This weekโs TAMIM Reading List dives into some of the biggest issues shaping the global landscape. We examine the potential AI bubble and whether technology is truly delivering on its promises. Discover how a pesticide-fighting app shifted focus under venture capital influence, and delve into the massive $2 billion that billionaire families are spending on the 2024 elections. Fiona Hill offers insights on Americaโs emerging oligarchy, while The Atlantic highlights Mike Solana, one of the most opinionated voices in the tech world. Each article offers a lens into power, influence, and the future of technology.
In this video, Ryan Mahon, TAMIM’s Global Tech and Innovation Portfolio Manager, breaks down Alphabetโs impressive Q3 earnings and the cutting-edge tech innovations driving its growth. From revenue surges to AI advancements like Gemini and Waymoโs autonomous milestones, get insights into how Alphabet is shaping the future of tech. Visit www.tamim.com.au for more information.
Disc: NASDAQ: GOOG currently held in TAMIM portfolios.
In this video, Ryan Mahon, TAMIM’s Global Tech and Innovation Portfolio Manager, delves into Meta’s impressive Q3 earnings and the technological advancements propelling its growth. Learn about the company’s AI initiatives, including the Meta AI chatbot, which has attracted over 500 million monthly active users, and the ongoing development in augmented and virtual reality through Reality Labs. Ryan also discusses Meta’s strategic focus on AI infrastructure and the anticipated increase in capital expenditures to support these innovations. For more insights, visit www.tamim.com.au.
In this video, Ryan Mahon, TAMIM’s Global Tech and Innovation Portfolio Manager, delves into Tesla’s impressive Q3 earnings and the technological advancements propelling its growth. Learn about the company’s strategic focus on autonomous driving technology, including the development of the Full Self-Driving (FSD) system and the potential launch of self-driving robotaxi services in California and Texas. Ryan also discusses Tesla’s plans to start production of new, more affordable vehicle models next year, aiming to make electric vehicles accessible to a broader audience. For more insights, visit www.tamim.com.au.
Disc: NASDAQ: TSLA currently held in TAMIM portfolios.
This weekโs TAMIM Reading List brings together an array of insightful topics from science, politics, and personal growth. Discover how top venture capitalists choose their investments and dive into reflections on Palantir’s impact. Learn about the allure of natural disasters, explore 18 life lessons from 18 years of The Marginalian, and find out how a 12-ounce layer of foam is changing NFL safety standards. We also delve into the mysteries of space-time and examine a provocative scenario on potential political upheaval in the U.S. Each article provides a unique lens on innovation, resilience, and the nature of our world.
