I spent some time reading through all the transcripts of the Q&A of Munger Daily Journal (ticker: DJCO)’s sessions at shareholder meetings during his 10 years (2014-2023) . Summarized my personal thoughts and ideas in the article you are reading now.
Category: Software
The value of Palantir, pros and cons of Palantir investment
Palantir’s reliable revenue, it has long relied on bids from the U.S. government and a handful of Western allies that are very close to the United States. Palantir’s top management certainly knew the urgency of this issue, so they began to use their own advantages to establish relationships with business partners, hoping to change the single nature of the company’s business and expand the company’s products to customers outside the government, or to Application scenarios other than military and national security.
Deep Dive on SoundHound, the top AI Voice expert
SoundHound provides white-label (similar to ODM foundy) solutions, a market that tech giants cannot and are unwilling to enter. This approach gives businesses full control over their brand, user profile, and voice assistant functionality, a key differentiator for companies wary of sharing sensitive information.
Chinese AI progress and top companies
Chinese AI is not just DeepSeek. Nearly half of the world’s top AI researchers come from China, and only 18% come from the United States. China owns 65% of the world’s artificial intelligence patents.
DeepSeek routed the global AI and stock
DeepSeek’s independently developed MLA architecture and DeepSeek MOE architecture have played a key role in reducing its model training costs.
AI Agent will be the next wave of software industry
AI Agent is a program that can perform long-term tasks with little need for human supervision during the execution of the task
ERP oligopoly SAP succeeds in AI and cloud transformation, How SAP makes money?
SAP’ is extremely important to the back-end operations of an enterprise. Without it, the daily operations of the enterprise will come to a halt.
The reasons behind Broadcom share price consistantly outperformance
“99% of all internet traffic crosses through some type of Broadcom technology”, Broadcom said. The reason behind the long-term continued outperformance of Broadcom share price is that I vote for Broadcom CEO Hock E. Tan.
How does the cloud-native file database MongoDB make money?
Compared with the relational database that traditionally uses SQL, MongoDB’s database is called a NoSQL database.
Apple search engine, the possibility and necessity to inhouse develop
Whether Apple should develop its own Apple search engine has been a headache puzzled Apple management. Search engines are the “most fundamental technology” for monetizing all advertising on the Internet today.