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TSMC - the leading edge semiconductor monopoly
I want to share some findings about Taiwan Semiconductor (TSMC). It should be on the radar of all investors following the AI space and technology…
Mar 30
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Rihard Jarc
27
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TSMC - the leading edge semiconductor monopoly
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Google is doing better than expected & why investors are getting overly pessimistic
Search might have a longer run rate. GCP looks like the best-positioned cloud right now. Waymo breakthrough might be sooner than we think. Google's…
Mar 16
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Rihard Jarc
31
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Google is doing better than expected & why investors are getting overly pessimistic
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January 2025
DeepSeek and the ramification on the AI industry: winners and losers?
I wanted to share my thoughts on the recent breakthrough of the Chinese R1 DeepSeek LLM model and the repercussions that this breakthrough will have on…
Jan 27
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Rihard Jarc
73
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DeepSeek and the ramification on the AI industry: winners and losers?
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How Snap Holds the Keys to Its Own Future
In this article, I am breaking down my thesis on the company I have accumulated over the last few months, and has now become a substantial position of…
Jan 6
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Rihard Jarc
11
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How Snap Holds the Keys to Its Own Future
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December 2024
The AI nuclear renaissance - SMRs role
Today's article is a deep dive into nuclear energy and, specifically, the small modular reactor (SMR) industry, especially in relation to AI data center…
Dec 10, 2024
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Rihard Jarc
14
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The AI nuclear renaissance - SMRs role
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Google's Sum-of-Parts Analysis: Why a Breakup Shouldn't Alarm Shareholders
Given the pressure big tech is getting lately from antitrust regulators, I decided to share my sum-of-parts analysis on the example of Google and what…
Dec 1, 2024
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Rihard Jarc
49
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Google's Sum-of-Parts Analysis: Why a Breakup Shouldn't Alarm Shareholders
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November 2024
Nvidia's earnings and the LLM scaling laws slowdown?
Given the importance of Nvidia on the whole AI market and the topic of slowing scaling laws for LLMs, I decided to publish my overview of their latest…
Nov 22, 2024
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Rihard Jarc
17
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Nvidia's earnings and the LLM scaling laws slowdown?
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The hyperscaler - LLM provider relationships are starting to heat up
the relationships between LLM providers and cloud providers. As once the relationship was relatively straightforward, now it is becoming more and more…
Nov 15, 2024
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Rihard Jarc
27
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The hyperscaler - LLM provider relationships are starting to heat up
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October 2024
Inside the AI Chip Market: NVIDIA, TSMC, Custom ASICs
I am sharing my research findings on the AI semiconductor industry in this article. I analyzed more than 100 interviews from different industry…
Oct 30, 2024
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Rihard Jarc
29
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Inside the AI Chip Market: NVIDIA, TSMC, Custom ASICs
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The future of consumer devices - AI assistants
With the emergence of GenAI, the world is changing for both enterprises and consumers. The use cases for enterprises are much more apparent as LLMs, for…
Oct 25, 2024
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Rihard Jarc
12
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The future of consumer devices - AI assistants
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The next tectonic shift in AI: Inference
OpenAI's o1 model is changing the landscape and forces in the industry to a considerable extent. Inference has become a new scaling paradigm. Models…
Oct 11, 2024
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Rihard Jarc
47
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The next tectonic shift in AI: Inference
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August 2024
GenAI: From Breakthroughs to Bottom Lines
The reality is that because of the fast pace of development of other LLM providers, primarily Anthropic, Llama, Google's Gemini, and even some Chinese…
Aug 19, 2024
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Rihard Jarc
35
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GenAI: From Breakthroughs to Bottom Lines
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