hamcapital.bsky.social
@hamcapital.bsky.social
A recent employer benefit manager survey re #GLP-1 shows: An increase in the number of employers covering GLP-1s for obesity in 2025 vs 2024 and increasing employee usage (Morgan Stanley)
March 6, 2025 at 2:05 PM
#Tempur-Pedic and #Sealy are among the least discounted #mattress manufacturers over #PresidentsDay, at 4% and 8%, vs 8% and 19% last year, in line with the benefit of new product introductions. The new #Sealy #Posturepedic line is expected to be fully rolled out for #MemorialDay (Goldman Sachs)
February 27, 2025 at 5:14 AM
The US government may propose a joint venture wherein #TSMC and several prominent companies invest in #INTC 's standalone foundry operations. #Intel may assume TSMC's upcoming packaging contracts for US clients, utilizing its advanced packaging expertise (Digitimes)
February 13, 2025 at 9:05 PM
There's also been an improvement in NPI for the less frequent customer for #TGT #Target, indicating a possible positive shift in perception (2/2) (Goldman Sachs)
February 13, 2025 at 4:02 PM
#WMT #Walmart has continued to gain share among upper income cohorts, while other retailers including #COST and #TGT have slightly increased their share of lower income cohorts relative to the industry over the last year (1/2) (Goldman Sachs)
February 13, 2025 at 4:01 PM
A recent analysis by #EpochAI, a #nonprofit #AI research institute, attempted to calculate how much energy a typical #OpenAI #ChatGPT query consumes. A commonly cited stat is that ChatGPT requires around 3 watt-hours of power to answer a single question, or 10x a #GOOGL search (TechCrunch)
February 13, 2025 at 4:11 AM
#ADBE 's #Firefly Pro plan is $29.99/month, and offers enough credits to generate 70 five-second #AI videos per month. #Adobe is also working on a ‘Premium’ tier (it hasn’t announced pricing for this yet) that lets users create 500 AI videos per month (2/2) (TechCrunch)
February 13, 2025 at 4:06 AM
#ADBE launches new standalone #subscriptions for #FireflyAI image & video generation models. #Firefly ’s Standard plan costs $9.99/month and gives users 2,000 credits, which is enough to make 20 five-second #AI videos (1/2) (TechCrunch)
February 13, 2025 at 4:06 AM
In #AI, #MeasuringMassiveMultitaskLanguageUnderstanding is a benchmark for evaluating #LLMs. The #MMLU consists of ~16,000 multiple-choice questions spanning 57 academic subjects including math, philosophy, law, medicine. It is one of the most commonly used benchmarks for LLMs (Morgan Stanley)
February 13, 2025 at 4:04 AM
#AMZN now including products on other brands’ site when users search in the #AmazonShopping App. #Amazon joins #OpenAI #MSFT #ChatGPT, #Perplexity, #META in taking on #GOOGL #GoogleSearch (Amazon, Morgan Stanley)
February 13, 2025 at 3:59 AM
#OpenAI escalates competition vs #GOOGL by opening up #ChatGPTSearch to *all* users who are not logged in, after launching to paid subs in Oct ’24 and logged-in users in Dec ’24 (Verge)
February 7, 2025 at 3:18 AM
#AAPL restores #MarvelSnap published by still-banned #ByteDance 's #Nuverse to the US #Apple #AppStore. The studio behind the game has seemingly made alternate publishing arrangements to facilitate the return, distancing themselves from ByteDance in the process (Apple Insider)
January 30, 2025 at 5:49 AM
"[S]urvey data still shows a decline for #TSLA in the brand/trust metric, whereas scores for the broader
industry have been relatively stable (Exhibit 3). Similarly, #Tesla’s net purchase intent scores have declined by more than the peer group (Exhibit 4)" (Morgan Stanley)
January 28, 2025 at 7:17 PM
Impact of #Trump 's #Tariffs on Consumer Electronics by Consumer Technology Association. #Laptop & #tablet prices +45%, consumer spending power -$32.5b; #videogame consoles +40%, -$6.5b; #smartphones +25.8%, -$25.6b; #TVs +9.0%, -$1.5b (Yahoo Finance)
January 28, 2025 at 5:29 PM
#AMZN #Prime #Video says #MrBeast #Beast #Games has attracted 50m viewers globally in its first 25 days and about half the viewing is outside the US (THR)
January 21, 2025 at 12:51 AM
According to a #PewResearch #survey, 26% of US teens age 13-17 use #OpenAI #ChatGPT for schoolwork in 2024, up from 13% in 2023, while 79% had heard of it, up from 67% in 2023. Teens also say it's more acceptable to use ChatGPT for research vs solving math problems or writing essays (Pew)
January 21, 2025 at 12:44 AM
#MTCH #Hinge launchs new #AI feature #PromptFeedback to tell users if their #pickupline is too basic. It's powered by #OpenAI #ChatGPT. The AI offers three levels of guidance: “Go a Little Deeper,” “Try a Small Change,” and “Great Answer” (TechCrunch)
January 21, 2025 at 12:42 AM
#MSFT bought 2x as many #NVDA chips as largest rivals this year at ~485k #Hopper #GPUs vs #ByteDance / #Tencent ~230k each, #META ~225k and #TSLA / #xAI ~200k (FT)
December 24, 2024 at 8:19 PM
#META #RayBans add live #AI, live translations and #Shazam integration. Both live AI and live translation are limited to members of Meta’s #EarlyAccess Program, while Shazam support is available for all users in the US and Canada (Verge)
December 24, 2024 at 8:01 PM
#GOOGL #DeepMind unveils #Veo2 video-generating #AI model that creates 2min+ long clips in up to 4K resolution, and #Imagen3 upgraded image model. That's 4x the resolution and over 6x the duration than #OpenAI 's #Sora (TechCrunch)
December 24, 2024 at 7:59 PM
#GOOGL #Gemini hit the #AAPL #AppStore as a standalone app but still trails #OpenAI #ChatGPT materially (3/3) (AppFigures)
December 19, 2024 at 5:26 AM
#OpenAI #ChatGPT is a new entrant to the top 5 and also made the highest earning top 10 list for the first time ever, which should continue with the new $200 #ChatGPTPro tier (2/3) (AppFigures)
December 19, 2024 at 5:25 AM
#META #Instagram was the most downloaded app globally in November, followed by #TikTok, Meta #Whatsapp, Meta #Facebook and #OpenAI #ChatGPT (1/3) (AppFigures)
December 19, 2024 at 5:25 AM
GOOGL Cloud launches ‘Agentspace’ to let enterprises create and deploy AI agents for sales, marketing, HR, software development, and more (ComputerWorld)
December 19, 2024 at 5:21 AM
#OpenAI launches ‘Projects’ new #ChatGPT feature that lets users organize files and chats into folders, potentially useful functionality for enterprises (TechRadar)
December 19, 2024 at 5:20 AM