Intel is so far behind TSMC that its stock market cap is near its real estate value. Intels future depends on its strategic value to the US. The Trump deal suggests that Intel has a future
INVESTMENT
-
Manual Bids Underperforming: Automation Challenges
By
–
Everything is generally fine just manual bids massively under delivering
-
Europe Loses AI Talent to Wall Street and Silicon Valley
By
–
When Wall Street and Silicon Valley hunt the same AI talent, Europe loses on all fronts. The risk: brain drain. My latest article co-written with @dr_l_alexandre
-
Musk Attempted to Recruit Zuckerberg for OpenAI Acquisition
By
–
Musk tried to get Zuckerberg on board to buy OpenAI, says the AI company It’s about time we get a Netflix adoption about the AI companies' battle to win the future.
-
Nvidia Valuation Reaches 3.8% of Global GDP Amid AI Boom
By
–
Si vous ne vous rendez pas encore compte de la folie (Ou plutôt la marche forcé vers le futur) qu'à entrainé l'IA avec NVIDIA : Nvidia a elle seule est maintenant valorisé à 3,8 % du PIB mondial et 14,7 % du PIB américain… Je l’ai souvent dit, mais Jensen, avec Nvidia, est
-
State of AI in Business 2025 Report Released
By
–
Corrected link: https://
mlq.ai/media/quarterl
y_decks/v0.1_State_of_AI_in_Business_2025_Report.pdf
… -
Questioning AI Business Report Methodology and Generalizability
By
–
Okay, got the report. I would read it yourself. I am not sure how generalizable the findings are based on the methodology (52 interviews, convenience sampled, failed apparently means no sustained P&L impact within six months but no coding explanation). https://
mlq.ai/media/quarterl
y_decks/v0.1_State_of_AI_in_Business_2025_Report.pd
… -
Pilot Failures Report Impact on Market Movement Analysis
By
–
I have no doubt pilot failures are high, but I think it is really hard to see how this report gives the kind of generalizable finding that would move markets.
-
Methodological Concerns in 2025 AI Business Report Analysis
By
–
Okay, got the report. I would read it yourself. I am not sure how generalizable the findings are based on the methodology (52 interviews, convenience sampled, failed apparently means no sustained P&L impact within six months but no coding explanation). https://
mlq.ai/media/quarterl
y_decks/v0.1_State_of_AI_in_Business_2025_Report.pd
… -
Meta Superintelligence Labs Receives Continued Investment Commitment
By
–
We are truly only investing more and more into Meta Superintelligence Labs as a company. Any reporting to the contrary of that is clearly mistaken.