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Video
Dave Craige
Ai party in SF. So many people!
https://t.co/SN6CelCbuc
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Ai party in SF. So many people!
https://t.co/SN6CelCbuc
A week ago I signed up for a small ML meetup by @huggingface. What a difference a single week makes! One of the booth presenters here told me they built their product at last weekend’s hackathon, and now they have branding, demos, stickers, etc #woodstockai #ml #ai #startups https://t.co/vh1Y0GAruh - Rogertweet
Gregory Wieber
If #ai is like a vast library of humanity, what if the data center aesthetic reflected that?
This series imagines supercomputer clusters as Frank Lloyd Wright inspired temples of stone and illuminated art glass.
#midjourneyv5 #retrofuture https://t.co/uEEYTStL60
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If #ai is like a vast library of humanity, what if the data center aesthetic reflected that?
This series imagines supercomputer clusters as Frank Lloyd Wright inspired temples of stone and illuminated art glass.
#midjourneyv5 #retrofuture https://t.co/uEEYTStL60
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Offshore
Photo
Mike Tamir, PhD
Buzzy Storytelling Startup Tome Raises $43 Million From A Who’s Who In AI https://t.co/VWzIfK2bT6
#AI #MachineLearning #DataScience #DeepLearning https://t.co/8OFExRdqUu
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Buzzy Storytelling Startup Tome Raises $43 Million From A Who’s Who In AI https://t.co/VWzIfK2bT6
#AI #MachineLearning #DataScience #DeepLearning https://t.co/8OFExRdqUu
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Offshore
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Emm
RT @mrbusysky: Creating mob image sheets with @Scenario_gg
#gameart #ai #aiart #aigame #future https://t.co/NQf1UKBJ43
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RT @mrbusysky: Creating mob image sheets with @Scenario_gg
#gameart #ai #aiart #aigame #future https://t.co/NQf1UKBJ43
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AK 🤗 in SF for the Open-Source AI meetup
RT @ReadPandaOrg: There are decades where nothing happens; and there are weeks where decades happen. https://t.co/4dJlG65yur
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RT @ReadPandaOrg: There are decades where nothing happens; and there are weeks where decades happen. https://t.co/4dJlG65yur
A week ago I signed up for a small ML meetup by @huggingface. What a difference a single week makes! One of the booth presenters here told me they built their product at last weekend’s hackathon, and now they have branding, demos, stickers, etc #woodstockai #ml #ai #startups https://t.co/vh1Y0GAruh - Rogertweet
Twitter
A week ago I signed up for a small ML meetup by @huggingface. What a difference a single week makes! One of the booth presenters here told me they built their product at last weekend’s hackathon, and now they have branding, demos, stickers, etc #woodstockai…
Offshore
Video
Yohei
Have content and ideas, but no video?
Head to this AI video creation engine! By default it uses existing media from across the web, but you can generate them on the fly as well.
Idea to video in 1 min🎥 https://t.co/z9cFbeIylV
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Have content and ideas, but no video?
Head to this AI video creation engine! By default it uses existing media from across the web, but you can generate them on the fly as well.
Idea to video in 1 min🎥 https://t.co/z9cFbeIylV
Create, prompt, and let Augie generate a video for you in minutes🚀
Signup to the Augie Beta for free. Link in our profile!
#AI #Video #platform https://t.co/xI7oZdg9Rn - Aug X Labstweet
Offshore
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Genmo
RT @AI_Einstein_: I got access to the NEW @genmoai Chat!!!
Check out my new Video Review & Tutorial
https://t.co/6lYGwSoPoG
#genmo #AIart #AIArtworks #AIイラスト #technology #Science #aivideo #GPT4 #GPTwitter #midjourneyv5 #AIグラビア #aiphotography #aigirls #blockchain #tech #AI #innovation https://t.co/vUk7EhFrvx
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RT @AI_Einstein_: I got access to the NEW @genmoai Chat!!!
Check out my new Video Review & Tutorial
https://t.co/6lYGwSoPoG
#genmo #AIart #AIArtworks #AIイラスト #technology #Science #aivideo #GPT4 #GPTwitter #midjourneyv5 #AIグラビア #aiphotography #aigirls #blockchain #tech #AI #innovation https://t.co/vUk7EhFrvx
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Offshore
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AkhenOsiris
Good point here on productivity gains, which is a sensitive topic re: job losses
"My software analyst yesterday mentioned how impactful AI already is, and will be, for productivity and margins going forward (though companies are not incentivized to broadcast this)"
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Good point here on productivity gains, which is a sensitive topic re: job losses
"My software analyst yesterday mentioned how impactful AI already is, and will be, for productivity and margins going forward (though companies are not incentivized to broadcast this)"
JPM's Kolanovic on island of his own even amongst JPM colleagues
🔹MAG 7 cheaper than the rest of the S&P 493, at only
1.1 PEG ratio
🔹 #AI already impactful for productivity and margins
🔹Productivity gains likely underestimated by
economists
$SPX $SPY $QQQ $NDX - Seth Goldentweet
AkhenOsiris
RT @ScroogeCap: WFC brings out an interesting point today and this is massive. Bullets below:
1. Taiwan's April 2024 exports of Automated Data Processing Machines (servers) were $8.218 billion, +298% YoY.
2. This is down from March 2024's $8.715 billion (+465% YoY), suggesting an inflection which many reports have tied to the shipments of #AI servers.
3. Q1 2024 exports for these machines totaled $19.647 billion, +336% YoY and +23.5% QoQ.
4. Exports for the 3 months ending April 2024 (potentially tied to NVDA F1Q25) were $22.240 billion, +363% YoY and +33% QoQ.
5. Historically, this data correlates highly (R² = 0.98) with Nvidia's Datacenter revenue.
6. Based on this correlation, $NVDA DC revenue could be $25B+ vs. your estimate of $20.6B (Street: $21.1B).
7. $TSM also has revenues up 60% YoY, don't see that often.
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RT @ScroogeCap: WFC brings out an interesting point today and this is massive. Bullets below:
1. Taiwan's April 2024 exports of Automated Data Processing Machines (servers) were $8.218 billion, +298% YoY.
2. This is down from March 2024's $8.715 billion (+465% YoY), suggesting an inflection which many reports have tied to the shipments of #AI servers.
3. Q1 2024 exports for these machines totaled $19.647 billion, +336% YoY and +23.5% QoQ.
4. Exports for the 3 months ending April 2024 (potentially tied to NVDA F1Q25) were $22.240 billion, +363% YoY and +33% QoQ.
5. Historically, this data correlates highly (R² = 0.98) with Nvidia's Datacenter revenue.
6. Based on this correlation, $NVDA DC revenue could be $25B+ vs. your estimate of $20.6B (Street: $21.1B).
7. $TSM also has revenues up 60% YoY, don't see that often.
tweet
Offshore
Video
Lumida Wealth Management
Government AI: Race for Securing National Intelligence
@Bloomberg @nvidia
Governments worldwide are investing billions in AI infrastructure to secure their national intelligence. Discover how digital knowledge is becoming a nation's greatest resource! #AI #nvidia
@ramahluwalia
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Government AI: Race for Securing National Intelligence
@Bloomberg @nvidia
Governments worldwide are investing billions in AI infrastructure to secure their national intelligence. Discover how digital knowledge is becoming a nation's greatest resource! #AI #nvidia
@ramahluwalia
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Lumida Wealth Management
1/ Daily News Round-Up:
- Nvidia unveils cutting-edge AI chips with record-breaking speeds.
- Dell stocks soar 8% after beating revenue expectations.
- US stock futures rise ahead of key PCE inflation data.
- Musk and Tesla clear lawsuit over Dogecoin market manipulation.
- Wall Street rallies on Fed rate cut speculation.
#Nvidia #AI #Dell #StockMarket #Inflation #Tesla #Dogecoin #WallStreet
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1/ Daily News Round-Up:
- Nvidia unveils cutting-edge AI chips with record-breaking speeds.
- Dell stocks soar 8% after beating revenue expectations.
- US stock futures rise ahead of key PCE inflation data.
- Musk and Tesla clear lawsuit over Dogecoin market manipulation.
- Wall Street rallies on Fed rate cut speculation.
#Nvidia #AI #Dell #StockMarket #Inflation #Tesla #Dogecoin #WallStreet
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Offshore
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Hidden Value Gems
A good article in WSJ by James Mackintosh: 'How to Lose Money on a Popular Theme'
Three AI ETFs are down this year despite $NVDA soaring 120% this year.
"The AI fund disaster should be a cautionary tale for buyers of thematic ETFs, which now cover virtually anything you can think of, including Californian carbon permits (down 15% this year), Chinese cloud computing (down 21%) and pet care (up 10%). Put simply: You probably won’t get what you want, you’ll likely buy at the wrong time and it will be hard to hold for the long term."
via @WSJ
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A good article in WSJ by James Mackintosh: 'How to Lose Money on a Popular Theme'
Three AI ETFs are down this year despite $NVDA soaring 120% this year.
"The AI fund disaster should be a cautionary tale for buyers of thematic ETFs, which now cover virtually anything you can think of, including Californian carbon permits (down 15% this year), Chinese cloud computing (down 21%) and pet care (up 10%). Put simply: You probably won’t get what you want, you’ll likely buy at the wrong time and it will be hard to hold for the long term."
via @WSJ
Quote of the day #78
#investing #AI #Stocks https://t.co/zOLm3eUG3u tweet