SanDisk's stock has surged ~1,000% since August, driven by AI demand for its data storage products; SanDisk has a cost advantage due to its JV with Kioxia
Soaring chip prices have fueled a nearly 1,000% run for Sandisk in a matter of months. Industry insiders, prolific hedge fund managers …
SanDisk's stock has surged ~1,000% in the past five months, driven by AI demand for its chips, which have a cost advantage thanks to its 20-year JV with Kioxia
Soaring chip prices have fueled a nearly 1,000% run for Sandisk in a matter of months. Industry insiders, prolific hedge fund managers …
Source: Figma considered a higher IPO price, but CEO Dylan Field wanted to bring on board certain long-term institutional shareholders and approved $33/share
Should You Chase the Surge or Wait for a Pullback? Fortune : Tech industry insiders share their picks for the next startups who will ride the IPO wave after Figma's blockbuster debut Anna-Louise Jacks...
Industry insiders say DeepSeek's focus on research makes it a dangerous competitor as it's willing to share breakthroughs rather than protect them for profits
China is pulling the same trick. — www.ft.com/content/747a... Mastodon: Brian Kung / @briankung@hachyderm.io : “There's a pretty delicious, or maybe disconcerting irony to this, given OpenAI's found...
Industry insiders say DeepSeek's focus on research makes it a dangerous competitor as it's willing to share breakthroughs rather than protect them for profits
Hedge fund billionaire Liang Wenfeng builds model on tight budget despite US attempt to halt China's high-tech ambitions
Sources: Trump plans an EO to elevate crypto to a national imperative or priority and create a crypto advisory council to advocate for industry priorities
As Crypto Experts Push For Stockpile On Day One Gustaf Kilander / The Independent : A crypto council? Trump plans to make cryptocurrency a national priority with executive order Ronaldo Marquez / News...
Industry insiders say China's share of the global DRAM chip market could double YoY to 10% in 2025, driven by CXMT, up from virtually zero just five years ago
Nikkei Asia :
Industry insiders hope the success of Black Myth: Wukong, which earned ~$1.1B from nearly 25M copies, will rekindle Chinese gaming investments after a crackdown
“Ahmad said that Black Myth: Wukong's release showed how China had learnt how to tool up for bigger games.” — www.ft.com/content/24d3... X: Bruno Maçães / @macaesbruno : “The biggest difference is t...
Industry insiders hope the success of Black Myth: Wukong, which earned ~$1.1B from ~25M copies sold, will rekindle Chinese gaming investments after crackdowns
As Beijing eases regulations, developers are tooling up to produce big-budget titles with international appeal Bluesky: @zhugeex.com . X: @macaesbruno Bluesky: Daniel Ahmad / @zhugeex.com : I'm quoted...
How Anthropic's Claude became the chatbot of choice for AI industry insiders, who say its responses feel more creative and empathetic and less gratingly robotic
A.I. insiders are falling for Claude, a chatbot from Anthropic. Is it a passing fad, or a preview of artificial relationships to come? Bluesky: @jaredm.dev and @edzitron.com . X: @kevinroose Bluesky:...