new: Databricks told analysts at its investor briefing that it's expecting a $2.4 billion run rate for the first half of its 2025 fiscal year, which would represent over 60% growth. that would be an acceleration as some software companies trim forecasts
@jordannovet
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Jensen Huang’s Presence Signals Company Conference Credibility
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if Jensen isn't at your company's conference then you know something's wrong
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The OpenAI Effect: Oracle’s Earnings Report Analysis
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the OpenAI effect, Oracle edition https://
cnbc.com/2024/06/11/ora
cle-orcl-q4-earnings-report-2024.html
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42% of employees show up solely to be seen by bosses
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'A full 42 percent of employees who responded to the Bamboo survey said they show up solely to be seen by bosses and managers.' https://
theregister.com/2024/06/09/rto
_quit_study/
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Calculator app returns to iPad after long absence
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calculator for iPad again why did this take so long
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Apple Executive Reveals Dynamic Foveation Display Technology
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(unblinking Apple executive) dynamic foveation
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Fortinet acquires Lacework in major cybersecurity deal
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'Financial terms of the transaction were not disclosed.' https://
fortinet.com/corporate/abou
t-us/newsroom/press-releases/2024/fortinet-to-acquire-lacework
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Nate Silver Confirms Significant Nvidia Holdings Betting on AI
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Nate Silver says 'I have a fair amount of Nvidia, so, I guess, yes,' when asked if he is long AI at the Manifest conference
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Banks’ Growing Dependence on Big Tech for AI Compute Raises Risks
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'AI requires huge amounts of compute, and really the only way that you're going to be able to access that compute sensibly is from Big Tech.' -Joanne Hannaford, head of technology strategy, Deutsche Bank's corporate bank, speaking at Money20/20 conference https://
reuters.com/technology/ban
ks-say-growing-reliance-big-tech-ai-carries-new-risks-2024-06-07/
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