Always case by case, but if it’s just the one competitor you’re concerned about, and if they seem potentially overcapitalized – I might sometimes like going after the space with a more capital efficient and careful approach. (Making lots of assumptions here)
INVESTMENT
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Open-sourcing GPT-4 and Claude 3.5: AGI acceleration and safety implications
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Alt history: What if OpenAI & Anthropic open-sourced GPT-4 & Claude 3.5 (including data & algorithms)? Would it:
Accelerate AGI?
Boost AI adoption?
Spur new distilled models?
Enhance/decrease AI safety?
Impact revenue (+/-)? -
Dynatrace Surges While Reddit Slumps in Earnings Season
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Wall Street’s Best Ideas: Dynatrace surges, Reddit slumps in correction earnings season Beaten-down Dynatrace showed it has staying power, driving shares higher, while darlings Reddit and Super Micro sold off on very high expectations and inflated stock prices.
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Cerebras Announces New Board Members and CFO
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Today, we are announcing some new additions to the Cerebras leadership team. Welcome to our new Board members Glenda Dorchak and Paul Auvil, and our CFO @BobKomin
! Glenda, a former IBM, Intel and Spansion executive, and Paul, former CFO of VMWare and ProofPoint, are both -
Patrick O’Shaughnessy’s Consistent Excellence in Investment Insights
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It's easy to take people for granted when their output is consistently excellent for a long time, but worth calling out: @patrick_oshag has been on a long heater. I can't remember the last time I didn't get at least one valuable thing from an Invest Like the Best conversation.
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Leading Insurtech Startups Transform Insurance Industry Landscape
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Names includes range from unicorn firms to much smaller upstarts. Among the companies listed are well-known names in the world of insurtech: Lemonade, ZhongAn, Marshmallow, Zego, Laka, and Oscar.
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Statista analyzes 1000+ companies using KPI-weighted selection methodology
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The selection is based on analysis and weighting of overarching general KPIs, plus segment specific KPIs focused on individual categories. Statista conducted analysis on over 1,000 companies between March and May 2024.
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Insurtech Report: AI Applications Across Six Categories
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The report divides the insurtech space into 6 categories: claim & fraud management, digital brokerage and comparison platforms, digital insurers, marketing, sales & distribution, policy administration & admintech, and underwriting & risk analysis.
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World’s Top 150 Insurtech Companies 2024 Report Launched
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New: Hot on the heels of our list of the World’s Top Fintechs 2024, we’re launching a new report – World’s Top Insurtechs. The report, which is based on research from CNBC partner Statista, identifies 150 of the most innovative firms disrupting insurance. https://
cnbc.com/the-worlds-top
-150-insurtech-companies-2024/
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Antitrust Cases Drive Tech Giants to New Stock Heights
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Wall Street’s Best Ideas: What, Google worry? I’m reminded of what venture capitalist Roger McNamee said to me last November: “Each anti-trust case unleashed one or more massive new industries […] The target company always went to new stock price highs that continued more or