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Nvidia sentiment is at extreme bearish while it’s trading at ATH.
Bullish af.
Do Klarna’s AI-Powered Customer Service Agents Portend Disruption In The Knowledge Workforce?
By Andrew Kim
Analyst
Last week, Klarna disclosed that, during their first month of operation, its OpenAI-powered customer service agents handled work equivalent to that of 700 full-time human agents, or two-thirds of all customer support chats. Resolving tasks in fewer than 2 minutes instead of the 11 minutes necessary for human agents, the AI agents achieved customer satisfaction scores “on par” with those of human agents.
According to our estimates, Klarna’s 700 human agents supported 2.3 million conversations at a cost of $3.6 million per month, or $1.58 per conversation. Addressing the same number at 2 minutes per chat, an OpenAI-powered agent would cost no more than ~$9,000 per month, or $0.004 per conversation, based on the current pricing structure of GPT-4.iii In other words, by switching from human agents to AI agents, Klarna could save nearly 100% in labor costs.
While Klarna and other consumer-facing companies probably will retain human-in-the-loop systems to resolve customer-support cases that AI cannot, AI-related efficiency gains are likely to reduce the number of humans in customer support positions significantly. In fact, we believe that all language-centric knowledge work associated with enterprise sales, technical support, and customer success will face significant disruption.
" Resolving tasks in fewer than 2 minutes instead of the 11 minutes necessary for human agents, the AI agents achieved customer satisfaction scores “on par” with those of human agents."
That’s just weird. If AI got the job done 5 times faster you would expect satisfaction scores to rise.
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$2T company up 6% in one day like it’s nothing. Where are all these millionaire Nvidia employees buying houses?
Interesting. Didn’t expect Cupertino house price to make an ATH awhile mortgage rate is still at 7%.
Not financial advice and not advocating such aggressive action: Load up on margin and LFG!
This Chinese guy is a triple agent. He downloaded stolen docs from Google (onto his Google Drive! 
), was hired by a Chinese AI company, and at the same time started his own startup in China.
In his startup presentation on stage in China, he claimed he’s one of the less than 10 people worldwide who has built, and can build again, a massively scalable AI platform.
This is incredibly blatant and incredibly dumb. Oh, he asked his friend to scan his badge at Google while he was doing business deals in China. That friend is in trouble too.
Dude is going to rot in jail.
The biggest point for me is that the AI scene in China is full of scam artists. 5 years ago I was bullish on China’s AI tech, not anymore. It’s a sinking ship.
SMCI AMD NFLX
If I’ve spare money to invest, rather stick to NVDA. I don’t see the pros of diversification.
AI software engineer.
Human devs need to up their game. The days of doing a 2-month bootcamp and getting a $200K job coding React is over.
Too lazy to check. Only front-end? Or can do backend, design APIs, and design algorithm? Can code an entire OS?
Nvidia says Blackwell-based processors, like the GB200, offer a huge performance upgrade for AI companies, with 20 petaflops in AI performance versus 4 petaflops for the H100. The additional processing power will enable AI companies to train bigger and more intricate models, Nvidia said.
Nvidia said that the system can deploy a 27-trillion-parameter model. That’s much larger than even the biggest models, such as GPT-4, which reportedly has 1.7 trillion parameters. Many artificial intelligence researchers believe bigger models with more parameters and data could unlock new capabilities.
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NVDA is the only successful recommendation by Beth Kindig. Since her competitor, Cathy, shied away from recommending NVDA, in fact, Cathy has been selling NVDA, Beth seizes this golden opportunity to double down.
Because of the huge run up in share price, NVDA comprises more than 40% (from less than 10%) of my growth stock portfolio. One highly successful stock compensate for many disastrous mistakes.