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The Long Investor
$TSM $AMD ✅ $TSM ✅
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$TSM $AMD ✅ $TSM ✅
🖼️
$TSM alerted in our group on November 10th that it was starting Wave 3
Price was $97 that day
Price is at $134 now with more to run to get to our Wave 3 target. - The Long Investortweet
The Long Investor
RT @dubinvest: We just got featured on @MorningBrew /OurFuture!!
They're recognizing the fact that we're pioneering Copy Trading for the whole country.
Click the link below to take a look! instagram.com/reel/C4Lpkw6pQ…
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RT @dubinvest: We just got featured on @MorningBrew /OurFuture!!
They're recognizing the fact that we're pioneering Copy Trading for the whole country.
Click the link below to take a look! instagram.com/reel/C4Lpkw6pQ…
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AkhenOsiris
$MSFT at MS TMT conference
On Copilot:
It hasn't been that long, but let me just kind of recap where we are right now. Very, very exciting time. At the individual level, we've done quite a bit of work that you may have seen published Microsoft that people are definitely seeing time saving. Our best users are saving over 10 hours a month. We find that about 70% of people who are using Copilot tell us that it's helping them to be more productive. When we run through a battery of tests, we find that on average and what we would call typical information work task people are almost 30% more productive or faster in their work.
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$MSFT at MS TMT conference
On Copilot:
It hasn't been that long, but let me just kind of recap where we are right now. Very, very exciting time. At the individual level, we've done quite a bit of work that you may have seen published Microsoft that people are definitely seeing time saving. Our best users are saving over 10 hours a month. We find that about 70% of people who are using Copilot tell us that it's helping them to be more productive. When we run through a battery of tests, we find that on average and what we would call typical information work task people are almost 30% more productive or faster in their work.
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AkhenOsiris
$MSFT at MS TMT Conference
On Copilot:
So people are definitely trying to understand who should we get this for? ls this for everyone in my organization? Is this for certain segment or population? And mostly where we are right now is working with customers to help them build out that business case. just based on hard facts. Are we saving enough in terms of time? Are we generating enough value? Right now, we're very optimistic. But for this group, I would say, my job here is to temper your expectations. Over the long term, we think this will be a great moneymaker for us, but don't think that it's breaking free of the normal normal evaluation cycle, the normal budget cycle associated with IT. And you'll kind of see all those things come into play. So it's an interesting thing to think about the short term impact versus the longer term impact.
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$MSFT at MS TMT Conference
On Copilot:
So people are definitely trying to understand who should we get this for? ls this for everyone in my organization? Is this for certain segment or population? And mostly where we are right now is working with customers to help them build out that business case. just based on hard facts. Are we saving enough in terms of time? Are we generating enough value? Right now, we're very optimistic. But for this group, I would say, my job here is to temper your expectations. Over the long term, we think this will be a great moneymaker for us, but don't think that it's breaking free of the normal normal evaluation cycle, the normal budget cycle associated with IT. And you'll kind of see all those things come into play. So it's an interesting thing to think about the short term impact versus the longer term impact.
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AkhenOsiris
$MSFT at MS TMT Conference
On Copilot:
Today, out of the box, Microsoft Copilot able to connect into the Microsoft data and do so very well. But we're providing those connections to the other data. So that's number 1. When people access their own data, the stuff that they need to use every day, super valuable. And then number 2, interestingly enough, we've just found through some research kind of a pattern that gives us some sense or what it looks like to get into a user's workflow. We call it 11x11. And basically what we find if someone has used Copilot for 11 weeks or more, And during that time, they would say and we do this in a survey based way that they are saving they believe they are saving 11 minutes or more just so happens that's what the cutoff is. They work it into their workflow. They really feel like management valuable enough as a tool that it's going to be become a part of my arsenal and l'm going to use it every day going forward. It is the clearest indication for us, that 11x11 daily habit. And it's starting to become a part of the way they do work, which is great.
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$MSFT at MS TMT Conference
On Copilot:
Today, out of the box, Microsoft Copilot able to connect into the Microsoft data and do so very well. But we're providing those connections to the other data. So that's number 1. When people access their own data, the stuff that they need to use every day, super valuable. And then number 2, interestingly enough, we've just found through some research kind of a pattern that gives us some sense or what it looks like to get into a user's workflow. We call it 11x11. And basically what we find if someone has used Copilot for 11 weeks or more, And during that time, they would say and we do this in a survey based way that they are saving they believe they are saving 11 minutes or more just so happens that's what the cutoff is. They work it into their workflow. They really feel like management valuable enough as a tool that it's going to be become a part of my arsenal and l'm going to use it every day going forward. It is the clearest indication for us, that 11x11 daily habit. And it's starting to become a part of the way they do work, which is great.
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AkhenOsiris
RT @TechFundies: MS TMT: MS did a good job of asking the tough questions of $GOOGL and Chief Business Officer put up strong defense. Feels sentiment is one way here and stock probably oversold. Stock trades at 16.7x GAAP 2025 EPS here.
Highlights
-Brian Nowak, MS, said let’s kick it off with Gemini. Room actually snickered. That’s where we are. [Just a comment – not saying the crowd is right or wrong, but pessimism is very high].
-All hands on deck addressing Gemini racial bias fiasco. Expect structural change from this and could be deep.
-Search is about factuality, freshness and incorporation of diversity of web.
-Search query growth has been consistent across all major markets over the past 12 months. Think he said 50% of searches are new each day so freshness matters [could have been 15%].
-Innovator’s dilemma: have been paranoid and addressed transitions over time. Mobile transition took search from desktop to mobile and worry was smaller screen would limit ads.
-Now running ads above and below SGE (GOOG GenAI box) – happy with what seeing as users finding these links useful [implying they are still clicking on ads]
-Imagine ads are natively and directly integrated into answers which could create user and advertiser value over time – “actually excited about where we can take this over time”
-Even if GenAI answer is precise, there is room to show user additional choices [maybe recommends ideal gift but also shows ad for another choice next to it]
-AI has been helping advertisers – Pmax outperforms, AI helps w/ keyword creation, asset creation
-AI helping YouTube – most important thing is incorporating for creators (helping replace backgrounds, create music tracks, etc.) but also helps advertisers create ads
-AI helping cloud – have NVDA and internal chip infra for training, help customers use internal or third-party models, etc.
Notes
Philipps Schindler – SVP – Chief Business Officer
-Monetization across company
-Tech services, publishers, advertisers
-Partnerships: BD, M&A
-Country operations
Gemini?
-[People laughed when MS brought it up– tells you about sentiment here]
-Doing deep analysis of this incident
-Sundar very clear that we are driving changes from this – could be structural, could be product launch processes, red teaming, etc.
-Have the muscle to develop and launch very successful products
Is GOOG moving too slow in GenAI?
-Have been leader in AI for many years and have consciously not rushing to market a chatbot
Innovator’s dilemma in search?
-Have addressed concerns over time: desktop to mobile search, search moving to shopping apps, etc.
-Search is about factuality, freshness, diversity of web – believe can be dramatically enhanced by GenAI
-Getting positive feedback on GOOGL GenAI
-Chat-style interface more centered on use cases like ideation / coding.
-GenAI is opportunity for growth – can serve existing use cases better but expand use cases being addressed (more helpful for more complex or longer queries, or comparison queries)
What’s happening w/ search behavior?
-Seeing positive search query growth in all major markets – has been consistent over past 12 mo
-Think he said 50% of queries each day are new [maybe he meant 15%?] so freshness is important
-Lens has billions of searches / month
How does monetization work w/ 1-2 answers w/ Gen AI vs 10 blue links?
-Usually UX change of this magnitude creates more advertising opportunities
-Saw same thing w/ desktop to mobile where had smaller real-estate
-Now running ads above or below SGE experience – users finding these links useful based on what seen thus far
-Now imagine ads are natively and directly integrated into answers – could create user and advertiser value over time
-Even if answer is precise, there is always room for user choice – an additional offering
-Actually excited about where we can take this
AI
-Bit over 80% of a[...]
RT @TechFundies: MS TMT: MS did a good job of asking the tough questions of $GOOGL and Chief Business Officer put up strong defense. Feels sentiment is one way here and stock probably oversold. Stock trades at 16.7x GAAP 2025 EPS here.
Highlights
-Brian Nowak, MS, said let’s kick it off with Gemini. Room actually snickered. That’s where we are. [Just a comment – not saying the crowd is right or wrong, but pessimism is very high].
-All hands on deck addressing Gemini racial bias fiasco. Expect structural change from this and could be deep.
-Search is about factuality, freshness and incorporation of diversity of web.
-Search query growth has been consistent across all major markets over the past 12 months. Think he said 50% of searches are new each day so freshness matters [could have been 15%].
-Innovator’s dilemma: have been paranoid and addressed transitions over time. Mobile transition took search from desktop to mobile and worry was smaller screen would limit ads.
-Now running ads above and below SGE (GOOG GenAI box) – happy with what seeing as users finding these links useful [implying they are still clicking on ads]
-Imagine ads are natively and directly integrated into answers which could create user and advertiser value over time – “actually excited about where we can take this over time”
-Even if GenAI answer is precise, there is room to show user additional choices [maybe recommends ideal gift but also shows ad for another choice next to it]
-AI has been helping advertisers – Pmax outperforms, AI helps w/ keyword creation, asset creation
-AI helping YouTube – most important thing is incorporating for creators (helping replace backgrounds, create music tracks, etc.) but also helps advertisers create ads
-AI helping cloud – have NVDA and internal chip infra for training, help customers use internal or third-party models, etc.
Notes
Philipps Schindler – SVP – Chief Business Officer
-Monetization across company
-Tech services, publishers, advertisers
-Partnerships: BD, M&A
-Country operations
Gemini?
-[People laughed when MS brought it up– tells you about sentiment here]
-Doing deep analysis of this incident
-Sundar very clear that we are driving changes from this – could be structural, could be product launch processes, red teaming, etc.
-Have the muscle to develop and launch very successful products
Is GOOG moving too slow in GenAI?
-Have been leader in AI for many years and have consciously not rushing to market a chatbot
Innovator’s dilemma in search?
-Have addressed concerns over time: desktop to mobile search, search moving to shopping apps, etc.
-Search is about factuality, freshness, diversity of web – believe can be dramatically enhanced by GenAI
-Getting positive feedback on GOOGL GenAI
-Chat-style interface more centered on use cases like ideation / coding.
-GenAI is opportunity for growth – can serve existing use cases better but expand use cases being addressed (more helpful for more complex or longer queries, or comparison queries)
What’s happening w/ search behavior?
-Seeing positive search query growth in all major markets – has been consistent over past 12 mo
-Think he said 50% of queries each day are new [maybe he meant 15%?] so freshness is important
-Lens has billions of searches / month
How does monetization work w/ 1-2 answers w/ Gen AI vs 10 blue links?
-Usually UX change of this magnitude creates more advertising opportunities
-Saw same thing w/ desktop to mobile where had smaller real-estate
-Now running ads above or below SGE experience – users finding these links useful based on what seen thus far
-Now imagine ads are natively and directly integrated into answers – could create user and advertiser value over time
-Even if answer is precise, there is always room for user choice – an additional offering
-Actually excited about where we can take this
AI
-Bit over 80% of a[...]
Offshore
AkhenOsiris RT @TechFundies: MS TMT: MS did a good job of asking the tough questions of $GOOGL and Chief Business Officer put up strong defense. Feels sentiment is one way here and stock probably oversold. Stock trades at 16.7x GAAP 2025 EPS here. Highlights…
dvertisers using at least one AI powered search solution
-Pmax doing well – introduced Gemini here which helps w/ keyword creation, asset creation, conversational experience on YouTube side, improving video and measurement side
-Exciting new ad opportunities – projecting furniture into your house, helping pick items, etc.
YouTube
-Have used AI for a long time for targeting, measurement, etc.
-Most important thing to recognize about YT is it is all about enabling the creator – have AI ability to change background, generate audio track, provide inspiration, etc.
-AI video models will help creators and ad creation
-2b viewers of shorts w/ 70b daily views
Cloud
-1) More infrastructure providing highly optimized AI infra
-2) Whole platform layer – Vertex AI where offer own and third-party models
-3) Application – Gemini workspace (gmail / docs / calendar) and Gemini GCP for smart assistant for data analyst / developer / etc.
Costs
-Restructured services team in 2016 / 2017 in anticipation of AI
-Running very tight ship
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-Pmax doing well – introduced Gemini here which helps w/ keyword creation, asset creation, conversational experience on YouTube side, improving video and measurement side
-Exciting new ad opportunities – projecting furniture into your house, helping pick items, etc.
YouTube
-Have used AI for a long time for targeting, measurement, etc.
-Most important thing to recognize about YT is it is all about enabling the creator – have AI ability to change background, generate audio track, provide inspiration, etc.
-AI video models will help creators and ad creation
-2b viewers of shorts w/ 70b daily views
Cloud
-1) More infrastructure providing highly optimized AI infra
-2) Whole platform layer – Vertex AI where offer own and third-party models
-3) Application – Gemini workspace (gmail / docs / calendar) and Gemini GCP for smart assistant for data analyst / developer / etc.
Costs
-Restructured services team in 2016 / 2017 in anticipation of AI
-Running very tight ship
tweet
BizToc
4) Curaleaf's Robust Year-End Report —
Cannabis company Curaleaf celebrates a strong year-end performance, signaling growth in the legal marijuana industry. #CannabisGrowth
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4) Curaleaf's Robust Year-End Report —
Cannabis company Curaleaf celebrates a strong year-end performance, signaling growth in the legal marijuana industry. #CannabisGrowth
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BizToc
3) Japan’s Inflation Challenge Mounts —
Japan grapples with inflation, raising concerns about economic stability and monetary policy implications for businesses. #Inflation
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3) Japan’s Inflation Challenge Mounts —
Japan grapples with inflation, raising concerns about economic stability and monetary policy implications for businesses. #Inflation
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BizToc
2) US Senator Takes Aim at Chinese Auto Imports —
A key Republican senator proposes controversial legislation targeting the import of Chinese automobiles into the US market. #TradePolicy
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2) US Senator Takes Aim at Chinese Auto Imports —
A key Republican senator proposes controversial legislation targeting the import of Chinese automobiles into the US market. #TradePolicy
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BizToc
📰 BizToc.com Hourly News Flash
1) Ex-Google AI Engineer Indicted on Theft Charges —
Former Google AI expert charged with stealing sensitive trade secrets before joining a Chinese competitor. #CorporateEspionage
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📰 BizToc.com Hourly News Flash
1) Ex-Google AI Engineer Indicted on Theft Charges —
Former Google AI expert charged with stealing sensitive trade secrets before joining a Chinese competitor. #CorporateEspionage
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BizToc
4) Enbridge's Pipeline Commitment —
Enbridge set to invest $500M in its pipeline business, signaling confidence in the future of fossil fuel infrastructure. #EnbridgeInvestment
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4) Enbridge's Pipeline Commitment —
Enbridge set to invest $500M in its pipeline business, signaling confidence in the future of fossil fuel infrastructure. #EnbridgeInvestment
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BizToc
3) Tech's China Ad Boom —
Big American tech companies see a surge in profits from Chinese firms' aggressive advertising, defying geopolitical tensions. #AdRevenue
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3) Tech's China Ad Boom —
Big American tech companies see a surge in profits from Chinese firms' aggressive advertising, defying geopolitical tensions. #AdRevenue
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BizToc
2) Biden's Defense Budget Blueprint —
President Biden's 2025 defense budget request includes a modest 1% increase, facing both geopolitical and fiscal pressures. #DefenseBudget
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2) Biden's Defense Budget Blueprint —
President Biden's 2025 defense budget request includes a modest 1% increase, facing both geopolitical and fiscal pressures. #DefenseBudget
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