This is an interesting partnership between a top fund and a top AI co. Not a brand new model (eg Touchdown Ventures) but this one feels pretty high profile compared to other similar partnerships. Curious if we’ll see more.
INVESTMENT
-
ASML Stock Crash and Datadog GitLab Consolidation Rumors
By
–
Wall Street’s Best Ideas: ASML and everything else crashes Bulls brush off the threat of severe U.S. curbs on ASML’s shipments to China, and rumors of Datadog buying GitLab make sense in a “DevOps” market that simply has to consolidate. https://
thetechnologyletter.com/the-posts/wall
-streets-best-ideas-asml-and-everything-else-crashes
… $ASML $DDOG -
AI investments will face significant losses before major gains
By
–
Vast amounts of money will be lost on AI before much vaster amounts are made.
-
Returning to hands-on spaCy development after venture funding
By
–
I'm getting back to hands-on @spacy_io development. We raised money in 2021, but building a venture-backed company isn't quite like building a library. I hate how vaguely these things are usually discussed, so I wrote a long post: https://
honnibal.dev/blog/back-to-o
ur-roots
… -
Wall Street’s Best Ideas: Software Market Trends and AI Dominance
By
–
Wall Street’s Best Ideas: No news is good news for software No news is good news for a software industry trudging along through still lackluster conditions, but Palantir and Zscaler demand caution, and Nvidia’s AI dominance can be seen vividly in a couple choice graphs.
-
Max Welling’s Carbon Capture Materials Science Startup Launch
By
–
I don’t know for sure if this will be discussed, but I’m excited for Max Welling’s materials science startup, focusing on carbon capture
-
Curiosity about AI companies’ contract terms and differences
By
–
I wish I knew! It would be fascinating to look at the different contracts OpenAI, Anthropic, and others have …
-
Intel Capital May Face Divestment Under New US Regulations
By
–
'Intel Capital may be forced to divest from some companies once the US regulations take effect, though the US Treasury is examining whether to include some exemptions for some venture capital transactions.' https://
ft.com/content/0217ca
b2-c9a3-4ffa-993a-39874d6d803f
… -
BCOV July Calls: Unusual Open Interest Signals Imminent Price Movement
By
–
Also interesting that the 6x above ave open interest on July 19 2.50 $BCOV calls are Not closing their positions with only 3.5 days to trade. Awaiting near term pop? #OptionsTrading #SwingTrading
-
AI Investment and Academia-Industry Collaboration Ahead Union Budget
By
–
"We look forward to continued support and investment in AI solutions that benefit society and foster collaboration between academia and industry,” shares Shekar Sivasubramanian, CEO, @WadhwaniAI
, ahead of the #2024UnionBudget. @EconomicTimes
: https://
ecoti.in/DWW8Ob