Sigh. Don't wonder how the stock market is inflated and can crash in one day with these inflated claims.
MARKET TRENDS
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Deepseek goes viral: rapid adoption among mainstream users
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my parents just started using chatgpt 2 weeks ago but asked me about deepseek yesterday. the virality is wild
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Competitive AI Breakthrough Strategy Exposed to Market
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I assume because they wanted to keep breakthrough close to their chest for competitive advantage? If that was the case the competition has clearly been blown wide open.
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Davos AI Summit 2025: Industry Leaders Connect Globally
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Davos in numbers! 👏 @wef
— SambaNova (@SambaNovaAI) 29 janvier 2025
We had an amazing week at the Davos #AI Summit 2025 last week! From thought-provoking discussions to groundbreaking insights, it was a fantastic opportunity to connect with industry leaders from all over the world. 🌍💡 pic.twitter.com/PQKBcVNoluDavos in numbers! @wef We had an amazing week at the Davos #AI Summit 2025 last week! From thought-provoking discussions to groundbreaking insights, it was a fantastic opportunity to connect with industry leaders from all over the world.
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Finding Competitive Moats in Commodity Markets
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the only way to see what things will have moats in the future is to find a thriving business in a decades long market where the product is a total commodity that anyone can produce and ask yourself where the margin is coming from. For example sugar water and Coca Cola. Then
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Defining Innovation Uniqueness Through Technological Capability Shifts
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Past innovations looked that way too. It’s very hard to pin down what is “unique” until you have a tool that does something you were previously able to do.
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China Export Controls and Two Possible AI Futures
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My thoughts on China, export controls and two possible futures
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DeepSeek: Chinese AI Model Gaining Global Recognition
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DeepSeek- the Chinese #AI model https://
linkedin.com/posts/marcusbo
rba_ai-activity-7289792732795998208-zqWp
… #GenerativeAI @mvollmer1 @enilev @anijov @CatherineAdenle @FmFrancoise @AkwyZ @avrohomg @jblefevre60 @BetaMoroney @gvalan @CurieuxExplorer @BIScorecard #BigData #MachineLearning #GenAI #ChatGPT @Damien_CABADI @Eli_Krumova -
EU Strategy to Boost Competitiveness and Sustainable Technology Innovation
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An EU Compass to regain competitiveness and secure sustainable prosperity https://
ec.europa.eu/commission/pre
sscorner/detail/en/ip_25_339
…
#competitiveness #sustainable #prosperity #innovation #technology #digitaleu @DigitalEU @ArturHabant @elaniazito @BetaMoroney @AkwyZ @antgrasso @CurieuxExplorer @Shi4Tech @smaksked -
NVDA Performance Issues While China Advances
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$NVDA is putting out a dumpster fire, meanwhile in China.. https://t.co/6wmAOyT6PO
— Ganesh💰Padmanabhan ⚕️🦾 (@_ganeshp) 29 janvier 2025$NVDA is putting out a dumpster fire, meanwhile in China..