Goldman: time these software companies started chopping costs in a big way https://
thetechnologyletter.com/the-posts/gold
man-time-these-software-companies-started-chopping-costs-in-a-big-way
… // $HUBS $SPLK $ZI
@tiernanraytech
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Goldman: Software Companies Must Cut Costs Significantly
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CES 2023: Four Big Questions Shaping Tech Week
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Questions, questions… CES 2023 preview: 4 big questions that will shape the week https://
zdnet.com/article/ces-20
23-preview-4-big-questions-that-will-shape-the-week/
… @jasonhiner // #CES #CES2023 -

Check Point CEO Discusses Technology Growth Strategy and Market Challenges
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Check Point CEO Shwed: You don’t pick your battles, they pick you “We're growing as a technology company, we’re exploring different options of growth.” https://
thetechnologyletter.com/the-posts/chec
k-point-ceo-shwed-you-dont-pick-your-battles-they-pick-you
… // $CHKP $PANW $FTNT $CSCO -

Juniper Networks CEO: Enterprise Strategy Delivering Results
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Please enjoy my interview with Juniper Networks CEO Rami Rahim Juniper CEO: The bet we made on the enterprise is really starting to work https://
thetechnologyletter.com/the-posts/juni
per-ceo-the-bet-we-made-on-the-enterprise-is-really-starting-to-work
… // $JNPR $CSCO $ANET $HPE #stocks #investing #technology #networking -

Investors Warming to Software Market Opportunity
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Investors warm to software just a little bit https://
thetechnologyletter.com/the-posts/inve
stors-warm-to-software-just-a-little-bit
… // $NTNX $GTLB $DT $CFLT #investing #stocks #technology -

Tech Stocks Podcast: Azenta, Tesla, Absci Analysis
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The TL podcast for December 26th, 2022: Azenta is tops, pondering Absci, another awful Tesla week // $AZTA $TSLA $NVDA $AMAT $WOLF $LRCX $MU $ABSI $JNPR $CHKP #investing #stocks #tech #TL20 https://
thetechnologyletter.com/the-posts/the-
tl-podcast-for-december-26th-2022-azenta-is-tops-pondering-absci-another-awful-tesla-week
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Gary Marcus and Vincent Boucher Host Major AI Debate
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Gary Marcus and Vincent Boucher hosted another of their epic AI debates with a cast of fascinating speakers. // #agidebate @Montreal_AI @GaryMarcus // #AI #machinelearning #deeplearning
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Micron Eyes Automotive Chip Market Growth Surge Ahead
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Micron: the auto market for chips is soaring Groth in bit demand is double that of any other market for the next five years. // $MU https://
thetechnologyletter.com/the-posts/micr
on-slips-as-results-outlook-miss-sees-growth-ahead
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Micron misses Q3 targets but forecasts growth recovery
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Micron slips as results, outlook miss, sees growth ahead Third quarter of missed expectations, but things improve latter half of this year. // $MU https://
thetechnologyletter.com/the-posts/micr
on-slips-as-results-outlook-miss-sees-growth-ahead
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Zero-shot AI accelerates drug discovery and antibody design
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Please enjoy my interview with Absci CEO Sean McClain Absci: Will ‘zero-shot’ AI change drug discovery? “We can get everything right the first time and dramatically reduce the time it takes to get into the clinic.” https://
thetechnologyletter.com/the-posts/absc
i-ceo-mcclain-we-will-be-the-first-company-to-put-an-antibody-designed-by-computer-into-a-human
… // $ABSI