Taiwan Tech Focused Senior Analyst

Patrick Liao

Equity Bottom-Up

<ul>
<li>On December 8th, GUC reached its daily limit at the closing price, but the company did not consistently demonstrate an agreeable attitude.</li>
<li>The "AI" is an explicit knowledge for today, while GUC is a company of project based. </li>
<li>GUC's monthly revenue decreased by 22.15% YoY in November 2023.</li>
</ul>


On December 8th, GUC reached its daily limit at the closing price, but the company did not consistently demonstrate an agreeable attitude.
The "AI" is an explicit knowledge for today, while GUC is a company of project based. 
GUC's monthly revenue decreased by 22.15% YoY in November 2023.


GUC (3443.TT): Why the Company Did Show a Bit Cautious Attitude with the Market Price?

Metals, Ores, and Mining Firms, Mint Finance

Pranay Yadav

Metals, Ores, and Mining Firms

Deep Fundamental Analysis

Mint Finance

Mint Finance's investment research blends deep fundamental analysis with technical & quant insights. Investment strategies straddle across multiple asset classes with risk management embedded into every trade to deliver an outsized reward-to-risk ratio.

Mint Finance's research is centered around three key themes. First, energy transition and climate change. Second, artificial intelligence. Third, shifting world order with its impact across politics and monetary economics.

<ul>
<li>Sam returned as the CEO of OpenAI days after his surprise removal. Its board was overhauled with new members – Larry Summers and Bret Taylor.</li>
<li>The surprise removal of Sam was driven by philosophical differences over AI safety. Fears of employee exodus to Microsoft is the primary driver of his return to OpenAI leadership.</li>
<li>Recent events have solidified Microsoft’s partnership with OpenAI and Sam. Outcome from fallout suggests Microsoft will have a larger role in shaping OpenAI’s future.</li>
</ul>


Sam returned as the CEO of OpenAI days after his surprise removal. Its board was overhauled with new members – Larry Summers and Bret Taylor.
The surprise removal of Sam was driven by philosophical differences over AI safety. Fears of employee exodus to Microsoft is the primary driver of his return to OpenAI leadership.
Recent events have solidified Microsoft’s partnership with OpenAI and Sam. Outcome from fallout suggests Microsoft will have a larger role in shaping OpenAI’s future.


Altman Allure at OpenAI: Where the Hunter Gets Hunted

Equity Long-Short, Semiconductors, Fabricated Knowledge

Douglas O'Laughlin

Equity Long-Short, Semiconductors

Fabricated Knowledge

Learn more about the world's most important manufactured product. Meaningful insight, timely analysis, and an occasional investment idea.

<ul><li>Nvidia’s quarter was surprising to me because it was boring. There were a few incremental pieces, but the big news was everything to do with China.</li><li>As you know, there was another round of export restrictions with a myopic focus on AI Accelerators.</li><li>This impacted results and the outlook.</li></ul>

Nvidia’s quarter was surprising to me because it was boring. There were a few incremental pieces, but the big news was everything to do with China.As you know, there was another round of export restrictions with a myopic focus on AI Accelerators.This impacted results and the outlook.

Nvidia's China Problems, Applied Materials, and Microsoft's Accelerators

Global Commodities, Mint Finance

Srinidhi Raghavendra

Global Commodities

<ul>
<li>Sam Altman - one of OpenAI's founders and its CEO - has been ousted from the firm citing lack of consistent communication with the board. </li>
<li>OpenAI has garnered significant spotlight around Gen AI. Surely it is generating revenues at a rapid clip but far from making profits. What will this leadership transition mean?</li>
<li>Sam’s ousting was totally not expected. On 6th November, OpenAI held its first ever developer conference which was led by him. Earlier this week, he spoke at APEC conference. </li>
</ul>


Sam Altman - one of OpenAI's founders and its CEO - has been ousted from the firm citing lack of consistent communication with the board. 
OpenAI has garnered significant spotlight around Gen AI. Surely it is generating revenues at a rapid clip but far from making profits. What will this leadership transition mean?
Sam’s ousting was totally not expected. On 6th November, OpenAI held its first ever developer conference which was led by him. Earlier this week, he spoke at APEC conference. 


Shake Up at OpenAI: Sam Gone, Mira Is Interim CEO, Greg Not Chairman but Remains as President

<ul>
<li>First mover advantage is half-truth. For every academic study proving that first-mover advantages exist, there is a study proving they do not.</li>
<li>Engineers at OpenAI, scaled up a special machine learning method using large data sets to create GPT or "Generative Pre-trained Transformer."</li>
<li>Launch of ChatGPT has put OpenAI revenues on steroids with reports suggesting USD 1.3B this year (versus USD 28 million before ChatGPT was rolled out).</li>
</ul>


First mover advantage is half-truth. For every academic study proving that first-mover advantages exist, there is a study proving they do not.
Engineers at OpenAI, scaled up a special machine learning method using large data sets to create GPT or "Generative Pre-trained Transformer."
Launch of ChatGPT has put OpenAI revenues on steroids with reports suggesting USD 1.3B this year (versus USD 28 million before ChatGPT was rolled out).


Unpacking First Mover OpenAI. Can It Avoid the Fate of Netscape and MySpace?

United States

Microsoft Corporation operates as a software company. The Company offers applications, extra cloud storage, and advanced security solutions. Microsoft serves customers worldwide.

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GUC (3443.TT): Why the Company Did Show a Bit Cautious Attitude with the Market Price?

GUC's daily limit reached, but company's attitude inconsistent. GUC's project-based nature contrasts with the prominence of "AI" knowledge....

Patrick Liao

Altman Allure at OpenAI: Where the Hunter Gets Hunted

Larry Summers on why he joined the board (https://youtu.be/N4eAushwLNE?si=eAK9GKrjmlUuTS-r): "This (technology) needs to be developed rapidly and...

Mint Finance

Nvidia's China Problems, Applied Materials, and Microsoft's Accelerators

Nvidia surprised everyone with a boring result! Applied Materials is an overreaction. Nvidia’s quarter was surprising to me because it was boring.

Fabricated Knowledge

Shake Up at OpenAI: Sam Gone, Mira Is Interim CEO, Greg Not Chairman but Remains as President

Sam Altman has been removed from his position as CEO of OpenAI due to a lack of consistent communication with the board, raising questions about...

Mint Finance

Unpacking First Mover OpenAI. Can It Avoid the Fate of Netscape and MySpace?

At the Ignite conference, Microsoft announced the Maia 100 AI Accelarator which is optimized for Azure. It will cater towards customer's AI demand....

Mint Finance

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GUC (3443.TT): Why the Company Did Show a Bit Cautious Attitude with the Market Price?

​GUC's daily limit reached, but company's attitude inconsistent. GUC's project-based nature contrasts with the prominence of "AI" knowledge....

Patrick Liao

Altman Allure at OpenAI: Where the Hunter Gets Hunted

Larry Summers on why he joined the board (https://youtu.be/N4eAushwLNE?si=eAK9GKrjmlUuTS-r): "This (technology) needs to be developed rapidly and...

Mint Finance

Nvidia's China Problems, Applied Materials, and Microsoft's Accelerators

Nvidia surprised everyone with a boring result! Applied Materials is an overreaction. Nvidia’s quarter was surprising to me because it was boring.

Fabricated Knowledge

Shake Up at OpenAI: Sam Gone, Mira Is Interim CEO, Greg Not Chairman but Remains as President

​Sam Altman has been removed from his position as CEO of OpenAI due to a lack of consistent communication with the board, raising questions about...

Mint Finance

Unpacking First Mover OpenAI. Can It Avoid the Fate of Netscape and MySpace?

At the Ignite conference, Microsoft announced the Maia 100 AI Accelarator which is optimized for Azure. It will cater towards customer's AI demand....

Mint Finance

GUC's daily limit reached, but company's attitude inconsistent. GUC's project-based nature contrasts with the prominence of "AI" knowledge....

Sam Altman has been removed from his position as CEO of OpenAI due to a lack of consistent communication with the board, raising questions about...