Sell-side most interesting: Earnings upgrade season gets underway Don’t “over-think” the recovery underway in chip stocks, surging production of AI chips, AMD’s challenge in Nvidia, mixed signals for Tesla, and good vibes for Hubspot. https://
thetechnologyletter.com/the-posts/sell
-side-most-interesting-earnings-upgrade-season-gets-underway
… $NVDA $AMD $AMAT
INVESTMENT
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Chip Stocks Rally as AI Production Surge Drives Earnings Upgrades
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ChatGPT Unbundling Theory and Investment Opportunities
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my theory on 3 is that chatgpt got unbundled. youre invested in many of the unbundlers!
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NVIDIA Google Cloud Partner Startup Generative AI Program
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We are teaming up with the Google for Startups Cloud Program to help startups accelerate the creation of #generativeAI applications and services. Learn more about the partnership announced today. https://
nvda.ws/3xpPQCd #NVIDIAInception @GoogleCloud -
Snorkel AI showcases data-centric AI at Google Cloud NEXT
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Going to Google Cloud NEXT? Come by booth #AI2 in the AI Pavillion to say “hi” to our AI experts! You can hear Snorkel AI's insights at two “How Wayfair is transforming customer experiences with data-centric AI” and “Diversity in Startups: Tactics for Accelerating Success.
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OpenAI Anthropic DeepMind Training 10x Larger Models
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Remember, OpenAI, Anthropic and DeepMind are training 10x bigger models than Opus
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8 Best Machine Learning Courses for Finance You Must Know
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8 Best #MachineLearning Courses for Finance You Must Know
by @tut_ml Read more: https://
buff.ly/42PwDW7 #ArtificialIntelligence #MI #DataScience #DeepLearning cc: @pbalakrishnarao @rtehrani @pascal_bornet -
AI Training Data Surge, CHIPS Deal, Gemini Fine-tuning Features
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Top stories in AI today: -AI training data gold rush surges
-U.S. strikes CHIPS deal with TSMC
-New Gemini feature lets you fine-tune answers
-Jamie Dimon on AI’s transformational impact
-6 new AI tools & 4 new AI jobs Read more: http://
therundown.ai/p/ais-training
-data-gold-rush
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Poe Launches Price Per Message Model for Bot Creator Revenue
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Poe introduced a new ‘price per message’ monetization model.
— Rowan Cheung (@rowancheung) 9 avril 2024
The new program will allow bot creators to generate revenue each time a user interacts with their creation.
All eyes are on what OpenAI does next with GPT rev sharing 👀 https://t.co/6KxtRL9GepPoe introduced a new ‘price per message’ monetization model. The new program will allow bot creators to generate revenue each time a user interacts with their creation. All eyes are on what OpenAI does next with GPT rev sharing
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Canada allocates $2.4B to boost AI capabilities and infrastructure
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Canada PM Justin Trudeau revealed plans to allocate $2.4B to build up the country’s AI capabilities and boost technical infrastructure. Very soon, every government is going to need a program like this.
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Altman and Ive Raise $1B for New AI-Powered Personal Device
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OpenAI CEO Sam Altman and former Apple designer Jony Ive are reportedly in talks to raise up to $1B for their secretive AI-powered personal device company. Notably, the AI device will not look like a phone. More: https://
therundown.ai/p/altmans-1b-a
i-device-play
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