Yep, I know that was a big factor since shareholders would've likely sued if they hadn't taken the offer.
INVESTMENT
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Azure OpenAI Consumption Doubles in Six Months
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'In the last six months, Azure OpenAI consumption has more than doubled.' -Satya Nadella, speaking onstage at Microsoft Ignite 2024
→ View original post on X — @jordannovet, 2024-11-19 15:30 UTC
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SAS Named Forrester Wave Leader Again After 15 Years
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SAS has been named a leader – again! The latest report states, "since our first Forrester Wave evaluation in this category 15 years ago, SAS has been the only vendor to appear in every study without undergoing a major acquisition and/or divestiture." http://
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AI-First Companies Generate Billions: Margins and Inference Pricing
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In this year’s @stateofaireport, we look at how AI-first companies are beginning to generate serious revenue – billions of dollars in some cases.
— Nathan Benaich (@nathanbenaich) 19 novembre 2024
Margins remain elusive and are falling inference prices the product of efficiency, or are we all just the lucky beneficiaries of… pic.twitter.com/Q5WVICeVVEIn this year’s @stateofai
, we look at how AI-first companies are beginning to generate serious revenue – billions of dollars in some cases. Margins remain elusive and are falling inference prices the product of efficiency, or are we all just the lucky beneficiaries of -
Eric Schmidt on Google’s AI Failure: Work-Life Balance vs Competition
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Eric Schmidt, former Google CEO, explains why Google fumbled its lead in #ArtificialIntelligence #AI: Google prioritized work-life balance over winning Startups succeed because people "work like hell" Founders are special and need to be in charge Time matters more in
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New AI Inferencing Startups Emerging in Market
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There are other AI inferencing companies coming too. Met another founder on Saturday night that's building one of those.
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VC Scouting: Hardware Efficiency and Market Dynamics Reshape Investment
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I don't invest, unfortunately. That requires money and risk taking that I don't have. That said, I'm doing scouting for VC firms looking for interesting things to invest in. That said, when computers get smaller, more efficient, and cheaper, the world won't buy the same number,
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Nvidia Blackwell Delays: Wall Street Reassesses Valuations
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Wall Street’s Best Ideas: Frantic tea leaves of Nvidia Monday saw a scrimmage to figure out what to make of The Information’s report of yet more delays in Nvidia’s Blackwell chips. Sure, estimates could be a bit high at this point, as is the valuation. But the longer trend for
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NVIDIA GPU Dominance as Critical Competitive Moat in AI
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If you can't hook 100,000 NVIDIA cards up together (NVIDIA bought the best) you can't put in place any of the other moats.
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Major NVIDIA Datacenter Purchase with Fiber Infrastructure
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He bought an NVIDIA datacenter with a fuckload of fiber. 🙂