스포츠 중계는 (아직 쿠팡에 바인딩 되지 않은) 남성들을 쿠팡 와우 멤버십 가입시키기 가장 좋은 전략 중 하나이지 않을까

https://n.news.naver.com/article/366/0000989013

Naver

[단독] 쿠팡플레이, 英 프리미어리그 2025·26시즌부터 6년 독점 중계권 따내

총 6년 계약… 1년 중계료로 700억원 지급 예정 쿠팡플레이가 2025-2026시즌부터 영국 프리미어리그(EPL) 경기를 독점 중계한다. 기존 K-리그, 스페인 라리가, 프랑스 리그앙, 포뮬러1, 미국 프로야구 등

역시 마크 저커버그는 탁월한 전략가인 동시에 엄청난 사상가이고 비저너리다.

Our bet is that it's going to basically change all of the products.

Then I think interacting with other agents for other people is going to be a big part of what we do, whether it's for businesses or creators.

I think creators is going to be a big one.

I actually think before we hit that, you're going to run into energy constraints.

It seems quite possible that in the future, more of what we call training for these big models is actually more along the lines of inference generating synthetic data to then go feed into the model. I consider the generation of synthetic data to be more inference than training today.

I think it's going to be pretty fundamental. I think it's going to be more like the creation of computing in the first place. -> 엄청 크게 보고 있다.

I think another bias that people tend to have is thinking that intelligence is somehow fundamentally connected to life. It's not actually clear that it is. I don't know that we have a clear enough definition of consciousness or life to fully interrogate this. -> 지능을 생각할 때 우리 인간의 지능만 두고 생각해선 안될 수도 있다.

I just really like building things. I specifically like building things around how people communicate and understanding how people express themselves and how people work. When I was in college I studied computer science and psychology. I think a lot of other people in the industry studied computer science. So, it's always been the intersection of those two things for me. -> 저커버그의 원동력

They can’t understand how that would be a valuable thing for people to do or how it would be a reasonable state of the world. I think there are more reasonable things than people think. -> 오픈소스로 모델 푸는건 저커버그 입장에선 전략적인 선택이기도 하겠지만, 사실 굉장히 철학적인 선택이구나.

So there's multiple ways where open source could be helpful for us. One is if people figure out how to run the models more cheaply. We're going to be spending tens, or a hundred billion dollars or more over time on all this stuff. So if we can do that 10% more efficiently, we're saving billions or tens of billions of dollars. -> 이건 전략적인 선택의 이유

The approach that we took is we first built custom silicon that could handle inference for our ranking and recommendation type stuff, so Reels, News Feed ads, etc. That was consuming a lot of GPUs. When we were able to move that to our own silicon, we're now able to use the more expensive NVIDIA GPUs only for training. At some point we will hopefully have silicon ourselves that we can be using for at first training some of the simpler things, then eventually training these really large models. -> AI 상용화 시대에선 엔비디아 독점 체제가 깨질 수 있다.

https://www.dwarkeshpatel.com/p/mark-zuckerberg

Dwarkeshpatel

Mark Zuckerberg - Llama 3, Open Sourcing $10b Models, & Caesar Augustus

Listen now | Mark Zuckerberg on: Llama 3 - open sourcing towards AGI what he would have done as CEO of Google+ energy constraints on scaling Caeser Augustus, intelligence explosion, bioweapons, $10b models, & much more Enjoy! Timestamps (00:00:00) - Llama…

"Successful people create companies. More successful people create countries. The most successful people create religions."

I heard this from Qi Lu; I'm not sure what the source is. It got me thinking, though--the most successful founders do not set out to create companies. They are on a mission to create something closer to a religion, and at some point it turns out that forming a company is the easiest way to do so.

In general, the big companies don't come from pivots, and I think this is most of the reason why.

https://blog.samaltman.com/successful-people

Sam Altman

Successful people

"Successful people create companies.  More successful people create countries.  The most successful people create religions." I heard this from Qi Lu; I'm not sure what the source is.  It got me...

이때 필요하다고 생각했던 퍼즐 조각들이 전부 다 등장해버렸네. 이제부터는 조합만 하면 되는 시기다. "증강현실은 가상과 현실의 조합이자, 상호작용이다. 이 ‘상호작용‘이 중요한데, 증강현실은 현실의 상황을 즉시 반영하여 가상에 반영시킬 수 있어야 한다. 현실은 문자와 숫자로만 표현되어지지 않는다. 시기적절하게도, 머신러닝이라는 현실을 새롭게 이해할 수 있는 기술이 발전하면서, 현실의 상황을 가상에 즉시 반영할 수 있게 발전하고 있다." http:/…

Stratechery

Sora, Groq, and Virtual Reality

OpenAI’s new video model and a new chip for Groq are important developments in not just AI but also virtual reality.

진정한 메타버스가 출몰해버렸네... 더 나아가서 이정도면 애플과 테슬라도 안심할 수 없을 것 같다. 너무나도 강력한 존재가 탄생해버렸다. https://openai.com/research/video-generation-models-as-world-simulators

전종현의 인사이트

증강현실은 눈 앞으로 다가온 미래다 - 전종현의 인사이트

증강현실은 인터넷 환경을 비약적으로 확장시킬 것이다

뒤늦게 Sora를 감상해보고 있는데 대단하네요 정말. OpenAI 아티클의 첫번째 문장이 가장 중요한 것 같습니다. "We’re teaching AI to understand and simulate the physical world in motion, with the goal of training models that help people solve problems that require real-world interaction." https:/…

Openai

Video generation models as world simulators

We explore large-scale training of generative models on video data. Specifically, we train text-conditional diffusion models jointly on videos and images of variable durations, resolutions and aspect ratios. We leverage a transformer architecture that operates…

『상속·증여세 장벽이 지나치게 높아 고령층 자산이 소비와 소득 재창출 능력이 왕성한 젊은 층으로 흘러가지 못하고 있다는 지적』

→ 일본에서는 80년대 말 버블 붕괴 이후 노인들이 현찰다발을 금고에 넣어두고 묵혔다.

그리고 일본은 소중한 30년을 허망하게 잃어버렸다.

노인들이 스스로와 자식들을 위해 돈을 쓰고 그 돈이 사회에 돌아야 한다. 그것이 모두를 위해 좋은 일이다.

#상속세

https://n.news.naver.com/article/009/0005234242?sid=101

Naver

고령층에 묶인 자산 4천조 … 상속세 암초에 젊은층으로 못흘러

富의 이동 길목 막는 상속세 60세이상 순자산 역대 최고치 1년만에 198조원이나 급증세 최고세율 50% 상속세 장벽에 젊은층으로 자산이전 어려워 稅부담에 中企 가업승계 발목 주가수준 일부러 낮게 유지해 코리아 디스

하이브의 플레디스 인수는 서로에게 정말 윈윈인 굿딜이었던 것 같다.

https://www.chosun.com/NI2BQGH7PJFMBDBTAWKVS6MVXY/

조선일보

“멤버가 너무 많아 망한다고? 내겐 선물이 된 13명”

멤버가 너무 많아 망한다고 내겐 선물이 된 13명 아무튼, 주말 이혜운 기자의 살롱 K팝 최초로 유네스코 연설 보이그룹 세븐틴 만든 한성수

버릴 문장이 없네요

https://blog.samaltman.com/what-i-wish-someone-had-told-me

Sam Altman

What I Wish Someone Had Told Me

Optimism, obsession, self-belief, raw horsepower and personal connections are how things get started. Cohesive teams, the right combination of calmness and urgency, and unreasonable commitment are...

상장 주식 + 벤처 투자 전략을 구사하는 Altimeter

"And so our wedge was really that we bring the knowledge, insights, research of the public markets, the relationship of the public markets to these earlier stage investors, and that we can be with them for a longer period of time."

https://blog.eladgil.com/p/altimeters-brad-gerstner-on-macro

Eladgil

Altimeter's Brad Gerstner on Macro, Tech and Startups

Video and transcript from a fireside chat with Brad Gerstner of Altimeter