There’s a fashionable saying in Silicon Valley that the best entrepreneurs ‘pull in amazing innovations from the future’ to today. The ones spoken about reverentially in this ‘Tech Hero’ story of course are folks like Steve Jobs, Elon Musk, recently...

I’ve talked at length about the coming AI Compute Data demand from AI Synthetic Data. And hinted at the coming deluge of AI Synthetic Content. Meta this week had a plethora of AI announcements, from multimodal open source Llama 3.2, to upgraded Ray-ban...

Good evening. Welcome to Trends with No Friends. FOR THOSE JUST JOINING US, HERE’S AN OVERVIEW Stocks closed September on a high note. Every major index inched higher. Real estate rallied +0.86%. Energy and health care gained approx. +0.70%. Basic...

Happy Friday This was a monumental week for AI. Open AI raised $10 billion through equity and debt and Facebook hit an all-time high and a market cap $1.5 trillion. Jensen Huang the founder of Nvidia is today worth more ( $104 billion) than the whole of...

Back last May, I penned a piece on Facebook/Meta as ‘the fourth AI Kingpin’ after Microsoft/OpenAI, Google, and Amazon, with a differentiated open source AI strategy “that throws sand in their gears”. Specifically, I noted that under founder/CEO...

OpenAI’s record funding & Dev Day 2024: OpenAI closed its $6.6 billion in new funding at a $157 billion valuation, along with a $5 billion credit line, to continue rolling out its pipeline of new AI products and services. The terms provide its investors...

ETFs The hunt is on for good ETF tickers. (bloomberg.com) Fidelity is converting two muni bond funds into ETFs. (advisorhub.com) Will investors go for PE replication ETFs? (ft.com) Finance Just how big is private credit? (marketwatch.com)...

Good evening everyone and shana tova. What does shana tova mean? Specifically during Rosh Hashanah — one of the most important days on the Jewish calendar — it’s appropriate to wish people of the Jewish faith a particular greeting: Shana Tova!...

The Bigger Picture, Sunday, September 29 2024 Regular readers have seen my discussions on ‘AI Smart Agents’ eventually making an impact in this AI Tech Wave for a while now. Indeed, OpenAI has described it as Level 3 in their 5 level roadmap towards AGI....

As I’ve long emphasized, AI is not just tethered to ever bigger AI cloud data centers, as the current race on ‘AI Table Stakes’ may sometimes suggest. The race to add AI bottom up in our personal computers continues in this AI Tech Wave. Microsoft...