Oy vey, Apple gets sucked into Meta’s virtual nonsense With a start this clunky, there will never be enough Apple users to excite developers. (But it's a great opportunity for the chip makers who have to fix this mess.) https://
thetechnologyletter.com/the-posts/oy-v
ey-apple-gets-sucked-into-metas-virtual-nonsense
… $AAPL $TSM $QCOM $AMAT
INVESTMENT
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Apple’s Meta VR Gamble Creates Chip Maker Opportunity
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Developer scales from $50 to $5000 projects via AI apps
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This developer used to charge $50 per project. Today, he makes 100x that by building AI apps for clients who are listed on NASDAQ. And he’s done it all from his dorm room in Nairobi, Kenya. His story is a glimpse into the future of software creators in an AI world
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Vision Pro and VR Follow Computing Platform Price Decline Pattern
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Excited for Vision Pro. With Meta and now Apple investment, VR will follow the same pattern as past computing platforms, quickly becoming cheaper, faster, lighter, etc.
— Chris Dixon (@cdixon) 5 juin 2023
(Reminder that at launch the original Apple 2 cost $1300 — that’s $6K in today’s dollars). https://t.co/IgEgSBJkjXExcited for Vision Pro. With Meta and now Apple investment, VR will follow the same pattern as past computing platforms, quickly becoming cheaper, faster, lighter, etc. (Reminder that at launch the original Apple 2 cost $1300 — that’s $6K in today’s dollars).
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Apple Vision Pro: Expensive Now, Cheaper Versions Coming Soon
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And here is the Apple Vision Pro: cool tech but expensive too. Expect lower cost non-Pro versions in the future.
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High LLM Costs Hinder Quality and AI Revolution
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The enormous costs of running #LLMs like #ChatGPT and #Bard are limiting their quality and the global #AI revolution. Chip scarcity is also a constraint, pushing even #BigTech to monetize #chatbots prematurely. #GenerativeAI http://ow.ly/Orz250OG79E
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AI Drives New Software Pricing Models and Consumption-Based Billing
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Every software company Jefferies talks to has an AI pitch Adding AI can provide drive pricing, consumption-based billing https://
thetechnologyletter.com/the-posts/ai-p
ixie-dust-can-boost-software-pricing-based-on-jefferies-company-notes
… $MSFT $CRM $NOW $ADBE $NICE $SMWB #investing #stocks #software #AI #ChatGPT -
AlterNext Virtual Summit: Analytics, ML, and ROI Insights June 22
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With industry and #AnalyticsExperts raring to get sharing on #ROI, #MachineLearning and #AnalyticsDemocratization, #AlterNext Virtual Summit (June 22) checks off all the vital boxes for your ops. ✅
— Alteryx (@alteryx) 5 juin 2023
We need your help checking this last box:
🔲 Registerhttps://t.co/3CkqmpxihF pic.twitter.com/o7VfFqguopWith industry and #AnalyticsExperts raring to get sharing on #ROI, #MachineLearning and #AnalyticsDemocratization, #AlterNext Virtual Summit (June 22) checks off all the vital boxes for your ops. We need your help checking this last box: Register http://
ow.ly/rhGh50OjQye -
New Board Member Joins Expedia to Lead AI-First Travel Strategy
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excited to be joining the board of @ExpediaGroup
, filling @sama
’s big shoes as he steps off! looking forward to work closely with Barry Diller, Peter Kern, and the rest of the team in building the world’s leading AI-first travel company. -

Google and OpenAI lack competitive advantages in AI
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Google "We Have No Moat, And Neither Does OpenAI" https://
bit.ly/42Jwbr7.
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Enterprise IT and VC: What’s Hot in Technology Today
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What a time to be alive in technology. via @edsim https://
open.substack.com/pub/whatshot/p
/whats-in-enterprise-itvc-344
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