Unpacking First Mover OpenAI. Can It Avoid the Fate of Netscape and MySpace?
At the Ignite conference, Microsoft announced the Maia 100 AI Accelarator which is optimized for Azure. It will cater towards customer's AI demand....
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Key Takeaways from OpenAI DevDay
OpenAI’s maiden developer conference featured excitement and anticipation previously seen in Apple keynotes. The event revealed major updates,...
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Not Every Cloud Has A Silver Lining: Some Cloud Offerings Are Set To Soar Despite Slowdown
IMPORTANT NOTE: Data points supporting two charts below are incorrect due to clerical errors. Sorry. Please refer to discussions below for the...
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The Weekly Market Monitor – Reality Check!
When something is 'priced for perfection,' disappointment is inevitable. Just ask Google. By the way, a spot Bitcoin ETF is inevitable, too. This...
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Kokusai Electric IPO Trading - Decent Demand, Now for the Real Test
KKR raised around US$730m via selling a stake in Kokusai Electric's (6525 JP) (KE) Japan IPO. In this note we talk about the trading dynamics.
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