Apple researchers reveal the secret sauce behind DeepSeek AI The AI model that shook the world is part of a broad trend to squeeze more out of chips using what's called sparsity. “Sparsity” is a broad area of inquiry, not unique to DeepSeek. It can also be applied to much
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Twilio CEO Discusses Three-Year Strategic Arc and Operational Improvements
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Please enjoy my interview with Twilio CEO Khozema Shipchandler Twilio CEO: ‘We are midway through a three-year story arc’ Software maker Twilio has really “nailed it” when it comes to improving its operational rigor, says CEO Khozema Shipchandler. This year will be about
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Stargate and DeepSeek AI Projects Drive Stock Market Volatility
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The TL Podcast for January 27th: Stargate DeepSeek edition Stocks surged the week ending January 24th based on Trumped-up hype for a massive AI project, Stargate, only to be undone by the new hype of DeepSeek. https://
thetechnologyletter.com/the-posts/the-
tl-podcast-for-january-27th-stargate-deepseek-edition
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DeepSeek’s Rise Won’t End GPU Demand, Wall Street Says
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Wall Street’s Best Ideas: No, DeepSeek does not mean the end of buying tons of GPUs The Chinese AI innovation DeepSeek gives the impression no on will buy Nvidia GPUs anymore. But the program scores lower on some tests, suggesting the race for progress will continue.
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Small vendor struggling in AI-disrupted crowded market
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A very, very “sub-scale” vendor in a terribly crowded market that is being turned upside down by AI. Not a great thing to be.
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Stargate AI Infrastructure Investment: Not Groundbreaking News
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Wall Street’s Best Ideas: Stargate is nothing new unless you’ve been under a rock The last thing in the world that needed any “help” is artificial intelligence infrastructure spending. Trump’s photo-op with Larry Ellison, Masayoshi Son, and Sam Altman is nothing new for an AI
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AI Agents That Glitter: Separating Hype from Reality
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The TL Podcast for January 20th: All the AI agents that glitter Don’t be fooled by spreadsheet math concerning artificial intelligence: some of the bold predictions of revenue for things such as “agents” will never come to pass. Plus, Taiwan Semi knocks it out of the park, and
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Netflix Valuation: Is It Worth Tech Mega Cap Premium?
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Should Netflix be this expensive? Price targets are soaring for Netflix as the bulls argue it should be valued higher than any of the other tech Mega Caps. Even the bears have to concede that Netflix is operating like a “tech company” rather than a “media company.” Just keep in
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AI Agents Revenue Projections Meta 2030 Financial Expectations
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Wall Street’s Best Ideas: The financial expectations for AI ‘agents’ are starting to soar One estimate has Meta making $115 billion in revenue from AI “agents” in 2030. The math on Pure Storage’s new cloud customer is tantalizing. Plus, what it’s like to bet wrong against
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Microsoft Pivots from Copilots to AI Agents Amid Chip Constraints
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Notice that co-pilots haven’t played out for Microsoft as expected, so now the new hype is AI “agents.” Wall Street’s Best Ideas: No one cares about AI orders, they care about chip orders The Biden order to constrain AI chip sales has elicited shrugs although the long-term