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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
10
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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
31
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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
16
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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
26
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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
43
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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
34
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GenAI: From Breakthroughs to Bottom Lines
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June 2024
AI is Revolutionary, but Investors are Getting Ahead of Themselves
I decided to share some short thoughts on the semiconductor space and the AI frenzy that we are witnessing. Nvidia and it's future, SLMs and what the…
Jun 20, 2024
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Rihard Jarc
33
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AI is Revolutionary, but Investors are Getting Ahead of Themselves
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April 2024
Meta's next growth driver - AI
In this article, I will touch on three core topics; The development of Meta's core apps and the potential there, What does AI mean for Meta (short-term…
Apr 30, 2024
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Rihard Jarc
38
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Meta's next growth driver - AI
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Alternative data & insights for April - AI cloud workloads, WhatsApp ramp up, Hardware engineers frenzy
Interesting data and insights from alternative data sources. Companies are starting to move past the »test« phase of AI workloads. Open-source AI models…
Apr 23, 2024
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Rihard Jarc
6
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Alternative data & insights for April - AI cloud workloads, WhatsApp ramp up, Hardware engineers frenzy
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