HEY! I like to see this - cool spot on the computex floor. SiTime is def probably happy about this.


What happened in marketing: Google Ads makeover, AI influencers & Pinterest’s Gen-Z move

This week: Meta’s AI avatars, Pinterest’s Gen-Z loop & Google’s ad love. All 3 are highlights but a lot more on the plate this week. 🧃
H1 will be over in few hours, I hope you have great plans for the next half. I do, the newsletter is about to get better with new interviews and series. Internal News: I’m doing mid-week marketing recaps on Instagram reels, you can follow the newsletter
Jaskaran ∙ 6 LIKES

Jun 18

11 steps to keep Meta from stealing your data to train AI

You only have until June 26, 2024 to say no to Meta taking your personal photos and words and using them to train their generative AI. Here are step-by-step directions for opting out.
Yes, normally this publication is all about women’s health, books, personal stories, and other stuff I find fascinating, but given the urgency of the deadline of Meta’s data grab on June 26, 2024, and my own frustrations with trying to find the proper way to opt-out of this IP theft, I’m providing today’s missive as a gift to all, to keep you from the h…
Deborah Copaken ∙ 574 LIKES
Deb Levy
Thanks! I got the “we don’t automatically fulfill requests”… nonsense. But it’s a start! Thanks for the spot on directions!
Amanda Brainerd
You rock. Maybe we should just quit FB and IG altogether? What is is really doing for us? xo

🔮 Ilya’s resurrection; new news; copyright & AI; heat pumps, telepathic tech leaders, Xi's cities & API bills ++ #479

An insider’s guide to AI and exponential technologies
Hi, I’m Azeem Azhar. In this week’s Sunday edition, we explore the changing news landscape, the return of Ilya Sutskever, and “architecture of participation” for AI. Enjoy!
Azeem Azhar and Nathan Warren ∙ 43 LIKES
Gianni Giacomelli
Exponential View is very helpful as a principled content curator, with a level of commentary that is always grounded on reliable data sources. Most journalism is opinion, and analysis but not close to the curation end of the spectrum. Principled curation is a crucial part of a collective-intelligence knowledge ecosystem.
Nick Burnett
For me it's about consuming via trusted sources who are often aggregators of the sheer volume of news. I deliberately stopped consuming the news via traditional means years ago due to the if it bleeds it leads approach.

The #1 AI can't teach basic stuff like reading

Claude Sonnet 3.5 fails miserably at preschool lesson planning
In theory, I’m someone who could use AI assistance. Not for actual writing, of course, since that would remove the meaning of my work. Such a swap would be like passing off everything I do to some encyclopedic but banal ghost writer I can only email with.
Erik Hoel ∙ 126 LIKES
M Flood
The state we are in right now is what Ethan Mollick has called the "jagged frontier", where the large-language models are substantially better than the average human at many tasks, and substantially worse than the average human at many others, and you cannot tell without experimentation.
I'm glad you are actually using an AI system to try (if unsuccessfully) a use case. And I'm especially glad to see that you tried multiple prompts. Too much AI scorn and hype comes from single attempts, without either experimentation to improve performance, or repeated trials to see whether the result can be achieved consistently. It's very much an in progress technology; I wouldn't want to make a substantial bet on what it can or cannot do 18 months from now.
Doc Herb
The problem with Gen AI is that people keep getting lulled into thinking they are working with a thinking, knowledgeable system. They keep forgetting how Gen AI works. It's only a prediction machine. It's predicting what based on its algorithms the most likely next word. When it gets it right or close to right we are amazed. When it gets it wrong we call it an "hallucination". In reality it's always hallucinating. We just like the results a lot of times. We have to keep it mind that even though it uses words to try and reassure us it does not truly understand. It's just predicting and repeating based on what has been previously written. So what good prompters do is figure out how to make it predict better, not make it understand.

🎨 Adobe: Expanding Universe

Software has AI tailwinds after all
Welcome to the Friday edition of How They Make Money. Over 120,000 subscribers turn to us for business and investment insights. In case you missed it: 🛡️ Cybersecurity Earnings 📱 Apple: AI for the Rest of Us 🌎 12 Global Titans in 32 Visuals
App Economy Insights ∙ 27 LIKES

It's Not AI That I Fear, It's Us.

(I recorded myself reading this article to you! - Click above) Disclaimer: I’m way out of my league talking about this stuff, and I apologize for the following thoughts not being particularly comforting, but here’s what has been in my head the last few days since attending the Aspen Ideas Festival and I need to just get it out so I can move on and think …
Nadia Bolz-Weber ∙ 94 LIKES
Mark Freier
Thank you Nadia. I am an executive coach who works with individuals and teams in organizations around the principles of Transformational Leadership. Much of my work is helping influencers in organizations face the need for knowing, understanding, practicing, and applying a healthy Emotional (EQ) and Social Intelligence (SQ). Yes, they are very smart people and most of them want to serve the greater good. Yet there has been very little to no training in EQ and SQ. To say it another way, they know how to live with their HEAD (intelligence and gifts) - being rewarded for it with good grades and higher salaries. Yet, most have had little to no experience in their professional and personal lives living from their HEART. It is the HEART which is the epicenter of any healthy behavior.
To you and all the trusted advisors and influencers in this area, please...continue to work on your own heart (me included) and keep talking, writing, coaching, mentoring, etc. about this!
Rick Schrenker
I’m a retired biomedical engineer who focused primarily on medical technology risk management. Your concerns are valid, and I could add many to and/or derivable from them.
AI is not immune from the consequential failures and accidents associable with any technology. I’ve seen medical device manufacturers who are as ethical as they come and comply with every regulation make consequenrial design mistakes . And then there are companies like Boeing who follow the shareholder value gospel of Jack Welch above all else.
AI is a tool with great promise.There is no doubt a out that.
As was gunpowder.

Getting Started in GenAI: A Beginner's Guide

Generative AI and prompting skills are now sought after. But where to begin?
Hello Everyone, There’s so much to learn and I’m a big believer that nobody is an expert in Generative AI although obviously the people most recently educated in ML h…
Michael Spencer and Aishwarya Naresh Reganti ∙ 75 LIKES
Meng Li
It seems the course content is quite comprehensive. Readers interested in generative AI should take a look. Since AI large models are just starting out, learning the methods now can pave the way for creating AI applications or using them in daily work in the future. Both are excellent choices.
Kevin Flynn
I’ve developed a “course” which, without describing it in detail, amounts to what I consider to be an excellent basis for both a US and worldwide political platform. Since it has many spiritual overtones imbedded into it, it also makes for the basis of a very good non-religious religion. And most importantly it makes for a very good basis for an operating system for artificial intelligence so that AI is aligned with that which is in the best long-term interest of the human race as a species.

The Emptiness Machine

How generative AI is trying to rip the screaming soul out of the Enlightenment
Brett Scott ∙ 54 LIKES
Michael Haines
Perhaps it may lead to a blossoming of local talent. People learning, and playing and making and doing together... just for that sake of the experience - as people once got together to sing around the piano for no other reason than to sing. Not to make money or to show off their talent for an audience... just to sing, and to dance and to play charades and tell stories to each other. In the end, what's the point of consuming another AI generated image or video or song or article? If it helps to teach you something, well and good. But then what is the purpose of learning? If it is for the sake of mastery itself, and for the enjoyment of company... that seems to me to be a worthwhile exchange :)
Parsifal Solomon
That might be the creepiest advertising yet. Horrible

Pro-AI People and Anti-AI People Are Good People

Most hearts are good, including those of your ideological enemies
A blog about AI that’s actually about people Most hearts are good. Most disputes, however profound they seem, can be mitigated by an effort to understand those hearts that beat to a different rhythm than yours. But most people don’t do that. If I side with the tech powers turning this green paradise into a
Alberto Romero ∙ 48 LIKES
Riley Tom
When I left my home, I was taught to not speak about emotion, that one should get on with it, and that I overthink things.
It turns out I was raised in an echo chamber of my parent’s beliefs.
Now interacting with others I have a newfound sense of openness. I recognise that my parents had their views, and it was just that, their views.
Being able to hold two opposing viewpoints at the same time is to me one of the most powerful signs of a mature mind.
In this sense, one can interact with all others, pro ai and anti ai, and yet still see their commonalities in the wreckage of disagreement. Apart from those who are truly wicked, when you meet them you must not let them corrupt your mind and fill the space in the shadows
Chaitanya Prasad
Honest feedback - Amazing article, insane quotations from great writers. Just felt a bit lengthy, conclude faster and sharper!!

Doing Stuff with AI: Opinionated Midyear Edition

AI systems have gotten more capable and easier to use
Every six months or so, I write a guide to doing stuff with AI. A lot has changed since the last guide, while a few important things have stayed the same. It is time for an update. This is usually a serious endeavor, but, heeding the advice of Allie Miller
Ethan Mollick ∙ 396 LIKES
Kevin James O’Brien
I appreciate your posts. And look forward to playing with these projects this summer.
This spring I had to pivot as a high school English teacher trying to pitch the value of poetry to students. I was seeing writing with what I suspected had AI help to say the least, so I asked my students to write with integrity as they experimented with ChatGPT and poetry - asking big questions as to role of the poet in an AI world.
They had to credit AI where credit was due - indicating AI writing in bold font - as they wrote poems and reflections on…
Why write poetry?
Does poetry matter?
What’s the point if large language models can generate sonnets and sestinas in seconds?
They read various Ars Poeticas by poets and wrote their own. They researched and presented more than 90 poets and cross checked with ChatGPT. This fact checking is essential as AI churns out words, words, words - some true, yet some false. Discernment is an essential skill. They concluded that writers write with an authentic voice that reflected their lived experience - and context is everything: historical, biographical, political, and social.
Echoing Ross Gay, writing serves as an “evident artifact” to thinking, to struggling,
to investigating, to enduring,
to living - and to inspiring
by sharing with the world.
As educators, we will have to ask big questions as we rethink teaching and learning with this technology.
We must consider our students and their future as they develop their respective relationship with writing and reading.
Right now, more questions than answers.
And as Rilke writes:
“I want to beg you, as much as I can, dear sir, to be patient toward all that is unsolved in your heart and to try to love the questions themselves like locked rooms and like books that are written in a very foreign tongue. Do not now seek the answers, which cannot be given you because you would not be able to live them. And the point is, to live everything. Live the questions now. Perhaps you will then gradually, without noticing it, live along some distant day into the answer.”
“Writing is the evident artifact of some kind of change.” - Ross Gay
From slow stories podcast.
Daniel Nest
I especially love some of the "fun" use cases. A great way to dip your toe into working with AI while having fun in the process.

AI stole my book and sold it online

Someone used AI to copy my first book and is selling it on Amazon
If you look forward to reading this newsletter. Become a paying subscriber. Paying subscribers are the reason this newsletter exists. So thank you. If you search for my book “This American Ex-Wife” on Amazon you will find not only my book but a series of “This American Ex-Wife” workbooks all marketed as “detailed and practical” guides to my work.
lyz ∙ 311 LIKES
Becky G
One of my kids recently got an air fryer, so I got online to see if I could find a decent cookbook with ideas for the air fryer. And I swear everything I saw was AI-generated. I ended up not getting anything.
Your AI-generated book reminds me of Aldi dill pickle spears. They're dill pickles, all right, and the price is great. But the taste is just a notch or two below what I expect when I bite into one. And they're kinda limp. So, I'm back to the name brands. If AI gets involved, maybe I'll be stuck with Aldi pickles and will never remember what a real pickle tastes like.
Shayne
I doubt that you have ever murmured anything!

What Apple's AI Tells Us: Experimental Models⁴

Siri versus the machine god?
I wanted to give some quick thoughts on the Apple AI (sorry, “Apple Intelligence”) release. I haven’t used it myself, and we don’t know everything about their approach, but I think the release highlights something important happening in AI right now: experimentation with four kinds of models - AI models, models of use, business models, and mental models…
Ethan Mollick ∙ 293 LIKES
Chris Barlow
When life gives you llms, make llmonade.
Rob Nelson
What a perfect summary of where we are: "the mere idea of AGI being possible soon bends everything around it." The question is how long will that continue when AGI is always 2-10 years away.
Self-driving cars, human cloning, and MOOCs were hyped, but they never had the initial success and huge investments of LLMs. I don't think there is a useful historical precedent for AGI.

Interviewing Dean Ball on AI policy: CA SB 1047, upcoming AI disaster response, Llama 3 405B, Chinese open-source AI, and scaling laws

A roundup on current happenings in AI policy.
I’m really excited to resume the Interconnects Interviews with Dean W. Ball from the Hyperdimensional Substack (you should subscribe). We cover the whole stack of recent happenings in AI policy, focusing of course on California’s bill SB 1047. We cover many, many more great topics here including:
Nathan Lambert and Dean W. Ball ∙ 3 LIKES