RT Wei Dai (@_weidai)Make sure you are a platform business if you are building software.Find ways to make your product more valuable as more people use it, i.e. manufacture network effects for your productIt may not be obvious but I believe you can platformize most software products ...

Awesome. [Music] Uh, hi everyone. My name is Tomas.I'm one of the co-founders of Graphite. Graphite is an AI code review uh, company. So to give some context on sort of where we see the industry right now and where we see it going.Software development currently and has always had two loops. The inner loop which is focused on development and the outer loop that's focused on review. Developers spend time in the inner loop.They get their code working. They get the feature the way they want it and then they go ...

China’s main chip investment fund is planning to focus on the nation’s key shortcomings in sectors like lithography and semiconductor design software, adjusting its approach to better overcome US efforts to stop its technological advances https://t.co/zrLme98Xsh ...

Core Insights - Palantir Technologies has experienced a significant stock increase of 2,100% since January 2023, driven by the surge in demand for artificial intelligence (AI) following the launch of ChatGPT [1] - Despite the stock's impressive performance, most Wall Street analysts consider it overvalued, with a median target price of $110 per share, indicating a potential 23% downside from the current price of $143 [2] - Dan Ives from Wedbush Securities maintains a bullish outlook, raising his target price to $140 per share and projecting Palantir could become a trillion-dollar company within three years, suggesting a 199% upside from its current market value of $335 billion [2] Company Positioning - Palantir is well-positioned in the rapidly growing AI platforms market, with International Data Corp. estimating a 40% annual increase in AI platform spending through 2028 [5] - The launch of Palantir's AIP product in 2023 has established it as one of the largest players in the AI market, enabling clients to leverage generative AI in their operations [5] - The company's ontology-based software architecture differentiates it by linking digital information to real-world assets, allowing users to derive insights and optimize decision-making [6] Financial Performance - Palantir reported a 39% increase in revenue to $884 million in the first quarter, marking the seventh consecutive acceleration, with strong sales growth in both U.S. commercial and government segments [8] - Non-GAAP net income rose 62% to $0.13 per diluted share, with management attributing the strong results to AIP demand and raising full-year revenue guidance to a 36% increase in 2025 [8] Valuation Concerns - Palantir's stock trades at 310 times adjusted earnings, which is considered excessively high, especially given the Wall Street consensus of 31% annual growth in adjusted earnings through 2026, resulting in a PEG ratio of 10 [9] - The stock also trades at 114 times sales, significantly higher than the next closest S&P 500 stock, Texas Pacific Land, which trades at 33 times sales, indicating that Palantir could still be the most expensive stock even with a 70% decline [10] Future Outlook - The company is expected to maintain momentum due to foundational investments in ontology and infrastructure, positioning it to meet AI demand in the future [9] - While there is optimism about Palantir's potential to reach a trillion-dollar valuation, skepticism exists regarding the three-year timeline proposed by analysts, given the stock's high valuation and associated risks [11]

图片来源： Andrej Karpathy LLM 更是操作系统：一个正在重塑的计算生态 我们该如何理解 LLM ？吴恩达曾说 "AI 是新的电力 " ，这个比喻很传神，因为它确实展现了 LLM 如同公共设施的一面：由大型公司投入巨额资本构建 " 电网 " 训练大模型，然后通过 API 按流量计费输送 " 智能 " 。但我觉得，一个更贴切的比喻是： LLM 是一种新型的操作系统 (LLM OS) 。 在这个 "LLM 操作系统 " 的架构中， LLM 本身扮演着中央处理器（ CPU ）的角色，负责核心的逻辑处理；其不断扩展的上下文窗口则像是计算机的内存 （ RAM ），承载着临时的工作信息 ；而它能够调用的计算器、代码解释器、浏览器等外部工具，就好比是操作系统的外部设备（ Peripherals ）。 更有趣的是，我们现在正处于 LLM OS 的 "1960 年代 " 。由于算力昂贵， LLM 被集中部署在云端，我们都像是通过 " 瘦客户端 " （终端）与大型机进行 交互的 " 分时共享 " 用户。个人电脑（ PC ）的革命尚未到来，但我们已经看到了早期迹象（比如用 Mac Mini 在本地运行模型）。 而我 ...

कॉलेज स्टूडेंट से पूछता हूं कि आपको अपनी करियर में आगे क्या करना है. तो उनके जनरली तीन आंसर्स होते हैं। पहला आंसर होता है कि या तो मुझे अपनी एक ड्रीम जॉब चाहिए। मुझे एक हाई पेइंग पैकेज चाहिए। बहुत अच्छा पैकेज और एक ड्रीम जॉब। दूसरा मोस्ट कॉमन आंसर जो मैं सुनता हूं वो होता है कि मुझे अपना पैशन फॉलो करना है। मुझे एक यूबर बनना है या मुझे एक Instagram इन्फ्लुएंसरर बनना है या फिर मुझे एक खुद जो मुझे इंटरेस्ट है पैशन वो फॉलो करना है। और तीसरा मोस्ट कॉमन आंसर जो मुझे मिलता है वो जनरली मिलता है कि मुझे खुद की एक कं ...

转自：机器之心 Y Combinator 最近在旧金山举办的 AI Startup School 活动，邀请了大量 AI 领域最具影响力的创始 人和专家进行现场对谈和演讲，之前 Andrej Karpathy 在活动上的演讲视频爆火，现在 OpenAI CEO Sam Altman 的最新采访也已上线。 视频地址：https://www.youtube.com/watch?v=V979Wd1gmTU 这次对话为我们理解 AI 的当下与未来，以及其背后核心驱动者的思考，提供了一个直接且全面的视 角。 我们将访谈内容总结为以下这些关键问题，在不改变原意的情况下使读者以更清晰的结构了解访谈内 容。 行业未来会怎样 AI 的演进从未停止，交互的形态也必将迭代。Sam Altman 在此描绘了一幅激动人心的技术路线图， 预言了 AI 从问答工具到 全天候智能体 的进化。 在本次采访中，Altman 深入复盘了从早期创业艰辛到缔造 OpenAI 的完整历程。他不仅分享了对雄 心、责任及全球瞩目下如何前行的思考，还就早期关键决策、未来技术机遇、产品形态及个人领导哲学 等话题，给出了深刻洞见。 他不仅展望了 GPT-5 及后 ...

Core Insights - The article highlights Uttam's focus on growth-oriented investment analysis, particularly in the technology sector, including semiconductors, artificial intelligence, and cloud software [1] - Uttam's research extends to MedTech, Defense Tech, and Renewable Energy, indicating a diverse investment approach [1] - The Pragmatic Optimist Newsletter, co-authored by Uttam and Amrita Roy, is recognized by major publications like the Wall Street Journal and Forbes, showcasing its influence in the investment community [1] - Uttam's prior experience in Silicon Valley with leading technology firms such as Apple and Google adds credibility to his research [1]

Group 1 - BlackBerry Limited is set to release its first-quarter earnings results on June 24, with analysts expecting earnings of $0 per share, a significant decrease from $2.73 per share in the same period last year [1] - The projected quarterly revenue for BlackBerry is $112.19 million, down from $144 million a year earlier [1] - BlackBerry's subsidiary QNX has signed a Memorandum of Understanding with Vector Informatik to develop a new software platform for software-defined vehicles [2] Group 2 - BlackBerry shares increased by 2.1%, closing at $4.32 on the day of the announcement regarding the MoU [2] - CIBC analyst Todd Coupland maintained an Outperformer rating but reduced the price target from $7 to $6 [5] - RBC Capital analyst Paul Treiber kept a Sector Perform rating and lowered the price target from $4 to $3.75 [5] - Canaccord Genuity analyst Michael Walkley maintained a Hold rating and cut the price target from $4.75 to $4.25 [5] - TD Cowen analyst Daniel Chan upgraded the stock from Hold to Buy and raised the price target from $3.25 to $4 [5]

Core Insights - The article presents a comparison between GitLab (NASDAQ: GTLB) and monday.com (NASDAQ: MNDY), highlighting their similar sizes and high rankings in a SaaS scorecard [1] Company Comparison - GitLab and monday.com are both positioned as significant players in the SaaS industry, indicating their competitive nature and potential for growth [1] - The analysis is based on the expertise of the author in SaaS software and related technologies, suggesting a well-informed perspective on the companies' performances [1]