hmmm yes and he gain only 5k$ from google
ECONOMY
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Silvaco: A Strategic Chip Play for AI Memory Demands
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Wall Street’s Best Ideas: An interesting chip play in Silvaco AI is a memory hog, Silvaco is an interesting niche in the semiconductor world, Texas Instruments can find a comprise with hedge fund Elliott, and Lattice will be alright despite losing its CEO.
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Media Buyers Influenced by AI Thought Leaders’ Social Media
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A media buyer after reading only Taylor and Andrew’s tweets 🤣 pic.twitter.com/ackV00usBE
— David Herrmann (@herrmanndigital) 3 juin 2024A media buyer after reading only Taylor and Andrew’s tweets
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Investment Decision During Market Decline Recovery
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Curious if you have reentered. I held through the decline fortunately/unfortunately:)
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Indian Enterprises Boost Conversational and Generative AI Investments
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Indian enterprises are poised to significantly boost investments in conversational and generative AI. Over 60% of large enterprises plan to increase spending on conversational platforms in the next 3-4 years. Meanwhile, 95% are familiar with generative AI, with 80% planning
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Starlink’s Strategic Importance: America’s Space Capability Revival
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Yeah say what you will about Musk – America literally lost the ability to space and needed to rely on Russia – that was absolutely wild to me. Starlink’s strategic and geopolitical important cannot be understated esp for connectivity in denied regions. Finally, Tesla is a big
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AI Won’t Bring SkyNet or Financial Security
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There are many things you can worry about, but SkyNet taking over the world ain't it. And the rise of more general AI in the coming years (note: current AI has close to no intelligence and no generality, so far) will *not* save you from needing a 401k or a pension.
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AI Anxiety: How Existential Fears Affect Life Planning
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This is an underappreciated point. I sometimes hear from people who are so sure they're going to be dead in 10-20 years "because of AI" that they've stopped any sort of long-term planning of their lives, e.g. saving for retirement. Sometimes it's the reverse — "I don't need to
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Reducing Network Effects and Lock-in to Limit Pricing Power
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Yes, to reduce pricing power you need to reduce network effects and lock-in
