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@aleabitoreddit
Only on X, don’t trust fake accs AI/Semi Supply Chains Research Nothing is investment advice. No paid promos; may trade/hold names disc, views my own.
AI
A post citing Taiwanese press reports revenue of $46.72 billion and record profit of $23.6 billion.
Technology
Google says its new frontier model is available to businesses and developers, with discounted API pricing through November 30.
World & Business
CNBC reports Asian tech stocks fell as U.S. semiconductor losses spread, amid worries about AI financing and competition.
AI
One post questions how much revenue OpenAI keeps after partners take a cut and argues token growth matters more.
Technology
A post claims Muse drew 900,000 downloads in six days, surpassing the earlier Meta AI app's 770,000, and ranked first on both iOS and Google Play.
AI
Vlad Tenev says the infrastructure behind AI matters as much as the models themselves, framing the Crusoe stake as an investment in that foundation.
Technology
Vice president of advanced packaging identifies scaling limits outside foundry processes.
