(Portfolio Profile) SF Compute

(Portfolio Profile) SF Compute

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Ain’t No Drama Like AI Industry Drama

Apparently their ain’t no drama like AI industry drama, proven once again by some high-profile defections from Thinking Machine Labs. Grok says it’s cleaned up its act. TSMC is winning thanks to AI. More price rises from Spotify. And why is Ireland missing out on the AI datacente ...  Show more

NOT Alright, Alright, Alright

Nvidia can officially sell its chips in China, but not if China doesn’t let anyone buy them. Tesla will stop selling FSD beginning next month. Matthew McConaughey says NOT alright alright alright to unauthorized AI use of his voice. And another story about how AI is disrupting th ...  Show more

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Today is Friday, March 5, and we’re looking at Chegg vs. CourseHero.

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