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Tomorrow, we’re releasing the “State of State of AI”. A 5 year retrospective on how the field has evolved since 2018: the biggest narratives, unexpected breakthroughs and what didn’t pan out as expected. It’s a fun ride down history lane. Hope you enjoy :-)

Check out our 5-year retrospective: the State of State of AI! Thread below

cool how State of AI narratives ultimately end up being front page news

two things - inference will be mega expensive compared to training if you believe that gen ai products will reach scale - if you read State of AI none of this would be breaking news - by a wide time margin 😉

Here's our V3 update to State of AI Compute Index in collaboration with the team at @ZetaVector. You'll now find updated counts of AI research papers using chips from NVIDIA, TPUs, ASICs, FPGAs, and AI semi startups, as well as updates to H100 clusters. My observations ⬇️

new data drop!

Overnight V3.1 update to State of AI Compute Index, featuring new data entries from Lambda, the AI Developer Cloud. We show the company has: - 30,000 H100s - 10,000 A100s And more coming on line soon, incl. the GH200. Spicy!

we're halfway through feb and Air Street Capital press is humming! so far we've published: - the state of State of AI - Guide to AI newsletter, feb 24 - the case for open source ai - v3 State of AI compute index - real talk on funding gaps - the defense exit problem links👇

new entry :)

what a difference 3 years makes from State of AI 2021

Tesla is now #2 on our Compute Index ranking of H100 GPU clusters after Elon Musk's update on Tesla's earnings call. 35,000 H100 now live, no longer training constrained. 85,000 H100 live by year end.

pushed an update to the State of AI compute index that tracks how many ai research papers use specific ai startup chips check that hockey stick from team @cerebrassystems Andrew Feldman will be chuffed :-)

come hang in sf 👋

we’re back!

this coming thurs, we're launching the annual State of AI if you're in sf that evening, come join the launch meetup at airstreet(dot)com/soai i'm thrilled to have Percy Liang, associate prof at stanford and co-founder of Together AI joining a star-studded program!

🪩The State of AI 2024 has landed! 🪩 Our seventh installment is our biggest and most comprehensive yet, covering everything you *need* to know about research, industry, safety and politics. As ever, here's my director’s cut (+ video tutorial!) 🧵

In today’s AI market, we’re frequently asked if we’re living through the next dotcom bubble. Hype, FOMO, daily model drops, massive rounds and overbuilt infrastructure... We think a few highlights from this year’s State of AI neatly illustrate why this is misguided. 🧵

Driven by generative AI mega-rounds - AI investment has surged in every region, according to figures in this year’s State of AI. But a combination of regulatory uncertainty, choppy markets, and deep-pocketed backers means exits are frozen. Companies are staying private for

👀 State of AI prediction right here