CrowdStrike: favorable analyst day reception to growth and free cash flow Not a barn burner, but analysts mostly liked what they heard https://
thetechnologyletter.com/the-posts/crow
dstrike-favorable-analyst-day-reception-to-growth-and-free-cash-flow
… $CRWD #investing #stocks #cybersecurity #software #TL20
BIG TECH
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CrowdStrike Analyst Day Shows Growth and Cash Flow Promise
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Arista Stock Overvalued Amid Generative AI Hype?
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Arista: has the stock gotten ahead of itself? Are investor expectations for “generative AI” too frothy? https://
thetechnologyletter.com/the-posts/aris
ta-has-the-stock-gotten-ahead-of-itself
… $ANET $NVDA #investing #stocks #networking #AI #artificialintelligence #deeplearning -
Elon Musk’s Actions Explained Through Far-Right Activism Framework
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nothing musk does is surprising if you view it through this framework https://
theatlantic.com/technology/arc
hive/2022/12/elon-musk-twitter-far-right-activist/672436/
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Taiwan Hospital Deploys Hundreds of AI Algorithms on Azure
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Inside Taiwan’s ‘AI hospital of the future’ – Microsoft Stories Asia CMUH has developed and deployed hundreds of AI algorithms, hosted on Microsoft’s Azure cloud platform, that are used every day across the system’s 12 hospitals. https://
bit.ly/3FQzF2k -
Elon Musk sustainability contradiction electric cars rocket travel
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yes c'est ça que je trouve triste, ça veut dire quand même qu'il y a de la desctruction. ex elon : je fais des voitures électriques, et en même temps je voudrais faire du voyage touristique US-France en 1/2h en fusée
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Metaverse Fragmentation Drives M&A Strategic Opportunities
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The fragmentation of the metaverse landscape could create an opportunity for companies to exploit mergers and acquisitions (M&A) to fill strategic gaps. Source @Deloitte Link https://
bit.ly/3Zme08Z via @antgrasso #metaverse #CEO -
AI Index Report Examines Big Tech Control and Research Power Dynamics
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Check out the latest #AIindex report from @Stanford highlighting power dynamics + #BigTech control in #AIResearch. Is it time to strike a balance between innovation & responsible development for a more equitable future? #EthicalAI #GenerativeAI http://
ow.ly/G3GV50NABbZ -
OpenAI’s Financial Challenges and Microsoft Investment Strategy
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The deep red ink of AI darling OpenAI If you had a bag full of Microsoft’s money, you’d probably pay yourself a ton of options too. https://
thetechnologyletter.com/the-posts/the-
deep-red-ink-of-ai-darling-openai
… $MSFT @OpenAI #stocks #investing #OpenAI #ChatGPT #AI #artificialintelligence #machinelearning -
Google TPUv4 Optical Network 4096 Chips 10x Performance
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Paper: TPUv4 system has an optically reconfigurable network to assemble groups of 4x4x4 chips like legos (4x4x12? 16x16x16?). SparseCores help w/ embeddings. TPUv4 outperforms TPUv3 by 2.1x & perf/W by 2.7x, & has 4096 chips so ~10x faster overall.
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Microsoft Rebrands Yammer to Viva Engage for Hybrid Work
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Microsoft: Say goodbye to Yammer brand, hello to Viva Engage Yammer will become Viva Engage, a part of Microsoft's employee-experience platform for a hybrid work world. https://
zd.net/40GEyme