Please enjoy my interview with GitLab CFO Brian Robins We’ve executed really well in a tough market // $GTLB $DDOG $DY $SPLK $NEWR https://
thetechnologyletter.com/the-posts/gitl
ab-cfo-weve-executed-really-well-in-a-tough-market
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@tiernanraytech
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GitLab CFO Discusses Strong Execution in Tough Market
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Oracle accelerates growth with major cloud customers including Nvidia
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Oracle’s growth speed-up continues, touts gigantic cloud customers such as Nvidia https://
thetechnologyletter.com/the-posts/orac
les-growth-speed-up-continues-touts-gigantic-cloud-customers-such-as-nvidia
… // $ORCL $AMZN $MSFT $GOOGL $ANET $CSCO $JNPR -
China’s chip market opening threatens semiconductor industry
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China’s opening up to play havoc with chips, says Lynx // $AAPL https://
thetechnologyletter.com/the-posts/chin
as-opening-up-to-play-havoc-with-chips-says-lynx
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Silicon Carbide Investment: ST Micro vs Wolfspeed Comparison
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Silicon carbide investing: Susquehanna offers ST Micro as the reasonable alternative to Wolfspeed https://
thetechnologyletter.com/the-posts/sili
con-carbide-investing-susquehanna-offers-st-micro-as-the-reasonable-alternative-to-wolfspeed
… // $WOLF $STM $ADI $ON -
TL Podcast: Software Week, ChatGPT Madness, Subscriptions
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The TL podcast for December 11th: Software has a nice week, TL subscriptions, and the thing about ChatGPT madness https://
thetechnologyletter.com/the-posts/the-
tl-podcast-for-december-4th-diving-deep-into-qualcomm-and-the-ominous-outlook-for-ai-press-releases-pds5n
… // $AMD $ANET $COHR $TSLA $GTLB $VMW $CRM $CFLT $SNOW -
Programming’s Balance: Creativity Versus Addiction
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Perhaps. The paradigm of programming involves some parts that are the highest expression of the human mind, and some parts that are simply a muscle response to instant gratification. And in the balance there may be creativity, on the one hand, and merely addiction on the other.
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Will AI Seduce Humans Away From Their Own Instincts?
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It's a beautiful thought, beautifully expressed. And one corresponding question is whether the human, in the process, will be seduced away from their own instincts into serving the relentless feedback loop of the computer, despite humans' better nature. It's an open question.
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AI Feedback Loops: Mutual Manipulation Between Human and Machine
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Remember that AI becomes a feedback loop. The human can become just as much a thing to be manipulated by the machine, even when the human is nominally in the role of deciding the creative direction. The dialectic effects both parties, human and machine.
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Unity and dLocal Software Performance in Tough Market
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Software scorecard: Unity soared, dLocal tanked in a tough season https://
thetechnologyletter.com/the-posts/soft
ware-scorecard-unity-soared-dlocal-tanked-in-a-tough-season
… // U FIVN SHOP BLZE DLO ZS GTLB SUMO LAW AYX CFLT FOUR -
Qualcomm CFO: Company Transformation Strategy Interview
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Please enjoy my interview with Qualcomm CFO Akash Palkhiwala Qualcomm CFO Palkhiwala: We are becoming a different company https://
thetechnologyletter.com/the-posts/qual
comm-cfo-palkhiwala-we-are-becoming-a-different-company
… // $QCOM