By Convequity in SysMoore — Oct 25, 2024 Themes - SysMoore & Hardware Renaissance In The Next Decade (Pt.1)
AI jobs displacement Notes: The Only Way Not to Be Replaced by AI is to Invest in AI Summary * AI democratizes software creation, but capitalism rewards scale, risking economic dilution
Meta Platforms Notes: Meta - Could Meta AI Transform The Advertising Landscape Summary * Meta AI could transform ad monetization by capturing real-time user intent
Kimi Themes - DeepSeek, Kimi, and AI Efficiency (Pt.4) Summary * Moonshot’s Kimi 1.5 demonstrates that China’s top labs
macro analysis Notes: Digesting the Uncertain Macro Summary Trump’s policy mix is triggering near-term macro volatility but may