As I like to remind people, great money was made in the depths of the 2008 recession. Remember, Salesforce and VMware were young companies that rocketed out of the Great Recession https://
thetechnologyletter.com/the-posts/reme
mber-salesforce-and-vmware-were-young-companies-that-rocketed-out-of-the-great-recession
… $CRM $AVGO
#investing
@tiernanraytech
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Tech Giants Rise from Economic Downturns: Investment Opportunities
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AI Enhances Cybersecurity Defense Against Emerging Threats
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An interesting chat with Palo Alto Networks to get you up to speed on what AI means in cyber-security. These experts believe AI can help us win the cybersecurity battle Emerging technologies can allow IT security teams to spot unusual activity more effectively, Palo Alto
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Cheaper Tech Stocks Present Investment Opportunities for Investors
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Suddenly, a cheaper tech landscape Two hundred and nine U.S.-listed tech shares are cheaper now than they were six months, one year, and in some cases, even five years ago. Picking through them reveals potential gems for the enterprising investor. https://
thetechnologyletter.com/the-posts/sudd
enly-a-cheaper-tech-landscape
… $NVDA -
Neuro-symbolic approach: Moving beyond large language models
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I had a nice chat with Yoav Shoham of AI21 Labs on the need for a pivot to the "neuro-symbolic" approach to things… AI scientist: 'We need to think outside the large language model box' AI21 Labs co-founder Yoav Shoham says something extra is needed to build better and
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Intel Cuts Fifteen Percent Workforce Amid Manufacturing Turnaround Doubts
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Wall Street’s Best Ideas: Losing confidence in Intel Intel is slashing its workforce by over fifteen percent, in an effort to drastically cut costs. Few on the Street believe the company is actually on course for its long-promised manufacturing turnaround. Will the board
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Wall Street’s Best Tech Buying Opportunities During Market Downturn
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Wall Street’s Best Ideas: When blood is running in the streets
There were some stand-out gainers such as Apple amidst Friday’s carnage. This is the time to be making a buying list. https://
thetechnologyletter.com/the-posts/wall
-streets-best-ideas-when-blood-is-running-in-the-streets
… $AAPL $INTC $AMD $ON $ANET $META $NVDA $LSCC -
Intel Cuts Workforce as Manufacturing Turnaround Doubts Rise
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Wall Street’s Best Ideas: Losing confidence in Intel Intel is slashing its workforce by over fifteen percent in an effort to drastically cut costs. Few on the Street believe the company is actually on course for its long-promised manufacturing turnaround. Will the board maintain
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AI Model Collapse: Training on Synthetic Data Causes Gibberish
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Beware of AI 'model collapse': How training on synthetic data pollutes the next generation Oxford scholars found that large language models fed a diet of 'cannibal' data, created by other LLMs, sink into complete gibberish. @AIatMeta @OpenAI @Nature @iliaishacked
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Meta’s Llama 3.1 405B Fails Georgian Conjugation Task
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I broke Meta's Llama 3.1 405B with one question (which GPT-4o mini gets right) The failure of the large language model may point to issues with the broad use of synthetic data. The table of conjugations is not actually the conjugation of the Georgian verb “ყოფნა.” It’s
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OneStream CFO Discusses Software Platform IPO Prospects
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I enjoyed catching up with an old friend the other day, OneStream CFO Bill Koefoed. OneStream CFO explains a new software platform This was a rough week to go public, but OneStream’s CFO, Bill Koefoed, sees bright skies ahead for his company’s software platform that aims to