Bring us the context of last week prior, of course, to Jackson Hole and Euphoria on Friday. We were worried about overall frothy valuations in the area of high. Is in video going to be a key test on that.I think it is. I mean, I think that really is keeping the market right now with respect to the trade on pause, waiting for more news from NVIDIA to see what earnings fares and really to see if they've been able to continue to grow into what are really lofty growth numbers. You certainly seen a come under pr ...

Mike, it is interesting that, of course the money comes from that that was already promised to Intel. Remind us of the detail of the deal. Well.So in the broad strokes, it's a nearly 10% stake totaling more than 400 million shares going to the U.S. government in this carries in exchange for what has not yet been spent out of the grant money that was to go to Intel through the Chips and Science Act. Remember, this is the law that was passed under President Joe Biden designed to spur domestic chip manufacturi ...

He threatened this earlier this month on X and now he's gone through with that threat. Ultimately couldn't do anything to the relationship that open air does have with Apple and vice versa. I don't see.So I mean, if they consider this an antitrust violation, that being the courts or the government or what have you. What I would have to do is open up what they call extensions within Siri. So right now, the open air relationship is what's called an extension in Siri.If it doesn't understand one of your comman ...

If this all turns out to be true and it happens quickly, I know many Siri users that would be very pleased, Mark. I imagine that we're looking at sort of dates and months when this might happen. Yeah.So Apple's holding what they call a bake off internally where they're trying to determine what's the best direction for the future of Siri. Right now, Siri runs on what they call Apple Foundation models, in other words, underlying technology developed by Apple. Right.We know from experience that in use it's not ...

Robotics Industry Trends - Humanoid robots are expected to be integrated into daily life and factories within 5 to 10 years, driven by advancements in AI [3] - Japan aims to utilize humanoid robots in both factories and daily life, unlike some Western countries that primarily focus on factory applications [2] - The Osaka World Expo will showcase a future Japanese society where humans and robots coexist [6] AI and Robotics Development - AI is considered a fundamental technology for making robots more human-like [5] - Overcoming the bottleneck of AI is crucial for the widespread adoption of humanoid robots [4] - Concerns exist regarding the autonomy of AI in robots [5] Cultural and Evolutionary Perspectives - Japanese culture readily accepts human-like robots without distinguishing them from humans [4] - Technology, including AI and robotics, is viewed as a form of human evolution [7] - Accepting AI and robots can lead to humans becoming "better humans" [8]

Company Overview & Strategy - Saronic aims to redefine maritime superiority for the US and its allies, scaling from a 6-foot mini jetski to a 150-foot autonomous vessel in under three years [2] - The company's fundamental principle is to build in large quantities (hundreds or thousands) to achieve dominance [4] - Saronic focuses on dual-use products for both defense and commercial sectors to diversify revenue, invest in R&D, and build robust supply chains [21] - Vertical integration is a key differentiator, with the company handling everything from contracting raw materials to final assembly [23][24] Shipbuilding & Manufacturing - Saronic is constructing a 150-foot Marauder autonomous surface vessel [1] - The company acquired a shipyard in Louisiana four months ago and plans to have the Marauder in the water before the end of the year [3] - The Louisiana shipyard in Franklin spans 100 acres, with planned investments of $500 million to $1 billion to build up the site and achieve a capacity of 50 ships per year [7] - A secondary site, Port Alpha, is planned to be ten times larger than the Franklin site (1000 acres) with a multi-billion dollar investment over 5-10 years [8] - The company has over 500,000 square feet of manufacturing space in Austin, with the capacity to build 500 smaller vessels annually, ramping up to 2000 and then 4000 [18] Market & Competitive Landscape - The US shipbuilding industry has significantly declined compared to China, with China delivering 972 commercial ships in 2023 versus the US's seven [6] - Saronic aims to deliver 50 unmanned vessels per year from its Louisiana site [6] - The commercial maritime market is estimated to be worth over $100 billion [20] Government & Investment - Saronic has raised over $1 billion in private capital in the past year [13] - The company is receiving support from the government, which is moving faster to adopt new technologies due to potential threats [9][10][17]

FTC Focus & Priorities - FTC Chairman emphasizes the importance of protecting American consumers from foreign government demands on American tech companies, asserting that US laws should take precedence [4][5] - FTC is actively monitoring and potentially investigating AI companies to ensure they are honest about their products' capabilities and consequences for consumers [22][24] - FTC views protecting American privacy and ensuring data safety as a top priority, particularly concerning the Child Online Privacy Protection Act (COPPA) [13][14] Legal & Enforcement Actions - FTC paused administrative adjudication against Meta due to ongoing litigation in federal court, with no settlement discussions currently taking place [12][13] - FTC is awaiting a decision in the trial concerning the combination of Facebook, Instagram, and WhatsApp, expressing confidence in a successful outcome [17][18] - FTC has brought enforcement actions against companies that misrepresented their products to consumers [22] International Tech Regulation - FTC acknowledges the growing pressure on American tech companies from foreign governments (Europe, UK, Brazil) to potentially censor speech and weaken security protections [3][8] - FTC commends Apple for pushing back against UK requirements for a backdoor into encrypted data, highlighting the importance of protecting American consumers [6][7] - FTC stresses that American tech firms have legal obligations to protect American consumers and should not prioritize compliance with foreign government demands at their expense [7][8]

It's very likely that human robots are going to be robots that we can deploy into the world relatively easily. From labs in Shenzhen to workshops in Silicon Valley. Humanoids are stepping out of science fiction and into our reality.The race is on to dominate the next era in robotics, with companies in Asia and the US vying to take the lead. China is seen as a frontrunner, with Morgan Stanley saying the country will have the highest number of humanoids in use worldwide by 2050. It's the result of many years ...

It was 1999 as people were going crazy over the Y2K bug. Honda unveiled a piece of tech that gave the world a glimpse of what the new millennium could look like as the birthplace of Gundam Volta's five and Astro Boy, Japan's humanoid robots have stood as symbols of a tech driven future. A quarter of a century since ASIMO robots have become pervasive in modern Japanese society, driven by need.Faced with a severe labor shortage and one of the world's fastest aging populations, businesses are investing in robo ...

Financial Strategy & Fundraising - OpenAI aims for long-term profitability, considering how to capitalize on its data center expertise to drive revenue and secure better financing for future infrastructure spending [2] - OpenAI initially planned for a $10 Billion funding round but secured $11 Billion due to investor interest, and is exploring debt and debt financing options beyond equity financing [3] - Banks and private equity firms have approached OpenAI regarding debt financing, similar to how Metro finances its center needs with private credit firms [4] - Sarah Friar's role as CFO involves raising funds, allocating compute resources to customers, and balancing fundraising with customer satisfaction and financial management [8] Market Position & Product Challenges - OpenAI's GPT rollout faced challenges, particularly regarding user attachment to older chatbot versions, leading to user dissatisfaction when the older model was deprecated [5][6] - Despite a bumpy rollout, ChatGPT remains the market leader in chatbot usage, experiencing voracious demand that requires intensive compute resources and funding [7] Future Outlook - There is discussion about OpenAI potentially going public (IPO) to democratize ownership [7] - OpenAI plans to invest trillions in infrastructure, specifically data center expansion, signaling a long-term commitment to growth [2]