During the quarter, Mar Vista initiated a minor investment in Nvidia following a significant pullback in the stock. Click ...

Crusoe Energy got its start harnessing oilfield flare gas to mine bitcoin. So how did cofounders Chase Lochmiller and Cully ...

DeepSeek V3 redefines AI coding and reasoning with powerful tools for developers. Learn about its features, strengths, and ...

It examines the ways in which AI can help clean up some of the most polluting industries, including energy production and ...

Vista’s Global Quality strategy returned -2.98% net-of-fees in the first quarter of 2025. Click here to read the full ...

China is rapidly positioning itself as a dominant force in artificial intelligence by making substantial investments in the ...

In January 2025, a Chinese AI company called DeepSeek released one of its models that took the world by storm, because it was able to do what OpenAI could do at a fraction of the cost. But, what could ...

Microsoft's diversification from OpenAI speaks volumes about the future of AI investing . When I wrote about DeepSeek's remarkable AI breakthrough in January, ...

Microsoft isn't abandoning OpenAI, but is hedging its bets by embracing these alternatives. For investors watching this space, Microsoft's diversification strategy speaks volumes about where the ...

Once upon a time, the tech clarion call was “cellphones for everyone” – and indeed mobile communications have revolutionized business (and the world). Today, the equivalent of that call is to give ...

To contextualize DeepSeek’s disruption, let's consider the broader shift in AI being driven by the scarcity of training data.