Please enjoy my interview with Tom Siebel http://
C3.ai CEO Siebel: ‘We are committed to run a sustainably cash-positive, profitable business’ Real cash profits could be around the corner. https://
thetechnologyletter.com/the-posts/c3ai
-ceo-siebel-we-are-committed-to-run-a-sustainably-cash-positive-profitable-business
… $AI #investing #AI #software #generativeAI
@tiernanraytech
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C3.ai CEO Siebel: Path to Sustainable Profitability
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Open-source AI Essential for Trustworthy Black-Box Models
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Open-source AI is essential, says http://
Stability.ai founder “There is no way you can use black-box models” for the world’s most valuable data, says Emad Mostaque. https://
zdnet.com/article/why-op
en-source-is-essential-to-allaying-ai-fears-according-to-stability-ai-founder/
… @StabilityAI @EMostaque @collectivei #AI #deeplearning #stablediffusion -
AMD Data Center Sales Slowdown Impacts Semiconductor Market
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Advanced Micro Devices falls: data center sales take a breather This follows huge server-chip sales in 2022 https://
thetechnologyletter.com/the-posts/adva
nced-micro-devices-falls-data-center-sales-take-a-breather
… $AMD $INTC $NVDA #investing #stocks #semiconductors #datacenter #artificialintelligence -
Arista Stock Drops as Estimates Continue Rising Paradoxically
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Moreover, estimates and targets for Arista continue to go higher even as the stock drops — classic inverse estimate behavior. https://
thetechnologyletter.com/the-posts/aris
ta-drops-no-one-wants-to-go-back-to-the-pause
… $ANET #investing #stocks #AI #computernetworking -
Cloud spending fears impact networking equipment vendors
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Arista drops: No one wants to go back to ‘The Pause’ Fears of cloud vendors stopping their spending https://
thetechnologyletter.com/the-posts/aris
ta-drops-no-one-wants-to-go-back-to-the-pause
… $ANET $CSCO $JNPR $EXTR $GOOGL $MSFT $META $AMZN #investing #cloudcomputing #networking #AI -
Cloud War for AI: Major Tech Giants Battle for Dominance
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The TL Podcast for April 30th, 2023: cloud war for AI is on https://
thetechnologyletter.com/the-posts/the-
tl-podcast-for-april-30th-2023-cloud-war-for-ai-is-on
… Or catch it on Apple Podcasts: http://
bit.ly/40HBLJg $GOOGL $MSFT $AMZN $META $ANET $NVDA $TSLA $GTLB $AYX $DDOG -
GitLab CFO: Long-term investors believe in company and product
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Please enjoy my interview with GitLab CFO Brian Robins GitLab CFO: Long investors believe in the company and the product https://
thetechnologyletter.com/the-posts/gitl
ab-cfo-long-investors-believe-in-the-company-and-the-product
… $GTLB $DT $DDOG $SPLK #observability #DevOps #software -
Intel Shows Promise: Analyst Optimism on Semiconductor Recovery
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Intel surges: less-bad news ahead, says Street Perhaps Gelsiner finally has the company turned in the right direction. https://
thetechnologyletter.com/the-posts/inte
l-surges-less-bad-news-ahead-says-street
… $INTC $AMD $NVDA $TSM #investing #semiconductors #earningsseason -
AWS Beats Expectations While Intel Margins Decline
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Amazon surges as AWS beats low expectations, Intel’s margin deteriorates Intel’s expecting gross profit will go lower again this quarter. https://
thetechnologyletter.com/the-posts/hknp
5acysunt0gcq6kcf3y9vua1814
… $AMZN $INTC $MBLY #investing #stocks #semiconductors #PCs #datacenter #cloudcomputing -
Tesla Price Cuts Impact Mobileye’s China EV Market Position
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Tesla’s price cuts torpedo Mobileye Mobileye’s customer Geely has been hit by the price effect on the China EV market. https://
thetechnologyletter.com/the-posts/tesl
as-price-cuts-torpedo-mobileye
… $MBLY $TSLA #investing #stocks #energy #EVs #semiconductors #Tesla #China