16 Comments
Jun 22, 2023Liked by Citrini

You didn't mention Microsoft for vector search. Being part of Azure, same place to add Azure openai, is a big advantage. If you're using azure for a service already you will stick to what it can offer. The technology itself is now mature it's a matter of hosting

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It’s listed in the agenda

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Great article, @sophie you mention snowflake as a short. I’ve been very negative on them for the past year but they are leaning hard into enabling ai/ml LLMs, etc to sit over the data enterprises have with them. Their summit conference is basically all ml/ai with Jensen Huang speaking at it and a who’s who of ml/ai experts at various big companies. I’ve moved from puts to calls with snowflake, so far it has played to my favor. The other thing is snow has a 5 billion dollar warchest. They can certainly muscle their way in

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TRIP should benefit a lot from Viator, whose growth they are funding entirely with organic cash flow. GetYourGuide has a 2bn valuation, equal to the EV of TRIP, but is burning cash to compete. Do you think TRIP could actually end up being an AI beneficiary instead?

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Not mentioned in article but included in spreadsheet are: COUR, FRSH, BIG. These are all still good shorts? Also quite a few names in the relative winners section that aren't included in article. These are still good relative longs? Thanks.

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Interesting that Jensen is doing a keynote with Slootman at next weeks SNOW event.

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