The AI revolution has more in common with shipping containerization than the boom unleashed by the microprocessor: diffuse global benefits but few new fortunes
The disruption is real. It's also predictable. — ISSUE 04 — Fortunes are made by entrepreneurs and investors … X: @actaccordingly , @shearic , @joincolossus , @sameer_singh17 , @patrick_oshag , @j...
A look at the different approaches to AI integration and modularization taken by Google, AWS, Microsoft, Nvidia, Meta, and Databricks, and the implications
Ben Thompson / Stratechery : Threads: @moatiful . X: @peibolsang , @madscapital , @jimmysopko , @rkrishnakumar , @1stleighton , @jonesonthenba , @4jimlee , @megangra , @madscapital , @borrowed_ideas ...
A look at Nvidia's AI startup investments through Nventures and its corporate development team, deals that come with intangibles, like access to research teams
Richard Nieva / Forbes : X: @alexvoica , @alexrkonrad , @richardjnieva , and @hkanji X: Alexandru Voica / @alexvoica : Working with Nvidia's world-class research team and having NVentures as an inves...
A look at Nvidia's AI startup investments through Nventures and its corporate development team, deals that come with intangibles, like access to research teams
The trillion-dollar chipmaker has done over two dozen deals, through its Nventures investing arm and corporate development team. X: @alexvoica , @alexrkonrad , @hkanji , and @richardjnieva X: Alexandr...
A profile of data labeler Scale AI, which has a $249M contract with the US DoD and was the first AI company to have an LLM deployed on a classified network
the tech behind chatbots such as ChatGPT — deployed on a classified network after it signed a deal with the Army's XVIII Airborne Corps.” https://www.washingtonpost.com/ ... Charles Rollet / @charlesr...
French billionaire Xavier Niel plans to invest €200M in AI projects, including an Nvidia cloud supercomputer, a research lab in Paris, and an annual conference
and we can — create a European AI champion. It's a question of sovereignty...supercomputer powered by Nvidia”. European sovereignty, powered by Nvidia. 🤷🏼♂ ️ https://www.ft.com/... Hussein Kanji / @h...
A profile of Nvidia: how Jensen Huang, Curtis Priem, and Chris Malachowsky started the company at Denny's, bet early on what Huang calls “$0B markets”, and more
#AI made NVIDIA the world's most valuable chip maker. … Tweets: Heather Haddon / @heatherhaddon : How Denny's factored into a the birth of a trillion dollar company. “We were not good customers,” Nvid...
A profile of Nvidia: how Jensen Huang, Curtis Priem, and Chris Malachowsky started the company at Denny's, bet early on what Huang calls “$0B markets”, and more
#AI made NVIDIA the world's most valuable chip maker. … Lauren Coltrane : Only seven American companies have ever been worth a trillion dollars. Some came from garages. Others were started in colleg...
How sound boxes, or tiny, cheap speakers that read out payment confirmations, have become a lucrative revenue stream for Paytm and other fintechs in India
Adnan Bhat / Rest of World : LinkedIn: Shaji Sethu . Tweets: @adnanmbhat , @jasuja , @sammcallister , @anupkaphle , @hkanji , and @moo9000 LinkedIn: Shaji Sethu : How tiny, cheap smart speakers unloc...
Startups like Royal, which helps musicians create and sell NFTs, could potentially upend predatory record deals and further shift power to artists and fans
Royal's Justin Blau and Paradigm's Fred Ehrsam on how selling royalties directly to fans could end predatory record deals Tweets: @broderick , @espiers , @caseynewton , @broderick , @hkanji , @beebimb...