Where do Palantir and other pricey names go in 2025? Palantir not only has one of the highest valuations, it has gotten more expensive in 2024 by every measure that counts. A look at the more expensive stocks of 2024 and where they go now. https://
thetechnologyletter.com/the-posts/wher
e-do-palantir-and-other-pricey-names-go-in-2025
… $PLTR
@tiernanraytech
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Palantir and Expensive Tech Stocks: 2025 Outlook
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IPO Market 2024: Reddit, Astera Labs Surge, Others Stumble
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2024 IPO highs and lows: Astera, WeRide, Ingram Micro and all the rest The IPO market warmed up a little this year as thirty-four new issues traded, lead by the likes of Reddit and Astera Labs. And then there were flops such as Ryde Group, ZenaTech, and Ingram Micro.
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AI Data Centers Scaling to Mile-Long GPU Cluster Connections
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AI data centers are becoming 'mind-blowingly large' Clusters of GPU chips in coming years will have to connect over distances longer than a mile, says the CEO of this fiber-optics firm. https://
zdnet.com/article/ai-dat
a-centers-are-becoming-mind-blowingly-large/
… @Ciena #AI -
OpenAI’s o3 Achieves Breakthrough Beyond GPT Series Models
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OpenAI's o3 isn't AGI yet but it just did something no other AI has done The new AI model 'is doing something completely different from the GPT series.' @OpenAI @fchollet
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Ciena CEO Targets AI Data Center Market Intersection Point
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Please enjoy my interview with Ciena's Gary Smith “Right now, we have zero revenue inside the data center […] We think there’s an intersect point, and that’s what we’re focused on.” Ciena CEO: At the ‘intersect point’ of AI https://
thetechnologyletter.com/the-posts/cien
a-ceo-at-the-intersect-point-of-ai
… $CIEN -
Solving ARC-AGI Prize Daily Puzzle Challenge
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The ARC-AGI prize is fun to do and somewhat relaxing, even though I don’t generally play casual games… @fchollet @arcprize ARC Prize Daily Puzzle
Task: 692cd3b6 6:52 sec 1 attempt Can you solve it? http://
arcprize.org/play -
Innodata CEO: 2025 Will Be Growth Year for AI Services
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Please enjoy my interview with Jack Abuhoff, CEO of one of the more interesting software and services firms. Innodata CEO: ‘We believe 2025 will be a growth year’ You have to be a bit paranoid serving the largest tech firms in the world in their mission to develop “generative
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AI Chips Lead 2025 as Threads Challenges Twitter
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I wasn’t aware that Threads is on pace to surpass Twitter/X. Wall Street’s Best Ideas: More AI chips in 2025 Nvidia and other AI picks will continue to lead chips in 2025, Enovix needs a more bullish CFO, and Meta’s Threads is on pace to top Twitter/X at the end of this month.
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Athinakis explores future of artificial intelligence in Daily article
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Ο Δημήτρης Αθηνάκης της φανταχτερής εφημερίδας της Αθήνας, η Καθημερινή, έχει γράψει ένα πολύ καλό άρθρο, πολύ προκλητικό, βασισμένο στη συζήτηση που είχαμε για το μέλλον της τεχνητής νοημοσύνης. Dimitris Athinakis of Athens’s great paper, The Daily, has written a very good
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Wall Street Repositions Software Stocks on AI and Cloud Trends
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Wall Street’s Best Ideas: Tis the season to ‘reposition’ software Analysts have been busy re-jiggering their ratings on software stocks for the new year, betting on more artificial intelligence and an end to the slump in cloud software. https://
thetechnologyletter.com/the-posts/wall
-streets-best-ideas-tis-the-season-to-reposition-software
… $DDOG $PD $CXM