Please enjoy my interview with Elastic CEO Ashutosh “Ash” Kulkarni It’s going to take time for enterprises to figure out how to use Gen AI, because it’s a lot more complex than signing up for ChatGPT, explains Elastic CEO Ashutosh “Ash” Kulkarni. On the other side of
@tiernanraytech
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Taiwan Semi’s AI Chip Revenue Outpaces Industry Growth
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Street is delighted with Taiwan Semi’s AI outlook The AI chip race is going to drive Taiwan Semiconductor’s revenue above the rest of the chip manufacturing industry, the company said on Thursday, driving its shares sharply higher. It’s good news for Taiwan Semi customers such
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CES 2026 Drives Market Optimism Despite Bitcoin ETF Pullback
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The TL Podcast for January 15th: CES brings the animal spirits The annual gadget fest in Las Vegas, The Consumer Electronics show, contributed to an upbeat week for stocks, but spot ETFs of Bitcoin were a sell-on-the-news event. https://
thetechnologyletter.com/the-posts/the-
tl-podcast-for-january-15th-ces-brings-the-animal-spirits
… Or catch it on Apple -
Hewlett Juniper deal impacts capital returns amid AI PC hype
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Sell-side most interesting: Cheers for the AI PC, Micron’s advantage, and Hewlett has ruined capital returns Hewlett’s purchase of Juniper Networks blows up the positive view on its capital returns, Deutsche thinks the hype is fading fast for “Gen AI” while UBS is enamored of
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CES 2024: Technology Innovation Stagnation Continues
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CES 2024: Plus ça change Weird keyboard devices, a two-thousand-dollar Bidet, and cars with a lot of sensors mark another year of more of the same in Las Vegas. https://
thetechnologyletter.com/the-posts/ces-
2024-plus-a-change
… $SNE $AAPL $MSFT -
Absci’s Generative AI Antibody Enters Clinical Trials Early 2025
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Please enjoy my interview with Absci CEO Sean McClain “We're on track to put the first de novo designed antibody with generative AI in the clinic in early 2025.” Absci, a biotech startup using “generative AI” to create novel therapeutics, is hopefully just one year away from
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Getty’s iStock AI Image Generator: Underwhelming Alternative to DALL-E
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Getty’s ‘Generative AI by iStock’ is a fine if dull alternative to DALL-E, Clipdrop for AI images The new iStock service is so boring, it may not matter that the company is indemnifying people against copyright suits. https://
zdnet.com/article/i-trie
d-gettys-new-ai-image-generator-and-it-doesnt-really-compare-to-dall-e/
… @GettyImages -
Nvidia Advances AI PC Technology with ACE Production Microservices
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Nvidia makes the case for the AI PC at CES 2024 In addition to new RTX "Super" chip laptops, Nvidia announced that, building upon its ACE, for “avatar cloud engine,” it will offer “Production Microservices," which let game developers add to their games Nvidia programs for speech
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Analysts Endorse Apple, Dell, Microsoft for 2024 AI Growth
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Sell-side most interesting: Apple defended, thumbs up for Dell, Couchbase, Microsoft Apple got two endorsements as analysts see recent selling overdone and look forward to AI potential, while Microsoft is among the best software names for 2024, and Dell and Couchbase are new
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Democratizing Plagiarism: LLM Accessibility in 2024
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In the ever-upbeat tone of technology evangelists, you could think of 2024 as the year that we democratize plagiarism. As processing power improves, and frameworks such as TensorFlow Lite become more efficient, it's possible to imagine at least fine-tuning large language models,