'I was informed about the opportunity to possibly acquire Activision in the fall of 2021.'
INVESTMENT
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Microsoft Board Approval Required for $500M+ Transactions
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'Transactions over $500 million require final approval by Microsoft's Board of Directors.' -Amy Hood, in written testimony in FTC-Microsoft-Activision hearing
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Micron Stock Rises After Quarterly Beat Amid Chip Shortage Forecast
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Micron rising: finally, a quarterly beat The company’s forecast of negative supply growth in DRAM and NAND plays to a favorable narrative of future shortages. https://
thetechnologyletter.com/the-posts/micr
on-rising-finally-a-quarterly-beat
… $MU #investing #stocks #DRAM #NAND #semiconductors -
Snowflake Restores Confidence at Analyst Day
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Snowflake restores confidence at analyst day with talk of ‘consumption' People are back to consuming SNOW’s software, a relief after last month’s earnings call. https://
thetechnologyletter.com/the-posts/snow
flake-restores-confidence-at-analyst-day-with-talk-of-consumption
… $SNOW #investing #software #cloudcomputing #database #AI -
Open vs Closed Source AI Models: Benefits and Trade-offs
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What are the benefits and trade-offs between open source and closed source models?
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MPT-30B Training Costs and Times Analysis Discussion
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Follow along with the blogpost and tables @jefrankle is discussing: https://
mosaicml.com/blog/mpt-30b#:
~:text=TrainingTimesCosts
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Stability AI Funding News Update from TechCrunch Reporters
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more news about @StabilityAI — this time related to funding — from my colleagues @Katie_Roof
, @hgmiller29 and @mhbergen
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OpenAI assistants, healthcare AI, and Unity’s AI content generation
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Stories featured this issue from @aaronpholmes (OpenAI getting into personal assistants), @SteveLohr (AI use in healthcare), @yiqinsh + @BTLipschultz (secondary market frenzy for AI shares), @BarbaraOrtutay (intv w/ John Riccitiello on Unity getting into AI-generated content).
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Databricks acquires MosaicML for ML model building platform
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It also said it was acquiring MosaicML for $1.3 billion, giving it another piece of the new NEW data stack—building and serving ML models from scratch. The explosion of LLMs, it seems, is as good a time as any to re-re-bundle the data stack.
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Best Company Fundraise Introduction Ever
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This is the best intro to a company fundraise I’ve ever read