Topics & People

A pricing mechanism for IPOs suggested as an alternative to traditional underwriting.

Utilizing a decentralized network of hardware to run inference for AI models.

New startup founded by Travis Kalanick.

A trademarked modular data center hardware concept for AI workloads by Tesla.

Chinese memory manufacturer poised to flood the market with consumer-grade DRAM.

A framework where enterprises use a mix of frontier models and their own open-source models.

An advanced AI model evaluated for its reasoning and trend-hunting capabilities

An AI company responsible for the GLM 5.2 model

Non-fungible tokens, compared by Cohen to digital in-game collectibles but lacking real utility.

Virtual items like skins and weapons in video games, envisioned by Cohen as a massive new trading market.

The integration of live video streaming and e-commerce, identified as a massive growth opportunity.

eBay's live streaming e-commerce platform, which Cohen argues is drastically underperforming.