RT @zimmskal: Llama 3 70B takes the king’s crown 👑 from GPT-4 Turbo
– 100% in coverage and 70% in quality of code
– 💵 most cost-effective…— Abhay 🇸🇬🇮🇳 (@Abhay08)
May 3, 2024
– Looking at their balance sheet, their dry powder will deplete. So new acquisitions will likely come with equity. Win-win for acquiree and shareholders.
– Organic innovation still seems unaddressed, as with the buyback they might not be able to take moon shots— Abhay 🇸🇬🇮🇳 (@Abhay08)
May 3, 2024
– With the democratization of open-source foundational models, monetization will likely come from their utilization, which Apple will enable with their devices’ ecosystem.
— Abhay 🇸🇬🇮🇳 (@Abhay08)
May 3, 2024
– Their silicon strength and fab supply chain influence will likely give them an edge over Nvidia
– GenAI / OpenAI is not a threat to them. Just a matter of time to allocate enggs and they can do it. Apple might partner with OpenAI— Abhay 🇸🇬🇮🇳 (@Abhay08)
May 3, 2024
So difficult to make sense of Apple’s $110 Billion Stock Buyback Plan. Their moat in devices, silicon-to-retail, is undisputed and the GenAI froth will subside, but the innovation element is still missing, Vision pro bleh https://t.co/uKixMt1x4O
— Abhay 🇸🇬🇮🇳 (@Abhay08)
May 3, 2024
Stripe, doubling down on embedded finance, de-couples payments from the rest of its stack. Getting lean before IPO and riding the embedded finance wave https://t.co/VYiUGzPO2H
— Abhay 🇸🇬🇮🇳 (@Abhay08)
Apr 24, 2024
RT @mikulaja: 🚨 BREAKING: Synapse to sell assets for just $9.7 million, Evolve will cover any shortfalls in end-user funds, bankruptcy fili…
— Abhay 🇸🇬🇮🇳 (@Abhay08)
Apr 24, 2024
RT @sanitarypanels: Don’t vote NOTA
#LokSabaElection2024 https://t.co/9goD7kwFlw
— Abhay 🇸🇬🇮🇳 (@Abhay08)
Apr 19, 2024
Always value people who bet on you very early – offering pro-rata is the least you can do, especially when one is building a business not for VC treadmills https://t.co/tGsnTwNXQq
— Abhay 🇸🇬🇮🇳 (@Abhay08)
Apr 18, 2024
The earlier – Always value people who bet on you very early – offering pro-rata is the least you can do, especially when one is building a business not for VC treadmills https://t.co/tGsnTwNXQq
— Abhay 🇸🇬🇮🇳 (@Abhay08)
Apr 18, 2024