GenAI: From Breakthroughs to Bottom Lines: The reality is that because of the fast pace of development of other LLM providers, primarily Anthropic, Llama, Google's Gemini, and even some Chinese LLMs, the difference between OpenAI's models and their competitors has shrunk substantially. The next crucial battle between cloud providers will be around their custom silicon development. The 4th to enter the »hyperscaler« world is Oracle. Social media is the biggest consumer of GenAI and the first to
Aug. 19, 2024, 2:05 p.m.
Meta's next growth driver - AI: In this article, I will touch on three core topics; The development of Meta's core apps and the potential there, What does AI mean for Meta (short-term, mid-term, and long-term), for the last segment, I will give an overview of Meta's current valuation and share some of my closing thoughts.
April 30, 2024, 12:58 p.m.
Alternative data & insights for April - AI cloud workloads, WhatsApp ramp up, Hardware engineers frenzy: Interesting data and insights from alternative data sources. Companies are starting to move past the »test« phase of AI workloads. Open-source AI models are gaining traction. The future is constrained by the power grid and energy. Synthetic data is the future. Instagram Reels are performing well. Continued ramp-up in WhatsApp growth. Big tech is getting ready for the AI fight with custom sili
April 23, 2024, 1:02 p.m.
Alternative data report for Q1 2024 - Ad Sector, Cloud, AI, Semiconductors: Job openings looking for skills related to generative AI continue to rise with companies. Meta's Advantage+ and Google's Performance Max continue to drive outstanding results for advertisers. Many experts note Meta is »back« from the setback of the iOS signal loss with the new AI target. Cloud jobs are on the rise again as companies are starting to test out new GenAI workloads. Right now, data doesn't show companies swit
March 24, 2024, 12:50 p.m.
Google: The Innovator's Dilemma is real: In this article, I will explain my thoughts on Google and why I recently sold it. My concerns have recently grown stronger due to the emergence of LLMs. The developments in the industry have given me the realization that as a shareholder of Google, I would rather stay on the sidelines for now, deploy my capital elsewhere, and observe Google's progress from the sidelines. As you will see through this article, I believe Google is facing a real Innovator's D
Jan. 27, 2024, 3:52 p.m.
AWS, Azure, GCP. What makes them different in the eyes of customers? - research: This article is about my recent research on the three big cloud hyper scalers. Given the recent revelations, I am breaking down how big are AWS, Azure, and GCP? Do we finally have the data? How do clients perceive them? What makes each of them unique? A qualitative analysis analyzing more than 100 expert interviews and their opinions and quantifying the results.
July 15, 2023, 5:24 p.m.
Meta firing on all cylinders?: I decided to focus on a few most important things for long-term investors. One is the traction of Reels. The second one is WhatsApp which is finally becoming a high priority for Meta to monetize. And the last thing I will cover in this article is the effect of Generative AI on Meta’s business
July 6, 2023, 1:26 p.m.
Generative AI - which industries and what companies stand to benefit: We are really at the early beginnings of what this technology is capable of. We touch on many things already, and the future, as I see it, is companies “hooking onto” these big foundation models and developing custom AI models for their use cases with their internal data.
June 13, 2023, 1:40 p.m.
