There is some political wrangling going on, but it looks like the Genius Act stablecoin bill moves forward. Why is it important. It does so.Hi. I mean, Genius Act is basically putting a basic structure of what Stablecoin should have already been a long time back in the Stablecoin Bills or the Genius Act actually provides any company for doing stablecoins the rules and regulations around how to really release them. How much collateral do you want.What sort of underlining transparency and accountability assoc ...

Legal & Governance - Shareholders are holding Meta executives and board members financially accountable for negligence and lack of oversight in the Cambridge Analytica scandal [2][4] - The trial in Delaware marks the first time a CEO and board members are facing court in a case of this nature, potentially setting a precedent for corporate governance [6] - Mark Zuckerberg is shifting from settling legal disputes to actively pursuing legal wins to set precedents [9] Financial & Investment - Meta is expected to spend hundreds of billions of dollars in a race to beat out the competition, likely in the AI and data center space [12] - Meta is projected to spend up to $72 billion in capital expenditures this year, primarily on data centers [13] - Meta is investing heavily in talent, with pay packages reaching $200 million [13] Strategic Direction - Mark Zuckerberg is adopting a no-apologies stance and is focused on dominating the tech space through legal and political victories [10][11] - Meta is considering Saudi Arabia for data center expansion due to the need for capital, space, and energy [12]

What are you seeing across the technology sector in how investors are responding to tariffs, but also how the companies themselves are communicating the impact. Thank said it's great to be back on. Well, the way we look at tariffs is they're actually very positive for the US and very negative for the rest of the world.And you're seeing that today with ASML. But US companies are mostly except maybe Apple mostly unaffected by the tariffs. A lot of them have local manufacturing.So you continue to see tech stoc ...

Space X is planning an insider share sale that would value the company at about $400 billion. That's according to our sources. The per share price is $212, and that's up substantially from the $185 set in the prior transaction.That was December. This deal marks a rapidly climbing value for Musk's rocket and satellite maker, which is now the most valuable private startup in the world. ...

Business Strategy & Market Focus - The company's AI virtual tutor saw a significant opportunity following the crackdown on the EdTech sector in China [1] - The company aims to expand into the US market, starting with mathematics, leveraging its international structure and product base [2][3] - The company is targeting to establish over 3,000 after-school learning centers in the US [3] - The company is focusing on learning centers rather than directly engaging with schools or education districts to mitigate regulatory sensitivity [5] Regulatory & Geopolitical Considerations - The company is aware of potential issues faced by Chinese tech companies in the US, such as Bytedance's TikTok, and is taking steps to mitigate concerns, including local data storage and working with American franchisees [4] - The company has not yet had conversations with Washington regarding regulatory matters [4][5] - The company views its investor's (Jeff) ties to Donald Trump as potentially beneficial in navigating regulatory hurdles, closely monitoring TikTok's progress [6] Financial Performance & IPO Plans - The company's distributors achieved $300 million in revenue last year with a gross margin of 70% [7] - The company plans to pursue an IPO, aiming to have at least 200 learning centers in the US before proceeding, potentially starting next year [7][8] - The company is considering both Nasdaq and the Hong Kong stock market as potential venues for its IPO [8]

ED: COMING UP, NVIDIA IS SET TO RESUME SOME AI CHIP SALES TO CHINA. PLUS, WE ARE LIVE FROM THE INAUGURAL PENNSYLVANIA ENERGY EVENT. OUR CONVERSATION WITH CHRIS RIGHT IN THE CRYPTO CZAR, DAVID SACHS. IN THE COMMISSION HAS AGREED TO PURCHASE WHAT REMAINS OF WINDSURFING. BOTH CEOS JOIN US LATER IN THE HOUR. GETTING BACK TO OUR TOP STORY, NVIDIA AND AMD WILL START SELLING SOME AI CHIPS BACK INTO CHINA AFTER THE ADMINISTRATION AND THE U.S. GOVERNMENT SIGNALED THEY WOULD SECURE THE LICENSES AND APPROVALS TO DO SO ...

Huawei is becoming much more competitive. And if you give the whole Chinese market to Huawei, it's a huge subsidy for their R&D, right. And it basically forces Chinese companies that might be willing to use the H20 to use the the Huawei chip and to basically figure out uh basically to figure out the bugs, work out the kinks of the cloud matrix system and help Huawei scale that up.So, I think there is a compelling argument here that you just don't want to hand Huawei, the entire Chinese market when Nvidia is ...

Acquisition Overview - Cognition acquired Windsurf, viewing it as a complementary offering in the AI space [4] - The acquisition was structured as a clean cut from Google, with Windsurf's product, IP, go-to-market team, marketing team, and enterprise engineering team remaining intact [6][7] - The deal includes immediate consideration for all Windsurf employees, who are now part of Cognition [9] Strategic Fit and Synergies - Windsurf, an idea that helps developers code faster, complements Cognition's Devon, an AI software engineering agent [13][14] - The integration allows for a workflow where Devon can perform initial project tasks, with developers using Windsurf for finishing touches [14] - Both companies have a clear enterprise focus, with customers like Goldman Sachs, Citibank (rolling out Windsurf), and JP Morgan [2][15] Market Dynamics and Future Outlook - The acquisition aims to address the issue of valuable teams being left behind in aqua-hires [19][21] - Windsurf was previously considered for acquisition by OpenAI, but the deal did not materialize [11][12] - The deal structure resulted in wiping out the investors founder shares, making it an entirely employee owned company [21]

Now, look, let's be honest about this. I have a sense of deja vu because I think we've done a next door 2.0% before. So I'd say this is maybe next door 3.0%.But give me the basics of why you've done it and what you've done. Well, this is an entirely new next door, So whether we call it 2.0%, 3.0% or 10.0% doesn't matter, because for consumers, this is going to feel and operate like a completely new app, but grounded in what Nextdoor has always cared about, and that is safety alerts, local news and recommend ...

Do you think that you can accomplish their goals fast enough to keep up with what has been a surge in energy consumption. I think we will. You're right.It's a challenge. I mean, the agenda of President Trump is to unleash American energy. The last four years, the Biden administration was more to shackle American energy.But you're right, there's rapidly rising demand. And what we as the government need to do is enable private businesses to build the things they want to build and invest in, the things they wa ...