🔥 Hot Takes Tuesday for 2024-08-06
Off the cuff analysis in a rapid fire format.
Let’s dig in…
Funds, Funding, and M&A
https://www.techmeme.com/240806/p41#a240806p41
💰 + 🍪 This is a friendly reminder that $30M goes a very long way when companies are able to consider alternatives to NVIDIA such as AMD.
https://www.techmeme.com/240806/p29#a240806p29
🏭 + 🤖 The size and impact of IIoT cannot be understated as well as the insights it will provide by harnessing of the data it will produce.
https://www.techmeme.com/240806/p20#a240806p20
📚 + 🤖 If content is king, then perhaps legitimate licensing of content will render princely sums to creators of content (as compared to overt scraping of content creator works to train models for profile without any licensing consideration of the creators impacted).
https://www.techmeme.com/240806/p11#a240806p11
🔐 + 🤖 If there is one trend in cybersecurity, it is the constant drum beat of spy vs. spy competition between those with data to protect and those with angles to intercept and leverage that data.
https://www.techmeme.com/240805/p10#a240805p10
💰 + 🍪 Hiring a former Intel executive around the time of a Series D for a Language Processing Unit (LPU) company is an intriguing play and speaks to the growing interest in development of alternatives to NVIDIA.
