Chips Ahoy Capital
Technology Investor
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 11 | Founded | 2 years ago | Last Issue | 2 years ago |
| Active | |||||
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chipsahoycapital.substack.comLatest Issues
AI Explained in 10 Minutes: A Simple Formulaic Approach
This post is inspired on this video from a CUDA Hackathon featuring Raja Koduri (ex EVP at Intel, ex SVP at AMD), who eloquently laid out what AI really means in 10 minutes. Here are the main points from his presentation which is an excelle...
GPU as a Service: Break Even Analysis of GPU Clouds
GPU Clouds
GPU’s are all the craze these days and specialized GPU vendors have shifted from cryptocurrency mining use cases pre 2020 to monetizing the next wave of technology: Generative AI. The largest vendors in these space from a r...
Evolution of Databases in the World of AI Apps
💭 Sparked by a growing narrative that is not an AI winner after its last 2 quarters & an insightful conversation with , I decided to go down the rabbit hole of digging deeper into what happens to the Database landscape in the world of AI....
Benchmarking Multi Product Penetration in Software
Updating some thoughts after positive feedback from the original post on benchmarking product penetration in Software. I have updated the dataset to now include Databricks’ latest numbers, as well as product penetration data from CRM, CRWD,...
Why Apache Iceberg is a Threat to Snowflake
🔑 Apache Iceberg is in the headlines again after Databricks’s acquisition of Tabular (rumored to be ~$2bn). Apache Iceberg in my opinion is a big threat to $SNOW as it impacts what is likely to be up until now, one of $SNOW’s biggest stren...
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Technology Investor. Follow me on Twitter @ChipsAhoyCap for more on investing in technology
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