more of a professional investor at this point, though?
INVESTMENT
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Organizations unprepared for AI infrastructure demands report
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BREAKING: 68% of organizations are NOT ready for AI infrastructure demands, according to Cisco's AI Readiness Index https://
fnf.dev/49IYQ4w. Here's why this matters…The numbers are shocking: 93% expect increased workloads
79% need more GPU capacity
Only 27% prioritize AI -
Open Models Exploded in 2024 Despite Upcoming Challenges
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The good news: Open models -exploded- in 2024! We were honored to have @soldni and @sophiamyang break down the incredible year in open models in our latest published pod! The bad news? Incentives, regulation, resource constraints, and many more challenges in 2025. If the
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Spending Money Before AGI: A Flawed Strategy
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I wouldn’t recommend this strategy: spend all your money before AGI comes because we don’t know what happens after it It’s not really a strategy for maximization of your future options, more like reduction of your future options
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Maximizing Your Future Options Toward AGI/ASI Era
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How to maximize your future options in the era leading to AGI/ASI
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Intel Faces Qualcomm Takeover Interest Amid AI Market Shift
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It appeared that Intel faced takeover interest from Qualcomm in 2024, but talks cooled. Broadcom also ruled out a bid. The market shifted from pc to mobile and AI. Constant innovation is quoted to command the pricing premium.
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AI Companies Achieve Fast Profitability with Small Teams
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it’s pretty amazing how just a few years ago, this fact of “ai companies print money super fast with small teams and could even be profitable” was something no one would believe. pic.twitter.com/1jz13tOwxJ
— Nathan Benaich (@nathanbenaich) 22 décembre 2024it’s pretty amazing how just a few years ago, this fact of “ai companies print money super fast with small teams and could even be profitable” was something no one would believe.
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Humanity’s Computing Power Consumption Will Grow Every Year
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The most reliably predictable trend of the next 100 years: every year, humanity will use significantly more computing power than the previous year. Someone should start an ETF based on that thesis (it's not just $NVDA and $AMD, it's cloud services, the data center industry,
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OpenAI Faces Challenges Developing GPT-5 Orion Model
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I very good article with inside information on OpenAI's struggle to develop GPT 5. #AI #RiseoftheRobots https://
wsj.com/tech/ai/openai
-gpt5-orion-delays-639e7693?st=eLvTGn
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Sales as Percentage of Total Expenses: Historical Growth Trend
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Sales📈as a % of Total Expenses 💯 👉 1800 🌾 5% 👉 1900 🏭 12% 👉 1950 📺 18% 👉 2000 💻 25% 👉 2025 🌐 35% 🌍Competitive global markets 💸 higher customer acquisition costs📈 but more scalable #AI #Tech #Megatrends
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