PALANTIR is an obvious one – i wrote about it in a bit more detail a few weeks ago 2018: "Big Brother's Sidekick" 2024: "The AI Flame of West" https://
x.com/nathanbenaich/
status/1873764670148137321
… $PLTR
INVESTMENT
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Palantir’s Evolution: From Big Brother to AI Leader
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AI Agents Revenue Projections Meta 2030 Financial Expectations
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Wall Street’s Best Ideas: The financial expectations for AI ‘agents’ are starting to soar One estimate has Meta making $115 billion in revenue from AI “agents” in 2030. The math on Pure Storage’s new cloud customer is tantalizing. Plus, what it’s like to bet wrong against
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$10M seed round for open source economic model startup
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I’m excited to announce that we’re co-leading the $10M seed round in @merit_systems
, which is building a new economic model for open source. While open source software is the lifeblood of the internet, it’s poorly funded and too reliant on volunteer contributions. Most popular -
Nvidia’s Real Competitive Moat Despite Free Hardware Alternatives
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Many people, including me, willingly pay lots of money for Nvidia hardware even when we could have gotten access to other hardware for free. the moat is real.
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DeFi Decentralization Redefining Financial System Interactions
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Thank you, Brandon. Indeed, the decentralization of DeFi is a game-changer, and its continued evolution promises to redefine how we interact with financial systems.
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Synthesia’s $180M Series D: Journey and Resource Constraints
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just in time for @synthesiaio
's $180m series d announcement, @vriparbelli shared: – the company's journey from 2017 (as most overnight successes, the seed was a schlepppp)
– how resource constraint in the early days is way healthier than all-you-can eat seed rounds
– how models -
Taxing Capital Discourages Investment and Reduces Purchasing Power
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Règle de base en économie : quand on taxe le capital, on décourage l'investissement, ce qui empêche la hausse du pouvoir d'achat. Pour augmenter le pouvoir d'achat, c'est la consommation qu'il faut taxer à court terme. Moins l'investissement est taxé, plus un pays est riche.
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Crypto and AI: Self-Shilling Tokens at the Intersection
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The intersection of crypto and AI seems to be tokens that shill themselves.
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AI Model Market Consolidation: Industry Structure Outlook
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Do you see AI models consolidating or multiplying in the next five years? “I think consolidate. I think the world doesn't need that many models. It needs a core set of providers of the technology, and they need to partner or supply that to market.” – CEO of Cohere
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Goldman Sachs CEO Develops AI Investment Banking Copilot
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CEO of Goldman Sachs, David Solomon, is building a proprietary investment banking copilot. On AI, he says: “You've got to invest, but you don't have to be first.”