Sell-side most interesting: Cheers for the AI PC, Micron’s advantage, and Hewlett has ruined capital returns Hewlett’s purchase of Juniper Networks blows up the positive view on its capital returns, Deutsche thinks the hype is fading fast for “Gen AI” while UBS is enamored of
MARKET TRENDS
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Ex-Google Researchers Secure $30M for Japanese AI Startup
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Ex-Google researchers raise $30M to develop AI in Japan. Sony, NTT and KDDI join Sakana AI’s seed funding round. @NikkeiAsia https://
asia.nikkei.com/Business/Start
ups/Ex-Google-researchers-raise-30m-to-develop-AI-in-Japan
… Quote in the article from @WolfeJosh @Lux_Capital -
Google-Founded Sakana AI Raises 4.5 Billion Yen from NTT, KDDI, Sony
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Google出身者設立のサカナAI NTTなどから45億円調達 @nikkei https://
nikkei.com/article/DGXZQO
UC168NQ0W4A110C2000000/
… グーグル出身の著名なAI研究者らが設立したスタートアップ、Sakana AIは16日、NTTやKDDI、ソニーグループなどから総額約45億円の資金を調達したと発表した。 -
Competition Between AI Chatbot Platforms and Upcoming Features
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As the timeline is still unclear, it would still boil down to the competition with Bard and the release of their upcoming Bots feature
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Energy-Efficient AI Hardware Drives Sustainable Growth in 2024
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#Sustainability and #efficiency will be the key factors in deciding growth of new developments in 2024. Enter: @UntetherAI
's energy-centric AI inference acceleration hardware. Read our #VPProduct @beach66
's thoughts on the industry's focus in 2024. http://
tinyurl.com/5xmuyj98 -
IP Companies Transform Chiplet Strategy for Market Advantage
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“IP companies are looking at this chiplet phenomenon” Witek said. “They see this as an opportunity to take their IP and make it into chiplets, and instead of selling ones and zeros in the form of RTL (register transfer level) and taking a small fraction of the design, they’ll
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AI-Enabled TVs Transform Viewing Experience and Marketing Opportunities at CES
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One trend I noticed at #CES2024: A wave of AI-enabled TVs to improve sight & sound for viewers, but also advertising & commerce for marketers. #CES I've been mostly offline since @CES
, but here's my @Digiday story from last week. http://
tinyurl.com/2kvxa4ur -
Building Sustainable AI Business Models for Startups
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2. Sustainable AI Business Models Many startups lack sustainability by over-relying on a single model without solving real problems or building durable competitive advantages. The key is to identify real customer needs, then develop solutions with unique value over time.
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Tech Companies Accuse Giants of Digital Markets Act Non-Compliance
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New: In an open letter, 24 tech and media companies including Ecosia, Qwant and Schibsted accused Amazon, Microsoft, Meta and tech giants of failing to comply with the incoming EU Digital Markets Act.