There is no AI bubble despite industry growth.
“Every child in America, all 70 million kids under the age of 18 deserve to have one of these accounts.”
investment
8 tracked signals on investment.
a16z launches $110B Machine Age Fund to rebuild US AI infrastructure
“The United States is short power, short compute, short chips. There's going to be shortages in all three.”
AI demand accelerated in July and August with no bearish business data points found anywhere
“can you tell me one quantitative data point in your business that's getting worse? Just one. That's my standard question. And it's at least in July and August, I haven't been able to find a single person.”
NVIDIA urges Europe to produce AI, not just consume it, amid 14 startup investments
“You don't want to just be consuming the AI. You want to be producing the AI.”
Salesforce invests $3 million in Make-A-Wish to enhance child wish-granting capabilities.
“Salesforce has invested $3 million on a three-year relationship with Makea-Wish US.”
Leopold Ashen Brener's hedge fund lost $35 billion due to risky investments.
NVIDIA GTC announces investments in five UK AI companies at event
“I just wanted to demonstrate my ability to remember five things.”
Contrarian investment firm does one deal per year with no capital allocation pressure.
“We try to do one deal a year. That's all. We do not have a capital allocation schedule.”