Archive - Myriad Perspectives

Cut-throat AI competition, captive resources, Google's AI moat (Update July 21, 2025)

In AI, the story is no different, economies of scale are king.

Jul 21 •

June 2025

A.I. usage surging across America (Update June 24, 2025)

Nearly 1 in 10 U.S firms used A.I in the last 2 weeks; in the information sector (internet, communications, media), it is more than 1 in 4 firms

Jun 24 •

In search of profits: world’s most intense competitive dynamics (Update June 16, 2025)

Jun 16 •

Unhedged FX: Asian life insurers and pension funds (Update June 2, 2025)

Jun 2 •

May 2025

The invaluable American brand (Update May 26, 2025)

Monday, May 26, 2025

May 26 •

A billion dollars of trade in 1 photo (Update May 19, 2025)

Where does spending on imports go? And on tourism, consumer sentiment, and inflation...

May 19 •

Déjà vu? American-Chinese vis-à-vis (Update May 12, 2025)

Monday, May 12, 2025

May 12 •

Berkshire: Warren Buffett can still organize a surprise

The end of an era: 60 years of intelligent investing

May 5 •

Crossroads Ahead: US Market Confidence Belies Historic Uncertainty in Economic Growth

Will the U.S. and China finally talk? The "US" brand, supply chains, and the Indo-Pacific

May 2 •

January 2025

DeepSeek: Compounding progress… delayed market reactions

It may surprise some people, but many of the improvements that DeepSeek (High Flyer’s AI lab) incorporated into DeepSeek V3 were released on May 7, 2024…

Jan 28 •

Embracing the new era of computing, communication ... and energy

"We're still in punchcard era of LLMs, designing prompts, copy pasting context around, hitting go, reading the thing, prompting occasionally.

Jan 22 •

November 2024

At the top of the learning curve for Generative AI

Adoption of generative AI still in its infancy, much yet to be built

Nov 15, 2024 •

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