Offshore
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Hidden Value Gems
I am excited to announce that following several requests, I have launched a short course - Investment Masterclass: Essential Principles for Successful Investing!
The idea is not to teach the basics but to share the experience of what investment methods have worked for me. A small group of participants will be able to interact and ask questions; there will also be several case studies. All participants will have access to recorded sessions, presentations and reference materials after the course 📚
➡️The course starts on 11 April, every session will last 60 min and start at 4pm UK time 🗓
➡️Spaces are filling up fast and the course is almost fully booked now.
➡️Registration closes this Sunday (17 March) ⏳
Keen to learn from my experience, interact with link-minded investors, and share your story? Register today on the Hidden Value Gems website (the link is in Reply to this post)!
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I am excited to announce that following several requests, I have launched a short course - Investment Masterclass: Essential Principles for Successful Investing!
The idea is not to teach the basics but to share the experience of what investment methods have worked for me. A small group of participants will be able to interact and ask questions; there will also be several case studies. All participants will have access to recorded sessions, presentations and reference materials after the course 📚
➡️The course starts on 11 April, every session will last 60 min and start at 4pm UK time 🗓
➡️Spaces are filling up fast and the course is almost fully booked now.
➡️Registration closes this Sunday (17 March) ⏳
Keen to learn from my experience, interact with link-minded investors, and share your story? Register today on the Hidden Value Gems website (the link is in Reply to this post)!
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Hidden Value Gems
Registration link to my first Investment Masterclass
👇 hiddenvaluegems.com/investme…
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Registration link to my first Investment Masterclass
👇 hiddenvaluegems.com/investme…
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Hidden Value Gems
RT @HiddenValueGems: Enjoyed the latest by Jeremy Grantham. He is cautious as usual, but it never hurts to get a range of opinions.
"If margins and multiples are both at record levels at the same time, it really is double counting and double jeopardy – for waiting somewhere in the future is another July 1982 or March 2009 with simultaneous record low multiples and badly depressed margins."
🧵👇🏽
1/5
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RT @HiddenValueGems: Enjoyed the latest by Jeremy Grantham. He is cautious as usual, but it never hurts to get a range of opinions.
"If margins and multiples are both at record levels at the same time, it really is double counting and double jeopardy – for waiting somewhere in the future is another July 1982 or March 2009 with simultaneous record low multiples and badly depressed margins."
🧵👇🏽
1/5
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Offshore
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Hidden Value Gems
RT @HiddenValueGems: GS put out a strategy paper on Market Concentration recommending more international exposure and a group of Ex Tech Compounders (ETC)
Key points and charts
🧵👇🏼
1/7
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RT @HiddenValueGems: GS put out a strategy paper on Market Concentration recommending more international exposure and a group of Ex Tech Compounders (ETC)
Key points and charts
🧵👇🏼
1/7
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Ben's Bites
Microsoft is launching more copilots
Copilot for Security will be available from April 1st (a “secure” launch date 😉) and Copilot Pro launches worldwide with a 1-month free trial microsoft.com/en-us/microsof…
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Microsoft is launching more copilots
Copilot for Security will be available from April 1st (a “secure” launch date 😉) and Copilot Pro launches worldwide with a 1-month free trial microsoft.com/en-us/microsof…
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Ben's Bites
today in AI:
1/ Nvidia kicked off their developer conference GTC yesterday. CEO Jensen Huang announced a whole suite of tools, including a new chip architecture (Blackwell), faster networking, the ability to easily create custom AI tools (NIMs), expanded simulation capabilities (Omniverse Cloud APIs) and foundational models for Robotics (GR00T). Our summary: bensbites.beehiiv.com/p/nvid…
2/ Some other Nvidia goodness:
- Cohere’s Command-R is coming to Nvidia’s AI platform.
- @nvidia and @Microsoft partner to build Generative AI for enterprises.
- Nvidia GB 200 liquid cooled chips will create a new supercomputer.
3/ We're in the world of 3D content generation from simple images. @StabilityAI has dropped a new model called Stable Video 3D (SV3D). This bad boy makes it easier and better to turn those flat photos of objects into 360-degree videos. Our summary: bensbites.beehiiv.com/p/stab…
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today in AI:
1/ Nvidia kicked off their developer conference GTC yesterday. CEO Jensen Huang announced a whole suite of tools, including a new chip architecture (Blackwell), faster networking, the ability to easily create custom AI tools (NIMs), expanded simulation capabilities (Omniverse Cloud APIs) and foundational models for Robotics (GR00T). Our summary: bensbites.beehiiv.com/p/nvid…
2/ Some other Nvidia goodness:
- Cohere’s Command-R is coming to Nvidia’s AI platform.
- @nvidia and @Microsoft partner to build Generative AI for enterprises.
- Nvidia GB 200 liquid cooled chips will create a new supercomputer.
3/ We're in the world of 3D content generation from simple images. @StabilityAI has dropped a new model called Stable Video 3D (SV3D). This bad boy makes it easier and better to turn those flat photos of objects into 360-degree videos. Our summary: bensbites.beehiiv.com/p/stab…
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Ben's Bites
seems like @OpenAI’s chatbot app store is off to a slow start theinformation.com/articles/…
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seems like @OpenAI’s chatbot app store is off to a slow start theinformation.com/articles/…
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Offshore
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Ben's Bites
today in AI:
1/ Gemini 1.5 Pro is now open to all in Google’s AI studio. It’s soon coming to API as well. This is @Google’s model with 1M context length.
2/ Sakana AI releases its report on merging foundational models similar to natural evolution. Sakana AI was founded by two authors from Google’s transformer paper. It is focused on making nature-inspired LLMs.
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today in AI:
1/ Gemini 1.5 Pro is now open to all in Google’s AI studio. It’s soon coming to API as well. This is @Google’s model with 1M context length.
2/ Sakana AI releases its report on merging foundational models similar to natural evolution. Sakana AI was founded by two authors from Google’s transformer paper. It is focused on making nature-inspired LLMs.
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Ben's Bites
We're interviewing people who use AI at work and this week @bentossell interviewed a solo-founder building an AI company, with AI
It’s fascinating to see how efficient people can be by leveraging AI
Full story: bensbites.beehiiv.com/p/buil…
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We're interviewing people who use AI at work and this week @bentossell interviewed a solo-founder building an AI company, with AI
It’s fascinating to see how efficient people can be by leveraging AI
Full story: bensbites.beehiiv.com/p/buil…
tweet
Ben's Bites
today in AI:
1/ Microsoft is making some big changes in its leadership as it doubles down on AI development. Bing’s head, Mikhail Parakhin moves away from his current role. Windows is also getting a new chief: Pavan Davuluri. Our summary: bensbites.beehiiv.com/p/lead…
2/ Apple's gearing up for WWDC, starting June 10th. This year, the focus is squarely on their upcoming AI strategy—it's been in the works, and we're finally going to get the details. Bloomberg reports that Apple is revamping iOS 18 with AI in mind and this could be a big change. Our summary: bensbites.beehiiv.com/p/appl…
3/ Claude 3 Opus officially beats GPT-4 Turbo on LMSys leaderboards. Sweet surprise? Claude 3 Haiku also beats the old GPT-4 and Mistral Large while being way faster and cheaper.
4/ Adobe has launched GenStudio, their polished version of AI image generation tool based on Firefly. It can now reference structures from existing brand images. Adobe’s Summit 2024 was all about AI including the launch of its new customer experience AI assistant.
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today in AI:
1/ Microsoft is making some big changes in its leadership as it doubles down on AI development. Bing’s head, Mikhail Parakhin moves away from his current role. Windows is also getting a new chief: Pavan Davuluri. Our summary: bensbites.beehiiv.com/p/lead…
2/ Apple's gearing up for WWDC, starting June 10th. This year, the focus is squarely on their upcoming AI strategy—it's been in the works, and we're finally going to get the details. Bloomberg reports that Apple is revamping iOS 18 with AI in mind and this could be a big change. Our summary: bensbites.beehiiv.com/p/appl…
3/ Claude 3 Opus officially beats GPT-4 Turbo on LMSys leaderboards. Sweet surprise? Claude 3 Haiku also beats the old GPT-4 and Mistral Large while being way faster and cheaper.
4/ Adobe has launched GenStudio, their polished version of AI image generation tool based on Firefly. It can now reference structures from existing brand images. Adobe’s Summit 2024 was all about AI including the launch of its new customer experience AI assistant.
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Ben's Bites
this Easter in AI:
1/ OpenAI is testing our patience with another tease. We are moving beyond text, images, and even videos to talk about audio. @OpenAI is previewing a model called Voice Engine that creates custom voices in a snap. It’s just a preview and we won’t get to use it anytime soon. Our summary: bensbites.beehiiv.com/p/open…
2/ @Microsoft and OpenAI are secretly plotting one of the most ambitious computing projects ever conceived—a $100 billion AI supercomputer called "Stargate". It's part of a 5-phase plan, with Stargate as the final phase 5. Our summary: bensbites.beehiiv.com/p/micr…
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this Easter in AI:
1/ OpenAI is testing our patience with another tease. We are moving beyond text, images, and even videos to talk about audio. @OpenAI is previewing a model called Voice Engine that creates custom voices in a snap. It’s just a preview and we won’t get to use it anytime soon. Our summary: bensbites.beehiiv.com/p/open…
2/ @Microsoft and OpenAI are secretly plotting one of the most ambitious computing projects ever conceived—a $100 billion AI supercomputer called "Stargate". It's part of a 5-phase plan, with Stargate as the final phase 5. Our summary: bensbites.beehiiv.com/p/micr…
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