Levelling the Playing Field

7 August 2024Book Reviewsartificial intelligence, generative AI, innovation, large language modelsNick Dunbar

How to get in early and work with AI before it transforms our world. My review of Ethan Mollick’s book

Leviathans of the S&P 500

7 June 2024Stocksartificial intelligence, equity indices, S&P 500, technologyNick Dunbar

The top-heaviness of the S&P 500 index has a quality all of its own, with tech companies rivalling nation states

The mountain range and the heat bath

14 July 2023Book ReviewsAI, artificial intelligenceNick Dunbar

Is there another book left to be written about AI? The second of a two-part series.

How generative AI made Nvidia a giant of the S&P 500

5 May 2023Risk Commentary, TechnologyAI, artificial intelligence, equities, Google, Microsoft, Nvidia, OpenAI, semiconductorsNick Dunbar

11 years ago, Geoff Hinton and two grad students used a pair of GPU chips to win an image classification contest. Now these chips are powering the generative AI boom and have doubled Nvidia’s market cap.

The Book of Why

14 October 2018Book Reviewsartificial intelligence, Bayesian probability, scienceNick Dunbar

Judea Pearl’s causal modelling and a critique of AI

Did Bayes’ theorem kill a woman in Arizona?

23 March 2018Technologyartificial intelligence, autonomous vehicles, Google, UberNick Dunbar

The death of a pedestrian hit by an Uber self-driving car highlights the need to understand the decision-making of autonomous vehicles. The story goes back 17 years to when the technology was first refined.

Moonshots, moonshine and AI’s inflection point

2 April 2016Technologyartificial intelligence, deep learning, Geoff Hinton, Google, machine learning, neural networksNick Dunbar

Artificial intelligence is booming and technology companies are pouring billions into AI research. But has AI really got to a take off point, and what does the history of the field have to tell us about the prospects for success?

Artificial intelligence: boom or bubble?

1 April 2016Articles, Technologyartificial intelligenceNick Dunbar