What is interesting about Nvidia is that while it is ~the most valuable company, with skyrocketing revenue & profit, the number of employees is not climbing that much. In addition, the proportion of employees allocated to R&D is growing a little, from 72% to 75%, which is a good
INVESTMENT
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Macroeconomic Complexity Challenges Short-term Analysis
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A lot of macroeconomic things happening at once, and a short timeframe, make teasing apart the details challenging.
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AI Hype Cycle Declining While Data Center Investments Peak
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Now it's getting exciting. The hype cycle around AI seems to be dying down. Nevertheless, investments in data centers remain at record levels. In addition to the consumer sector, many investors will increasingly take a closer look at how AI pays off. There will now be a lot of
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Tokenization blockchain reshapes asset ownership and market access
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By linking physical and digital value through blockchain, tokenization reshapes how assets can be accessed, shared, and managed, creating new possibilities for ownership and participation in markets that were once accessible to a limited group Microblog @antgrasso #DigitalAssets
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Electricity: The Critical Bottleneck in the Global AI Revolution
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Electricity is the biggest limiting factor in the AI revolution. That is why Europe is so dependent on access to data centers. The US is massively expanding its energy production, but even there, prices are rising significantly because demand is driving supply. China, on the
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VC Investment Priorities: Why Mouse Technology Falls Short
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Imagine investing in mouse users. This is why you're not a VC Vik. Sorry ngmi.
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100 AI Unicorns Since ChatGPT Launch: Startup Valuations
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The 100 #AI unicorns since ChatGPT launched in November 2022 — see how the AI startups valued at $1B+ stack up against each other in this #infographic by @CBinsights Source: https://
cbinsights.com/research/repor
t/ai-unicorns-scouting-reports/
… Key takeaways:
1) Nvidia is building its AI ecosystem through strategic -
AI Agent Tech Stack Maps 135+ Startups Across 17 Markets
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The #AI Agent tech stack maps 135+ startups across 17 markets — #infographic by @CBinsights Source: https://
cbinsights.com/research/ai-ag
ent-tech-stack/
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Fine-tuning Models: Cost-Benefit Analysis vs Paid Solutions
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I think it's slow, expensive, very hard to get right and rarely gives you a result that's better than if you paid for one of the more expensive models – and the more expensive models are mostly cheap enough that it's not worth investing the time and money in a fine tuning project
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IndiaAI Cancer AI Technology Challenge Launches Now
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Apply Now for IndiaAI–NCG Cancer AI & Technology Challenge (CATCH) ! The @OfficialINDIAai Mission, in partnership with National Cancer Grid (NCG)and Koita Centre for Digital Oncology (KCDO), invites applications for transformative AI innovations in cancer care. Why Apply?