the era of the monolithic model kind of died around Llama 3 launch. Like the the idea like there's one model and just like let's just test how smart this model is and that was how good it's going to be at lots of things. We're now in a world where um when you're using these harnesses whether it's um you know open code, cloud code, codeex using these harnesses, they're shopping underneath to lots of different models depending on the task.So they might be going to a multimodal model. um you know if you're usi ...

[music] This is Guru Focus Market Today, your afternoon market brief for Monday, July 13th. Here's where things stand. Oil prices surged as tensions between the United States and Iran intensified, raising inflation concerns and complicating the Federal Reserve's policy outlook.The collapse of the US Iran ceasefire has also shifted market focus to China's independent refineries which are now seen as key players in determining the direction of global oil prices. Turning now to the technology sector, Apple has ...

We find ourselves once again at quarter end, the time of the season where accountants have been crunching the numbers and working overtime. This week we have a number of important industries and companies reporting earnings. First of all, we have JP Morgan with the rest of the big banks, Bank of America and Goldman Sachs. Then we have ASML and TSM also reporting earnings this week. The two semiconductor companies are expected to do phenomenally well with the increased demand we've all seen in the market. Bu ...

Sending $1k to best comment on my Instagram videoRules: must like & followhttps://t.co/ty1St7hsyQ ...

Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover: 1) OpenAI debuts its new superapp 2) What happens when all AI products converge 3) Are consultants the key to winning in AI? 4) Are all AI products commoditizing? 5) Meta's new Muse Spark 1.1 model is very cheap 6) Zuck confirms Meta is thinking about a cloud business 7) Is it bad economics to rent your compute to competitors? 8) Instagram's loose Ai reuse settings 9) Oh man, Meta is relevant in the AI discussion ag ...

⚡️ LATEST: Meta boosts its Louisiana AI data center project to over $50B, with planned capacity increasing to 5GW. https://t.co/dpgq0zhUfC ...

This is Guru Focus first look, your morning market brief for Monday, July 13th. Here are the stories driving markets today. Oil prices surged more than 2% overnight as escalating military strikes between the United States and Iran rattled global markets, fueling renewed inflation concerns and leaving world shares trading mixed.The jump in crude prices comes amid heightened geopolitical risk with investors closely watching for potential disruptions to supply and broader economic fallout. Turning now to the b ...

Meta has committed to spending an additional $40 billion on its sprawling data center campus in Louisiana https://t.co/G8F3BZIMnz ...

LATEST: 🤖 Meta chief data officer Alex Schultz says agentic commerce "might be the next tier of business" for the entire company. https://t.co/LsHqNSHNXB ...

Geopolitical Risks and Energy Markets - US missile strikes on Iran have intensified, leading to conflicting claims regarding the status of the Strait of Hormuz [1][5][8] - Brent crude oil prices are trending toward the $80 per barrel threshold, heightening investor concerns over geopolitical risk premiums [4][18][116] - Shipping through the southern corridor near the Omani coast remains active, with reports of approximately 20 ships transiting the area [8][9][177] Semiconductor and AI Industry Dynamics - SK Hynix completed the largest US listing by a foreign company, raising $26.5 billion, with its ADR trading at a 3% premium to Seoul shares [1][151][159] - SK Group plans to double its memory production capacity within five years to meet exponential AI-driven demand, despite market concerns regarding potential oversupply [73][155][156] - South Korean semiconductor exports surged 193% year-on-year in the first ten days of the month, underscoring the sector's heavy reliance on the AI hardware boom [128] Macroeconomic and Monetary Policy - Investors are closely monitoring US inflation data and Federal Reserve Chair Kevin Warsh’s upcoming congressional testimony for signals on potential interest rate hikes [38][41][118] - The Japanese Yen remains under pressure near 162 per dollar, prompting government efforts to encourage domestic pension funds to repatriate assets and invest in local markets [26][95][126] - South Korea's central bank is widely expected by economists to raise interest rates by 25 basis points to address accelerating inflation [39] Corporate Developments - SoftBank and PayPal are considering a multi-hundred billion yen investment in 7-Eleven operator Seven & i Holdings, signaling a defensive strategy to protect against unsolicited buyout attempts [64][150][227] - Apple has initiated legal action against OpenAI, alleging the theft of trade secrets by a former engineer, and is seeking damages alongside a redesign of future products [63][222] - Nippon Paint has submitted multiple bids for Akzo Nobel’s decorative paints business, with the latest offer valuing the unit at approximately $8.6 billion [224]