'I do think this is a structure that you will see again as we move forward through time.' -CoreWeave CEO Mike Intrator, speaking with CNBC's Morgan Brennan about raising debt collateralized by Nvidia GPUs
@jordannovet
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Palantir CEO on strength, freedom and shareholder returns strategy
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Alex Karp: 'With strength comes freedom.'
Board: buyback baby, take that
investors: https://
cnbc.com/2023/08/07/pal
antir-pltr-q2-earnings-report-2023.html
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Will the soft landing succeed economically?
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but will the landing be soft https://
bloomberg.com/news/articles/
2023-08-07/recession-worries-have-investors-buying-treasuries-doubting-stocks
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AI-Generated Travel Guides Lack Quality, Grammar on Amazon
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'One, whose author is listed as Stuart Hartley, boasts, ungrammatically, that it is "Everything you Need to Know Before Plan a Trip to Paris." The book itself has no further information about the author or publisher. It also has no photographs or maps' https://
nytimes.com/2023/08/05/tra
vel/amazon-guidebooks-artificial-intelligence.html
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Office-to-Housing Conversions: Understanding Urban Real Estate Complexity
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yeah the Brookings piece is a thoughtful treatment of the topic. this article made me start to understand the complexity of the whole affair https://
nytimes.com/interactive/20
23/03/11/upshot/office-conversions.html
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Data Core: Moving Generative AI Models to Enterprise Data
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'Remember, the core of AI is data. People want to bring generative AI models to the data, not the other way around.' -Andy Jassy
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Atlassian’s Historical Profit Margins Analysis and Performance
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for those wondering what Atlassian's historical margins look like https://
cnbc.com/2023/08/03/atl
assian-team-q4-earnings-report-2023.html
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AWS Operating Margin May Have Bottomed Amazon Cloud Division
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at least Amazon can make the argument that AWS op margin might have bottomed. we'll see
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AWS Operating Income Declines for Third Quarter Straight
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for three quarters now AWS operating income has declined year over year. AWS is still profitable, don't get me wrong, but we have never seen this happen