Sifting financial software for gems: Paylocity, Procore Paylocity and Procore are two intriguing bets in the crowded market for HR, payroll and finance software, a group that has had very mixed results but that may see more M&A in the months and years to come.
INVESTMENT
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Tech stocks rebound as earnings beat DeepSeek AI fears
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The TL Podcast for February 17th: Good earnings beat DeepSeek fears Since the January 27th implosion of the market because of the DeepSeek AI model, the Nasdaq Composite is up three and a half percent, and some of the best tech stocks, such as Nvidia, have rebounded by
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Grok3 Reaches Frontier Level: XAI Closes Gap Rapidly
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3 major takeaways from #Grok3: 1XAI caught up at breakneck speed. In just 18 months, it has matched the frontier-level models. Maybe there is ‘no moat’ for model developers… but the only competition is from those who can brute-force billions of dollars on infrastructure spend.
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Grok 3 dominates as OpenAI considers accelerated deployment response
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Impressionnant : quelques heures après sa sortie, l’IA Grok 3 s’impose déjà comme le modèle le plus puissant du monde. En ce moment même, Sam Altman et les équipes d’Open AI sont probablement en mode "war room" pour savoir s’ils doivent riposter en précipitant le déploiement de
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Compute is King: XAI Doubles GPU Capacity for Grok3
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I’ve been saying it—and I’ve been saying it even louder since $1.2 trillion was wiped off the U.S. stock market after the release of DeepSeek R1: compute is king, and compute will be absolutely essential to AI’s development. #Grok3 proves it. XAI secretly doubled its GPU
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xAI Secretly Expands Cluster with 100,000 Additional GPUs
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WOW @xai secretly added 100,000 GPUs to its cluster!
— Nina Schick (@NinaDSchick) 18 février 2025
As I mentioned, compute is king!
PS loving Elon’s international team of engineers, I think I hear German, Chinese and American. https://t.co/oFtyMkAj1qWOW @xai secretly added 100,000 GPUs to its cluster! As I mentioned, compute is king! PS loving Elon’s international team of engineers, I think I hear German, Chinese and American.
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Ilya’s New AGI Startup Valued at 30 Billion
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A reminder that Ilya was the driving force behind a lot of Open AI’s early success. He is now working on his own company that plans to ‘zero shot’ to ‘safe’ AGI. No product releases until they achieve that goal. His company now valued at $30bn. Ten days ago it was meant to
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Aeos Portfolio: Content Strategy and Creator Innovation Platforms
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One of our Aeos companies (yaas) has been helping Zerodha with a lot of their content ideas + execution needs. Separately, the zero1 thing is cool too for creators to explore new ideas that may not be high TAM
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Intellectual Property Rights for Crypto Analysis Content
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By the way, this content is created by a human. The IP is owned by @ki_young_ju
. If someone would like to use my analysis content (public) or personal use (private) to train a crypto analyst AI agent, they need to pay me. -
EU InvestAI Initiative Mobilizes €200 Billion for AI
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EU launches InvestAI initiative to mobilise €200 billion of investment in artificial intelligence https://
ec.europa.eu/commission/pre
sscorner/detail/en/ip_25_467
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#digitaleu #ArtificialIntelligence #Innovation #technology #europe @DigitalEU @ArturHabant @elaniazito @PawlowskiMario @JolaBurnett @Fabriziobustama @enilev