Please enjoy my interview with GitLab CFO Brian Robins GitLab CFO: We will continue to operate against our plan Investors blanched at GitLab CFO Brian Robins’s honesty this month, when he said that the company’s results going forward will probably have fewer of the
INVESTMENT
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Microsoft’s AI potential and Reddit valuation in tech investment
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Sell-side most interesting: Microsoft’s AI year, why Reddit’s over-priced Microsoft’s Copilots may boost cloud revenue next year, Reddit’s stock price is too high even in a bullish scenario, hard disk drive maker Seagate has an AI angle, and how to “rent” AI stocks with options
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Austria struggles as startup hub amid regulatory challenges
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Zu weltfremd. Bringt praktisch nix. Investitionskontrollgesetz ebenfalls ungelöst. Österreich ist weiterhin kein guter Standort für Startups.
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App Store Revenue vs Device Sales: Apple’s Dual Revenue Stream
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That’s App Store revenue only. For devices we talk more like 30%. They ain’t gonna go nowhere.
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Financial Journalism Fails on Nvidia Coverage Analysis
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Nick Bilton's piece on Nvidia in Vanity Fair is one of the worst recent examples of the sorry state of financial journalism. Throwing around the term "FOMO" but not even bothering to provide numbers. No numbers about Nvidia's financial results, not even a rough breakdown of its
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Restoring US Leadership in Semiconductors Through CHIPS Act Initiative
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“Restoring our nation’s leadership in #semiconductors is more than just an opportunity, more than just a responsibility, it’s our calling.” @POTUS, @SecRaimondo @PGelsinger @Intel #CHIPSAct#AI #IoT #5G #MWC24 #IntelAmbassador @IntelIOT @intelnews
— Harold Sinnott #MWC26 (@HaroldSinnott) 27 mars 2024
pic.twitter.com/6WZURR0ufQ“Restoring our nation’s leadership in #semiconductors is more than just an opportunity, more than just a responsibility, it’s our calling.” @POTUS
, @SecRaimondo @PGelsinger @Intel #CHIPSAct #AI #IoT #5G #MWC24 #IntelAmbassador @IntelIOT @intelnews -
Intel Receives $8.5 Billion CHIPS Act Funding from US Government
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#Semiconductors :
— Harold Sinnott #MWC26 (@HaroldSinnott) 27 mars 2024
@POTUS, @SecRaimondo and @PGelsinger announced @Intel will receive $8.5 billion in direct funding under the #CHIPSAct.#AI #IoT #5G #IntelAmbassador
pic.twitter.com/6WZURR0ufQ#Semiconductors : @POTUS
, @SecRaimondo and @PGelsinger announced @Intel will receive $8.5 billion in direct funding under the #CHIPSAct. #AI #IoT #5G #IntelAmbassador -
Enterprise LLM spending surges with 2-5x budget increases planned
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A new report from a16z / @sarahdingwang surveyed top enterprises on AI adoption, finding that both attitudes and investments have shifted dramatically. This stat was shocking: Enterprise spending on LLMs averaged $7M in 2023, with 2-5x budget increases planned for 2024.
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Super Micro gains versus Tesla EV market downside risks
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Sell-side most interesting: More upside in Super Micro, more downside in Tesla It was a tale of two worlds on Monday: people continue to pile into pricey artificial intelligence bets, such as Super Micro Computer, while the electric vehicle market has more downside for Tesla,
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Foundry AI Startup Emerges from Stealth with $350M Valuation
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One of my favorite AI startups FINALLY came out of stealth mode. Met the CEO last year and was in awe (and I don’t usually say that). This is a big startup to watch. Congrats to Foundry https://
fortune.com/2024/03/21/fou
ndry-stealth-launch-350-million-valuation/amp/
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