The TL Podcast for January 7th: A rough start It was a rough start to 2024 as investors seemed to take profits on a very strong 2023, especially as regards outperformers such as Apple and Nvidia, although there were several votes of confidence for semiconductors and software.
@tiernanraytech
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Pure Storage CEO Discusses Analyst Understanding of AI Economics
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Please enjoy my interview with Pure Storage CEO Charlie Giancarlo “A number of our investors have told us, directly, they said, ‘You know, some of your analysts just don't understand this at all,’ meaning, they don't even understand the concept of how the financials change” to
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Apple’s Cash Strategy Drives Investor Value Returns
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The secret of Apple’s success: it’s the cash Apple is a cash cow, in good years and bad. That’s all that investors care about, a stable capital returns payer, growth be damned. That’s likely to remain investors’ focus for many years to come. https://
thetechnologyletter.com/the-posts/the-
secret-of-apples-success-its-the-cash
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Apple’s Growth Challenges and Cash Flow Investment Analysis
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My friend Eric Savitz wrote a really nice piece for Barron’s last month about Apple’s challenges to growth. https://
barrons.com/articles/apple
-stock-price-growth-e98922d2
… Great data, great quotes. My own view for a long time is that cash is all that matters to investors, growth be damned. $AAPL @savitz -
Nvidia’s AI Revenue Expectations May Be Overestimated Beyond 2024
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The case against Nvidia Financial expectations beyond 2024 are too high for Nvidia, says D.A. Davidson analyst Gil Luria, given that AI may still prove cyclical. And yet, no one knows the full scope of a business that has just changed scale dramatically. Nvidia may still be
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SuperDuperDB: Easy Entry Point for Enterprise AI Applications
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A gentle introduction to AI apps with SuperDuperDB Enterprise apps will start with simple tasks such as searching through text or images to find the match to a natural-language search. https://
zdnet.com/article/how-su
perduperdb-delivers-an-easy-entry-to-ai-apps/
… @SuperDuperDB -
Hybrid AI and Foundation Models Shape 2024 Corporate Strategy
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Hybrid AI and apps will be in focus in 2024, says Goldman Sachs CIO Only the richest companies such as OpenAI can build “foundation models,” such as GPT-4, so the rest of the corporate world will need to build smaller, more-focused programs that tie into the foundation models.
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TL20 Portfolio Rebalancing: Winners and Losers Ahead
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The TL Podcast for January 1st: What lies ahead It was a stupendous year for the TL20, despite some flame-outs like Confluent, and it’s time to start pondering the next rebalancing, including how to cull the losers and whether to hold onto the winners. $SNOW $CFLT $ESTC $NVDA
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LangChain Transforms GenAI into Practical AI Agents
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How LangChain turns GenAI into a genuinely useful assistant The age of AI agents may start with stringing together simple modules that allow for a workflow for real tasks. Cancer diagnosis is just one example. https://
zdnet.com/article/how-la
ngchain-turns-genai-into-a-genuinely-useful-assistant/
… @langchain -
Personal AI Model Training and Copyright Infringement Rights
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Your own personal plagiarist The Times suit against OpenAI is a precursor to every individual having the ability to appropriate copyrighted material to train their neural network, sort of like Napster twenty years ago. 2024 could be the year infringement goes viral. There are