This is my age demographic on Facebook (not including IG/TikTok or YouTube).Boomers range from age 60 to 78, born in 1946–1964.73.9%+ of my 52,000 followrs range from ages 18-54 years old.Target demographic achieved for obvious reasons. https://t.co/U4M2Ov40joWendy O (@CryptoWendyO):Not only is there massive demand on FACEBOOK for crypto content (out of all places) but I'm slaying in analytics with only 51,000 follwers.This is where retail lives. https://t.co/i1TdR7WaQn ...

Core Insights - Meta's CEO Mark Zuckerberg views time as the only enemy in the AI race, investing hundreds of billions and offering nine-figure salaries to attract top talent, while accelerating internal engineering processes from hours to minutes to close the gap with competitors like OpenAI and Google [1][3][6] Group 1: Investment and Talent Acquisition - Meta has made significant investments in AI, including restructuring its AI team and offering salaries as high as $250 million to attract top talent [5][3] - The company has established the Meta Superintelligence Lab (MSL) to centralize all AI operations and expedite development [3][1] Group 2: Internal Revolution and Infrastructure Changes - MSL is pushing for a deep internal revolution to adopt faster engineering tools and accelerate AI development [1][9] - Meta is transitioning from its slow legacy systems to more agile platforms like Vercel and GitHub to enhance productivity and reduce deployment times from 99 minutes to under 2 minutes [12][14] Group 3: AI Usage and Employee Engagement - Meta has implemented various measures to enforce AI usage among employees, including tracking AI usage rates and setting specific targets for different departments [2][17] - The company has gamified AI adoption through a project called "Level Up," rewarding employees for completing tasks that involve AI tools [21][23] Group 4: Leadership and Strategic Direction - Nat Friedman, former CEO of GitHub, is leading the product and application research team at Meta, emphasizing the urgency to adopt faster development practices [7][9] - Zuckerberg has expressed a willingness to incur losses in the short term to avoid missing out on the potential of AI, highlighting the critical nature of rapid action in this technological race [6][1]

Group 1: AI Trading Competition - A trading competition was held by nof1.ai's "Alpha Arena" platform, featuring six AI models each trading with $10,000 in real money, not simulated [1] - The AI models participating include GPT-5, Claude Sonnet 4.5, DeepSeek Chat V3.1, Gemini 2.5 Pro, Grok 4, and Qwen3 Max, with DeepSeek currently leading the competition [1][3] - DeepSeek has achieved a total portfolio value close to $14,000 with a return rate of approximately 40%, making it the best-performing model so far [3] Group 2: Semiconductor Industry - The Netherlands is seeking to resolve the deadlock surrounding ASML Semiconductor, which has implications for China-Netherlands trade relations and the global automotive chip supply chain [4] - Dutch Economic Affairs Minister Vincent Karremans indicated that the Netherlands aims to prevent the transfer of business and intellectual property from ASML, which is crucial for Chinese automakers [5] - The deadlock originated from the U.S. "penetration rules" announced on September 29, leading to direct Dutch government intervention in ASML's internal affairs, affecting its global operations [5] Group 3: AI Developments - Alibaba's Quark is secretly advancing a project known as "C Plan," focusing on conversational AI applications, with expectations for a new product launch soon [6] - The "C Plan" has been in development for a significant time and is anticipated to require long-term investment and technological breakthroughs [6] Group 4: Financial Performance - iFlytek reported a net profit of 172 million yuan for Q3, marking a year-on-year increase of 202.4%, with total revenue of 6.078 billion yuan, up 10.02% year-on-year [9] Group 5: Technology Innovations - Science Corporation, founded by the former president of Neuralink, has developed a retinal microchip implant that restores vision for blind patients, allowing them to read and engage in activities like crossword puzzles [10]

Core Insights - AI-generated video is rapidly becoming a key user attraction, with Meta leveraging this "traffic ace" to gain an advantage in the competitive AI application landscape [1][2] - The launch of the AI short video platform "Vibes" on September 25 has significantly boosted user engagement for Meta AI, with daily active users (DAU) rising to 2.7 million from 775,000 in just four weeks [1][2] - The download rate for the Meta AI app has also surged, with daily downloads reaching 300,000, compared to less than 200,000 a few weeks prior, and a dramatic increase from just 4,000 downloads a year ago [1][2] User Growth and Market Impact - The correlation between the launch of "Vibes" and the increase in user numbers supports the argument that "AI video drives traffic" [2] - While Meta AI's user base is growing, competitors like ChatGPT, Grok, and Perplexity are experiencing user declines, with daily active users dropping by 3.51%, 7.35%, and 2.29% respectively, while Meta AI saw a 15.58% increase [2] Features of Vibes Platform - The Vibes platform allows users to create, discover, and share short video content, enhancing user engagement through personalized recommendations as usage increases [3][6] - Users can easily remix content and share it across platforms like Instagram and Facebook, increasing the potential exposure and virality of AI-generated content [6] Competitive Landscape - Meta AI's growth may also benefit from the recent attention on OpenAI's video generation model Sora, which has led users to explore similar products, including Meta AI [7] - Sora's "invitation-only" strategy may inadvertently create opportunities for competitors, as users unable to access Sora may turn to other available alternatives [7]

Group 1: Government Shutdown Impact - The U.S. Senate failed to pass a government funding bill, resulting in the continuation of the government shutdown that began on October 1 [1][2] - The funding bill aimed to extend government funding until November 21 but did not meet the required 60 votes, receiving only 50 in favor [2] - The shutdown has led to the National Nuclear Security Administration (NNSA) initiating forced unpaid leave for approximately 1,400 employees, marking the first such occurrence since the agency's establishment in 2000 [4][5] Group 2: Economic Data and Federal Reserve - The government shutdown has caused a "data vacuum," complicating the Federal Reserve's ability to assess economic conditions, particularly regarding inflation and employment risks [6][7] - Financial markets expect the Federal Reserve to lower the benchmark interest rate by 25 basis points to a range of 3.75%–4.00% during the upcoming policy meeting [7] - The average monthly non-farm employment growth from June to August was only 29,000, significantly below pre-pandemic levels, raising concerns about the labor market's true state [7][8] Group 3: Stock Market Performance - U.S. stock markets experienced significant gains, with major indices rising over 1%, driven by optimism from quarterly earnings reports and improved risk appetite [3][10] - Apple Inc. saw its stock price reach a record high of $262.24, with a market capitalization of $3.89 trillion, surpassing Microsoft to become the second-largest company by market value in the U.S. [13][15] - The iPhone 17 series has shown strong early sales, outperforming the iPhone 16 series by 14%, indicating a positive trend for Apple's future sales [15]

Market News - US stock market opened higher with all three major indices rising over 1%, Nasdaq up 1.37%, Dow Jones up 1.12%, and S&P 500 up 1.07% [1] - Major tech stocks saw significant gains, with Apple rising approximately 4% to reach a historical high, and other companies like Netflix, Intel, and Meta also experiencing increases [1] - Spot gold prices surpassed previous highs, peaking at $4381.49 per ounce before closing at $4355.69, a 2.46% increase [1] - International oil prices fell, with WTI crude down 0.38% to $56.93 per barrel [1] - European stock indices closed higher, with Germany's DAX up 1.8% and France's CAC40 up 0.39% [1] Industry Insights - The successful static fire test of the reusable rocket Zhuque-3 marks a significant step towards its first flight, aimed at reducing launch costs and enhancing capacity in China's commercial space sector [2] - China's commercial space market is projected to grow from 9.2 billion yuan in 2020 to 310 billion yuan by 2024, with a compound annual growth rate exceeding 100% [2] - A breakthrough in robotics has been achieved with the introduction of a unified theory for force-position hybrid control algorithms, improving task success rates by approximately 39.5% [3] - The deep earth economy is gaining attention as a strategic emerging industry, focusing on resource development and space utilization in the Earth's depths, expected to receive strong policy support during the upcoming 14th Five-Year Plan [4][5] - The deep earth economy is anticipated to become a new growth engine for the economy, with significant developments in remote monitoring systems for deep earth industrial automation [5]

Group 1: Market Trends and Technologies - ESUN (Ethernet for scale-up networking) has gained traction with major players like Meta, Broadcom, and AMD, indicating a positive outlook for Ethernet-related companies such as Broadcom, ANET, and CSCO[4] - The market reaction to ALAB and CRDO suggests they may be oversold, as ESUN and UAlink are not necessarily in conflict, allowing for continued use of PCIe/CXL interconnects[4] - Ciena predicts a sixfold increase in DCI bandwidth over the next five years, highlighting significant growth potential in the data center interconnect market[4] Group 2: Product Developments and Performance - AMD's Helios Rack features 72 MI450 GPUs, offering up to 1.4 EF of FP8 performance and 2.9 EF of FP4 performance, with a total HBM4 memory of 31 TB and bandwidth of 1.4 PB/s[4] - Oracle is the first major customer for the MI450, with an initial deployment of 50,000 GPUs starting in Q3 2026, and Meta is expected to follow as a significant customer[4] - The value of the 1.6T optical module in the GB300 NVL72 rack has doubled from a ratio of 1:2.5 to 1:5, with expected shipments increasing from 8 million to over 20 million units by 2026[4]

Core Insights - The head of internet research at Evercore ISI, Mark Mahaney, discusses the current state of consumer internet stocks, noting a major rerating and a dramatic rally over the past three years [2] - Mahaney identifies Meta as a strong compounder with a reasonable valuation, while Amazon is highlighted as a potential dislocated stock despite recent outages [3][4] Group 1: Market Trends - The consumer internet sector has experienced significant growth, with notable entry points earlier in the year for companies like Uber and Google [2] - There is a scarcity of dislocated high-quality stocks in the internet and tech space currently, with few trading significantly below their recent highs [7] Group 2: Company Performance - Amazon Web Services (AWS) has faced outages, which could impact its competitive position against rivals like Google Cloud and Azure, although Mahaney believes the recent outage will not have a long-term effect [8][10] - Major tech companies, including Microsoft, Amazon, Google, and Meta, have seen improvements in revenue and operating income per employee, attributed to aggressive headcount management and AI deployment [10] Group 3: Valuation Insights - Mahaney emphasizes the importance of fundamentals, focusing on revenue and operating income per employee, which he refers to as return on AI spend [9][10] - Valuations for companies like Google and Meta are considered reasonable, trading at a modest premium to the market, contrasting with the high PE multiples seen during the dot-com bubble [11][12]

will $25m bring back @FvckingMeta podcast? we miss @GordonGoner ...

Market Performance - US stock markets collectively rose, with the Nasdaq up 1.37%, the Dow Jones up 1.12%, and the S&P 500 up 1.07% on October 20 [1] - Major tech stocks saw significant gains, with Apple rising nearly 4% to reach a historical high, while Meta increased over 2%, and Tesla, Google, and Amazon rose more than 1% [2][3] Key Stock Movements - Apple (AAPL) closed at $262.24, up 3.94% - Amazon (AMZN) closed at $216.47, up 1.61% - Google (GOOG) closed at $257.02, up 1.27% - Meta (META) closed at $732.39, up 2.16% - Microsoft (MSFT) closed at $516.83, up 0.63% - Nvidia (NVDA) closed at $182.56, down 0.36% - Tesla (TSLA) closed at $447.35, up 1.83% [3] Chinese Stocks Performance - The Nasdaq China Golden Dragon Index rose by 2.39%, with notable increases in popular Chinese stocks such as iQIYI up over 8%, NIO and Kingsoft Cloud up over 4%, and Alibaba up nearly 4% [3][4] Gold Market - International spot gold rose by 2.45% on October 20 and continued to climb, reaching $4362.11 per ounce, with an increase of over $100 within 24 hours [4]