The TL podcast for December 4th: Diving deep into Qualcomm, and the ominous outlook for AI press releases // $QCOM $DOCN $SQ $ANET $PSTG $CRWD $SNOW $NTNX $GTLB $SUMO $AVGO $MDB $HCP $AI $BASE $ZUO https://
thetechnologyletter.com/the-posts/the-
tl-podcast-for-december-4th-diving-deep-into-qualcomm-and-the-ominous-outlook-for-ai-press-releases
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@tiernanraytech
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Qualcomm Deep Dive and AI Press Release Outlook Analysis
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Geoff Hinton: Future Computing is Analog, Mortal Computation
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AI pioneer Geoff Hinton says the future of computing is analog, something I’ve long believed. I think he’s right. And, the term mortal computation is a great moniker. // @geoffreyhinton // #computing #AI #deeplearning #mortalcomputation // @NeurIPSConf
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Chalmers explores consciousness and AI at NeurIPS conference
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A delightful romp by NYU philosopher David Chalmers opened this year’s NeurIPS AI conference with big-picture stuff. // @davidchalmers42 // #AI #artificialintelligence #deeplearning #consciousness #sentience
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Pure Storage outperforms as Snowflake issues cautious guidance
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Pure Storage delivers while Snowflake’s cautious outlook disappoints // $PSTG $SNOW https://
thetechnologyletter.com/the-posts/pure
-storage-delivers-while-snowflakes-cautious-outlook-disappoints
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Nutanix CEO Discusses Company Performance Amid Market Challenges
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Nutanix CEO: Given all that’s going on around us, we’re happy with how we’ve done // $NTNX $HPE $VMW $AVGO https://
thetechnologyletter.com/the-posts/nuta
nix-ceo-given-all-thats-going-on-around-us-were-happy-with-how-weve-done
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Taboola and Outbrain: Internet Heroes Perspective Analysis
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A nice perspective by Om on Taboola and Outbrain as the heroes of the Internet // Musk overload – On my Om // $TBLA $OB //
@om
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CrowdStrike Stock Plunges on Missed Quarterly Forecast
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CrowdStrike plunges nineteen percent on first-ever quarterly forecast miss The smaller customers are coming under pressure. // $CRWD https://
thetechnologyletter.com/the-posts/crow
dstrike-plunges-nineteen-percent-on-first-ever-quarterly-forecast-miss
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Cerebras and Cirrascale Launch Affordable LLM Cloud Service
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If you’re working on large language models on a budget, Cerebras and Cirrascale offer a cloud service starting at $2,500. Large language models are about to be a giant commercial phenomenon, says Cerebras CEO Feldman. // @cerebras // #AI #deeplearning #machinelearning
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Analog Devices Shines While Dell Falters: Tech Stock Analysis
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The TL Podcast for November 27th, 2022: Analog Devices is a star, Dell is a downer, stay tuned for Qualcomm https://
thetechnologyletter.com/the-posts/the-
tl-podcast-for-november-27th-2022-analog-devices-is-a-star-dell-is-a-downer-stay-tuned-for-qualcomm
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Cambium Networks CEO on 5G Progress and Software Innovation
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Please enjoy my interview with Cambium Networks CEO Atul Bhatnagar Cambium CEO: 5G progresses, and the software story emerges https://
thetechnologyletter.com/the-posts/camb
ium-ceo-5g-progresses-and-the-software-story-emerges
… // $CMBM @CambiumNetworks #investing #stocks