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.

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<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

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<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

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Pranay Yadav

Metals, Ores, and Mining Firms

<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?

<ul>
<li>OpenAI held its first developer conference on November 6th. The event announced the launch of OpenAI’s latest model and feature upgrades.</li>
<li>The latest OpenAI model, GPT-4 Turbo offers drastically lower costs, updated knowledge cutoff, better vision and voice support, and improved API.</li>
<li>Event unveiled custom chatbots called GPTs for specific applications, showcasing expanded domain knowledge. They'll be sold in a digital store, adding a new revenue stream for OpenAI.</li>
</ul>


OpenAI held its first developer conference on November 6th. The event announced the launch of OpenAI’s latest model and feature upgrades.
The latest OpenAI model, GPT-4 Turbo offers drastically lower costs, updated knowledge cutoff, better vision and voice support, and improved API.
Event unveiled custom chatbots called GPTs for specific applications, showcasing expanded domain knowledge. They'll be sold in a digital store, adding a new revenue stream for OpenAI.


Thematic (Sector/Industry)

<ul>
<li>Amazon’s cloud market share is roughly the sum of Microsoft and Google market share put together.  Microsoft’s market share is twice that of Google.</li>
<li>After stupendous growth over the last five years, cloud business continues to grow but at a slowing pace. Amid tech spend cuts, not every cloud vertical is set to grow.</li>
<li>Those cloud providers enabling AI workloads are primed to soar despite shrinking cloud budgets.</li>
</ul>


Amazon’s cloud market share is roughly the sum of Microsoft and Google market share put together.  Microsoft’s market share is twice that of Google.
After stupendous growth over the last five years, cloud business continues to grow but at a slowing pace. Amid tech spend cuts, not every cloud vertical is set to grow.
Those cloud providers enabling AI workloads are primed to soar despite shrinking cloud budgets.


Not Every Cloud Has A Silver Lining: Some Cloud Offerings Are Set To Soar Despite Slowdown

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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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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

Key Takeaways from OpenAI DevDay

OpenAI’s maiden developer conference featured excitement and anticipation previously seen in Apple keynotes. The event revealed major updates,...

Mint Finance

Not Every Cloud Has A Silver Lining: Some Cloud Offerings Are Set To Soar Despite Slowdown

IMPORTANT NOTE: Data points supporting two charts below are incorrect due to clerical errors. Sorry. Please refer to discussions below for the...

Mint Finance

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52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

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

Key Takeaways from OpenAI DevDay

OpenAI’s maiden developer conference featured excitement and anticipation previously seen in Apple keynotes. The event revealed major updates,...

Mint Finance

Not Every Cloud Has A Silver Lining: Some Cloud Offerings Are Set To Soar Despite Slowdown

IMPORTANT NOTE: Data points supporting two charts below are incorrect due to clerical errors. Sorry. Please refer to discussions below for the...

Mint Finance

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...