Commentary and a selection of the most important recent news, articles, and papers about AI. This newsletter is also available on Substack.
Today’s Brief Commentary
Welcome to the first newsletter after I announced the formation of my Sutor Group Intelligence and Advisory company last Friday. These newsletters will continue to be free, and I’ll put them on LinkedIn, Substack, and the Sutor Group website.
If I had my choice, I would have you subscribe to and read them at no charge on Substack. I’ve introduced an additional paid tier for our new Research and Intelligence Notes. You can always also see these newsletters for free on LinkedIn and the website. No pressure: I’m just letting you know you have choices.
Today, we have links to the upcoming earnings announcements by AMD and NVIDIA. I’ve also included links to two articles about GenAI and code development. The first, from the GitHub Copilot team, is more significant. It describes how they choose and test the LLMs behind the scenes. They use AI to test the AI for quality, which, at this point, is the most sensible way of examining the relative quality of the code generation.
Kudos to them for calling out Responsible AI in the article: I want to see every such effort tell us what they are doing to avoid biased, dangerous, harassing, and privacy-invading content. We must take it upon ourselves to insist upon this since not every provider might think it is convenient, necessary, or financially profitable to do so.
Coding and Software Engineering
How we evaluate AI models and LLMs for GitHub Copilot | The GitHub Blog
https://github.blog/ai-and-ml/generative-ai/how-we-evaluate-models-for-github-copilot/
Authors: Connor Adams and Klint Finley
Date: Friday, January 17, 2025
Excerpt: We share some of the GitHub Copilot team’s experience evaluating AI models, with a focus on our offline evaluations—the tests we run before making any change to our production environment.
How to Use Generative AI as a Software Developer | Towards Data Science
Author: Leon Eversberg
Date: Friday, January 31, 2025
Commentary: The most interesting part for me was the assignment of roles at the start of the prompts. The other sections could have been fleshed out more with additional examples.
Excerpt: I recently completed DeepLearning.AI’s specialization course Generative AI for Software Development. Based on this online course, I will go over the best practices of working with a Large Language Model (LLM) as a coding assistant with examples in Python.
Earnings Announcements and Financial Dealings
AMD to Report Fiscal Fourth Quarter and Full Year 2024 Financial Results
Date: Tuesday, January 14, 2025
Excerpt: AMD (NASDAQ: AMD) announced today that it will report fiscal fourth quarter and full year 2024 financial results on Tuesday, Feb. 4, 2025, after the close of market. Management will conduct a conference call to discuss these results at 5:00 p.m. EST / 2:00 p.m. PST. Interested parties are invited to listen to the webcast of the conference call via the AMD Investor Relations website ir.amd.com.
NVIDIA Sets Conference Call for Fourth-Quarter Financial Results | NVIDIA Newsroom
Date: Wednesday, January 29, 2025
Excerpt: Written CFO Commentary to Be Provided Ahead of CallSANTA CLARA, Calif., Jan. 29, 2025 (GLOBE NEWSWIRE) – NVIDIA will host a conference call on Wednesday, February 26, at 2 p.m. PT (5 p.m. ET) …
Games
AI 101: Introducing Utility AI | AI and Games
https://www.aiandgames.com/p/ai-101-introducing-utility-ai
Date: Tuesday, January 28, 2025
Commentary: The use of AI in games is not new, though it has often not been very sophisticated. You should differentiate this from using GenAI to create the games or for in-game interactions.
Excerpt: Understanding the value of action in context.
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Disclosures
Bob Sutor is a former employee of IBM and Infleqtion and holds equity positions or stock options in each company. He is a Non-Executive Director for Nu Quantum and Advisor to the venture capital firm Forma Prime.
Bob is also the CEO and Founder of Sutor Group Intelligence and Advisory. Sutor Group provides broad market insights and deep technical expertise based on over four decades of experience with startups and large corporations. It advises Deep Tech startups, companies, and investors on quantum technologies, AI, enterprise software, and other emerging tech fields.
Sutor Group shares its knowledge and analysis through direct client engagements and seminars, reports, newsletters, books, written and on-air media appearances, and speaking and panel moderation at the top conferences and client events.
