2) to frame an objective reality with his EPR paper (QM is correct but are there hidden variables?).
Bell's inequality was demonstrated by '22 Nobel Laureates. Almost a "what is reality" Nobel. So this sometimes shows up in pop science "what is AI & consciousness" discussions.
But that's besides the point. This is just 2M after NotebookLM. It's gonna be incredibly useful. Not even a smarter model yet but workflow & UI productivity is off the charts.
2) Ph.D. STEM problems, agents etc skills are better known and amazing, but here is just one example that combines reasoning, expertise, application (interconnects will be huge + also dear in my portfolio) in a way I haven't seen.
I'll compare Claude later. It's night and day.
3) The prompt again, thought process and answer. I'll show 2nd prompt later.
Will also describe idea more intuitively later.
But o1 thought more like an engineer. It didn't take an equation from the internet and do a simple division like other models. It thought, calculated ...
1) My 2¢ on "AI capex cycle has to pause soon right?" part X.
Even as an AI bull, this is a discussion I had to have with myself and people on and off this site. As soon as right after $NVDA Apr '23 Q blowout.
Conclusion 1st. Outlook improved after every broad overview of data.
2) And that wasn't about next few Q. If cyclical indicators were peaking, would be short today even if thot beat & raise next Q. But even defining cyclicality (inv, B:B, consumption vs shipments etc) needs change for AI. Much more later.
2) Now the interesting part. There's a chance MP is a robotic+ beneficiary.
What's Neodymium used for? Many applications e.g. Nd:YAG pump lasers. Nd has 1064 nm transition in Yttrium crystal.
More importantly Nd magnets are strongest rare earth magnets. Super important for ...
3) well, critical electromechanical tech, including EVs, turbines but now coming AI robots and military hardware (e.g. actuators as mentioned earlier).
"Humanoid robots accelerated into reality with AI are likely to utilize multiple per unit magnetic ...