Sundar Pichai, CEO, said: “Our results in the first quarter reflect strong performance from Search, YouTube and
Cloud. We are well under way with our Gemini era and there’s great momentum across the company. Our
leadership in AI research and infrastructure, and our global product footprint, position us well for the next wave of AI
innovation.”
The only one mention, it's strong position across conservative approach. A must have for any large multi national company like Google.
I've been saying this for the last 10 years. Middle managers are Bozos. They don't let you get shit done and don't let you flush your ideas and brainstorm to products. I hope this tendency becomes the new norm.
To me, it doesn't make more sense the price for the common stock for NVDA, a 66 p/e ratio for NVDA is anticipating them beating earnings handily for the next decade.
This is to think that AMD or any cloud provider wouldn't compute against them in this meantime.
But what really put me off, was their balance sheet, a slow town of roughly 18% in the output pace compared to the previous quarters is staggering. Which means they have at least 5 to 6 months of leading time before other vendor catch-up.
It's a good article for people with no strong background in NLP or LLMs. Gives a comprehensive overview on how this could be applicable for startups.
Enterprise, not so quite, there are a lot of other stuff to consider like points missing, ethical application, filtering, security, points that are very important for enterprise customers.
Also, in-context learning is just one way to apply LLMs, there are way more applications like few short learning, fine tuning, depending on cost and application involved as I've highlighted here
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