top of page
Welcome to Bedrock's Articles.
Search


BEDROCK Podcast E19 - Talking about the Application of AI in Investment
TC Hello everyone, welcome to the Bedrock podcast. Tracy Hello, everyone. This is the 19th episode of the Bedrock podcast. Welcome to listening. Today we have invited Bill, who comes from the Bay Area and has both AI and Crypto backgrounds. He may be the AI entrepreneur who understands investment the best, making him a perfect fit for today’s topic. Today, we will discuss with him the application of AI in investment. Bill, why don’t you first introduce yourself to everyone? B

BedRock
Oct 2128 min read


BEDROCK Podcast E18 - Chat about Brazil & Investing
In this episode, we're going to talk about Brazil. Recently, we spent two weeks visiting Brazil, including learning about the local culture and customs, meeting local friends, and also visiting some companies.

BedRock
Oct 1735 min read


BEDROCK Podcast E17 – Talk about Central Asia
TC: Hello everyone, welcome to the BEDROCK Podcast. Tracy: Hello everyone, this is the 17th episode of the BEDROCK Podcast. In this episode, TC and I have just returned from field research in Central Asia, and we’ll discuss some local opportunities. Welcome to the show. Today we’re going to talk about Central Asia. Recently we spent roughly two weeks on the ground in Central Asia, including Almaty and the capital Astana in Kazakhstan, as well as Tashkent in Uzbekistan. We vis

BedRock
Oct 1624 min read


BEDROCK Podcast E16 - From AI Cloud Talk to Big Models
Tracy Hello everyone, welcome to the BEDROCK podcast. This is Episode 16, a collaboration with financial blogger Trade韭 . Today’s topic focuses on AI. Thank you for tuning in. Trader韭 Let’s get started. It’s really great that TC and Tracy are taking the time to record during their business trip in Kazakhstan. You’re here to look into local industries and companies, right? TC Yes. We’re looking at some local companies and internet-related opportunities. Many emerging markets d

BedRock
Sep 2710 min read


Impact of tariff conflict on China’s domestic economy
This article attempts to quickly study the impact of the current Sino-US conflict on the economy if it does not escalate further. It uses AI

BedRock
Apr 1012 min read


How big is NVIDIA's inference advantage? Detailed explanation of GTC inference performance chart
At GTC, Jensen Huang posted two very interesting pictures

BedRock
Mar 287 min read


Discussion on Investment Opportunities in the U.S. Food and Beverage Industry
In recent years, I've reviewed several sectors within the U.S. consumer goods industry. Here, I’ll provide a brief summary of my current...

BedRock
Oct 27, 20248 min read


Why Do Top-performing Stocks Frequently Emerge From The U.S. Restaurant Industry?
Recently, we visited the U.S. to conduct research on the technology and consumer sectors, and I’d like to gradually share some of the...

BedRock
Oct 23, 20247 min read


How long can the money spent on training large models last?
We have assessed the computational power requirements for future large model training, concluding that with each generation upgrade, the...

BedRock
Aug 12, 20247 min read


A Preliminary Study on Edge AI
Edge AI has received increasing attention recently. Here we share some recent research insights: 1. A new phone replacement cycle? Last...

BedRock
Jul 22, 20245 min read


Latin American Investment (1) — A Macroeconomic Perspective
In recent years, Latin America, as a region full of diversity and potential, has gradually caught the attention of global investors....

BedRock
Jun 25, 20248 min read


Latin America Investment (2) — Largest digital bankNubank
After understanding the macroeconomic situation in Latin America, we recognize it as a typical emerging market characterized by...

BedRock
Jun 25, 202417 min read


Latin American Investment (3) — E-commerce giant Mercado Libre
The e-commerce market in Latin America is facing new opportunities and challenges, especially with the rise of platforms like Mercado...

BedRock
Jun 25, 202424 min read


Population and Investment
The Impact of Population on Investment Population issues are crucial for investment. While short-term macroeconomic and investment trends...

BedRock
Dec 26, 20238 min read



BedRock
Dec 18, 20230 min read


Inflation Aftereffects - Summary of U.S. Research(1)
It's been over two months since the research trip to the United States. Let's summarize and share the findings. First, let's talk about...

BedRock
Dec 8, 20238 min read


All kinds of AI copilot charging space discussion
Over the past few months, various software companies have either launched or announced their own AI copilot products, such as Microsoft's...

BedRock
Sep 17, 20234 min read


Some thoughts about AI
We firmly believe that AI has a huge and far-reaching impact on this era, so it is necessary for us to conduct in-depth research and...

BedRock
Apr 17, 20231 min read


Some thoughts about AI LLM
Since the open access of ChatGPT, the development of the AI field has been rapidly evolving, and the release of GPT-4 has further...

BedRock
Apr 4, 20238 min read


ChatGPT Research and Investment Speculations.
ChatGPT has been hot for a long time, and we have done some research to understand its investment opportunities. We share our findings...

BedRock
Mar 6, 20237 min read
bottom of page
