Monday dot com's beat-and-raise cadence a sign of good things to come, says Cowen Well-oiled machine gaining share against vendors like Atlassian, Asana, and SmartSheet. https://
thetechnologyletter.com/the-posts/mond
aycoms-beat-and-raise-cadence-a-sign-of-good-things-to-come-says-cowen
… $MNDY $ASAN $TEAM $SMAR #investing #stocks #software
INVESTMENT
-
Monday.com gains market share against Atlassian and Asana
By
–
-
Intel Separates Chip Manufacturing Business from Design Operations
By
–
Intel announces le divorce: its factories will be a real business not a spouse Some people apparently thought Intel would announce Nvidia as a customer, believe it or not. https://
thetechnologyletter.com/the-posts/inte
l-announces-le-divorce-its-factories-will-be-a-real-business-not-a-spouse
… $INTC $NVDA $TSM $QCOM $AMD #investing #semiconductors #manufacturing -
Company Wins 2023 Artificial Intelligence Breakthrough Award
By
–
Thank you, @AI_Breakthrough
, for honouring us with the 2023 Artificial Intelligence Breakthrough Award! This award is a testament to our talented team, the support of our partners + customers, & the groundbreaking #AI tech we have developed. Read our PR: https://
tinyurl.com/342aumnu -
Anthropic Named to XB100 Top Deep Tech Companies List
By
–
We are grateful to be included on the inaugural #XB100 list of the top 100 private deep tech companies in the world by @XPRIZE & @BessemerVP
. Our CEO Dario Amodei and President Daniela Amodei enjoyed discussing @AnthropicAI
's mission and approach with Tess! -
40 AI Research Proposals Selected for Funding Globally
By
–
Looking back, in 2022 we received 200+ applications from over 100 universities globally, and as we reopen applications for a new cycle, we are excited to share that 40 proposals were selected for funding. Please help us congratulate our 2022 recipients ↓
-
Hidden Costs of AI Implementation Often Underestimated
By
–
These intangible costs are often times overlooked.
-
Public sector moonshot AI investment national research infrastructure
By
–
Addressing this imbalance will require a significant public sector investment in AI on the scale of a moonshot, which will include the National AI Research Resource and national labs similar to CERN inside the U.S. 5/
-
Private compute dominance threatens fundamental AI research access
By
–
The vast amounts of compute and data required to train these systems is accessible only to private industry leaders, creating a significant imbalance in the AI development ecosystem putting at risk the critical basic science research of the tech needed for our moonshot. 4/
-
Rosenblatt warns Coherent overvalued on AI despite Nvidia’s closed ecosystem
By
–
Coherent stock has gone too far on AI hopes, says Rosenblatt The problem with the AI theme is that Nvidia is “doing all it can to keep AI pods closed.” https://
thetechnologyletter.com/the-posts/cohe
rent-stock-has-gone-too-far-on-ai-hopes-says-rosenblatt
… $COHR $NVDA $LITE $CIEN $ANET $CSCO #investing #AI #networking #fiberoptics