Category: NVIDIA
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Augmented Phoneality
Mark Zuckerberg discusses Facebook’s long-term investment in AR glasses, Orion, and his vision for the future of technology. He reflects on the transition from web to mobile platforms and believes that AR glasses will be the next major platform transition, offering holograms for a realistic sense of presence and serving as an ideal device for…
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A.I.
All-In Summit 2024. Sergey Brin discusses his excitement about the recent advancements in artificial intelligence (AI) and his return to Google to focus on this field. He shares his optimism about AI becoming an extension of search and expresses skepticism about the need for massive compute to build AI models. Brin also highlights current trends in AI,…
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VIX Explosion
Yen Carry Trade Deep Dive,” Brent Johnson discusses the concept of a carry trade and how Japan’s zero or negative interest rates for decades have made the Japanese Yen an attractive currency for this investment strategy. However, when the currency starts to appreciate or interest rates rise, the cost of carry can exceed the return, leading…
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Supercomputer Wars: Tesla vs. Nvidia
Tesla’s supercomputer project, Dojo, is a powerful and bespoke hardware platform designed by Tesla’s AI division for training computer vision and full self-driving networks. Dojo uses a system on a chip called the Dojo chip, which integrates 25 chips to create one unified system. Tesla is also using wafer scale processing to create large, single-chip supercomputers,…
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Artificial Intelligence Bubble
An opinion from a sleazy but credible market participant. Shkreli draws parallels between the dotcom bubble of the late 1990s and the current hype surrounding artificial intelligence (AI). He believes that the potential valuations of AI companies may lead to a bubble, but the long-term value may come from companies that emerge after the bubble bursts. Shkreli…
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How does the consumer feel?
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The Two Trillion Dollar Question
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NVDA vs Countries
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Magnificent PEG Prices
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Short & Co.