The Most Important Thing: risk is largely a matter of opinion

·a month ago

shared a link post in group #The Most Important Thing

The Great SaaS Meltdown has started and there’s no going back… A new AI-oriented workflow is coming… the great SaaS meltdown has started.

For most of the past two decades, enterprise software benefit...

www.forbes.com

$300 Billion Evaporated. The SaaS -Pocalypse Has Begun.

AI didn’t kill software. It broke the SaaS growth story. $300B vanished as markets repriced legacy models and shifted toward agent-driven, outcome-based economics.

Sam Mendoza

·2 years ago

shared a chat session in group #The Most Important Thingvia#The Most Important Thing

Starting to look at Intel more seriously. Other than TSMC, only Samsung and Intel (both far behind and barely) can even dream of foundry for advanced chips.  

Israel's government has approved a $3.2B grant for Intel's new $25B chip plant in southern Israel, marking the largest-ever investment by a ...

Sam Mendoza

·3 years ago

shared a media post in group #The Most Important Thingvia#The Most Important Thing

On Wednesday, Tesla held its Investor Day; this year's event was highly anticipated as Elon Musk promised to reveal part 3 of his master plan after last releasing part 2 in 2016. While Musk did reiter...

https://cloudfront.selectdc1.com/096ae994-d7d4-41fa-bac8-396a53878f0c.jpeg

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Sam Mendoza

·a month ago

shared a link post in group #The Most Important Thing

I'd wager Anthropic's founders would like nothing better than to steal OpenAI's thunder by being first to tap the public markets. Presuming the economy doesn't falter (and that is by no means certain)...

johnbattelle.medium.com

Anthropic Will Test The Markets First

2026 Predictions, #9

D J

·3 years ago

shared a poll post in group #The Most Important Thing

[2023 Group Prediction] Will more merchants choose Shop Pay (👍 Shopify) or Buy With Prime (👎 Amazon)?

https://cloudfront.selectdc1.com/168d0166-d467-45d7-ac7e-eb8947fea3c7.png

Bobby

·a month ago

shared a poll post in group #The Most Important Thing

[PREDICTION 2026] Does Google or OpenAI increase in value more this year?
The nervous Nellies in the investor community sold tech stocks again on Thursday, dragging down the Nasdaq 0.4%. Sounds like a...

https://cloudfront.selectdc1.com/1b331bc4-0e51-11f1-8bd0-321ac33d840c.jpg

https://cloudfront.selectdc1.com/3f43c6b5-0e51-11f1-8bd0-321ac33d840c.jpg

Bobby

·2 years ago

shared a link post in group #The Most Important Thing

Is AMD going to be a player here?  WHEN?  Advanced Micro Devices CEO Lisa Su has been talking up the company’s #Artificial Intelligence  chips as a good alternative to hard-to-get Nvidia graphics proc...

finance.yahoo.com

AMD introduces AI chips for business laptops and desktops

Advanced Micro Devices unveiled a new series of chips for artificial intelligence-enabled personal computers on Tuesday as it looks to expand its share of the lucrative "AI PCs" market. The chip desig

Todd Smith

·3 years ago

shared a media post in group #The Most Important Thing

Should I cash out on Nvidia?
I bought a lot of nvidia several years ago and currently have a thousand shares. My portfolio has multiplied In value several times. Seeing how nvidia is near its all time...

https://cloudfront.selectdc1.com/6539dbe0-14f9-11ee-b4dd-e6020d648731.gif

Jerome Cody

·3 years ago

shared a link post in group #The Most Important Thing

Paypal is near all-time lows despite positive earnings and strong projections.  Like Meta has, can this big well known company thats down a lot make a massive comeback too?  Their latest move of launc...

www.reuters.com

PayPal launches dollar-backed stablecoin, boosting shares

Payments giant PayPal said on Monday it has launched a U.S. dollar stablecoin, becoming the first major financial technology firm to embrace digital currencies for payments and transfers.

Jerome Cody

·3 years ago

shared a media post in group #The Most Important Thing

might this turn into a new gilded age for tech? As most companies, over a certain size, have hoarded techies for years, smaller (ie innovative) have either not been started or struggled with "everythi...

https://cloudfront.selectdc1.com/8427264c-9aae-48b6-be24-f80e958fd07f.jpeg

D J

·4 years ago

shared a link post in group #The Most Important Thing

pretty insane.  i remember people were saying going below 5 would be impossible at industrial scale.  25% less power for 10-15% more performance in next year's iphones, probably desktop chips after th...

www.tomshardware.com

TSMC to Begin 3nm Chip Production Next Month

3nm chips from TSMC are getting closer.

Nikolas Kong

·a year ago

shared a poll post in group #The Most Important Thing

How many rate cuts in 2024? 1, 2, or 3?

finance.yahoo.com/news/fe..

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Recent Popular Posts

$300 Billion Evaporated. The SaaS -Pocalypse Has Begun.

Anthropic Will Test The Markets First

AMD introduces AI chips for business laptops and desktops

PayPal launches dollar-backed stablecoin, boosting shares

TSMC to Begin 3nm Chip Production Next Month