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[Daniel Newman @danielnewmanUV]

I know large deals are seeing immense scrutiny; however, I believe the Figma deal with Adobe gets done.

While Figma is well loved by its users, I don't think there is enough unique IP that it becomes a competitive problem. This is inclusive of existing competition that users can access plus #GenerativeAI offering an even more ambitious path to building software and competition that should prevent this from ever being anti-competitive.

Having said that, the risk of not giving startups and its investors a path to exit via acquisition or IPO is incredibly risky for the health of the innovation ecosystem. I would be more worried about harming innovation than any anti-competitive ecosystem this deal could create.

We shall see...

https://t.co/8BDB5NGuJX

#innovation #health #Figma #Adobe

[Daniel Newman @danielnewmanUV]

Busy travel week ahead...

Next stop Hewlett Packard Enterprise Discover.

Look forward to hearing from Antonio Neri and the #HPE Team this week. #HPEDiscover $HPE

[Daniel Newman @danielnewmanUV]

Last week I had the chance to sit down with @elastic CEO Ashutosh Kulkarni.
Under his leadership, the company has continued to see double digit growth and the onset of #GenerativeAI has made its search technology even more valuable to an array of applications.
Here is a preview of our discussion on all of the above plus the company’s recent earnings.
Full link in the comments.
#CEO #GenAI #AI $ESTC

[Daniel Newman @danielnewmanUV]

Good listen.
It would be interesting to hear about the value of the crypto assets.

A lot of $SOL love when it was well over $200. No mention of that or other specific crypto?

Regardless of the exchange rules, what about the underlying utility and value? #Web3 $COIN #Crypto

[Daniel Newman @danielnewmanUV]

Provocative discussion. One that requires great consideration given what's at stake if/when China decides to assert itself in reclaiming Taiwan.
With #semicondcutors being foundational for innovation both economically and militarily the option to not have a plan is catastrophic.

[Daniel Newman @danielnewmanUV]

We asked @Qualcomm CEO @cristianoamon if the company has a role to play in generative #AI.

With the amount of workloads that will need processing on device at the edge it will be palpable. TLDR, the role is substantial. One to watch. #MWC2023 #ChatGPT

[Daniel Newman @danielnewmanUV]

Another impressive quarter from @latticesemi. Tough macro seems to be a non-factor for this fast growth #Semiconductor co. Market taking, strong positioning, and in-demand products all drivers of these results.
Beat ✅
Raise ✅
Excellent result. Congrats @jranderson & Team $LSCC

[Daniel Newman @danielnewmanUV]

Join us now for the weekly #Podcast.
EP 152: Talking Tech #layoffs, #NRF Analytics in Focus, @Amazon Ambient Tech within Alexa, @Lenovo #NetZero Commitment, @HP's New Dragonfly with @AMD, Cloud Repatriation back in Focus?

[Daniel Newman @danielnewmanUV]

Join us now! #Podcast #Tech

[Daniel Newman @danielnewmanUV]

Join us live... our best of 2022 and look ahead to 2023 #podcast.

[Daniel Newman @danielnewmanUV]

Enjoyed chatting to the @YahooFinance team about the surging inventories in #semiconductors and an overall outlook for the semiconductor space.
Discussed: $INTC $MU $NVDA $IBM $QCOM and more. #Tech

[Daniel Newman @danielnewmanUV]

Which #Linkedin invite irks you the most?

Not a fan of the Sneak Attack 😂🤮

[Daniel Newman @danielnewmanUV]

Tech Predictions here. Leaning into why #digitaltransformation projects in 2023 will maximize existing tech investments making some of "old tech" like @Oracle
@HPE
@IBM
@SAP
interesting along with deflationary names like @ServiceNow and @Adobe to #automate and analyze. #Tech

[Daniel Newman @danielnewmanUV]

A miss on top and bottom for @MicronTech. The results shouldn't surprise anyone. The guide also not great, with larger losses than expected albeit slightly better revenue. The hard fall for PC and Mobile is now entirely evident as $MU struggles. #Tech #Semiconductor

[Daniel Newman @danielnewmanUV]

Join us now! Talking
Lattice
Marvell
Broadcom
Slack
Microsoft
Activision and more.

#Tech #Podcast

[Daniel Newman @danielnewmanUV]

Indeed. 😎

[Daniel Newman @danielnewmanUV]

Tremendous leadership from @MichaelDell @JClarkeatDell and team this quarter to weather a mountain of macro headwinds.
Strength in infrastructure as PC slows.
Beat on Top ✅
Beat on Bottom ✅
Managed #SupplyChain expertly
Guide: TBD
https://t.co/cxtGx01yMy
#Earnings $DELL

[Daniel Newman @danielnewmanUV]

Join us!
We are LIVE! with a Speed Round covering #CiscoPS22, @HPE-@VMware, @Honeywell Connect, @GroqInc US Army Report, @HPE Server launch, @Qualcomm-@Arm, #Zoomtopia, @Qualcomm-@renaultgroup, @AMDServer launch, @IBM Quantum summit.

[Daniel Newman @danielnewmanUV]

New @SixFivePodcast with Akash Palkhiwala, CFO @Qualcomm talking about its year and more. In this episode we cover:
#Earnings Recap
Macroenvironment
Biz Diversification
Apple, Meta, Samsung Partnerships
Guidance & Headwinds.
2 minutes preview: Full ep in the comments $QCOM

[Daniel Newman @danielnewmanUV]

At a glance. @latticesemi Q3:

Great results despite softness in consumer (6% of rev)
31% Revenue Growth
Expanded Margin
Strong EPS Growth Up 71%
Beat Rev
Beat Margin
Guide Up.
Excellent overall $LSCC #Tech #Semiconductor