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AI/ML

Premium: The Year of the Snake

What are the implications from DeepSeek from here?

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  • muji

    muji

    Technologist, software developer, and investor.

    More posts by muji.

    muji

muji

29 Jan 2025 • 21 min read

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Hyperscalers

Premium: The Beginning of the Beginning

A look at hyperscaler earnings from Q4 2024.

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  • muji
    muji
muji 10 Feb 2025 • 33 min read
AI/ML

Premium: Deep Sink

A look at the AI models that DeepSeek released over the past month.

NVDA AMZN MSFT GOOG NET Databricks SNOW META GTLB
  • muji
    muji
muji 28 Jan 2025 • 18 min read
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