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A look at the fundamental questions facing OpenAI: its models have a very large user base but very narrow engagement, incumbents are matching its tech, and more (Benedict Evans)

Benedict Evans : A look at the fundamental questions facing OpenAI: its models have a very large user base but very narrow engagement, in...

16 January 2025

TSMC reports Q4 sales up 38.8% YoY to ~$26.38B, net income up 57% YoY to ~$11.4B, both above estimates; stock jumped 80%+ in 2024, its biggest gain since 1999 (Jane Lanhee Lee/Bloomberg)

Jane Lanhee Lee / Bloomberg:
TSMC reports Q4 sales up 38.8% YoY to ~$26.38B, net income up 57% YoY to ~$11.4B, both above estimates; stock jumped 80%+ in 2024, its biggest gain since 1999  —  - Revenue, capex projections surpass analysts' estimates  — TSMC is one of the biggest beneficiaries of the AI boom

Posted from: this blog via Microsoft Power Automate.

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