We face the same challenges in public services – where appeals to AI to drive reform are seen wrongly as an alternative to upfront investment. Several years ago, DeepMind documented why they weren’t able to go in and apply AI to the NHS…
INVESTMENT
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Universities Hinder AI and Life Sciences Spinouts Success
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Currently 21st century founders are stuck operating in feudal conditions – the data from the http://
spinout.fyi survey shows how our universities make it hard for AI and life sciences to escape the ivory tower positioned for success. -
UK R&D Investment and Institutional Change Panel Discussion
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Last week, I spoke on a panel organised by @InstituteGC with @darrenpjones and @benedictcooney about UK investment in R&D and the need for institutional change. We covered a bunch of interesting themes, so I’ve summarised some of the notes I prepped ahead of the session.
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Efficient Market Hypothesis: Why It Becomes Falser When Widely Believed
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the efficient market hypothesis is interesting not only because it’s widely believed and obviously untrue, but also because it becomes more untrue the more people act as if it were true.
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UK Tech Policy Funding Gap Blame Culture Critique
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Moral of the story in the UK tech policy world (and perhaps beyond too) is that if you’ve got a problem, no matter what it is, blame it on a “funding gap”.
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AMAT and ASML: Semiconductor Capital Equipment Valuations Under Pressure
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Time to drop AMAT and ASML as New Street pushes semi-cap recovery to 2025 The P/Es are way above historical norms. https://
thetechnologyletter.com/the-posts/time
-to-drop-amat-and-asml-as-new-street-pushes-semi-cap-recovery-to-2025
… $ASML $AMAT #investing #semiconductor -
Zscaler CEO: Bold Statements on Cybersecurity Market Opportunities
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Please enjoy my interview with Zscaler CEO Jay Chaudhry. Zscaler CEO: Our stock is a great buy at any price “Check Point is the living dead,” and other bold statements. https://
thetechnologyletter.com/the-posts/zsca
ler-ceo-chaudhry-disrupting-the-old-guard-is-a-mega-opportunity
… $ZS $CHKP $PANW $IBM $HPE #investing #stocks #cybersecurity #AIart -
AI for Social Impact Collaboration at AVPN Conference
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We look forward to connecting with you at the #AVPN2023 Conference 2023! Get in touch with @AdityaNayan from our team to learn about our work and collaborate on leveraging AI for social impact. @avpn_asia #GlobalGoals #SocialImpact #SocialInvestment
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UK Government AI Hardware Procurement vs Chinese Competition
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If this is true, I sure hope the UK gov placed their order. Else, we’ll be behind one private Chinese company. Nuts the scale we’re talking about here. https://
x.com/ruima/status/1
/ruima/status/1670453343913746432
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Airstreet AI Portfolio Companies at CVPR 2023
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to @airstreet portfolio and friends at #CVPR2023:
– @V7Labs – @wayve_ai – @synthesiaIO – @NianticLabs