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.

Deep Fundamental Analysis

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

Altman Allure at OpenAI: Where the Hunter Gets Hunted

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

A Bull Investment Case for TSMC (Summary Version)

Energy Transition | AI | Shifting World Order, Mint Finance

Pranay Yadav

Energy Transition | AI | Shifting World Order

Equity Bottom-Up

<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?