GPT-6 Astra Unveiled: What's the Market Reaction?

Astra is a model name meaning 'stars' in Latin.

Until now, Anthropic's Claude, considered the top-performing model, also had limitations in practical business applications.

Astra users, unlike before, describe it as 'effective in real-world tasks,' anticipating the practical application stage of AI technology. This leads to the observation that GPT-6 Astra's practical application will bring the third major change in AI history, following the advent of ChatGPT and Claude's agent AI.

While this could be a marketing strategy, it is interpreted as a sign of the explosive increase in demand for Astra.

This next-generation model has not yet been released to the public, and it is known that 10,000 agents utilizing it have solved problems.

The professor explained that he and his team conducted research by repeatedly setting problems, inputting AI model information, deriving AI answers, and rethinking the process.

During this process, OpenAI allegedly made an attractive offer to the professor. They proposed that the professor first publish the research results and become the lead author of the OpenAI paper.

Mathematician Levent, who collaborated on the research, was reportedly affiliated with Anthropic Labs.

In an interview with The New York Times, the NYU math professor expressed fear about confronting a giant corporation like OpenAI.

Those who have used Astra reported that game development is remarkably easy. One user reported using Astra to quickly generate 3D models and promotional videos for real estate listings.

Initially, due to a lack of tokens, the desired results were not achieved, but by using sufficient tokens, Shuka gradually built a website and also created a comic.

The created website included an automatic YouTube video linking feature, automatically embedding weekly video views, total channel views, and thumbnails of the highest-viewed videos.

He emphasized a qualitatively different turning point from before, expressing anticipation for the advancement of AI technology.

SK semiconductor stocks surpassed 1.7 million won, and Samsung Electronics' stock also exceeded 260,000 won, showing strong performance.

The market analyzes this trend as reflecting expectations that the semiconductor demand cycle will continue, predicting sustained positive momentum for semiconductor-related sectors for the time being.

This signifies an extreme undervaluation, to the extent that Bloomberg described KOSPI as being in a '25% off sale' state.

Trading at nearly half price, KOSPI can offer investors looking to participate in AI a cheap investment opportunity while reducing volatility.

Short selling was difficult to profit from in a rising market, and Quadir accumulated losses and was even branded a public enemy. After the GameStop incident, he also faced backlash from individual investors.

Kathleen revealed that she felt like 'a hamster on a wheel' due to losses from short investing over 10 years. No matter how good her ideas were, it was difficult to escape losses from short selling.

Subsequently, an incident occurred in Manhattan where she was hit on the head with brass knuckles by a masked assailant. The assailant did not steal anything but only hit her head before disappearing. This incident made Kathleen realize that focusing on driving down stock prices for the past 10 years was a mistake.

She is now determined to contribute to raising stock prices.

The past case of Elliott Management supports this.

Elliott Management tried to prevent a merger of a Korean company in 2015 but failed, and then demanded increased dividends from Hyundai Motor, failed again, and sold all its shares.

She added that she plans to acquire stakes in Korean companies within several months.

This policy is evaluated as a measure to enhance corporate value.

Targets include companies particularly undervalued with PBRs as low as 0.2 to 0.1.

This provides a mechanism to boost the stock prices of undervalued companies.

Kathleen stated that she is more interested in reforming the Korean capital market system and governance structure than in personal profits. She expressed her ambition to remain an investor who actively brings about real change in Korea over the next 10 years.