Chips Ahoy Capital
Chips Ahoy CapitalTechnology Investor
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 11 | Subscribers | Read | chipsahoycapital.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
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
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,...
Authors
The writers behind this newsletter.
Technology Investor. Follow me on Twitter @ChipsAhoyCap for more on investing in technology
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