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US AI Leaders Face Revenue and Market Share Challenges

Jefferies estimates that half of the $2.3 trillion contracted backlog at Microsoft, Alphabet, Amazon, and Oracle is owned by OpenAI and Anthropic, raising concerns about future profitability due to competition from cheap Chinese and open source large language models.

Satish Das3 min read

AlphaFold's Limitations and the Role of Data

AlphaFold's progress in protein structure prediction is constrained by the availability and quality of training data, highlighting the need for continued data curation and integration with domain-specific insights.

Satish Das2 min read