If you found it insightful, reshare it with your network.Find me → @_avichawlaEvery day, I share tutorials and insights on DS, ML, LLMs, and RAGs.Avi Chawla (@_avichawla):Pytest for LLM Apps is finally here!DeepEval turns LLM evals into a two-line test suite to help you identify the best models, prompts, and architecture for AI workflows (including MCPs).Works with all frameworks like LlamaIndex, CrewAI, etc.100% open-source with 11k stars! https://t.co/Xayu1aFGFV ...

Market Capitalization - Nvidia's stock price has increased more than tenfold compared to Apple's over the past two years [4] - Investors believe Apple has missed the AI wave, while Apple's Siri remains significantly behind competitors like Xiaomi's Xiao Ai [5][6] Historical Context - Steve Jobs' NeXT and Pixar were founded on advanced hardware designs, with NeXT introducing the NeXTdimension graphics card in 1991, which was ahead of its time [7][8] - NeXT's graphics accelerator utilized a superior Intel i860 processor, marking an early instance of GPGPU technology [9] Company Dynamics - Historical tensions between Apple and Nvidia stem from patent disputes and Nvidia's attempts to dominate Apple's ecosystem [14][15] - Apple has chosen to forgo Nvidia's GPUs to maintain control over its ecosystem, even impacting its automotive ambitions [15][16] Technological Developments - Apple is developing its own data center chips, with plans to utilize a "glue" approach for chip integration, similar to AMD's Chiplet strategy [17][18] - Apple has reportedly rented Google's TPU clusters for training and plans to mass-produce a data center chip designed by Broadcom next year [19] Competitive Landscape - Apple does not require CUDA within its ecosystem, similar to Google's situation [21][22] - The AI battlefield is shifting from cloud computing to user experience, with the competition between Nvidia's development ecosystem and Apple's application ecosystem defining the next decade [28]

RAG技术应用 - 企业正在构建基于超过 100 个数据源的 RAG 系统 [1] - Microsoft 在 M365 产品中提供 RAG 技术 [1] - Google 在 Vertex AI Search 中提供 RAG 技术 [1] - AWS 在 Amazon Q Business 中提供 RAG 技术 [1] 技术趋势 - 行业正在构建基于 MCP 驱动的 RAG 系统，数据源超过 200 个，并且 100% 本地化 [1]

Core Viewpoint - Snap is expected to report its second-quarter 2025 results on August 5, with revenues estimated at $1.34 billion, reflecting an 8.03% increase year-over-year, while earnings are projected to decrease by 50% to 1 cent per share [2][10]. Financial Performance - The Zacks Consensus Estimate indicates that Snap has consistently surpassed earnings expectations in the past four quarters, with an average positive surprise of 18.57% [3]. - The anticipated revenue growth is supported by Snap's Direct Response ad business, which constituted 75% of total ad revenues in the first quarter, alongside strong demand from small and medium-sized businesses (SMBs) [7][10]. Cost and Investment Factors - Snap is likely to experience pressure on profitability due to ongoing investments in its advertising platform and content infrastructure, as well as increased spending on AI and machine learning [4][10]. - Selective hiring in engineering and go-to-market roles to support SMB clients may have further constrained margin expansion, despite a lowered full-year cost guidance by $50 million [5][10]. User Growth and Engagement - Daily active users (DAUs) are projected to rise from 460 million to 468 million, with the Zacks Consensus Estimate for total global DAUs at 467.95 million for the second quarter, driven by growth in emerging markets [8][10]. - Snap's expanding global reach, with monthly active users surpassing 900 million in April, is expected to enhance engagement and contribute to top-line growth [8][10]. Earnings Expectations - Snap currently has an Earnings ESP of -100.00% and a Zacks Rank of 2, indicating a challenging outlook for an earnings beat in the upcoming report [11].

If you’ll be at ICML between 13-19 July, you can register to connect with some of our ML team at the event, and find out more about our work as well as current opportunities at Isomorphic Labs. Make sure you catch @_lychrel and @benrozemberczki’s talk too.If you would like to meet with the team, register your interest here: https://t.co/nJaWaAqyMS#ICML2025 ...

If you found it insightful, reshare it with your network.Find me → @_avichawlaEvery day, I share tutorials and insights on DS, ML, LLMs, and RAGs.Avi Chawla (@_avichawla):Let's build an MCP-powered RAG over videos, step-by-step: ...

Group 1 - The event CVPR 2025 in Nashville will feature multiple informal gatherings and social events for networking among AI/ML professionals [1] - Z Potentials is organizing these gatherings, which will focus on specific topics while maintaining a friendly atmosphere [1][2] - Participants include academic professionals, paper authors, and AI/ML engineers and researchers working in North America [2] Group 2 - The gatherings will cover various themes such as Embodied AI & Robotics, Multimodal & Foundation, and will facilitate discussions ranging from technical trends to industry insights [2] - After the events, there will be opportunities for resource sharing and deep social connections, as well as cross-industry collaboration [2]

Summary of JFrog Conference Call Company Overview - JFrog has over 7,300 customers as of the end of 2024 [3] - The company has penetrated more than 82% of the Fortune 100 across all industries [4] - JFrog employs over 1,600 people and has a Total Addressable Market (TAM) exceeding $40 billion [4] - The company reported $450 million in revenue over the last twelve months, reflecting a 22% year-over-year growth [4] - JFrog generated $119 million in free cash flow and has a net dollar retention rate of 116% [4] Business Model and Financial Metrics - JFrog operates on a subscription-based model, with consistent revenue growth [12][13] - The company has a high gross retention rate of 97%, indicating strong customer loyalty [14] - The revenue growth for Q1 was also 22%, with guidance indicating a 17% growth for the upcoming year [13] Product Offerings - JFrog aims to streamline the DevOps process, integrating DevOps, DevSecOps, and MLOps into a single platform [5][9] - The company manages binaries, which are critical in the software supply chain, and offers advanced security products to protect these binaries [6][7] - JFrogML, a recently launched product, manages large language models and integrates with repositories like Hugging Face [9][10] Market Position and Competitive Landscape - JFrog has a strong position in the market, with significant penetration in various industries and a long runway for growth [12][17] - The company faces competition primarily from Sonatype and Cloudsmith in the Artifactory space, with Sonatype experiencing scalability issues [49][50] - JFrog differentiates itself by focusing on binary management and security, which is increasingly becoming an attack vector in software development [54] Strategic Partnerships - JFrog has established a partnership with GitHub to enhance integration between source code and binaries, improving user experience and security [40][41] - The collaboration aims to consolidate security tools and streamline the management of vulnerabilities [46] Future Outlook - JFrog is confident in its go-to-market strategy, having invested in building a strong enterprise sales team and seeing growth in million-dollar customers [62] - The company anticipates that the migration from self-hosted to cloud solutions will drive additional revenue growth [66] - JFrog expects its net dollar retention rate to remain stable at 116%, with potential for growth as customers increase usage beyond minimum commitments [68] Additional Insights - The shift towards AI and machine-generated code is expected to increase the volume of binaries, benefiting JFrog's business model [71][72] - JFrog's pricing model varies based on deployment type, focusing on data transfer, storage, and the number of contributing developers for advanced security [78]