Yesterday’s META Connect keynote was heavy on Metaverse hardware and featured an update on the latest Llama 3.2 models. Meta AI is approaching 500M MAUs, which was the most meaningful data point for gauging potential ROI on gen AI (expect monetization as it approaches 1B).
A director at Amazon Com Inc sold 2,190 shares at 195.000USD and the significance rating of the trade was 53/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years clearly ...
Yesterday, Google Cloud hosted a one-day event called Gemini @ Work that featured a keynote from Google Cloud CEO Thomas Kurian, and the announcement of several new generative AI products and services. In the note we discuss the implications for our GCP estimates, the win of My AI from Open AI, and two new product features.
Last week, we hosted an expert call about the latest proceedings in the U.S. TikTok ban litigation and Google’s ad tech antitrust case. We also reviewed where Google’s search case sits as the remedies phase gets underway and an appeal from Google is expected soon.
Next week on Wed Sept 25th/Thurs Sept 26th, META is hosting Connect, the annual event focused on Metaverse (augmented reality, virtual reality, mixed reality) including wearable technology, and, starting last year, lots on generative AI, as it is fundamentally changing development of the Metaverse.
AMZN hosted Day 3 of its 5th annual Accelerate conference for third-party sellers earlier today, with a keynote including several seller-focused Gen AI announcements. In this brief note we summarize top announcements and takeaways, specifically. 1. Project Amelia, a generative AI chatbot tool for seller support 2. Video Generator and Live Images 3. Personalized Product Descriptions 4. Bulk upload listing creation, compliance support, and anti-counterfeit/theft work
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