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Memos and Perspectives Latest Activity

Fund manager memos, market outlooks, and interviews; read for the framework, not the conclusion.

41 related activitiesLast 30 days 25 itemsFeatured among them 2 items

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Activity Archive · Page 3 页

26 NovWedIssue 41–41 items
  1. Bridgewater: Research & Insights42

    The Release of Google Gemini 3 Signals the Start of an AI Industry “Resource Grab” Phase

    Bridgewater Co-Chief Investment Officer Greg Jensen and AIA Labs Chief Scientist Jas Sekhon released a viewpoint arguing that Google Gemini 3 is currently the strongest publicly available general-purpose large AI model, with pre-training compute at least 2–3 times higher than GPT-4o, validating that the path of scaling pre-training remains sustainable. This development will drive the AI industry to continue increasing investment in compute, chips, and power, with significant implications for capital markets and the economy.

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