Another fun history in AI company competitive dynamics:
– US AI power triggers UK competitor – UK competitor triggers US competitor
– said US competitor triggers UK, German, and probably more national competitors Guess the names
ECONOMY
-
US AI Power Triggers Cascade of International Competitor Responses
By
–
-
Equity-for-Compute Financing Model Needs Fundamental Rethinking
By
–
I’m gonna call it – selling equity dollar-for-dollar in exchange for compute is such a blunt instrument that’s got to go. It’s sets insane “valuations”, which are bad for founders (crazy expectations and pref stack) and bad for investors (poor returns). Moreover, it’s a pretty
-
Government Investment in AI Infrastructure Critical Says Benaich
By
–
.@nathanbenaich speaking about the need for govt to grab the reigns and invest in infrastructure & procurement – citing examples from internet roll out in previous decades “ the govt has has a big role to play”. #LondonTechWeek #FutureOfBritain @InstituteGC
-
Revolutionizing Business with Web3 and Artificial Intelligence
By
–
Revolucionando los negocios con Web3: Abrazando el poder de la Inteligencia Artificial #podcast https://
podcasters.spotify.com/pod/show/negoc
ios-en-crecimiento/episodes/Revolucionando-los-negocios-con-Web3-Abrazando-el-poder-de-la-Inteligencia-Artificial-e25lijp
… -
GoCardless Cuts 15% Staff, Targets Profitability Focus
By
–
GoCardless is laying off 15% of staff.
Last week I spoke with CEO @hirokitakeuchi about what's next for the business – he said profitability is the key focus. -
Mega-Cap Tech Giants: Investment Analysis and Market Trends
By
–
The TL Podcast for June 12th, 2023: Bonfire of the Mega-Caps https://
thetechnologyletter.com/the-posts/the-
tl-podcast-for-june-12th-2023-bonfire-of-the-mega-caps
… Or catch it on Apple Podcasts: http://
bit.ly/40HBLJg $AAPL $GOOGL $META $NVDA $TSM $AMZN $TSLA $AMAT $CLFD $ORCL $NFLX $COIN $CIEN $MBLY #investing #stocks #TL20 -
Micron August Outlook Dims Amid China and Server Market Risks
By
–
Micron: prospects for August aren’t looking good, says Deutsche Bank China risk, lousy server market risk https://
thetechnologyletter.com/the-posts/micr
on-prospects-for-august-arent-looking-good-says-deutsche-bank
… $MU #investing #stocks #semiconductors #DRAM -
EU Considers Breaking Up Google’s Ad-Tech Business
By
–
WSJ with a related update last night: https://
wsj.com/articles/break
up-of-google-ad-tech-business-now-on-table-in-europe-too-d74cc355
… -
Synthesia Raises $90M in AI Video Generation Funding Round
By
–
New and exclusive: Synthesia, a London-based AI video generation platform, has raised $90m from investors including Accel and Nvidia. The investment, which values the company at $1bn, is the latest example of how investors are flocking to AI.
-
UK must match US Inflation Reduction Act, Starmer warns investors
By
–
The UK needs a plan on par with the US Inflation Reduction Act, Starmer says: "I can feel investors being drawn to the US – we need a response to that."