Sell-side most interesting: What makes Temu Tick, Nvidia the most owned Pinduoduo’s Temu is a sensation and a mystery, but Bernstein breaks down some of the math, CrowdStrike surges on a “stellar” report, the most broadly owned S&P500 semiconductor name is Nvidia, and ASML
MARKET TRENDS
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Broadcom CEO Endorses AMD’s Bold AI Revenue Projection
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Broadcom CEO endorses that crazy AI revenue projection from AMD AMD CEO Lisa Su’s stunning remark that AI chips will be almost the size of the entire chip industry in 2027 has been a source of much chatter in the past few months. Thursday evening, Broadcom CEO Hock Tan endorsed
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Claude-3 Opus beats GPT-4, GPT-4 Turbo stays top
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The Chatbot Arena was just updated with the ELO rankings for the new Claude-3 models! – 𝗖𝗹𝗮𝘂𝗱𝗲-𝟯 𝙊𝙥𝙪𝙨 𝗯𝗲𝗮𝘁𝘀 𝗚𝗣𝗧-𝟰!
It's the first LLM to beat GPT-4 since its release 1 year ago. – GPT-4 Turbo stays on top with a comfortable lead of ~20 points. -
Huawei Cloud Marketing President Shares MWC 2024 Innovations
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Thank you for the opportunity to interview Huawei's Cloud Marketing President, William Dong. It was an experience that allowed me to gain new insights into Huawei's innovations showcased at the Mobile World Congress 2024.
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Top Tech Trends to Master: AI and Cloud Computing Skills
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Diving into the future with the top tech trends you can learn! From AI to Cloud Computing, mastering these skills could set you apart. Discover more insights in "The Digital Edge" https://
bit.ly/3u4pILl – a must-read by @ingliguori
! #TechTrends #DigitalTransformation -
Top Tech Trends to Master: AI and Cloud Computing Skills
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Diving into the future with the top tech trends you can learn! From AI to Cloud Computing, mastering these skills could set you apart. Discover more insights in "The Digital Edge" https://
bit.ly/3u4pILl – a must-read by @ingliguori
! #TechTrends #DigitalTransformation -
Stitch Fix Uses Generative AI To Improve Fashion Recommendations
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How Stitch Fix Is Using #GenerativeAI To Help Us Dress Better What makes #StitchFix really special is its ability to strike that perfect balance between human knowledge and #machine capabilities.
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Midjourney’s Profitability Stands Out Among AI Image Tools
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I think Midjourney is hugely profitable. I can't name a second one.
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Claude 3 Opus Outperforms GPT-4 Turbo in Advanced Reasoning
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Excited to see @AnthropicAI Claude 3 Opus out-perform @OpenAI GPT4Turbo in our evals and reasoning/code gen tasks. Having multiple options for models with advanced reasoning abilities is going to be a significant boon for AI applications!
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Claude 3 Opus Outperforms GPT-4 in Natural Writing
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Anthropic unveiled Claude 3, with the top-tier ‘Opus’ version outperforming GPT-4. I've personally been testing Opus, and it feels very powerful, especially in use cases such as natural writing and editing writing. Learn more: https://
therundown.ai/p/claude-dethr
ones-gpt4
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