Daily Alpha · YouTube
Кто говорил 57 видео · 13 каналов
Alphabet's resource conflict
1 видео · 2mCloud revenue and frontier research are competing for TPU capacity while financing needs rise.
Alphabet's cloud growth is competing with DeepMind for compute
CNBC reports that Google Cloud and DeepMind compete for scarce TPU capacity, with outside customers including Anthropic using infrastructure that can also train Gemini.
Hidden cost channels
2 видео · 8mBranch density raises deposit costs while AI is reducing junior hiring in exposed roles.
Bank branches still win deposits, but density is expensive
Morgan Stanley found that large banks gaining local branch share also gained deposit share 90% of the time from 2022 to 2025.
AI-exposed jobs are falling fastest at the junior level
Revelio Labs said AI-exposed jobs were down about 43%, with junior roles falling more than senior roles.
Risk repricing
2 видео · 2h 30mSpaceX absorbed its first unlock better than feared while cheap AI auditing raised the security burden for legacy code.
SpaceX's first unlock met heavy trading rather than an immediate collapse
Bloomberg reported that the available SpaceX share count more than doubled while the stock traded higher on unusually large volume.
A cheap AI audit found a costly wallet flaw
The Chopping Block said an offline model found the wallet vulnerability in 20 minutes at an estimated cost of about $2.