The Ledger
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Gerstner: Altimeter expects four portfolio IPOs, including Cerebras, CoreWeave, and Databricks
“I think we may have four IPOs in the pipeline in the next four to six months. The rumors out there around companies like Cerebris and CoreWeave and Databricks, those are all in our portfolios.”
Ghodsi: Merck developed transformer model TEDDY for AI drug discovery
“In healthcare, we have you know, customer Merck that in the life science space created a model called TEDDY. TEDDY stands for Transformer Enabled. Drug discovery. And this is a transformer model, kind of just like large language models that can predict the nex…”
Ghodsi: RBC AI agents produce equity research reports in 15 minutes
“Royal Bank of Canada built agents with us that basically take, As soon as an earnings report comes out. So equity research analyst, their job is to put together these, you know, reports that say, like, you know, this is a buy, this is a, you know, hold, and so…”
Ghodsi: High-profile startups attempting to replace RPA with GenAI have failed
“There has been many startups that have failed in the generative AI. We're going to replace RPA with generative AI models. There's many startups that failed actually that I know of, like pretty some high profile ones.”
Huang: Data processing at Snowflake and Databricks runs mostly on CPUs
“Data processing represents the vast majority of the world's CPUs today. It still completely runs on CPUs. You know, if you go to Databricks, it's mostly CPUs. If you go to Snowflakes, mostly CPUs. SQL processing at Oracle, mostly CPUs. Everybody's using CPUs t…”
Gerstner: UiPath growth slowed to 6% and Salesforce to 7%
“UiPath came out and said their growth slowed down to six percent. Salesforce came out and said their growth slowed down to seven percent. And I think for a company like Snowflake, it came in at 26% and Databricks is rumored to still be growing well in excess o…”