Diversification sometimes makes decisions more difficult. If you have two companies that are of the same size, and doing roughly the same thing, deciding which one to hold can be tough. Until one is firmly established as a leader, your choice will change as information changes. The easy way out is to purchase both stocks, […]
What’s the most common mistake newbie investors make? No Little Johnny, it’s not backing up the truck on a stonk because a “community” of cheerleaders convinced you to, nor is it thinking a $5 stock is cheaper than a $100 stock. The mistake we see made most often is providing share price performance without utilizing […]
The more things change, the more they stay the same. That’s going to be the theme of our article as we do our annual check in with UiPath (PATH), a robotic process automation (RPA) company that just cracked $1 billion in revenue for its wide-ranging automation software for enterprises that does just about everything but […]
Our 2020 piece on Investing in Artificial General Intelligence talked about the Bugatti of computing – Microsoft’s AI supercomputer which was solely developed for OpenAI. At the time, it was a single system using more than 285,000 CPU cores, 10,000 GPUs, and 400 gigabits per second of network connectivity for each GPU server, making it one […]
Tired of reading about ChatGPT? Us, too. The hand wringing over of how artificial intelligence is going to put writers and artists, among many other white-collar criminals, out of a job is missing the point. The power of generative AI, the particular kind of machine-learning technique behind ChatGPT, has yet to be tapped. The big […]
We invest in companies, not stocks. That’s easier said than done, as there’s always a temptation to focus on what a stock price has been doing lately. The recent AI hype spurred by ChatGPT sent shares of C3 (AI) soaring. As shareholders, we’re not happy about that, because C3’s share price is now disassociated with […]
One of the biggest moments to date in the evolution of artificial intelligence came in November 2022 when OpenAI, an AI research organization co-founded by Elon Musk to stop the machine apocalypse, released a conversational chatbot that many believe will start the machine apocalypse. ChatGPT is probably the closest we’ve come to the holy grail […]
Remember when a few years ago Amazon announced it would revolutionize healthcare, partnering with heavyweights Berkshire Hathaway and J.P. Morgan? The idea was to experiment with their own employees and eventually roll out some high-tech-enabled platform to other employers. Using big data, AI algorithms, and various telehealth services, Amazon promised to improve primary and urgent […]
We keep waiting for the big brains in tech to create an artificial intelligence that will either enrich our lives beyond imagination or enslave humanity until the end of time. During the interim, we have to settle for news like this: Meta (née Facebook) just released a new AI system that lets people turn text […]
There’s an ongoing debate about the optimal way for computers to see the world as humans can. Computer vision proposes that computers will digest a video stream in the same way our eyes do and react accordingly. LiDAR proposes that computers see using a form of radar that also supports night vision. Both methods will […]