MARKET TRENDS

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Google Antitrust: News Corp’s Strategic Silence on Competition

By

@martyswant

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27 November 2023 19h19

Reminds me of when News Corp was "stunned by the detailed evidence of anti-competitive behavior and the damning allegations of serious collusion" after state AGs filed the Google antitrust suit in 2020. (They've had deals since then, but just a thought.)

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Anthropic, Inflection, Microsoft debut three new LLMs

By

@martyswant

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27 November 2023 19h04

Amidst all the @sama drama, last week was also big for @OpenAI
's key rivals and partners. For today's @Digiday AI Briefing, I wrote about three other #GenAI companies — @AnthropicAI
, @inflectionAI & @Microsoft — that debuted three new LLMs in three days.

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Q-Learning Explained: Tech Stocks Market Trends Analysis

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@tiernanraytech

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27 November 2023 18h32

Sell-side most interesting: What is Q*? Relax, the fabled Q* is merely Q-Learning, says New Street, plus, Lucid’s demand problem, a lackluster Black Friday, and cheers for CrowdStrike. https://
thetechnologyletter.com/the-posts/sell
-side-most-interesting-what-is-q
… @p_ferragu $NVDA $MSFT $LCID $CRWD

Japan’s Consumer Surplus: Talent Allocation and Underpayment

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27 November 2023 16h43

(There are many factors at play, but one reason inseparable from the consumer surplus in many fields in Japan is implicit subsidization by allocating very talented people to jobs which are a bit “beneath” their talents then overutilizing/underpaying them.)

The Pick Two Dilemma: Honest Competent Reliable Workers

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27 November 2023 16h33

Ruriko: Why do you keep using that handyman?
Me: He’s honest and competent.
Ruriko: He forgets half of the time he has promised to come over.
Me: In America, this is a classic “pick two” situation.
Ruriko: So there are no honest, competent, reliable handymen?
Me: “Promoted” out.

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Informatica CEO: Generative AI Will Create Significant Value

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@tiernanraytech

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27 November 2023 15h41

Please enjoy my interview with Informatica CEO Amit Walia Informatica CEO: There is no doubt generative AI will create value “Any new technology is over-hyped in the short term … We’re in the very early stages of a generative AI hype cycle.” $INFA @Informatica

Stripe Atlas Impact on Business Formation and Growth Curves

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27 November 2023 8h36

Yeah, the thesis was Stripe Atlas (and other products, but that was then most relevantly to me of the portfolio) could bend curves by directly interfering on rates of business start, survival, and growth.

Stripe’s macro impact vision from 2016 still driving execution

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27 November 2023 8h19

“If we execute very well, it will be visible in global macroeconomic indicators” was the pitch that got me to join Stripe back in 2016. (Still lots to do!)