This is a report in Bloomberg. Apple should consider replacing Tim Cook as CEO. Lightshed says so.Uh the story says Apple should consider replacing Tim Cook. Um as the iPhone maker struggles with artificial intelligence raise significant risks for the company. Apple needs a product focused CEO not one centered on logistics.The two analysts said missing AI could fundamentally alter the company's long-term trajectory and ability to grow a all grow at all. AI will reshape industries across the global economy a ...

Industry Trend - The Google "Windsurf Deal" serves as a wake-up call for AI startup employees [1]

For almost the entire economy, AI is just not good enough to be able to take over jobs. We had Anthropic try this experiment where they had AI run a vending machine and it couldn't get it right. It was bargained down. It just showed that their most cuttingedge technology was not even able to stock the company fridge. So, I think these layoffs from Microsoft are a retooling uh cutting in areas that it felt needed to be trimmed down a little bit, maybe saving some money because it is going to be spending $80 ...

EXCLUSIVE: Meta hires two Apple AI experts for its superintelligence team shortly after poaching their former boss https://t.co/AqS8gzzXv3 ...

Meta hired a pair of key artificial intelligence researchers who worked at Apple, shortly after poaching their former boss from the iPhone maker https://t.co/4V0JXdJhU8 ...

Zeal Capital Partners raised $82 million for its third fund and plans to invest in 25 early-stage technology companies. Managing Partner Nasir Qadree joined The Enterprise Zone to discuss the new fund. (Photo: Damien Carter)https://t.co/96lP97km0X https://t.co/fEDkHPI1Yi ...

You’re Not Imagining It: AI Is Already Taking Tech Jobshttps://t.co/6aczp4dLKt https://t.co/kXqtt26TWP ...

Core Insights - The investment strategy focuses on acquiring strong businesses when they are undervalued, emphasizing the importance of quality and price [1] - The portfolio has evolved through various industries, including technology, banking, and emerging markets, with a current emphasis on high-quality businesses [1] - The investment philosophy is influenced by notable investors and CEOs, highlighting the significance of learning from industry leaders [1] Investment Focus - The current focus is on large technology companies with extensive user bases and content libraries, recognizing the potential for cross-selling opportunities [1] - Valuation is primarily based on EBIT and R&D levels, reflecting a belief in the potential of certain R&D investments [1] Performance Metrics - The annual return from February 2019 to October 2024 is reported at 11.4% CAGR, which is below the market's 15.18% CAGR [1] - The investor believes that the knowledge gained in recent years will enable future outperformance of the market [1] Portfolio Management Philosophy - The approach to stock recommendations is unconventional, advocating for a "Strong Buy" threshold for exceptional businesses, with everything else categorized as "Strong Sell" to free up capital [1] - A "Hold" position may be initiated for high-quality businesses if the pricing is not favorable [1]

The hottest job of the summer? AI Ph.D.s. https://t.co/ixplCXSh9m https://t.co/ixplCXSh9m ...

Research leaders urge tech industry to monitor AI's 'thoughts' | TechCrunch https://t.co/vgwxWpCO3g ...