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Pierre FerraguÊ
  • Pierre FerraguÊ

Making sure you saw this - Intel Vision: Where do we stand? What matte...

Making sure you saw our note on Intel prior to the Intel Vision event. Intel Vision will feature the first keynote of Lip-Bu Tan, the incoming CEO. We take the opportunity to review where things stand and options ahead.

Pierre FerraguÊ
  • Pierre FerraguÊ

Intel Vision: Where do we stand? What matters?

A last note from us, before we call it a week. Intel Vision next week will feature the first keynote of Lip-Bu Tan, the incoming CEO. We take the opportunity to review where things stand and options ahead. Please follow the link below - an easy read for your weekend!

Pierre FerraguÊ
  • Pierre FerraguÊ

ARC-AGI-2: Pushing the measure of intelligence beyond test-time comput...

The ARC team has announced ARC-AGI-2 and published initial benchmarking results, after ARC-AGI-1 got saturated by o3. The race to AGI is reset. Fascinating. ​​​​​For what all investors need to understand about the most important benchmark of the industry, summarized on a single slide, see the attached article.

Pierre FerraguÊ
  • Pierre FerraguÊ

Bible 4Q24 – PCs: Windows 10 & AI PC refresh cycle pushed out further

Today, we are publishing the PC section of our 26th Tech Infrastructure Quarterly Bible. The Tech Bible is a must-read for any tech investor, as it summarizes the quarterly earnings reports from the over 140 companies we track, providing an update on our key perspectives and convictions. PC shipments are stabilizing. IDC notes a slow return to growth, with OEMs highlighting Enterprise again outperformed consumer. The Windows 10 & AI PC refresh cycle is being pushed out further, but the supply ...

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