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Quiver Quantitative
🚨 POLITICIANS' STOCK MARKET PROFITS
I've been writing code to track politicians portfolios.
Several members of Congress have already made millions of dollars in the stock market in 2024: https://t.co/Z8UuJbloGS
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🚨 POLITICIANS' STOCK MARKET PROFITS
I've been writing code to track politicians portfolios.
Several members of Congress have already made millions of dollars in the stock market in 2024: https://t.co/Z8UuJbloGS
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Ahmad Jivraj
Joel Greenblatt returned 40% per year for over a decade.
This is the simple way in which he described what stock picking is all about (to his 11 year old son).
As they say, "Simple But Not Easy..." https://t.co/4eVqztUxBy
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Joel Greenblatt returned 40% per year for over a decade.
This is the simple way in which he described what stock picking is all about (to his 11 year old son).
As they say, "Simple But Not Easy..." https://t.co/4eVqztUxBy
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AkhenOsiris
$HLT $WEN
Hilton is using AI to make routine updates to its content, like finding the right photo to post of each of its 1.3 million hotel rooms, CMO Mark Weinstein said. The hotel chain is also using the tech for easily automatable tasks like helping customers pick rooms from a floor plan.
“If you focus on the routine things that are low value-add to automate,” Weinstein said, “it ultimately reinforces the thing we all do best; bringing creativity, bringing the humanity.”
Wendy’s is working with Google Large Language Models to listen to customers and take orders.
“[We can] take out non-value added tasks in the restaurant so that our team members can focus on what matters most to the customer. What matters most is not that a crew member heard their order, it’s that their order’s right and the food is hot and fresh and delicious.”
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$HLT $WEN
Hilton is using AI to make routine updates to its content, like finding the right photo to post of each of its 1.3 million hotel rooms, CMO Mark Weinstein said. The hotel chain is also using the tech for easily automatable tasks like helping customers pick rooms from a floor plan.
“If you focus on the routine things that are low value-add to automate,” Weinstein said, “it ultimately reinforces the thing we all do best; bringing creativity, bringing the humanity.”
Wendy’s is working with Google Large Language Models to listen to customers and take orders.
“[We can] take out non-value added tasks in the restaurant so that our team members can focus on what matters most to the customer. What matters most is not that a crew member heard their order, it’s that their order’s right and the food is hot and fresh and delicious.”
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AkhenOsiris
$APP
AppLovin today released Consumer Mobile Trends 2024, a new report explaining how consumer mobile apps and direct-to-consumer (DTC) brands can leverage mobile in-app advertising to deliver new growth and expand the reach and impact of their campaigns.
The report suggests that customers acquired through in-app ads are more engaged and loyal than from other channels. For instance, in the fintech sector, in-app ad customers open their apps 9 times per month on average, compared to 5.8 times for social media-acquired customers1. This increased engagement leads to more repeat transactions, drives higher revenue and allows marketers to reinvest back in their business.
“The shift in consumer behavior toward mobile devices has driven the need for a corresponding shift in marketing toward mobile in-app advertising,” Andrey Kazakov, VP of Demand at AppLovin. “Simply put, brands need to meet their customers where they are. The mobile environment is purpose-built to drive performance, making it a natural fit for DTC brands to engage with customers and drive meaningful engagement and retention.”
Nearly 50% of online transactions will occur on mobile devices this year and are expected to reach 62% by the end of 2025. AppLovin’s Consumer Mobile Trends 2024 report provides a framework for starting and scaling in-app advertising, and dives into:
> Shifts in consumer behavior impacting mobile spending. As reliance on mobile devices increases, consumer spending has reached unprecedented levels.
> How mobile in-app advertising delivers untapped scale. Consumer brands can reach over 5 billion global smartphone users every day with mobile in-app advertising -- a scale that rivals any other marketing channel.
> Brand safety as a built-in function of mobile advertising. Mobile apps are subject to app store reviews and guidelines, and in-app ads maintain 100% share-of-voice, thus unlikely to appear next to risky content.
“We’re able to launch, monitor, and optimize our mobile in-app campaigns with minimal effort,” said Marian Bucher, Growth Expert at online shopping platform OTTO. “AI technology excels at pinpointing the right users to grow the volume and average order value of purchases.”
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$APP
AppLovin today released Consumer Mobile Trends 2024, a new report explaining how consumer mobile apps and direct-to-consumer (DTC) brands can leverage mobile in-app advertising to deliver new growth and expand the reach and impact of their campaigns.
The report suggests that customers acquired through in-app ads are more engaged and loyal than from other channels. For instance, in the fintech sector, in-app ad customers open their apps 9 times per month on average, compared to 5.8 times for social media-acquired customers1. This increased engagement leads to more repeat transactions, drives higher revenue and allows marketers to reinvest back in their business.
“The shift in consumer behavior toward mobile devices has driven the need for a corresponding shift in marketing toward mobile in-app advertising,” Andrey Kazakov, VP of Demand at AppLovin. “Simply put, brands need to meet their customers where they are. The mobile environment is purpose-built to drive performance, making it a natural fit for DTC brands to engage with customers and drive meaningful engagement and retention.”
Nearly 50% of online transactions will occur on mobile devices this year and are expected to reach 62% by the end of 2025. AppLovin’s Consumer Mobile Trends 2024 report provides a framework for starting and scaling in-app advertising, and dives into:
> Shifts in consumer behavior impacting mobile spending. As reliance on mobile devices increases, consumer spending has reached unprecedented levels.
> How mobile in-app advertising delivers untapped scale. Consumer brands can reach over 5 billion global smartphone users every day with mobile in-app advertising -- a scale that rivals any other marketing channel.
> Brand safety as a built-in function of mobile advertising. Mobile apps are subject to app store reviews and guidelines, and in-app ads maintain 100% share-of-voice, thus unlikely to appear next to risky content.
“We’re able to launch, monitor, and optimize our mobile in-app campaigns with minimal effort,” said Marian Bucher, Growth Expert at online shopping platform OTTO. “AI technology excels at pinpointing the right users to grow the volume and average order value of purchases.”
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App Economy Insights
♪ TikTok Music is shutting down in November.
It was in beta in 5 countries.
This is good news for Spotify $SPOT, removing a threat in mature markets. But it’s a reminder that music streaming is a difficult business, and most of the value capture is elsewhere. https://t.co/bwNwg0rkVM
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♪ TikTok Music is shutting down in November.
It was in beta in 5 countries.
This is good news for Spotify $SPOT, removing a threat in mature markets. But it’s a reminder that music streaming is a difficult business, and most of the value capture is elsewhere. https://t.co/bwNwg0rkVM
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Stock Analysis Compilation
Southernsun on Dycom Industries $DY US
Thesis: Dycom Industries is poised for growth in fiber construction with strong demand from federal programs, ongoing M&A opportunities, and effective leadership succession in place
(Extract from their Q2 letter) https://t.co/zb8wow6hOf
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Southernsun on Dycom Industries $DY US
Thesis: Dycom Industries is poised for growth in fiber construction with strong demand from federal programs, ongoing M&A opportunities, and effective leadership succession in place
(Extract from their Q2 letter) https://t.co/zb8wow6hOf
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App Economy Insights
Will AR glasses replace our phones?
Mark Zuckerberg thinks so.
$META unveiled Meta Orion, the "most advanced AR glasses ever made."
🧠 Contextual AI
✨ Holographic displays.
🕶️ Lightweight & comfortable.
😎 Blends digital & physical worlds. https://t.co/wdPqdUDyCc
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Will AR glasses replace our phones?
Mark Zuckerberg thinks so.
$META unveiled Meta Orion, the "most advanced AR glasses ever made."
🧠 Contextual AI
✨ Holographic displays.
🕶️ Lightweight & comfortable.
😎 Blends digital & physical worlds. https://t.co/wdPqdUDyCc
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Offshore
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App Economy Insights
📺 US TV Time August 2024:
Streaming 41.0% (+2.7pp Y/Y).
• YouTube 10.6% (+1.5pp Y/Y).
• Netflix 7.9% (-0.3pp Y/Y).
• Prime Video 3.1% (-0.3pp Y/Y).
• Hulu 2.4% (-1.2pp Y/Y).
• Disney+ 2.3% (+0.3pp Y/Y).
Source: Nielsen. $GOOG $NFLX $AMZN $DIS https://t.co/48MbjfdyyF
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📺 US TV Time August 2024:
Streaming 41.0% (+2.7pp Y/Y).
• YouTube 10.6% (+1.5pp Y/Y).
• Netflix 7.9% (-0.3pp Y/Y).
• Prime Video 3.1% (-0.3pp Y/Y).
• Hulu 2.4% (-1.2pp Y/Y).
• Disney+ 2.3% (+0.3pp Y/Y).
Source: Nielsen. $GOOG $NFLX $AMZN $DIS https://t.co/48MbjfdyyF
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AkhenOsiris
$META $NVDA $AVGO
Zuckerberg comments on AI scaling and the thirst for continually training models:
"So that leads to this dynamic where Llama 3 you know we could train on you know 10 to 20,000 GPUs, Llama 4 we could train on you know more more than 100,000 GPUs, Llama 5 we can plan to scale even further and there's just an interesting question of how far that goes.
It's totally possible that at some point we just like hit a limit and just like previous systems there's an asymptote and it doesn't keep on growing but it's also possible that that limit is not going to happen anytime soon and that we're going to be able to keep on just building more clusters and generating more you know synthetic data to train the systems and that they're just going to keep on getting more and more useful for people for quite a while to come. It's a really big and high stakes question I think for for the company is because we're basically making these bets on how much infrastructure to build out for the future and this is like hundreds of billions of dollars of infrastructure so like I'm clearly betting that this is going to keep scaling for a while.
It's one of the big questions I think in the field because it is possible that it doesn't. You know that obviously would lead to a very different world where it's I mean I'm sure people still figure it out eventually just need to make some new fundamental improvements to the architecture in some way but that might be a somewhat longer trajectory for okay maybe you know the the kind of fundamental AI advances slow down for a bit and we just take some time to build new products around this or it could be the case, and that's what I'm betting on, that the fundamental AI will just continue advancing for quite a while and that we're going to get both a new set of products that are just really compelling in all these ways and that the technology landscape and what's possible will just continue being dynamic over like a 20-year period and that's probably what I'd guess is going to happen but it I think it's one of the bigger questions in the industry."
Source: youtube.com/watch?v=oX7OduG1…
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$META $NVDA $AVGO
Zuckerberg comments on AI scaling and the thirst for continually training models:
"So that leads to this dynamic where Llama 3 you know we could train on you know 10 to 20,000 GPUs, Llama 4 we could train on you know more more than 100,000 GPUs, Llama 5 we can plan to scale even further and there's just an interesting question of how far that goes.
It's totally possible that at some point we just like hit a limit and just like previous systems there's an asymptote and it doesn't keep on growing but it's also possible that that limit is not going to happen anytime soon and that we're going to be able to keep on just building more clusters and generating more you know synthetic data to train the systems and that they're just going to keep on getting more and more useful for people for quite a while to come. It's a really big and high stakes question I think for for the company is because we're basically making these bets on how much infrastructure to build out for the future and this is like hundreds of billions of dollars of infrastructure so like I'm clearly betting that this is going to keep scaling for a while.
It's one of the big questions I think in the field because it is possible that it doesn't. You know that obviously would lead to a very different world where it's I mean I'm sure people still figure it out eventually just need to make some new fundamental improvements to the architecture in some way but that might be a somewhat longer trajectory for okay maybe you know the the kind of fundamental AI advances slow down for a bit and we just take some time to build new products around this or it could be the case, and that's what I'm betting on, that the fundamental AI will just continue advancing for quite a while and that we're going to get both a new set of products that are just really compelling in all these ways and that the technology landscape and what's possible will just continue being dynamic over like a 20-year period and that's probably what I'd guess is going to happen but it I think it's one of the bigger questions in the industry."
Source: youtube.com/watch?v=oX7OduG1…
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