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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
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 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'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
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: 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
Monthly alternative data report: OpenAI, Google, Meta, Nvidia, Amazon, Microsoft Anthropic
I decided to post an article summarizing some of the most valuable insights from various alternative data providers, and research reports that I found…
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Rihard Jarc
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…
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Rihard Jarc
5
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
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
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