This is very typical of thematic investing, which is that if there’s a theme, such as artificial intelligence, and AI “agents,” then every week or so, some investors will latch onto the presumably undiscovered corner of that theme. In this case, they went gaga over the CDNs as
INVESTMENT
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Top Companies Launched on My Show Platform
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Get on my show. I have enough followers to get you visibility and many of the world's best companies launched just that way. Siri. Tesla. Instagram. Matic Robots. Cloudera. Insta360. And many others were launched on my show.
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True Sovereign AI Requires Control Over Data Infrastructure and Compute
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True Sovereign AI ≠ “we host it locally”. It’s control over: • Data
• Model architecture
• Compute
• Inference
• Data centers
• Value creation Miss one layer → no real sovereignty. #SovereignAI #AIInfrastructure #Geopolitics #AIStrategy -
AI Service Pricing Model Costs $25 Monthly
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Email. It'll cost $25 a month because I have to defray the costs of running the AI.
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OpenAI Underestimating Future Inference Compute Demands
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My hottest take is that even OpenAI is dramatically underestimating how much inference compute will be needed in the coming years.
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AI Bubble Concerns: Are They Warranted or Overblown?
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Are AI Bubble Concerns Warranted or Overblown?
#AI #AIio #AIInnovation #ML #DataScience #Futureofwork @fabiomoioli @pascal_bornet @alliekmiller @mattshumer_ @OfficialLoganK @jeremyphoward @GaryMarcus -
Technology Letter landing page tracks daily tech stock news
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You know, the landing page of The Technology Letter, which is free to browse, is like a daily map of what’s going on with tech stocks. Even if you’re not a subscriber, you can at a glance get a sense of some of the top stories affecting tech equities on any given day.… pic.twitter.com/30XVBnnIKk
— Tiernan Ray (@TiernanRayTech) 14 avril 2026You know, the landing page of The Technology Letter, which is free to browse, is like a daily map of what’s going on with tech stocks. Even if you’re not a subscriber, you can at a glance get a sense of some of the top stories affecting tech equities on any given day.
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Vas Narasimhan Joins Anthropic Board of Directors
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Our Long-Term Benefit Trust has appointed Vas Narasimhan to Anthropic's Board of Directors. Vas brings more than two decades of experience in medicine and global health, including as CEO of Novartis. Read more:
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Tech Hype Cycles: Data Science Startups Without Real Data Strategy
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This always happens with every new tech fad. When I was first starting out in Data Science all these startups wanted to be “data driven” even when they had no clear idea what that meant, or had any data, or had garbage irrelevant data at best.
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Intel and the Value Trap Investment Strategy Risk
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When you chase a low valuation on some assets, it can be what’s called a “value trap,” just because nothing about those assets is going achieve full value anytime soon. It’s often an appealing speculation but I don’t think it’s the best investment. Simply put, I don’t think Intel