how do you think they're doing on the 'parity' part
@jordannovet
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Satya Nadella discusses Microsoft’s OpenAI relationship on CNBC
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here's what Satya Nadella told @jonfortt on CNBC today about Microsoft's relationship with OpenAI
→ View original post on X — @jordannovet, 2024-11-19 19:54 UTC
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Azure OpenAI Consumption Doubles in Six Months
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'In the last six months, Azure OpenAI consumption has more than doubled.' -Satya Nadella, speaking onstage at Microsoft Ignite 2024
→ View original post on X — @jordannovet, 2024-11-19 15:30 UTC
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CoreWeave Reaches $23 Billion Valuation in Secondary Round
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CoreWeave is officially worth $23 billion now as Cisco and Pure Storage participate in a secondary
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Elwood Edwards: The Voice Heard 35 Million Times Daily
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'At one point they said my voice was heard more than 35 million times a day.' -Elwood Edwards
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Palantir’s Gold Investment Alternative Analysis and Returns
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if Palantir had invested the money in gold at the high of that period of $2050.31, it would have gained about $234 million so far
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Palantir’s Treasury Strategy Miss: Gold Alternative 2023
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in 2023, after the Fed raised rates, Palantir went big on short-term U.S. treasury securities. it sold ~$700m in available-for-sale debt securities in Q1-Q3 2023 with immaterial gains/losses and reinvested proceeds into more debt securities. gold would have been the better play
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Palantir’s Treasury Strategy: SPACs, Gold, and Investment Risk
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for years, Palantir kept cash in money market funds. in 2021 it diversified, buying SPAC shares, in addition to the gold bars. some SPACs have since gone bankrupt
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Nvidia Replaces Intel on Dow Jones Industrial Average
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on Friday, one day after Intel reported Q3 results that showed a 6% revenue decline, S&P Dow Jones Indices picked Nvidia to replace Intel on the Dow Jones Industrial Average
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Palantir’s Gold Investment Misstep: $25M Opportunity Cost
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in 3Q21 Palantir bet on gold, buying $50.9 million worth of 100-ounce bars. it sold them in 2023 for $51.1 million, netting a $200K profit. Palantir has missed out on the gold price running up ~33% in 2024. if it hadn't sold, Palantir would be up 50% on its original investment