The problem is not the AI bull market, it’s the AI bullshit market.
INVESTMENT
-
TL20 Portfolio Rebalancing: Tech Giants on Sale
By
–
The TL Podcast for August 12th: Rebalancing the TL20 for deals The TL20 has its biggest rebalancing since inception in 2022, thanks to a twenty-percent-off sale on names such as ServiceNow, and Cisco and Applied Materials are on tap for earnings. https://
thetechnologyletter.com/the-posts/the-
tl-podcast-for-august-12th-rebalancing-the-tl20-for-deals
… $NOW -
Eight Sleep: Building Predictive Health Through Smart Mattress Hardware
By
–
If you want to build a predictive health platform, a mattress cover is a surprisingly good place to start. Then, you just need to build a consumer hardware company with hundreds of thousands of users over a decade. This week's Deep Dive is on @eightsleep
. -
Indian SaaS startups lead AI integration revolution with 90% adoption
By
–
Indian Software-as a Service (SaaS) startups are leading the AI revolution! According to Bessemer's latest report, 90% of early-stage software startups in India have integrated AI features in the past year.
This shift is not just enhancing software but transforming the landscape -
Funding Creative AI: Subscriptions Power Human and Machine Intelligence
By
–
the secret plan? we use money to subscriptions to pay for food (energy for human intelligence) and electricity (energy for machine intelligence) so that we can make better creative machines for humans to control. whether you give us your money now or later… goal is the same!
-
Blue Yonder’s Acquisition of One Network: Supply Chain and AI Integration
By
–
What it means for our company @blueyonder to purchase @onenetwork #SupplyChain and #AI powerhouse @mvollmer1 @nicochan33 @pawlowskimario @antgrasso @alvinfoo @tamaramccleary @betamoroney @jimharris @chuckdbrooks @kirkdborne @yuhelenyu @ronald_vanloon
-
Microsoft’s AI Spending and Market Cap Growth Surge
By
–
The only thing growing faster than Microsoft’s AI spending is its market cap.
-
Solar-Powered Datacenters for AI Inference: Business Model Analysis
By
–
What do you think about this business model? Find cheap unused land with high sun exposure (e.g. desert areas) Build there solar farms and datacenters (for AI/LLM inference; using either ASICs for high energy efficiency or GPUs) Use solar to power these datacenters
-
AI Growth Potential in UK Accountancy Industry
By
–
Economic Potential: The UK accountancy industry, worth £33.3B and employing 323K people, could see massive growth with AI. AI-enabled firms might grow 3x faster and employ 10x more staff. Imagine the ripple effect in the US!
-
Funding Rounds Timeline: C and D Series Long Tail Analysis
By
–
Took me a second, but this is fascinating data. Especially the long tail of C and D rounds taking a long time is noticeable.