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14 Sep 2023

Stock Market: "We don't need central banks anymore, we have AI"

Source: Jeffrey Kleintop

12 Sep 2023

FAT over AI: the match...

while headlines are all about artificial intelligence darling Nvidia, the weight-loss drugs champions Eli Lilly and Novo Nordisk stocks performance has been spectacular as well. Two year chart shows that $LLY is well ahead of "hot" $NVDA...and $NVO is practically "there"... Source: The Market Ear, Refinitiv

8 Sep 2023

This is an AI generated chart

Source: Murilo Pereira

8 Sep 2023

This is an AI generated annotated chart

Source: Murilo Pereira

8 Sep 2023

VC funding deals in 2023 so far:

💰50 largest VC funding deals reached $32B so far in 2023, with $13.2B of that for AI startups🤖. 🤖OpenAI, the company behind ChatGPT, is currently the recipient of the largest venture funding deal of 2023 so far at $10B. Source: Genuine Impact

30 Aug 2023

Here's a chart showing mentions of "AI" on earnings calls and transcripts

Mentions of "AI" in 2023 have basically broken this chart. We went from ~500 mentions in 2015 to ~30,000 this year and we still have 4 months left. Corporations really want to cash-in on the artificial intelligence hype. Source: Bloomberg, The Kobeissi Letter

29 Aug 2023

OpenAI on Monday announced its biggest news since ChatGPT’s debut: It’s launching ChatGPT Enterprise, the AI chatbot’s business tier, available starting today

The tool has been in development for “less than a year” and had the help of more than 20 companies of varying sizes and industries, including Block, Canva and The Estée Lauder Cos. ChatGPT Enterprise includes access to GPT-4 with no usage caps, as well as performance up to two times faster than previous versions and API credits. ChatGPT Enterprise provides all the core capabilities of ChatGPT like essay writing and coding assistance. But it also adds enterprise-grade features like enhanced privacy controls, usage analytics, and performance boosts. This puts it on par with Microsoft's Bing Chat Enterprise in terms of targeting workplace usage. With ChatGPT Enterprise, companies get admin tools to manage employee access, shareable conversation templates to build workflows, and API credits for custom integrations. Source: CNBC, cyberkendra

24 Aug 2023

If Nvidia continues like this, the chip company will soon be as big as all 40 Dax comps combined

Source: Bloomberg, HolgerZ

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