Tesla’s price cuts: disaster in the wings? https://
thetechnologyletter.com/the-posts/tesl
as-price-cuts-disaster-in-the-wings
… // $TSLA $RIVN $LCID $FFIE $GM $F #stocks #investing #automobiles #EVs #Tesla
INVESTMENT
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Tesla price cuts: strategic risk or competitive necessity?
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Microsoft Invests Heavily in AI Through OpenAI Partnership
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Microsoft goes whole hog with AI. // $MSFT @OpenAI // #stocks #investing #AI #machinelearning #OpenAI #ChatGPT
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Atomic AI: Science, Business, and Investment Impact Analysis
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We're proud to get to tell Atomic AI's story. @ElliotHershberg & I teamed up on this one to explain the science, the business, the potential impact, and why we invested.
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Atomic AI Develops RNA Therapeutic Portfolio for Pharma Licensing
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Atomic AI plans to develop its own internal portfolio of hundreds of druggable RNA structures and therapeutic designs in the next few years. Each structure represents the potential for billions in revenue via licensing agreements with pharma companies. As an example:
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Atomic AI secures funding from top venture capital firms
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We're thrilled to be able to back @AtomicAICo
. alongside @playgroundg_vc, @8vc
, @GreylockVC
, @aixventureshq
, Factory, @AMECloudVC
, @natfriedman
, @pdhsu
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Atomic AI Breakthrough in RNA Structure Prediction
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Atomic AI cracked the RNA structure prediction problem. The company sits right at the intersection of two revolutions: 1. The RNA Revolution (mRNA vaccines)
2. The AlphaFold Revolution (AI to predict structure) -
Atomic AI Raises $35M Series A for Structural Biology
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Atomic AI fits Not Boring Capital's thesis perfectly. Hard Startup: science ft. on the cover of Science
Value: clear path to billions in revenue
So What?: potential to save millions of lives
Bits & Atoms: AI x Structural Bio Here's the story of Atomic AI & its $35M Series A: -
ASML Customers See Chip Market Rebound This Year
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ASML says its customers see a rebound in chips this year https://
thetechnologyletter.com/the-posts/asml
-says-its-customers-see-a-rebound-in-chips-this-year
… // $ASML $INTC $AMD $TSM $SSNLF #investing #stocks #semiconductors #earningsseason -
Nadella: OpenAI to Transform Microsoft’s Cloud Business
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Microsoft’s Nadella: OpenAI is going to ‘transform’ the cloud business https://
thetechnologyletter.com/the-posts/micr
osofts-nadella-openai-is-going-to-transform-the-cloud-business
… // $MSFT @OpenAI #investing #stocks #openai #microsoft #ChatGPT #AI #machinelearning -
Texas Instruments Automotive Resilient While Chip Sector Struggles
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Texas Instruments: Automotive is ‘resilient,’ the rest of chips is a mess https://
thetechnologyletter.com/the-posts/texa
s-instruments-automotive-is-resilient-the-rest-of-chips-is-a-mess
… // $TXN $QCOM $ADI $FFIV #investing #stocks #semiconductors #chips #automotive #earningsseason