Dataconomy

Notes from dennis Questions around AI chips and exports are complicated. The change in US administration will bring it’s own set of additional considerations. There has to be a balance …

Notes from dennis An often-overlooked benefit of AI is the scale that you can achieve. Looking at the stock market is a perfect example of that scale and the benefits …

Notes from dennis One of my highlights from CES 2025 was this keynote; I really enjoyed it. I was most impressed by how technically-sound Huang remains – that’s not common …

Notes from dennis 2030? That sounds way too far into the future, I’d cut the time in half. But, of course, this is one of those scenarios where I’m happy …

Notes from dennis I don’t often hide the fact that I am disappointed in Google and their flat-footed response in the AI race. A generous ranking would put them in …

Notes from dennis As the business side of AI matures, there will be an increasing number of winners & losers. Nvidia makes for a formidable opponent with the knowledge and …

Notes from dennis It’s always exciting to hear about new investments in data. But this article cites two foreign sources of money. Is that a cause for concern? Time will …

Notes from dennis This is not investing advice: my visit to CES 2025 and listening to the Jensen Huang keynote taught me that I do not own nearly enough Nvidia …

Notes from dennis The issue of copyright is somethng that all gen AI companies will need to deal with, well, forever! OpenAI needs to get their tools in place ASAP …

Notes from dennis While there are still many companies & industries that resist the use of cloud, the amount of data required by AI may cause some of these companies …