Wall Street’s Best Ideas: Adobe, AMD just can’t cut it Adobe’s Firefly is selling to the wrong crowd, AMD’s suffering from “lukewarm” demand for its Nvidia alternative, and Nvidia’s pitch at CES has the Street predictably divided. https://
thetechnologyletter.com/the-posts/wall
-streets-best-ideas-adobe-amd-just-cant-cut-it
… $ADBE $AMD $NVDA
BIG TECH
-
Adobe and AMD Struggle Against Nvidia’s AI Dominance
By
–
-
Analysis of Jensen Huang’s NVIDIA Keynote at CES 2025
By
–
Analysis of Jensen Huang's @NVIDIA keynote at #CES2025 Source for #NVIDIA infographic: https://
linkedin.com/posts/jeremypa
ulwaite_ai-analysis-of-jensen-huangs-ces2025-keynote-activity-7282701547212353536-WWyb?utm_source=share&utm_medium=member_desktop
… -
Expanding Academia’s Role in Public Sector AI Governance
By
–
Industry’s dominance in AI could potentially skew AI governance toward industry interests rather than public good. How do we fix this? On Jan. 15, @StanfordHAI
's @russellwald will present recommendations for expanding academia’s role in public sector AI. https://
stanford.io/405ABJf -
India’s Well-Capitalized AI Startups and Base Model Development
By
–
India has some of the most well-capitalized startups; so i didn't talk about money. AI base models are being built by well-capitalized companies across the world, not academic research labs.
hence i feel money isn't that relevant of a dimension here. -
OpenAI builds Research Tasks ahead of Operator release for ChatGPT
By
–
What's Next ? OpenAI builds Research Tasks ahead of Operator release for ChatGPT OpenAI seems to be preparing several significant releases for ChatGPT. In addition to the previously announced O3-mini model, the potential release of the Operator—rumoured last year—seems to
-
Section 230 Debate: Should Tech Platforms Arbitrate Truth?
By
–
One more quote for now from 2021 when U.S. Rep. Tim Wahlberg (R-Mich.) asked Zuck & @Jack if U.S. laws like Section 230 should allow platforms like Facebook and Twitter to be the "arbiters of truth."
-
Facebook’s Fact-Checking Program Promises Under Scrutiny
By
–
Here's what he said in 2021 about Facebook's "industry-leading fact-checking program." "People want to see accurate information on Facebook, and so do we. That’s why we have made fighting misinformation and providing people with authoritative information a priority."
-
Meta Ends Fact-Checking: Zuckerberg’s Congressional Testimony History
By
–
In light of Meta's plans to end fact-checking, I went back through Zuckerberg's past Congressional testimonies to see what he said about the topic while in the House and Senate in 2018, 2020 and 2021. Here's a snippet from his 2018 opening statement:
-
DOJ and FTC File Amicus Brief in Epic v Google Trial
By
–
The @TheJusticeDept and @FTC just filed an amicus brief in the Epic v Google trial. The filing mentions remedies, the need to address Google's network effects, refutes Google's market definitions and says Google shouldn't be able to use out-of-market competition as a defense.
-
Wall Street Reassesses Apple, Tesla, Nvidia Stock Valuations
By
–
Wall Street’s Best Ideas: Time to dump Apple Apple’s AI stuff is fizzling while its stock valuation is at an all-time high. Tesla’s catalysts aren’t enough to drive the stock. Nvidia failed to impress in Las Vegas. And 2025 is look chipper for chip-equipment stocks including