The $450 a month that I'm getting from subscriptions will pay for an Apple Vision Pro and I am building a media company around that and AI. I find that having a few people who believe in me and what I do enough to kick in a couple of bucks does give me mental confidence and is
INVESTMENT
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AI Investment Expectations Unrealistic, Revenue Gap Massive
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That's because the expectations that people had for AI in Q1-Q2 2023 were entirely unmoored from reality. Investor expectations especially. It will take many years for AI-driven revenue to recoup the investment poured into AI in 2022-2023. Right now they differ by 10-20x.
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AI adoption is a multi-decade trend despite current bubble deflation
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The adoption of AI is a multi-decade trend that is only just getting started. The scope of AI use cases, the amount of revenue generated by AI apps will increase maybe ~10x in the next 5-10 years. And yet, AI is a bubble — which is now starting to slightly deflate.
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French spreadsheet startup raises 88M from Zuckerberg and Dorsey
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[ACCÉLÉRER] @gopigment
, le concurrent frenchy d'Excel, lève 88 M$ auprès du family office de Mark Zuckerberg et Jack Dorsey https://
buff.ly/3NiLm5L v/ @CNBC La #startup va s’attaquer aux Etats-Unis et accélérer sur l’#IA #FlashTweet -
Gopigment raises $88M, Adobe’s AI approach, sustainable battery breakthrough
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#BonsoirTwitter
— FlashTweet (@FlashTweet) 9 juin 2023
🟠Le #Replay du #FlashTweet arrive⚡️
1️⃣Le 🇫🇷@gopigment lève 88 M$
2️⃣ @Adobe la joue fairplay sur l'IA
3️⃣ Une #batterie enfin durable ?
📍RDV à 19h30#TransfoDigitale #GreenTech #Web3 pic.twitter.com/sdORkDwi5C#BonsoirTwitter Le #Replay du #FlashTweet arrive Le @gopigment lève 88 M$ @Adobe la joue fairplay sur l'IA Une #batterie enfin durable ? RDV à 19h30 #TransfoDigitale #GreenTech #Web3
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Nvidia Seeds CoreWeave with GPUs to Build Competitive Ecosystem
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In addition, I've heard Nvidia is seeding CoreWeave (and potentially others) with GPUs to build competition in the ecosystem as the largest cloud providers scramble for access to that hardware. Nvidia is a big investor in CoreWeave.
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Apple Vision Pro adoption challenges and market niche concerns
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The Vision Thing: Street debates who will want Apple’s headset Does it isolate people is one of the concerns. It could end up a niche product. https://
thetechnologyletter.com/the-posts/the-
vision-thing-street-debates-who-will-want-apples-headset
… $AAPL #VisionPro #investing #AR #VR #VirtualReality -
Amazon positioned to win as AI becomes commodity: UBS analysis
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Amazon can be a winner as AI becomes a commodity, says UBS Large language models will be prevalent, and offer very little differentiation for anyone. https://
thetechnologyletter.com/the-posts/amaz
on-can-be-a-winner-as-ai-becomes-a-commodity-says-ubs
… $AMZN $MSFT $GOOGL $NVDA @OpenAI #investing #AI #ChatGPT -
Winning AI Startups: Building Models vs Using APIs
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IMO that's why the winning startups will be AI-building companies (training, optimizing, running models), not AI-using companies (leveraging APIs)
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Aligning Stakeholders on Growth Metrics and Performance
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What matters to you? Does it matter to your stakeholders? Watch our on-demand executive panel with @RSMUSLLP and @DoorDash on how to align stakeholders on the metrics that guide long-term growth, short-term performance, ROI and client satisfaction. Watch: http://
ow.ly/FZkA50OGkbY