DeepSeek, plus head to head
How big a deal is DeepSeek from China? Well it could invert the Nvidia Curve
DeepSeek, plus head to head
How big a deal is DeepSeek from China? Well it could invert the Nvidia Curve
Where Andrew Ng put all his chips re climate, tech, AI, etc
Geoengineering. Notwithstanding his mastery of AI… or even interest and expertise in nuclear.
Where Andrew Ng put all his chips re climate, tech, AI, etc
Geoengineering. Notwithstanding his mastery of AI… or even interest and expertise in nuclear.
Surprise! The headline from Davos Day 0 is…
Surprise: the headlines of Davos are AI, Trump and geopolitical instability. No crypto. Little bio.
Surprise! The headline from Davos Day 0 is…
Surprise: the headlines of Davos are AI, Trump and geopolitical instability. No crypto. Little bio.
The smartest thing I heard at Davos on Day 0
“The bond market is in charge of Trump” (though nobody else is Note the rising rates in US and everywhere. Political clout doesn’t sway bond traders H/t John Micklethwait of Bloomberg
The smartest thing I heard at Davos on Day 0
“The bond market is in charge of Trump” (though nobody else is Note the rising rates in US and everywhere. Political clout doesn’t sway bond traders H/t John Micklethwait of Bloomberg
Davos 2025
Starts on Tuesday. After the inauguration. And the vibes are all about realignment to the new US administration.
Davos 2025
Starts on Tuesday. After the inauguration. And the vibes are all about realignment to the new US administration.
JPM Health: suits to sneakers ratio
It’s the most important health + tech conference, I think — though there are many Healthtech conferences that are physically large and Las-Vegas/CES-style. Of interest this year for me, and a barometer for entrepreneurial traction against big pharma, big health,
JPM Health: suits to sneakers ratio
It’s the most important health + tech conference, I think — though there are many Healthtech conferences that are physically large and Las-Vegas/CES-style. Of interest this year for me, and a barometer for entrepreneurial traction against big pharma, big health,
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