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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…
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Rihard Jarc
8
Generative AI - which industries and what companies stand to benefit
We are really at the early beginnings of what this technology is capable of. We touch on many things already, and the future, as I see it, is companies…
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Rihard Jarc
4
The Assets of the Metaverse
This year I took a step deeper and really explored what the so-called Metaverse could be like and what assets could be interesting to own as an investor…
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Rihard Jarc
2
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…
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Rihard Jarc
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…
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Rihard Jarc
4
Meta’s challenges - the narrative vs reality
An article addressing and elaborating on three main concerns investors have with the company. The rise of TikTok, Apple privacy change and the…
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Rihard Jarc
6
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…
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Rihard Jarc
8
Google: The Innovator's Dilemma is real
In this article, I will explain my thoughts on Google and why I recently sold it. My concerns have recently grown stronger due to the emergence of LLMs…
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Rihard Jarc
10
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…
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Rihard Jarc
4
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…
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Rihard Jarc
3
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…
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Rihard Jarc
9
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…
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Rihard Jarc
6
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