Wall Street’s Best Ideas: Stargate is nothing new unless you’ve been under a rock The last thing in the world that needed any “help” is artificial intelligence infrastructure spending. Trump’s photo-op with Larry Ellison, Masayoshi Son, and Sam Altman is nothing new for an AI
BIG TECH
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Google Astra AI Assistant Launches on Android Samsung Galaxy S25
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Project Astra is our vision for a universal AI assistant. Soon some of its capabilities will come to Android & Samsung Galaxy S25 devices via @GeminiApp! Super excited to partner w/ @SamsungMobile & @Android to bring Astra features there first. More to come in the months ahead. https://t.co/XAP5FAiLlB
— Demis Hassabis (@demishassabis) 22 janvier 2025Project Astra is our vision for a universal AI assistant. Soon some of its capabilities will come to Android & Samsung Galaxy S25 devices via @GeminiApp
! Super excited to partner w/ @SamsungMobile & @Android to bring Astra features there first. More to come in the months ahead. -
SambaNova Advances AI Chip Technology at WEF25
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Exciting to see the conversation around #AI & #semiconductors at #WEF25! As @BloombergHT highlights, the demand for powerful & efficient computing hardware is skyrocketing. We're working to address this need with our advanced AI chips. Learn more: https://
sambanova.ai. #Davos -
New AI Infrastructure Site Launch: Country Priority Over Corporate Interests
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https://t.co/GdajYZ5Nu8 pic.twitter.com/T0bsGq3KQw
— Paul Roetzer (@paulroetzer) 22 janvier 2025wrong, as you surely know. want to come visit the first site already under way? this is great for the country. i realize what is great for the country isn't always what's optimal for your companies, but in your new role i hope you'll mostly put first.
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AI Agents That Glitter: Separating Hype from Reality
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The TL Podcast for January 20th: All the AI agents that glitter Don’t be fooled by spreadsheet math concerning artificial intelligence: some of the bold predictions of revenue for things such as “agents” will never come to pass. Plus, Taiwan Semi knocks it out of the park, and
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Netflix Valuation: Is It Worth Tech Mega Cap Premium?
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Should Netflix be this expensive? Price targets are soaring for Netflix as the bulls argue it should be valued higher than any of the other tech Mega Caps. Even the bears have to concede that Netflix is operating like a “tech company” rather than a “media company.” Just keep in
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Tech Investment in AI: AlphaFold Proves Real Value Beyond Hype
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Cool, I guess those ‘tech bros’ just pumped in 500bn (without considering value prop) for … jokes? AlphaFold ALONE is enough proof of value. C’mon. Don’t be the IBM guy who said … “there is a world market for maybe five computers.”
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Elon Musk Government Power Could Impede Stargate AI Project
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If Sam and Elon find a way to move past their personal (and legal) differences America will be unstoppable in AI. In the meantime, it will be interesting to see if Elon leverages his power in the government to impede Stargate and Sam’s vision.
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Autocorrect Technology Demands Half Trillion Investment Awards
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‘Functionally advanced autocorrect’ warrants a $500bn investment, wins two noble prizes in a year and solves one of the most complex challenges in biology then, eh?
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Benioff discusses Stargate OpenAI Microsoft AI strategy insights
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This interview covers a lot of ground in 7 minutes. Interesting insights from @Benioff on Stargate, OpenAI, Microsoft, etc.