CrowdStrike: favorable analyst day reception to growth and free cash flow Not a barn burner, but analysts mostly liked what they heard https://
thetechnologyletter.com/the-posts/crow
dstrike-favorable-analyst-day-reception-to-growth-and-free-cash-flow
… $CRWD #investing #stocks #cybersecurity #software #TL20
INVESTMENT
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CrowdStrike Analyst Day Shows Growth and Cash Flow Promise
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Arista Stock Overvalued Amid Generative AI Hype?
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Arista: has the stock gotten ahead of itself? Are investor expectations for “generative AI” too frothy? https://
thetechnologyletter.com/the-posts/aris
ta-has-the-stock-gotten-ahead-of-itself
… $ANET $NVDA #investing #stocks #networking #AI #artificialintelligence #deeplearning -
Venture Studio Partnership for Baby AGI Startup Incubation
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Might be weird to publicly but… Any venture studios w a strong process & track record for hiring CEOs interested in partnering to incubate baby AGI? 1.4k stars, 210 forks, 29 PRs in a day and a Discord coming. I think I should bring in help. cc @scienceinc @psl @MadronaVL
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21 Start-ups Join French Tech’s Health20 Program
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French Tech Mission: Discover the 21 start-ups that will join the Health20 program https://actuia.com/actualite/mission-french-tech-decouvrez-les-21-start-ups-qui-vont-integrer-le-programme-health20/
… #AI #artificialintelligence #health
@LaFrenchTech -
Metaverse Fragmentation Drives M&A Strategic Opportunities
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The fragmentation of the metaverse landscape could create an opportunity for companies to exploit mergers and acquisitions (M&A) to fill strategic gaps. Source @Deloitte Link https://
bit.ly/3Zme08Z via @antgrasso #metaverse #CEO -
OpenAI’s Financial Challenges and Microsoft Investment Strategy
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The deep red ink of AI darling OpenAI If you had a bag full of Microsoft’s money, you’d probably pay yourself a ton of options too. https://
thetechnologyletter.com/the-posts/the-
deep-red-ink-of-ai-darling-openai
… $MSFT @OpenAI #stocks #investing #OpenAI #ChatGPT #AI #artificialintelligence #machinelearning -
Clean energy transition saves trillions in costs
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Besides reducing climate damage, a rapid transition to clean energy could save trillions of dollars in avoided energy costs, funds that companies and governments can use to fuel new investments. Source @Deloitte Link https://
bit.ly/3FPQScc via @antgrasso #Sustainability -
Elon Musk’s AGI strategy: Tesla versus OpenAI in 2018
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Interesting detail in the WSJ profile of @sama (and curious given last week's letter….) After @elonmusk told OpenAI employees he was leaving in Feb 2018, and that he thought he had a better chance of creating AGI through Tesla…
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France 2030: New Tools for National AI Strategy
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France 2030: announcement of new tools for the national artificial intelligence strategy https://actuia.com/actualite/france-2030-annonce-de-nouveaux-dispositifs-pour-la-strategie-nationale-en-intelligence-artificielle/
… #AI #artificialintelligence #france2030 -
Semiconductor Industry Surge: Best Quarter in Twenty Years Analysis
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Chips had the best first quarter in twenty years, now what? Some of the growth seems frothy (hello, generative AI) https://
thetechnologyletter.com/the-posts/chip
s-had-the-best-quarter-in-twenty-years-now-what
… $NVDA $ADI $KLA $AMD $AMAT $LRCX $SNPS $WOLF $INTC #investing #stocks #semiconductors #TL20