the only way to see what things will have moats in the future is to find a thriving business in a decades long market where the product is a total commodity that anyone can produce and ask yourself where the margin is coming from. For example sugar water and Coca Cola. Then
INVESTMENT
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DeepSeek accused of siphoning OpenAI data amid US-China tech tensions
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DeepSeek accusé de siphonner les données d'OpenAI ! La tension monte dans la guerre froide technologique entre la Chine et les États-Unis. Selon @Bloomberg
, #Microsoft enquête sur une extraction massive de données en 2024 via des comptes développeurs d’OpenAI, liés à -
NVDA Performance Issues While China Advances
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$NVDA is putting out a dumpster fire, meanwhile in China.. https://t.co/6wmAOyT6PO
— Ganesh💰Padmanabhan ⚕️🦾 (@_ganeshp) 29 janvier 2025$NVDA is putting out a dumpster fire, meanwhile in China..
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Wall Street Could Cut 200,000 Jobs As AI Takes Over
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Wall Street Could Cut 200,000 Jobs As #AI Takes Over: Study – Entrepreneur https://
entrepreneur.com/business-news/
wall-street-could-cut-200000-jobs-as-ai-takes-over-study/485359
… via @GoogleNews -
DeepSeek R1 Rivals OpenAI o1 at Lower Cost
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DeepSeek has touted its latest AI model, R1, is particularly good at problem solving, performing on par with OpenAI's o1 reasoning model but at a fraction of the cost per use wsj.com/articles/how-deepsee… via @WSJ [Translated from EN to English]
→ View original post on X — @steve_rosenbush, 2025-01-29 14:51 UTC
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DeepSeek AI Model: Cost Benefits for Enterprises, Strategic Concerns for US
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DeepSeek’s new AI model spells uncertainty for Big Tech and U.S. competitiveness, but for enterprise CIOs looking to keep their AI costs down, it’s just good news. wsj.com/articles/u-s-busines… via @WSJ
→ View original post on X — @steve_rosenbush, 2025-01-29 14:49 UTC
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Oil Gas AI Market Projected to Reach $4.9 Billion by 2034
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The oil and gas market for AI & ML is projected to surpass $4.9 billion by 2034, with GenAI playing a pivotal role in this growth. Private, secure, and auditable large language models like Cohere Command R/R+ are transforming the industry, offering enhanced decision-making
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AI Disruptions and Market Reactions: January 27th Analysis
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Lessons from January 27th: AI disruptions & market reactions https://
linkedin.com/posts/nicolasb
abin_ai-deepseek-markettrends-activity-7290315082310275072-c6sZ
…
#artificialintelligence #disruption #deepseek #innovation #technology #FutureOfAI @jblefevre60 @Ym78200 @ipfconline1 @kalydeoo @LaurentAlaus @CurieuxExplorer @Shi4Tech @smaksked @PawlowskiMario -
IoT Professional Services Market Grows 46% in Three Years
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The #IoT Professional Services market is booming! +46% growth in 3 years 2024 market: $56B (up from $38.4B in 2021) Top 5 vendors (20% share): Accenture Deloitte TCS Infosys Capgemini #Tech #IoTMarket #growthegame
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DeepSeek Creates National Breakthrough Moment Inside China
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Inside China, DeepSeek Provides a National Mic Drop Moment