I write about this, and the overall AI race, here: https://
alexw.substack.com/p/war?sd=pf
INVESTMENT
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The AI Race and Global Competition
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Intel misses guidance by twenty-one percent, stock drops
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Does Intel have a ‘guidance’ problem? Forecast misses by a whopping twenty-one percent, shares drop https://
thetechnologyletter.com/the-posts/does
-intel-have-a-guidance-problem-forecast-misses-by-a-whopping-twenty-one-percent-shares-drop
… // $INTC $AMD #investing #stocks #tech #semiconductors #earningsseason -
DIMO Network: Open Source Platform Revolutionizing Automotive Industry
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For the latest in an accidental "Crypto Connecting to the Physical World" series, I talked to @Ajchatham about the open source platform for auto: @DIMO_Network
. I'm a user & investor; the product is excellent. Hear how Andy's building & what the future of auto looks like: -
Tech Chiefs Worry About Fragmented Software After M&A Deals
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Tech Chiefs Fear ‘Frankenstein’ #Software Integrations,
@angusloten
reports. Expected acceleration in M&A deals in the IT sector has brought worries among customers about having to adapt to new—and sometimes unwanted—tech tools #CIO #mergers https://
wsj.com/articles/tech-
chiefs-fear-frankenstein-software-integrations-11674669353?mod=djemCIO
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Red Emerges as Top AI Investment Opportunity
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Dass du dir das antust; Red ist eins der besten investments ever.
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ASML CEO: Chip Demand Will Outlast Recession Downturn
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ASML: demand to outlast a recession CEO Wennink explained one simple fact about any likely recession. https://
thetechnologyletter.com/the-posts/asml
-says-its-customers-see-a-rebound-in-chips-this-year
… // $ASML #investing #stocks #technology #recession #ASML #semiconductors -
Oxford’s Deep Q-Learning Advances Algorithmic Trading Strategies
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Oxford U’s Deep Double Duelling Q-Learning Translates Trading Signals Into SOTA Trading Strategies
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Customer Acquisition Cost Ethics in Tech Business
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They’re thousands of dollars of CAC deep on you, do the right thing
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Watt Carbon Raises $4.5M Seed Led by True Ventures
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We're doubling-down on @wattcarbon in its $4.5M seed led by @trueventures
. Carbon accounting –> offsets marketplace –> VPP is a killer combo and the right way to build this, but really… Would you bet against a guy who 12ft's his own paywalled Axios raise announcement? -
Domino MLOps Platform Expands Through TDSYNNEX Partnership
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Domino has partnered with @TDSYNNEX to bring our #MLOps platform to thousands of channel partners and businesses, increasing the value of #ML and #AI investments and accelerating time-to-market. Learn more in this article by @RickWhiting1
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