Public Opinion on Trade and Security - Americans support tariffs on China, but this support decreases when faced with rising consumer prices [3] - Technology theft by China is a top concern for Americans, followed by China's advancements in AI [4][5] - Preventing Iran from obtaining nuclear weapons is the primary geopolitical concern for Americans, with 84% support across party lines [7][8] Impact of Tariffs on the Tech Sector - Sustained tariffs on allies and friends will harm the American tech sector and its ability to modernize the military [11] - Strategic decoupling of economies from a national security perspective is viewed differently than tariffs on allies [10] Corporate America's Role - Corporate America needs to innovate in defense technology [9] - The US tech sector understands the supply chain challenges related to tariffs [11]

Believe it or not, it's the last day of the second quarter. We already arrive to the second half of what has been an intense year in the technology sector. The Nasdaq 100 is modestly higher right now in the session, but we continue to push consecutive record highs.What is the single catalyst for tech right now. Angelo. Yeah, as you said, certainly a lot has happened in the first half of the year.And maybe the fact that we are hitting all time highs, we see that as a validation of the positive momentum, not ...

There is an articulation that we've got to buy it. But the big issue is what China does with this information. Well, that's right, Carol.China has a huge stake in this and they really will have the final say given that Bytedance, the parent of Tik Tok, is based in Beijing and also happens to oversee some of what the Chinese government would consider sensitive technology, the kind that would need government approval to engineer any kind of final sale, even if the company were to retain control over the algor ...

Famed short-seller Jim Chanos shares his thoughts no Tesla and Elon Musk on the latest edition of Odd Lots. “There’s always one stock in every bull market that has that, at least that imprimatur of, I call it hopes and dreams,” he said. “Everyone can really project their hopes and dreams onto that company and then value it any way they want. And Cisco was that company, by the way, in ‘99. And [now] it’s undoubtedly Tesla.” “You could see Elon robbing a Brinks truck with a mask on or whatever [and people wou ...

The number one factor that will define whether the United States or China wins this race is whose technology is most broadly adopted in the rest of the world. It's not just a matter of building more sophisticated models. Competition between the U.S. and China on AI is expanding to standards, governance, infrastructure and more.It's very hard to say how far ahead we are, but I would say not a huge amount of time. Any lead the U.S. has in eroding fast despite restrictions on exports of advanced semiconductor ...

AI 发展与竞争 - 中国的 AI 技术正在快速发展，某些领域已能与西方竞争对手匹敌，甚至在成本上更具优势 [4][5][6] - 美国和中国在 AI 领域的竞争已扩展到标准、治理和基础设施等多个层面 [5] - 中国的 AI 公司正通过开源模式加速发展，与美国形成差异化竞争 [9][23][24] - 行业观察者认为，美国在芯片和半导体领域仍保持领先地位，而中国在应用、基础设施和能源方面具有优势 [22][23] 投资与创新 - 风险投资对中国 AI 领域的投资仍然活跃，关注 AI 在各垂直领域的应用，例如生物技术中的新药发现 [9][27] - 能源效率和可持续能源是 AI 发展的关键瓶颈，模块化数据中心解决方案成为关注焦点 [16][17] - 中国的创业公司正在探索双重应用和全球化战略，以实现盈利和增长 [18][19][20] 地缘政治与行业影响 - 美国正试图建立以其为主导的科技生态系统，但中国也在积极塑造全球 AI 使用规范，特别是在全球南方 [7][9] - 中美之间的科技竞争可能不会形成非此即彼的局面，各国政府可能会继续在两者之间寻求平衡 [10] - 东京电子预计，即使中国加大对本土芯片设备制造商的支持，公司仍将扩大其技术领先优势 [4][41] - 东京电子来自中国的收入比例预计将下降，但仍将保持在 30% 左右 [39][40] 公司案例分析 - Manticore，一家中国的空间设计软件供应商，计划在香港进行 IPO，希望成为中国科技企业家的榜样 [30][36] - Deep Sea 的出现给市场带来了冲击，展示了中国在 AI 领域的创新能力 [4][12][13]

Market Trends & Investment Opportunities - Nvidia is potentially heading towards becoming the first company to hit a $4 trillion market capitalization, currently at $385 trillion and needing almost a 6% gain to reach the milestone [1][2][52] - Nvidia's stock has increased by 60% since the April lows, driven by cloud computing companies' commitment to purchasing Nvidia GPUs, with revenue potentially reaching $200 billion this year and a consensus of around $250 billion next year [2][4][5] - The AI sector is experiencing increased spending, particularly in inferencing, reinforcing compute demand, and driving enthusiasm around Nvidia's growth potential [4][22][23] - The S&P 500 is closing at a fresh record, largely influenced by trade and the performance of companies like Micron, Palantir, and Nvidia [19] Company Strategy & Competitive Landscape - Nvidia is opening its platform to support other chips, including Broadcom gear, to broaden its ecosystem and maintain its market position [7] - Custom silicon from hyperscalers and competition from AMD pose potential threats to Nvidia's monopoly [6][7][26][27] - Meta is in talks to acquire Play AI to enhance its voice assistant capabilities for chatbots and hands-free devices, reflecting a broader overspending trend in the AI race [30][31][32][36][37] - Caruso and Redwood Materials are partnering to create North America's largest microgrid powered by solar and recycled batteries to deliver rapidly deployable AI data centers [1][39][40] Trade & Regulation - The U S and China have finalized a trade truce, with China committing to export rare earth minerals, and the U S potentially lifting restrictions on items like ethane [1][11][12] - The U S is expecting about 10 trade deals to be announced in the coming weeks, including potential agreements with India and the European Union [12][13] - The House is expected to combine two crypto bills, the GENIUS and CLARITY Acts, to finalize regulation of digital currencies in the U S, aiming to provide a framework for the industry and safeguards for participants [74][76][79][82] Technological Advancements - Foresight Robotics is developing a robotic platform using AI to address vision impairment, with over 2 billion people affected and a $3 trillion economic burden [51][58][60] - Foresight Robotics has completed 3300 procedures on animal models and plans to conduct first human clinical trials later this year, aiming for regulatory approvals and early commercialization [63] - Palantir is partnering with a nuclear company to co-develop an AI-driven real-time software system for nuclear construction, aiming to revitalize the American industrial base and compete with China [53][54][55]

Legislative Progress & Impact - Two separate crypto measures are advancing in Congress, including stablecoin and market structure legislation, with the House committed to passing both before the August recess [2][3] - The simultaneous movement of these two pieces of legislation is considered a pivotal and historic moment for the crypto industry [4] - The legislation aims to provide a regulatory framework for the crypto industry, offering clarity and safeguards that were previously lacking [5][6][8] Regulatory Environment - The industry faced a hostile regulatory environment with enforcement actions despite efforts to comply with regulations [5][7] - The new framework allows the industry to come under regulatory supervision, providing certainty for innovators and safeguards for market participants [8][9] Stablecoin & Dollarization - Stablecoin legislation is crucial for national security, ensuring the U S dollar backs stablecoins [10] - The U S aims to remain the primary location for stablecoin issuers and the preferred currency backing for these coins [10]

I think I'm right in saying that in the context of robotics history, this was one of the top series Bees of All time. It's a significant sum of money. Let's start with what you're going to do with that funding and what you need to do to make progress.Right. Ed, first of all, thank you for having me. It's a pleasure to be here.What we're developing it for said, as you said, it's a robotic platform to tackle one of the biggest needs in medicine, which is the vision crisis. So currently today we have over 2 bi ...

We know more now than we did yesterday about the trade relationship between the US and China as somebody that looks across the technology sector. Has the market factored that in. Yes, it does feel that there is an improved sentiment, but it's not just on that China US deal.I think there has just been sort of a broad improvement in sentiment. It's been a very disruptive start to the year overall. So the fact that they feel that things are starting to slowly line up and fall into place, for example, the impro ...