11 Jun 2024
In the first three weeks of May, OpenAI’s ChatGPT averaged 77 million daily visits, putting it on track to reach 2.3 billion visits last month
A new monthly record after setting its previous record of 1.8 billion visits a year ago. Source: Beth Kindig $MSFT $NVDA $GOOG $AMZN
5 Jun 2024
Tech CEOs are the new modern day rockstars $NVDA
Source: Trendspider
3 Jun 2024
Nailed it
Source: Michel A.Arouet
3 Jun 2024
The current earnings season has largely been a rough one for cloud software providers.
Source: Win Smart, Factset
31 May 2024
Software stocks got hammered yesterday.
iShares Tech Software Sector ETF finished -5.8% (biggest daily drop since the pandemic w/Salesforce DOWN 20% (worst session in ~20 years), UiPath -35%, Okta -6%, Mongo DB -24%. Source: Bloomberg, HolgerZ
30 May 2024
Chinese BYD launches plug-in hybrids with a 2100 km driving range
Source: WSJ
29 May 2024
The cost of training the ChatGPT-5 model could range from $1.7 to $2.5 billion, according to HSBC.
This is 17.5 times more expensive than ChatGPT-4 and nearly 400 times more expensive than ChatGPT-3. Only a few can afford such a race in expenses, so the leadership in AI technologies will remain with the current market technology leaders. Source: Vlad Bastion Research, HSBC
22 May 2024
Is this sustainable? Nvidia results tonight might give us a clue...
Source: Mac10
