
This newsletter is dedicated to exploring deep technologies and their future business applications. Disclaimer: Nothing I write is investment advice, nor should it be used as such. All statements expressed here are personal opinions.
| Platform | Pricing | Only free issues | Publishes | Daily | |
|---|---|---|---|---|---|
| Issues | 12 | Subscribers | Read | aidanpak.substack.com |
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## Part 1: DeepSeek’s Disruptive Entry
With a commanding 85% share of the market and software-level gross margins, NVIDIA’s dominance in the AI chip industry is nothing short of remarkable. However, this success has not gone unnoticed. Last week, the Department of Justice and th...
With the rise of LLMs, we are entering an era of non-deterministic computing. Large Language Models, like ChatGPT and Claude by Anthropic, operate on the principles of probabilistic generation and have demonstrated an astonishing capacity t...
It is becoming increasingly clear that the complexities of human intelligence are not as insurmountable as once thought. Tasks once believed to be exclusive to human cognition, such as language generation and problem-solving, are now being ...
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