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Globe and Mail
18-07-2025
- Business
- Globe and Mail
Rosenberg Research: The investor's guide to AI - and how to profit from its next chapter
Globe editors have posted this research report with permission of Rosenberg Research. This should not be construed as an endorsement of the report's recommendations. For more on The Globe's disclaimers please read here. The following is excerpted from the report: In this Special Report, we identify and wade through the far-reaching impacts that Artificial Intelligence (A.I.) will exert across the overall economy, a wide swath of industries, and various asset classes. As well, we discuss investing opportunities and potential risks. An appendix on A.I. models, technologies, and infrastructure is included at the end for interested readers. There are, indeed, many risks to contemplate. But so long as they can be identified, they won't end up falling in the Rumsfeldian bucket of 'unknown unknowns' — rather, they become calculated risks that can be priced out before any investment decisions are made. Risks must always be calculated, not avoided — especially in the realm of generative A.I. with all its complexities and ramifications across the markets, economy, and society at large. This is otherwise known as risk management, and that is a key aspect addressed in this report. Knowledge, after all, is power, and this report serves as a guide for making educated and well-informed decisions. Yet, as extensive as it is, the topics covered are by no means exhaustive, and we welcome any thoughts or suggestions from our readership regarding further development of the storyline. Overall, it appears to be full steam ahead for investors with long time horizons. With 'The Next Generation' being the central thesis, how apropos to quote the great Captain Picard: 'Engage!' Those investors who missed out on the first chapter of this A.I. story will be comforted to know that many more chapters are on the way, and they can look forward to more significant opportunities ahead. The multiplier effects from the steam engine, the cotton gin, the railway, electricity, automobiles, and the internet lasted many years and spawned numerous profitable investments. Read the full report here. To request a subscription to Rosenberg Research, fill out this form
Yahoo
11-06-2025
- Business
- Yahoo
OpenAI's open model is delayed
The release of OpenAI's first open model in years will be delayed until later this summer, CEO Sam Altman announced in a post on X on Tuesday. Altman said the open model would be released sometime after June. "We are going to take a little more time with our open-weights model, i.e. expect it later this summer but not June," he wrote. "Our research team did something unexpected and quite amazing and we think it will be very very worth the wait, but needs a bit longer." OpenAI was targeting an early summer release date for its open model, which is slated to have similar "reasoning" capabilities to OpenAI's o-series of models. OpenAI aims for its open model to top the performance of other open reasoning models, such as DeepSeek's R1. In the months since OpenAI first announced its intent to release an open model, the space has become more competitive. On Tuesday, Mistral — another AI lab that often releases open models — released its first family of AI reasoning models, called Magistral. In April, the Chinese AI lab Qwen released a family of hybrid AI reasoning models that can switch off between taking time to "reason" through problems and also giving traditional, quick responses. Beyond increasing its performance on benchmarks, OpenAI has also considered adding several complex features to its open AI model to make it more competitive. TechCrunch previously reported that OpenAI leaders have discussed enabling the open AI model to connect to the company's cloud-hosted AI models for complex queries. However, it's unclear if these features will make it into the final open model. The release of OpenAI's open model seems to be important for the company's relationship with researchers and developers. Altman has previously said that OpenAI has landed on the "wrong side of history" when it comes to open sourcing its models. To rectify that image, the company faces immense pressure to release an open model that is competitive with the industry's best open offerings. This article originally appeared on TechCrunch at Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
