🎙️ I-Deepgram ithole u-$130M, ifinyelela ku-$1.3B njengoba ama-voice agents eshisa kakhulu ↗
I-Deepgram isanda kukhipha umjikelezo omusha wezigidi ezingama-$130, yawudonsela endaweni efana neye-unicorn - okufana nokuthi imakethe ithi, “yebo, sifuna imishini ikhulume.” Inkulumo ihlala ihlanzekile ngendlela evuselelayo: ingqalasizinda ye-AI esuka enkulumweni iye kombhalo kanye ne-AI yezwi izinkampani ezingayifaka emikhiqizweni yazo.
Le mali ihlose ukwandisa ulwazi lwamazwe ngamazwe, ukwandisa ukwesekwa kolimi, kanye nokwandisa amakhompyutha. Bebelokhu bethenga nezinto eziseduze (kufaka phakathi ubuchwepheshe bezwi obusebenzisa i-drive-thru-ish) ngoba uku-oda ama-fries nge-AI manje sekuyisu lebhizinisi elijwayelekile.
🧠 I-Etched, inkampani entsha ye-AI chip, iqoqe imali engaba ngu-$500M ukuze ibhekane neNvidia ↗
Kubikwa ukuthi i-Etched iqoqe cishe amaRandi ayizigidi ezingama-500 emzuliswaneni omemeza kakhulu, “ukuthathwa komhlaba kwe-AI chip akukapheli.” Isifiso sikhulu kakhulu - ukwakha ihadiwe engancintisana ezweni lapho iNvidia ibilokhu iyimpendulo ezenzakalelayo cishe kuyo yonke into.
Okuthakazelisayo ukushintsha kwethoni: izinkampani ezintsha eziningi zikhetha indlela "ye-silicon ekhethekile" kunokuqasha ama-GPU unomphela. Kufana nokuzama ukubhaka ngaphezu kwe-bakery ngokusungula i-oven entsha... kungashintshi kancane, kodwa ngezinye izikhathi yileyo ndlela okusebenza ngayo.
🧩 I-US ivuma ukuthunyelwa kwama-chip e-Nvidia H200 e-China ngemibandela ↗
I-US ithathe isinyathelo sokuvumela ukuthunyelwa kwama-chip e-AI athuthukile (kufaka phakathi i-H200 kaNvidia) eShayina, kodwa ngemibandela - ngakho akuyona "isizini evulekile" ngqo, efana "nesizini evulekile, egadiwe." Kuyinqubo-mgomo ephawulekayo kwenye yezinzwa ezibucayi kakhulu embangweni wobuchwepheshe obanzi.
Kuye ngokuthi lezo zimo ziphoqelelwa kanjani, lokhu kungaguqula ukuthi ubani othola amandla okuqeqesha asezingeni eliphezulu nokuthi kushesha kangakanani. Imininingwane ibalulekile lapha - ingabonakala ikhululekile ephepheni ngenkathi ihlala iqinile ekuzilolongeni… noma kubonakala kanjalo.
Kubikwa ukuthi iShayina ikhawulela ukuthengwa kwama-chip eNvidia ezimweni ezikhethekile ↗
Ngasohlangothini lwaseShayina, kunemibiko yokuthi ukuthengwa kwama-chip eNvidia kungase kukhawulelwe "ezimweni ezikhethekile," okungenye yalezo zisho ezingasho noma yini - futhi lokho kuyingxenye yomklamo. Kubonisa ukulawula okuqinile kokuthi ubani ongathenga ini, nokuthi kungani.
Uma uqhuba ithimba le-AI, lokhu kushintsha izibalo zokuhlela: ukuthengwa kwempahla kuba ngokomgomo, hhayi nje ngokohlelo lwesabelomali. Uchungechunge lokuhlinzeka luqala ukusebenza njenge-maze ezihlela kabusha ngenkathi ungaphakathi kwalo.
💬 I-Meta ithi ngeke isuse ama-chatbot e-AI avela eceleni ku-WhatsApp e-Italy ↗
Indlela ye-Meta ye-WhatsApp yokubhekana nama-chatbot e-AI eqembu lesithathu ithole i-Italy iphumelele ngemuva komyalelo wesikhashana ovela kugunya lokuncintisana lase-Italy. Ngakho-ke isimo sokuthi “awekho ama-AI ezinkampanini uma into yakho eyinhloko kuyi-AI” - yebo, lokho kwakungokoqobo - manje sesithola okuhlukile kwezwe elithile.
Kuyisikhumbuzo sokuthi imithetho yokusabalalisa ibaluleke njengekhwalithi yemodeli. Ungaba ne-chatbot ehlakaniphile kunazo zonke emhlabeni, kodwa uma amapayipi ecinywa (noma ecinywa kancane), empeleni umemeza umcamelo.
🧰 I-Flip iqoqe u-$20M Series A wenkonzo yamakhasimende ye-vertical AI ↗
UFlip uthole uchungechunge lwe-A olungamaRandi ayizigidi ezingama-20 ngokuthambekela embonweni othize kakhulu: "i-agent yokusekela i-AI ejwayelekile" ayanele - ufuna i-AI yesevisi yamakhasimende ehlelwe embonini ethile kanye nomsebenzi. I-Vertical beats ivundlile, okungenani lapho abathengi bekhetha (futhi bekhetha).
Ukubheja ukuthi imikhawulo yesizinda yenza umkhiqizo uzizwe uphephile, uqageleka kalula, ungabi namathuba amaningi okuthi ube ngusomahlaya ozimele phambi kwamakhasimende. Hhayi ngendlela ekhangayo njengamamodeli asemngceleni, kodwa mhlawumbe lapho imali eningi itholakala khona buthule.
🏛️ Ukubonisana kwe-EU mayelana nama-sandbox okulawula i-AI kufinyelela isikhathi sokugcina sokuphendula ↗
Ukucindezela kwe-EU kokwenza kube semthethweni "ama-sandbox okulawula i-AI" - izindawo ezilawulwayo zokuhlola i-AI ngaphansi kokuqondisa okulawulayo - kufinyelele ekupheleni kwewindi layo lokuphendula umphakathi. Lona umsebenzi wokulungisa ukuphathwa kwe-AI: awukhangi, kodwa unquma ukuthi ukusungula izinto ezintsha kuhlolwa kanjani ngempela.
Uma lawa mabhokisi e-sandbox eklanywe kahle, anganciphisa isiphithiphithi esingavamile lapho izinkampani zingazi ukuthi ukuthobela imithetho kubukeka kanjani kuze kube sekwephuzile. Uma eklanywe kabi... halala, usungule i-bureaucracy enezinyathelo ezengeziwe.
Imibuzo Evame Ukubuzwa
Kusho ukuthini ukuqoqwa kwe-Deepgram kwe-$130M ezinkampanini ezakha i-AI yezwi?
Intengo ye-Deepgram engu-$130M kanye nentengo ye-$1.3B ikhomba isidingo esiqhubekayo sengqalasizinda ye-plug-in-speak-to-text kanye ne-voice AI. Le nkampani ithi izosebenzisa uxhaso ukuze ikhulise umhlaba wonke, yandise ukwesekwa kolimi, futhi ikhulise ukubala. Ibilokhu ithola ubuchwepheshe obuseduze, okuhlanganisa namakhono ezwi esitayela se-drive-thru. Kwabakhi, lokhu kuvame ukuhunyushwa ekumbozweni kolimi okubanzi, umthamo owengeziwe, kanye nendawo ebanzi yomkhiqizo evela kumthengisi oyinhloko.
Kungani izinkampani ezintsha ezifana ne-Etched ziphakamisa imijikelezo emikhulu ukuze zincintisane neNvidia?
Kubikwa ukuthi kuqoqwe cishe amaRandi ayizigidi ezingama-500 ngoba indlela ethi “rent GPUs forever” ingabiza kakhulu futhi incishiswe ekuhlinzekweni ngezinga. I-silicon ekhethekile iwukubheja ukuthi ihadiwe eyakhelwe ngenhloso ingaletha ukusebenza okungcono noma ukusebenza kahle kwemithwalo ethile yomsebenzi. Kuyindlela enobungozi obukhulu njengoba iNvidia isalokhu iyisisekelo esizenzakalelayo, kodwa uxhaso luphakamisa ukuthi abatshalizimali basabona indawo yezakhiwo ezintsha ze-chip. Amaqembu amaningi azobe ebheke izilinganiso ezithembekile kanye nokutholakala okusebenzayo.
Isho ukuthini imithetho yokushintshashintsha kwe-chip ye-US-China Nvidia kumaqembu e-AI?
Kubikwa ukuthi i-US ithathe isinyathelo sokuvumela ukuthunyelwa kwama-chip e-AI athuthukile, kufaka phakathi i-H200 ye-Nvidia, eShayina ngaphansi kwezimo, kuyilapho ukubika kusikisela nokuthi iShayina ingakhawulela ukuthengwa kwe-Nvidia "ezimweni ezikhethekile." Konke ndawonye, lokho kwenza inqubomgomo yokuthenga ibe sesimweni esifana nesesabelomali, hhayi nje kuphela. Empeleni, ukuhlela kuvame ukushintshela ezinkethweni zesimo esiphuthumayo: abahlinzeki abahlukile, izifunda ezahlukahlukene, noma umthamo ogcinwe kusengaphambili. Imininingwane eqondile yokuphoqelela ingabalulekile njengesihloko.
Kwenzekani ngama-chatbot e-AI avela eceleni ku-WhatsApp e-Italy?
Isimo se-Meta sokukhawulela ama-chatbot e-AI eqembu lesithathu ku-WhatsApp sibonakala sithola okuhlukile ezweni elithile, njengoba i-Italy ishiwo ngemuva komyalelo wesikhashana ovela egunyeni lokuncintisana lase-Italy. Okufanele ukukhumbule ukuthi imithetho yokusabalalisa ingashintsha ngokushesha futhi ihluke ngokwemakethe. Uma usebenzisa i-chatbot ngamapulatifomu amakhulu, ngokuvamile udinga uhlelo lokuthobela imithetho kanye nokubambisana ngesifunda ngasinye. Ikhwalithi yomkhiqizo iyodwa ngeke iqinisekise ukufinyelela "kumapayipi"
Kungani abatshalizimali besekela amathuluzi enkonzo yamakhasimende e-AI aqondile njenge-Flip?
Uchungechunge A luka-Flip lwe-$20M lubonisa ukubheja ukuthi "i-ejenti yokusekela i-AI ejwayelekile" ayanele kubathengi abaningi. Amathuluzi aqondile agxila emisebenzini ethile yomkhakha, imikhawulo, kanye namagama, okungenza ukuziphatha kuqageleke kalula futhi kube lula ukukwethemba. Kumasethingi amaningi esevisi yamakhasimende, imingcele yesizinda eqinile inciphisa ukwenziwa okungafuneki futhi kube lula ukuqaliswa. Inani livame ukuba ekuhlanganisweni nasekuthembekeni, hhayi nje ikhono lemodeli.
Ayini ama-sandbox okulawula i-EU AI, futhi kungani ebalulekile?
Ama-sandbox e-EU “e-AI regulatory” ahloselwe ukuba yizindawo ezigadiwe lapho izinkampani zingahlola khona izinhlelo ze-AI ngenkathi zisebenzisana nabalawuli. Ukubonisana kwe-EU mayelana nendlela yokusungula la ma-sandbox kufinyelele isikhathi sawo sokugcina sempendulo, okuyisinyathelo sokulungisa uhlaka. Uma luklanywe kahle, ama-sandbox anganciphisa ukungaqiniseki ngokuthi ukuhambisana nomthetho kubukeka kanjani ngaphambi kokuqaliswa. Amaqembu avame ukuwasebenzisa ukuqinisekisa izilawuli, imibhalo, kanye nokuqapha kusenesikhathi.