SysMoore Themes - SysMoore & Energy (Pt.3) Summary • AI is turning data center demand into a continuous power load,
Software 3.0 Notes: Convequity’s Lens on Software 3.0 Investing Summary * Software 3.0 mirrors the early internet era: AI is in
DeepSeek Themes - DeepSeek, Kimi And AI Efficiency Paradigm Shift (Pt.2) Summary * DeepSeek has multifold lower opex and cluster costs than Western rivals,
