INVESTMENT

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18 November 2024 19h06

NVIDIA has quite a few moats. 🙂

Amazon’s AI Strategy: Partnerships with OpenAI and Meta

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18 November 2024 19h05

Amazon's moat is it can get a product to your house faster and cheaper than anyone else can. That isn't going away. But, Amazon doesn't have the ability to compete with the big AI companies like OpenAI or Meta. So the partnerships will be interesting. Wish I was a fly on

NVIDIA’s Market Dominance in AI Hardware Lacks Competition

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18 November 2024 19h00

And, yes, @ValueAnalyst1 I was thinking of you and your short of NVIDIA. There just isn't a competitor even close.

→ View original post on X — @maximelabonne

9 AI datasets still dominated by humans: Value capture opportunities

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@maximelabonne

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18 November 2024 10h50

Here are 9 AI datasets still dominated by humans It shows the insane amount of value left to capture Will these tasks be solved through ad-hoc LLM engineering by companies or directly by LLM providers? Thanks to @ldjconfirmed for the data!

→ View original post on X — @ryan_browne_

European Tech Startups Seek ‘Europe-First’ Strategy Post-Trump

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@ryan_browne_

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18 November 2024 9h15

European startup founders and CEOs tell me the region needs to take a more “Europe-first” stance to help its tech ecosystem flourish after Donald Trump’s US election victory. My story from on the ground reporting at #WebSummit last week.

→ View original post on X — @officialindiaai

India AI Mentorship Program Seeks Industry and Individual Partners

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@officialindiaai

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18 November 2024 5h14

The future of AI needs mentors like you! Don’t miss this opportunity to make a meaningful impact. Click here to know more: https://
indiaai.gov.in/article/expres
sion-of-interest-eoi-industry-individuals-partnership-for-mentorship-under-indiaai-mission
… @GoI_MeitY @abhish18 @_DigitalIndia #IndiaAIMentorship #MentorTheFuture #AIInnovation #IndustryCollaboration #Mentorship

Microsoft’s Web 2.0 Strategy: Gates and Early Tech Decisions

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17 November 2024 18h35

At Microsoft there were several of these. I often wrote Bill Gates and many others strategic memos, showing such too. I told him to buy all of Web 2.0 after I gave a speech at Google's first advertising conference (I was sitting next to @timoreilly who had written the Web 2.0