Notes: Day 2 Tech
Summary
* Tech giants have evolved from disruptive upstarts to entrenched incumbents, yet
Meta Platforms
Notes: Meta - Could Meta AI Transform The Advertising Landscape
Summary
* Meta AI could transform ad monetization by capturing real-time user intent
Convequity's Bi-Annual Review (Pt.2)
Summary
* Klaviyo is evolving into an AI-native engagement platform, with recent churn
Themes - DeepSeek, Kimi, and AI Efficiency (Pt.4)
Summary
* Moonshot’s Kimi 1.5 demonstrates that China’s top labs
Themes - DeepSeek, Kimi And AI Efficiency Paradigm Shift (Pt.2)
Summary
* DeepSeek has multifold lower opex and cluster costs than Western rivals,
Updates: Meta - Underappreciated GenAI Potential (Pt.2)
Summary
* META's Llama project requires monetization strategies as funding scales
Notes: Meta - Controlling The Value Chain And Open-Core
Summary
* Our latest research on Meta has been divided into two Updates
Updates: Meta - Underappreciated GenAI Potential (Pt.1)
Summary
* In Part 1 we review the battle for GenAI supremacy and
Convequity's Valuation Update - Mid-Year Review 2024
Summary
* This is a mid-year valuation review covering cybersecurity, data, productivity, semiconductors,
Convequity MSU: Meta Platforms - Jan 2023
Summary
* After META's surge over the past 1 year, the