Eye of the Storm: Amplitude, Confluent rising, Roku, Qualcomm tumble // $AMPL $CFLT $ROKU $QCOM $FTNT $ZI https://
thetechnologyletter.com/the-posts/eye-
of-the-storm-amplitude-confluent-rising-roku-qualcomm-tumble
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INVESTMENT
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Tech Stock Movements: Amplitude, Confluent Rise; Roku, Qualcomm Fall
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PostgreSQL Analytics Suffices for Early-Stage Startups
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My hunch is that these days most startups could get away just fine with analytics on a beefy PostgreSQL instance, at least for their first few years before they start to really scale
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OpenAI Launches Converge Fund for AI-Powered Startups
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The OpenAI Startup Fund is launching Converge ($1M and advice) to help AI-powered startups. I can't think of a more interesting time to start a startup in recent memory. https://
openai.fund/news/introduci
ng-converge
… Our best is that startups are best-positioned to win here given the rate of change. -
AI hype cycle: short-term overvalued, long-term underestimated
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AI is over-hyped in the short-term But massively under-hyped in the medium/long-term
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Evaluating Platform Sustainability: Entity Backing and Admin Trustworthiness
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I feel like I need to really dig into the overall sustainability of the options before I choose, figure out which ones have an entity behind them and a trustworthy admin team and are likely to maintain funding for the long term I was very affected by reading this:
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Wolfspeed Secures Major Financing for Silicon Carbide Growth
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Wolfspeed makes its case for a ton of financing Silicon carbide “may be the largest single growth of any technology in the history of semiconductors,” says Gregg Lowe, Wolfspeed’s CEO. // $WOLF $ON https://
thetechnologyletter.com/the-posts/wolf
speed-makes-its-case-for-a-ton-of-financing
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Founders Must Plan Organizational Structure and Hiring Early
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This paper shows founders need to care about both good hires AND organizational structure at the start. You can't easily "fill in" missing pieces of your org chart by adding roles later – you need to have planned growth at the start to maximize the chance of raising & exit.
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Google Scholar pricing and Semantic Scholar as billionaire-funded alternative
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It would actually be more comforting if Google charged something reasonable to institutions for Scholar. Interestingly, competitor @SemanticScholar appears to be the result of a billionaire's endowment (the Allen Institute for AI), so maybe it represents a long-term alternative.