MARKET TRENDS

NVIDIA GPU Evolution: From Gaming to AGI Leadership

By

–

16 January 2025 18h28

NVIDIA – of course, the crowd favorite GPU dealer wasn't always such. For many (many) years, Wall Street misunderstood the potential of GPUs and the importance of AI…not on this website tho 🙂 2016: "GPUs are for games” 2024: "GPUs will bring us AGI" $NVDA

Chinese AI: From Sanctions to Open Source Leadership

By

–

16 January 2025 18h28

CHINESE AI – from sanctions to great power antagonism, to being lively contributors to open source ai at the frontier, china is back. 2023: "Just a Llama rip off” 2024: "Wow, China is cooking"

Google accelerates AI initiatives after years of slower progress

By

–

16 January 2025 18h28

GOOGLE – most of us have been frustratingly confused as to why the company with many of our brilliant friends, infra, tech, and distribution hasn't pushed faster into AI…now it seems they are, and we can't wait! 2023: "Why can’t Google ship?” 2024: "Google is cooking"

Microsoft’s AI Leadership Journey: From Tay to Strategic Dominance

By

–

16 January 2025 18h28

MICROSOFT – from old and boring enterprise software shop with a few false starts in AI (remember Tay and MSR?) to playing 4D chess to lead the hyperscale pack in AI 2016: "Remember Tay?” 2024: "Satya is a master at work" $MSFT

Anduril’s Transformation: From Controversial Startup to Defense Leader

By

–

16 January 2025 18h28

ANDURIL – today's lighthouse of american dynamism and the new defense industrial base! wasn't always so… 2020: "#23 most evil company” 2024: "Please defend us"

Anthropic’s shift from AI risk discourse to Claude adoption

By

–

16 January 2025 18h28

ANTHROPIC is another favorite, as is the broader safety / x-risk vibe shift…more on this tomorrow in a longer piece on @airstreetpress 2023: "AI could kill us all” 2024: "Plz use Claude"

Palantir’s Evolution: From Big Brother to AI Leader

By

–

16 January 2025 18h28

PALANTIR is an obvious one – i wrote about it in a bit more detail a few weeks ago 2018: "Big Brother's Sidekick" 2024: "The AI Flame of West" https://
x.com/nathanbenaich/
status/1873764670148137321
… $PLTR

Nine AI industry vibe shifts that defined 2024

By

–

16 January 2025 18h28

our industry is run by vibes here are my 9 favorite vibe shift snapshots of 2024 thread below

→ View original post on X — @tiernanraytech

AI Agents Revenue Projections Meta 2030 Financial Expectations

By

@tiernanraytech

–

16 January 2025 18h13

Wall Street’s Best Ideas: The financial expectations for AI ‘agents’ are starting to soar One estimate has Meta making $115 billion in revenue from AI “agents” in 2030. The math on Pure Storage’s new cloud customer is tantalizing. Plus, what it’s like to bet wrong against