Rapid growth in AI industry lifts stock of historic landowner by 200%
AI boom propels stock of Wild-West-era landowner up 200% The newest addition to the S&P 500 may be a relic of the Wild West, but its skyrocketing valuation is a byproduct of the AI boom. Founded in 1888, the Texas Pacific Land Corporation is a company that has just 100 employees but a market capitalization […]
The Impact of Trump 2.0 on Big Tech, AI, Chips, and Beyond: A Look at Silicon Valley and Beyond
Trump 2.0 will have a massive impact on Big Tech, AI, chips and more—in Silicon Valley and beyond Donald Trump’s re-election as U.S. president will have massive repercussions for the technology sector. It is always risky to make predictions, and that holds particularly true when the main character involved is someone prone to surprising, rash, […]
Meta Ban Extension Data Sheet: OpenAI Conversations, Palantir’s Future Outlook, Military Llama Updates, and Netflix Interactive Features
Data Sheet: Meta ban extension, OpenAI talks, Palantir outlook, military Llama, Netflix interactives Good morning. On this day 15 years ago, Fortune named Apple cofounder Steve Jobs the CEO of the Decade. It remains the only instance we’ve bestowed such an honor in our 94 years of existence. The cover—a monochrome portrait of Jobs, closed […]
Wolf, the cofounder of Hugging Face, explains why the advantages of open-source AI outweigh the potential risks
Hugging Face cofounder Wolf on why open-source AI’s benefits outweigh the risks In this edition…a Hugging Face cofounder on the importance of open source…a Nobel Prize for Geoff Hinton and John Hopfield…a movie model from Meta…a Trump ‘Manhattan Project’ for AI? Hello, and welcome to Eye on AI. Yesterday, I had the privilege of moderating […]
New Facebook update brings increased posts from unfamiliar users, significant changes ahead
Facebook update brings more posts from strangers, big changes Meta is looking to collapse barriers between its platforms and give users more recommended content with its newest update. The social media giant announced changes to Facebook and Messenger at its Facebook IRL event in Austin, Texas, on Friday, including multiple new tabs. The key changes […]
Stop Your Data from Being Collected by LinkedIn, Facebook, and Instagram for AI Training. Here’s How.
LinkedIn, Facebook, and Instagram are hoovering up your data to train their AI. Here’s how to stop it You don’t have to let social media services harvest your data to train their generative AI, as many companies do these days. You can opt out—if you can figure out how. The problem was hammered home last week […]
Qualcomm and Intel Announce Collaboration, Microsoft Accelerates Development of Nuclear Technology
Good morning. Can we talk about how comedian John Mulaney roasted techies last week at Dreamforce? I’ve never witnessed such savagery at a corporate event: “Let me get this straight: You’re hosting a ‘future of AI’ event in a city that has failed humanity so miserably?” “You look like a group who looked at the […]
Increasing the Meta Stock’s Fair Value through AI and Ad…
We are raising our fair value estimate for wide-moat Meta (META) to $560 from $450 after taking a fresh look at the firm’s overall business and incorporating a more optimistic outlook on the firm’s investments in artificial intelligence, especially as they relate to Meta’s ability to improve its ad-targeting business. • Fair Value Estimate: $560• […]