The TL Podcast for June 5th, 2023: Apple Vision edition Apple’s mixed-reality headset is destined to have a mixed reception, while the pervasiveness of artificial intelligence spreads throughout software-land. https://
thetechnologyletter.com/the-posts/the-
tl-podcast-for-june-5th-2023-apple-vision-edition
… Or catch it on Apple Podcasts:
@tiernanraytech
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Apple Vision Pro and AI Integration in Software
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Apple’s Meta VR Gamble Creates Chip Maker Opportunity
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Oy vey, Apple gets sucked into Meta’s virtual nonsense With a start this clunky, there will never be enough Apple users to excite developers. (But it's a great opportunity for the chip makers who have to fix this mess.) https://
thetechnologyletter.com/the-posts/oy-v
ey-apple-gets-sucked-into-metas-virtual-nonsense
… $AAPL $TSM $QCOM $AMAT -
AI Drives New Software Pricing Models and Consumption-Based Billing
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Every software company Jefferies talks to has an AI pitch Adding AI can provide drive pricing, consumption-based billing https://
thetechnologyletter.com/the-posts/ai-p
ixie-dust-can-boost-software-pricing-based-on-jefferies-company-notes
… $MSFT $CRM $NOW $ADBE $NICE $SMWB #investing #stocks #software #AI #ChatGPT -
Nvidia surge powers TL20 index to sixty-five percent gain
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Nvidia’s surge, and its knock-on effect on Arista Networks and others, has powered the TL20 to a sixty-five percent gain this year, trouncing benchmarks. Better investing comes from knowing tech companies. $NVDA $ANET https://
thetechnologyletter.com/tl20 #investing #stocks -
Nvidia launches lossless 400-gig ethernet switch for AI
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Nvidia's got its own ethernet switch for AI, 128 ports of 400-gig E it says is "lossless" using congestion control. $NVDA $ANET $CSCO $EXTR $AMD $INTC https://
zdnet.com/article/nvidia
-unveils-new-kind-of-ethernet-for-ai-grace-hopper-superchip-in-full-production/
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Open Source AI Leaders Challenge Tech Giants Secrecy
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Open source AI holds a secret party in New York http://
Stability.ai founder Emad Mostaque and http://
Lightning.ai CEO William Falcon made a pitch for defying tech giants’ secrecy about AI source code. https://
zdnet.com/article/open-s
ource-ai-holds-a-party-in-new-york-thanks-to-stability-ai-and-lightning-ai/
… @StabilityAI @LightningAI -
Nvidia’s AI Dominance Strategy and Market Control Implications
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The Nvidia Effect: What just happened? Ultimately, Huang wants to own it all, including control of the software that is the brains of AI. https://
thetechnologyletter.com/the-posts/the-
nvidia-effect-what-just-happened
… $NVDA $AMAT $AMD $TSM $INTC #investing #AI -
Snowflake Stock Plunges Amid Market Anxiety and Demand Constraints
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Snowflake plunges: delayed gratification is hard for one of the most expensive stocks “Anxiety” is “constraining demand,” says CEO Slootman. “Watching CNBC all day doesn’t give you any hope.” https://
thetechnologyletter.com/the-posts/snow
flake-plunges-delayed-gratification-is-hard-for-one-of-the-most-expensive-stocks
… $SNOW #investing #stocks #database #earningsseason #TL20 -
Nvidia Surge Powers TL20 Index to Twenty-Three Percent Gain
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Nvidia’s surge powers the TL20 to a twenty-three percent gain since July, trouncing benchmarks, despite mixed earnings reports by TL20 stocks Analog Devices and Snowflake. Better investing comes from knowing tech companies. https://
thetechnologyletter.com #investing #stocks -
Nvidia shares surge twenty-five percent on stronger AI outlook
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Nvidia shocker: shares soar twenty-five percent, as outlook comes up sixty percent higher than expected Who can remember the last time a tech company had this level of upside in its forecast? https://
thetechnologyletter.com/the-posts/nvid
ia-shocker-shares-soar-twenty-five-percent-as-outlook-comes-up-sixty-percent-higher-than-expected
… $NVDA $AMD $INTC #semiconductors #artificialintelligence