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
@jordannovet
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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
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Bing Search Contest Drives Market Share Bump
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'The contest kicked off last month and could very well be the reason for the slight bump in Bing's share of the search engine market in October that seems to have already abated.'