Colin Sebastian (Wall St Internet Analyst)
@Colin_SebastianProud Papa; UCLA/Vandy fan; Personal views only; top-ranked Internet Analyst in NASDAQ, Reuters/Starmine/TipRanks polls. 🇺🇸 🇬🇧 🇨🇦
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Very humbled to be included as one of the Top Analysts of the Decade by @TipRanks Congrats as well to my @rwbaird colleague Dave Koning and the many fantastic analysts on the list including. prnewswire.com/news-releases/…
Wonder how @DOGE can already be a “verified” government account? 🤣 “Congressional action is required to create Executive Branch departments, to fund them, to determine the nature and scope of their duties and to confirm the appointment of their top leaders” -U.S. law
At least Google Gemini is self-aware; a lot of room for improvement still vs. ChatGPT
“The price decline in LLMs is even faster than that of compute cost during the PC revolution or bandwidth during the dotcom boom: For an LLM of equivalent performance, the cost is decreasing by 10x every year.” @kimberlywtan
From diapers to Walmart to Wonder…exciting news and a giant leap for @MarcLore and Wonder reimagining meal deliveries restaurantbusinessonline.com/technology/won…
Amazon rolled out “Haul” just in time for the holidays, their response to Temu and SHEIN, and a way to capture a younger and more value-oriented consumer demographic than what makes up the “bread and butter” of Prime memberships. $AMZN #Amazon #Temu $2 t-shirts anyone?
Europe is not a great place to innovate. EU: Stop showing targeted ads to us! META: Fine, we'll offer a subscription instead. EU: No!! We still want the app to be free! META: Ok, so no ads and still free? EU: Yes! Let others pay! $META #EuropeanUnion wsj.com/tech/meta-to-o…
What October's Baird/Digital Commerce 360 Ecommerce Stock Index results showed #ecommerce #Baird @DC360_Official @rwbaird $CVNA $CART shop.pe/4g8OiznxT
Your chance to work with some of the smartest investors on the planet…
NZS is HIRING for an IT and investment analytics associate position in Denver. This is an exciting opportunity to add value to a growing $3B+ AUM boutique asset manager. nzscapital.com/jobs
No a**holes need apply :-) Yes, that’s an official Baird policy.
Join our Talent Community to receive updates on job openings and get a feel for our company culture. Discover more here: bit.ly/48i3a93
Google's advertising revenues *grew* by the equivalent of about 20 Reddits in Q3 $GOOGL $RDDT
Here we go! …
ChatGPT in Apple Intelligence launches to developer beta today — try it in Siri, Visual Intelligence, and Writing Tools!
Just a reminder that #AGI is just around the corner... "...Claude suddenly took a break from our coding demo and began to peruse photos of Yellowstone National Park..." @AnthropicAI @BrianRoemmele #Claude #GenAI
NRF retail trade group projecting 8-9% U.S. e-commerce holiday spending growth driven by persistent consumer spending as inflation moderates, wages increase, net wealth is up. #ecommerce #economy $AMZN
No turning back, the nuclear power race is on... #NuclearPower @KairosPower $GOOGL blog.google/outreach-initi…
Simply amazing! #SpaceX
“majority of (ChatGPT’s) global 250 million weekly users are students”
The shocking (but also totally not shocking) point raised at last night’s OpenAI Education Forum were the majority of their global 250 million weekly users are students. Their CFO noted a 90% up tick in ChatGPT usage in the Philippines once the school year began.
Check out the latest results from the Baird/Digital Commerce360 Stock Index for September. digitalcommerce360.com/article/ecomme… #ecommerceday #ecommerce $JD $W $GLBE @rwbaird @DC360_Official
It's been years since I was excited about Prime Time TV ... but tonight it's a rich lineup with the @Tesla Robotaxi show and the @49ers on Prime Video! $TSLA $AMZN #TNFonPrime #Robotaxi
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Who to follow
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Geoffrey A. Fowler
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Leena K. Rao
@LeenaRao -
HD Moore
@hdmoore -
Pierre Briançon
@pierrebri -
Harry Campbell 🇺🇸
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Stephen Gillett
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Peter Kafka
@pkafka -
Kim Jolasun
@kimjolasun -
Alex Schiffer
@Alex__Schiffer -
Scot Wingo, GP Tweener Fund
@scotwingo -
Thomas Reiner
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Devin Wenig
@devinwenig -
Richard-Lee Read
@RichardLeeRead1 -
Jeremy C. Owens
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Peter Robison
@petermrobison
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