Investing

Saxo Bank: Outrageous Predictions 2022

Saxo Bank: Outrageous Predictions 2022

Translations: RU
Recently Saxo Bank published their outrageous predictions for 2022 (and beyond). I also watched the clarifications of chief investment officer, Steen Jacobsen. Very brave and honest! 👍 Here’s my quick overview of the main points: Governments do not have a clear plan for the transition to a green future. So, oil and gas still reign. Meanwhile, many billions will be buried in ESG hype. Facebook is for oldies. TikTok (and/or other new social platforms) will kill it.
State of AI Report 2021

State of AI Report 2021

I just faced with the “State of AI ’2021” report and want to share it. The authors are experts who analyze AI trends, make predictions, and invest(!) in AI. Last year, 5.5 out of 8 their predictions came true. The report has 188(!) pages. What I can highlight briefly: for data scientists & IT managers: Transformers/LLMs expanded far beyond NLP, they will replace recurrent networks JAX framework worth trying for investors & founders: AI-first is now everywhere: new researches in biology, skyrocketing new companies for IPOs and new markets Semiconductor-related companies continue to accelerate and consolidate AI influences politics: army, safety & regulations Here is the link: https://www.
Big Ideas 2021 by ARK invest

Big Ideas 2021 by ARK invest

I’ve just read recently published Big Ideas 2021 by ARK invest (these guys are investing billions of USD into disruptive tech companies) and want to share it. I really recommend to download and overview their slides for everybody who works in high-tech (yes, they are probably over-optimistic because of their role, but it’s really worth to look at): https://drive.google.com/file/d/1z3LpfrAQLRM07JDTi1ZnHEHPeszgIp7O/view?usp=sharing I am especially excited by what they call “Software 2.0” (deep learning).