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Matt Phillips
Posts
Almost every company is talking about AI, only two are clearly quantifying benefits
There’s still little clarity on the tangible benefits companies are getting from AI, despite talking about it a whole heck of a lot. Source: Sherwood…
Tempus AI slides after missing Q4 EBITDA target
Here’s how the numbers look. Source: Sherwood News.
Sandisk sinks more as product release underwhelms market
Really, how excited are we supposed to get over a solid solid state memory drive? Source: Sherwood News.
Hinge Health’s CEO is sizing up a giant market opportunity for digital healthcare
We catch up with Daniel Perez after a volatile few months in the public markets. Source: Sherwood News.
Sandisk slides on Citron short announcement
In a post on X, Citron suggested that while Sandisk has benefited from the parabolic price increase for memory chips, it’s only a matter of…
Software companies get a glimmer of hope that they can be Anthropic customers, rather than being eaten
Anthropic’s latest announcement seems to be giving a lift to software companies the market was previously viewing as the walking disrupted. Source: Sherwood News.
Sandisk shakes off slide from secondary offering
Still making memories for shareholders. Source: Sherwood News.