- What's brewing in AI
- Posts
- 🧙🏼 GPT-4o is #1 again
🧙🏼 GPT-4o is #1 again
Also: Perplexity's live earnings calls transcripts
Howdy, wizards.
Here’s what’s brewing in AI today.
DARIO’S PICKS
GPT-4o got an update 🎉
The model’s creative writing ability has leveled up–more natural, engaging, and tailored writing to improve relevance & readability.
It’s also better at working with uploaded files, providing deeper insights & more thorough responses.
— OpenAI (@OpenAI)
6:01 PM • Nov 20, 2024
GPT-4o got a upgrade. Honestly, the details by OpenAI are pretty vague, but it seems the move was primarily intended to dethrone the Google’s new model Gemini-Exp-1114, which briefly climbed to the top of the LLM leaderboard eariler this week.
The biggest leap was in creative writing. The latest GPT-4o version has gone from #2 to number one for the overall rank, as well as for hard prompts, creative writing and coding. It also goes up from #4 to #3 when it comes to math.
The latest Gemini model now ranks second overall.
Why it matters As suspected, Google’s attempted coup of the #1 spot on the lmarena leaderboard was short lived, and OpenAI has resumed the throne.
TOGETHER WITH HUBSPOT
HubSpot offers an intuitive customer relationship management platform tailored for small businesses. Manage leads, track sales performance, and understand your customers with ease. Best of all, it’s completely free, with no limits on users or data, allowing you to store and manage up to 1,000,000 contacts.
DARIO’S PICKS
NVIDIA’s Q3 earnings call revealed that their latest flagship AI servers, Blackwell, are in “full production” and “full steam” ahead; this comes despite earlier rumours of cooling issues. It has already shipped 13,000 Blackwell samples to customers this quarter.
Overall, Q3 revenue was $35.1 billion (+94% y-o-y), driven particularly by growth for their AI-infused data centers. They also remain highly profitable, generating $19.3 billion in earnings. While NVIDIA’s roots is from the gaming industry, this division now represents merely $2-3 billion of quarterly revenue for the company.
NVIDIA’s H200 chips (the “must-have” GPU for AI, launched last year), are now the company’s fastest-selling product ever, constituting multiple billions in revenue alone this past quarter.
While the company’s Q3 revenue beat expectations, their stock price took a small dip – with investors voicing concerns about the company’s capacity to meet growing demand with an adequate supply.
Why it matters NVIDIA is likely the biggest winner of the AI boom; with hardware that all the leading AI companies depend on, paired with crucial software. Other well-known chipmakers AMD and Intel are shifting their strategies to AI as well, but struggling to keep up.
FROM OUR PARTNERS
Each Express Employment Professionals location is locally owned and operated, offering you connections in your community to your next job. With Express, you’ll have a local recruiter you can meet with and explore job opportunities, whether you are looking for a new career path or your next job. Express helps job seekers in a variety of industries, including customer service, IT, logistics, manufacturing – they can help you find just about any type of job. With more than 860 locations, you are sure to have an office nearby..
DARIO’S PICKS
Key insights from $NVDA call:
• NVIDIA reported record Q3 revenue of $35.1 billion, up 17% sequentially and 94% year-on-year, driven by strong growth across all market platforms, particularly in data centers.
• The company highlighted exceptional demand for its NVIDIA Hopper… x.com/i/web/status/1…
— Perplexity (@perplexity_ai)
11:02 PM • Nov 20, 2024
Perplexity just launched a feature that lets you read live transcripts from earnings calls, as well as key highlights. Transcripts and highlights are remain accessible inside the company’s dedicated dashboard in Perplexity. They’re starting with NVIDIA, whom held their Q3 earnings call yesterday (more on that below), but will support all the major stocks soon.
The earnings call feature comes on top of the upgrades to finance-related queries that Perplexity did last month, including interactive dashboard with real-time stock quotes, detailed financial statements and the ability to customise charts.
Why it matters I think the earnings call transcripts will be widely used for high-level research by investors and researchers – paired with Perplexity’s finance dashboards, it also makes it way easier to digest the information in context.
I’m saying it again – Perplexity might be winning the race to the best user interface for AI, by focusing on rapid, meaningful UX upgrades rather than the costly pursuit of training the largest models.
THAT’S ALL FOLKS!
Was this email forwarded to you? Sign up here. Want to get in front of 13,000 AI enthusiasts? Work with me. This newsletter is written & curated by Dario Chincha. |
What's your verdict on today's email? |
Affiliate disclosure: To cover the cost of my email software and the time I spend writing this newsletter, I sometimes link to products and other newsletters. Please assume these are affiliate links. If you choose to subscribe to a newsletter or buy a product through any of my links then THANK YOU – it will make it possible for me to continue to do this.