1 October we become SureStone CapitalSame team, same ABN. Our website and email addresses move to surestone.com.au.
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Hatem Dhiab from Gerber Kawasaki describes the concept of AI distillation, where large models help train smaller ones for more efficient and cost-effective AI solutions. He notes Chinese firms, like DeepSeek, use this to boost their AI prowess, creating global waves in the tech landscape.
Discussing Elon Musk, Hatem comments on his bold claims about Tesla (NASDAQ:TSLA) surpassing giants like Apple (NASDAQ:AAPL) and Nvidia (NASDAQ:NVDA). He observes that despite Tesla's underwhelming numbers, Musk's futuristic visions, like those for FSD and Optimus, manage to keep investor excitement alive.
On tech earnings, Hatem highlights Microsoft's (NASDAQ:MSFT) long-term AI benefits despite short-term costs and Apple's slowing iPhone growth, stressing services as Apple's strategic focus. In LA, rebuilding efforts gain momentum post-disruptions, with insurance aiding recovery.
