Meta Platforms Notes: Meta - Could Meta AI Transform The Advertising Landscape Summary * Meta AI could transform ad monetization by capturing real-time user intent
Klaviyo Convequity's Bi-Annual Review (Pt.2) Summary * Klaviyo is evolving into an AI-native engagement platform, with recent churn
Kimi Themes - DeepSeek, Kimi, and AI Efficiency (Pt.4) Summary * Moonshot’s Kimi 1.5 demonstrates that China’s top labs
DeepSeek 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
Meta Platforms Notes: Meta - Controlling The Value Chain And Open-Core Summary * Our latest research on Meta has been divided into two Updates
Meta Platforms Updates: Meta - Underappreciated GenAI Potential (Pt.1) Summary * In Part 1 we review the battle for GenAI supremacy and
valuation Convequity's Valuation Update - Mid-Year Review 2024 Summary * This is a mid-year valuation review covering cybersecurity, data, productivity, semiconductors,