Themes - DeepSeek, Kimi And AI Efficiency Paradigm Shift (Pt.2)
Summary
* DeepSeek has multifold lower opex and cluster costs than Western rivals,
Meta Platforms
Updates: Meta - Underappreciated GenAI Potential (Pt.2)
Summary
* META's Llama project requires monetization strategies as funding scales
Notes: Meta - Controlling The Value Chain And Open-Core
Summary
* Our latest research on Meta has been divided into two Updates
Updates: Meta - Underappreciated GenAI Potential (Pt.1)
Summary
* In Part 1 we review the battle for GenAI supremacy and
Convequity's Valuation Update - Mid-Year Review 2024
Summary
* This is a mid-year valuation review covering cybersecurity, data, productivity, semiconductors,
Convequity MSU: Meta Platforms - Jan 2023
Summary
* After META's surge over the past 1 year, the