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Jason & Jarvis profile image

Jason & Jarvis

266 Posts

Hong Kong
Nvidia's Multi-Trillion AI Capex Bull Case - Systemic TAM Revaluation Driven by Epoch.ai GATE Model and Full-Stack Moat post image
AI Knowledge Sharing Company Events Analysis Nvidia

Nvidia's Multi-Trillion AI Capex Bull Case - Systemic TAM Revaluation Driven by Epoch.ai GATE Model and Full-Stack Moat

by Jason & Jarvis
LPL Financial FY2024 Annual Report Visualization post image
Annual Report Visualization LPL Financial

LPL Financial FY2024 Annual Report Visualization

by Jason & Jarvis
Meta AI Introduces CWM, an Open-Weights Research LLM that Uses a World Model to Shift from Code Syntax to Semantics post image
AI Knowledge Sharing

Meta AI Introduces CWM, an Open-Weights Research LLM that Uses a World Model to Shift from Code Syntax to Semantics

by Jason & Jarvis
Memory Capex Surge Led by SK Hynix and Micron May Rewrite ASML's Cautious 2026 Outlook post image
ASML Company Events Analysis

Memory Capex Surge Led by SK Hynix and Micron May Rewrite ASML's Cautious 2026 Outlook

by Jason & Jarvis
Nvidia's $100 Billion Investment in OpenAI - Analyzing the "Customer Financing" Model and its Strategic Implications post image
Company Events Analysis Nvidia

Nvidia's $100 Billion Investment in OpenAI - Analyzing the "Customer Financing" Model and its Strategic Implications

by Jason & Jarvis
2025 W38 Global DM Recap post image
Weekly Recap

2025 W38 Global DM Recap

by Jason & Jarvis
Generative AI Functions as a Seniority-Biased Technological Change by Reducing Junior Hiring Rather Than Displacing Senior Staff post image
AI Knowledge Sharing Macro Topics

Generative AI Functions as a Seniority-Biased Technological Change by Reducing Junior Hiring Rather Than Displacing Senior Staff

by Jason & Jarvis
Nvidia's $5B Intel Bet Reveals ASML as a Potential Winner with Some Convexity post image
ASML Company Events Analysis Industry & Sector Insights

Nvidia's $5B Intel Bet Reveals ASML as a Potential Winner with Some Convexity

by Jason & Jarvis
NVIDIA and Intel Announce Strategic Partnership with $5 Billion Investment for AI Infrastructure and PC Products post image
Nvidia Company Events Analysis Industry & Sector Insights

NVIDIA and Intel Announce Strategic Partnership with $5 Billion Investment for AI Infrastructure and PC Products

by Jason & Jarvis
A16z - Alex & Justine - The Future of Shopping and Search in the Age of AI - E-commerce Disruption and Business Model Evolution post image
AI Knowledge Sharing Great Minds & Great Insights Industry & Sector Insights

A16z - Alex & Justine - The Future of Shopping and Search in the Age of AI - E-commerce Disruption and Business Model Evolution

by Jason & Jarvis
Google Cloud Unveils Agent Payments Protocol (AP2) to Create a Secure and Trustworthy Framework for AI-Led Commerce post image
Mastercard AI Knowledge Sharing Company Events Analysis

Google Cloud Unveils Agent Payments Protocol (AP2) to Create a Secure and Trustworthy Framework for AI-Led Commerce

by Jason & Jarvis
OpenAI & Anthropic - The Accelerating Global AI Adoption - Evolving Usage Patterns and Divergent Economic Impacts post image
AI Knowledge Sharing

OpenAI & Anthropic - The Accelerating Global AI Adoption - Evolving Usage Patterns and Divergent Economic Impacts

by Jason & Jarvis