Wall Street’s Best Ideas: What, Google worry? I’m reminded of what venture capitalist Roger McNamee said to me last November: “Each anti-trust case unleashed one or more massive new industries […] The target company always went to new stock price highs that continued more or
MARKET TRENDS
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Mark Zuckerberg and Jensen Huang discuss AI and computing platforms
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Miss the conversation between Mark Zuckerberg and Jensen Huang at #SIGGRAPH2024? Watch the whole conversation on AI and The Next Computing Platforms
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Microsoft denies responsibility for Delta flight cancellations in CrowdStrike outage
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new: a lawyer representing Microsoft replied to David Boies' letter about Delta's flight cancellations stemming from the CrowdStrike outage. the lawyer says crew-tracking system runs on IBM, not Windows or Azure
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Tech stocks at discount: KLA, Marvell, ServiceNow, Dynatrace valuations
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Some absolute gems at a discount Valuations are much more reasonable for stocks of lots of good tech companies including KLA, Marvell, ServiceNow and Dynatrace. With healthy growth in many cases, these shares don’t need to see valuation appreciation to deliver good returns.
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Great Investment Before It Was Obvious
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Appreciate it, Mike. Great investment before it was obvious!
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OpenAI Cofounder Departure to Anthropic Strengthens Competition
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¿Cómo se debe de sentir internamente cuando uno de los cofundadores de OpenAI se marcha de la empresa para irse a Anthropic? Personalmente me encanta que Anthropic esté ganando fuerza porque lo están haciendo muy bien. Y la competencia siempre nos beneficia 🙂
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Morgan Stanley eTrade Q2 Estimates Consensus Analysis
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Seeing this for H|M|L consensus on Morgan Stanley/eTrade Q2 Estimates: -0.110 | -0.146 | -0.170 (High | Mean | Low)
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India leads global AI adoption with 59% enterprise rate
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India is leading the way in Artificial Intelligence with a 59% adoption rate among enterprises, the highest globally, according to IBM. Major factors include accessible AI tools, cost reduction needs, and increased AI integration in business. Click on the link to know more!
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Cerebras Wafer Scale Engines: Superior AI Hardware Architecture
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What makes Cerebras Wafer Scale Engines better for AI than GPUs?
— Cerebras (@cerebras) 5 août 2024
Cerebras CTO and cofounder, Sean Lie, sat down with @FoundationCap's @vassallo to explain.
Sean talks end-to-end system design, the power of sparsity, and why wafer-scale clusters are the best tools for AI… https://t.co/qZbWamoh9jWhat makes Cerebras Wafer Scale Engines better for AI than GPUs? Cerebras CTO and cofounder, Sean Lie, sat down with @FoundationCap
's @vassallo to explain. Sean talks end-to-end system design, the power of sparsity, and why wafer-scale clusters are the best tools for AI