AI agent created by OpenAI dev 'accidentally' sends entire memecoin holdings to reply guy https://t.co/rrqGzddQDH ...

Core Insights - Robinhood Ventures Fund I is raising $1 billion by selling 40 million shares at $25 each, with 35 million shares from the fund and 5 million from Robinhood, indicating a significant move to provide retail investors access to high-profile companies like SpaceX and Stripe [5][25] - The closed-end fund market has been relatively dormant, with only 46 new funds launched since 2019, and the first IPO this year raised just $53 million, highlighting the challenges in this investment space [1][25] - The fund will not pay regular dividends and only considers distributions if excess cash exists, charging a 2% management fee, reduced to 1% for the first six months after IPO [3] Investment Opportunities - Investors can gain exposure to companies like SpaceX and Databricks through the fund, which already owns shares in these firms, allowing them to benefit from future IPOs or sales [4] - The fund's structure allows for trading based on sentiment and liquidity rather than just net asset value, which can lead to premiums or discounts in pricing [2][3] Market Dynamics - The sentiment, liquidity, and supply-demand dynamics will heavily influence the trading of the fund, making it essential for investors to understand these factors [2] - The fund's approach to investing in high-profile tech companies provides retail investors access to opportunities typically reserved for institutional investors [4]

AI Scales Up as the Biggest Players Battle for Supremacy  The AI industry is careening headlong towards a huge shakeout that’s going to separate the haves from the have-nots and concentrate power in the hands of just a few major players. Just as we saw in the public cloud infrastructure battle, when the dust settles, only a few, all-powerful companies will emerge unscathed, ready to dominate the AI industry for decades to come.  Acquisitions in AI are picking up pace. In the last few months, numerous multi ...

But I don't remember anybody forecasting that all of a sudden AI data centers will be buying up so much of the world's RAM that the rest of us would be scrging for leftovers. >> Can I actually ask about that. So I heard there's a data center RAM crunch and I thought oh it's because Nvidia is selling a lot of GPUs today centers.Don't the GPUs use a different RAM. Don't they use VRAM. They have their video RAM.It's on a slightly different standard, but fundamentally all the memory is coming from just a few co ...

2月20日，港股马年首个交易日，有"全球大模型第一股"之称的智谱收涨超42%，市值突破3232亿港元。2月以来，该公司股价累计涨幅超过220%，上市 以来的涨幅则达到523%。 另一家人工智能大模型企业MiniMax也延续了节前的强劲走势，当天收涨超14%，市值也超过3000亿港元。自上市以来，MiniMax已经累计上涨 487.88%。 目前，两者市值已超越携程和快手，逼近泡泡玛特（3279亿港元）与百度（3548亿港元）。 然而，狂热之下，两家公司仍处于亏损状态，市销率高达700倍，远超OpenAI的65倍。市场究竟在为何种未来下注？ 市值双双突破3000亿港元 2月20日，农历马年的第一个交易日，当恒生科技指数大跌近3%，众多传统科技股表现疲软时，两家AI大模型初创公司——智谱和MiniMax，成为了市场 中为数不多的亮点。 当天，智谱收报725港元/股，涨幅高达42.72%，市值突破3232亿港元，单日市值增长超过967亿港元。MiniMax同样表现不俗，收盘上涨14.52%，报970港 元/股，市值达3042亿港元，2月累涨超105%。 值得注意的是，这两家公司登陆港交所的时间并不长。智谱于2026 ...

The OpenClaw moment reminds me of DeFi summer:Early adopters experimenting with expensive tech and bad UX.Both have conviction that this changes everything. A community building open source stuff (smart contracts vs AI Skills now).But DeFi summer had a financial layer that let anyone capture value.Compound launched $COMP rewards. Uniswap let you LP and earn fees and a star dev Andre (vs P. Steinberger now) found ways to build on top.Every new protocol meant new tokens and new upside for retail.Many early ad ...

Core Insights - The two AI companies, Zhipu and MiniMax, have seen significant stock price increases, with Zhipu rising over 42% on the first trading day of the Year of the Horse, and MiniMax increasing over 14% on the same day, leading to market capitalizations exceeding 300 billion HKD [1][2][7] - Both companies have experienced substantial growth since their IPOs, with Zhipu's stock price increasing by 523% and MiniMax's by 487.88% within a month of their listings [1][7] - Despite their high valuations, both companies are currently operating at a loss, with a price-to-sales ratio (PS) exceeding 700, significantly higher than OpenAI's 65 [2][17] Company Performance - Zhipu's stock closed at 725 HKD per share, with a market capitalization surpassing 323.2 billion HKD, while MiniMax closed at 970 HKD per share, reaching a market cap of 304.2 billion HKD [2][11] - Zhipu's cumulative losses from 2022 to mid-2025 amount to approximately 6.238 billion CNY, while MiniMax reported a net loss of 512 million USD (around 3.605 billion CNY) for the first nine months of 2025 [17][20] Market Position - Zhipu and MiniMax's market capitalizations have surpassed those of major companies like Ctrip and Kuaishou, and are approaching the valuations of Pop Mart and Baidu [2][11] - The market's enthusiasm for these companies is attributed to their technological advancements and product breakthroughs, particularly in AI model development [12][19] Technological Advancements - Zhipu launched its flagship model GLM-5, which has shown over a 20% performance improvement compared to its predecessor, while MiniMax introduced M2.5, designed for full-stack programming development [12][13] - Both models have achieved significant performance metrics in industry benchmarks, with MiniMax M2.5 being the most called model in a recent week, reaching 3.07 trillion tokens [14][16] Pricing Strategy - Following the launch of GLM-5, Zhipu raised the prices of its coding plans by 30% in China and over 100% internationally, indicating strong demand for its services [12][19] - MiniMax's pricing for token usage is significantly lower than that of competitors like Claude Opus 4.6, making it an attractive option for users [14][15] Future Outlook - The market is betting on the future potential of these companies, as the demand for AI capabilities continues to grow, particularly in areas requiring high token consumption for complex tasks [19][20] - Analysts suggest that the transition of AI from simple tasks to more complex operations will drive up token consumption, positioning these companies favorably in the evolving AI landscape [19]

Core Insights - The upcoming podcast episode features Nikhil Kamath and Dario Amodei discussing the transformative impact of artificial intelligence (AI) on economics, geopolitics, and safety concerns [1][3][4] Group 1: Podcast Overview - The podcast will cover various topics including economics, geopolitics, and safety related to AI, emphasizing an unscripted and honest dialogue [3][4] - Dario Amodei, CEO of Anthropic, expresses the need to steer AI in the right direction, likening its potential impact to a tsunami [2][4] Group 2: Dario Amodei's Background - Dario Amodei is the CEO and co-founder of Anthropic, with a strong academic background including a PhD in Computational Neuroscience from Princeton [5][6] - His career includes roles at Google and OpenAI, where he focused on AI safety before co-founding Anthropic in February 2021 [6] Group 3: AI's Role in India - At the India AI Impact Summit 2026, Amodei highlighted India's crucial role in addressing challenges related to AI, including its autonomous behavior and potential misuse [7] - He noted the unprecedented capabilities of AI agents, which could lead to significant opportunities and concerns for humanity [8][9]

We recently published an article titled 12 Best Data Storage Stocks to Buy Right Now. On February 18, Citi lowered its price target on Snowflake Inc. (NYSE:SNOW) to $270 from $300 while maintaining a Buy rating. The firm attributed the stock’s 30% pullback following fiscal third-quarter results to a smaller-than-typical earnings beat and broader software sector concerns related to artificial intelligence spending. Citi characterized the decline as excessive, emphasizing Snowflake’s resilient, consumption- ...

智通财经APP获悉，国金证券发布研报称，字节跳动推出的AI视频生成模型Seedance2.0火爆出圈，大幅 降低了高质量视频内容的创作门槛，或成为AI影视发展的重要节点。元宝、千问等大模型新春活动加 速入口流量争夺。国内AI应用正加速向垂直领域渗透，形成技术与产业深度融合的新格局。在政策驱 动下，智能体技术成为核心增长引擎，已规模化应用于工业质检、医疗诊断等场景，推动AI从"感 知"向"决策"升级。展望2026年，将是AI应用从"技术验证"迈向"商业推广"的关键之年。 国金证券主要观点如下： AI应用产业趋势确立，2026年有望迎来双击 1)2026年应用是"必修课"。2026年无论是从算力的ROI诉求角度，还是互联网/软件/端侧公司做产品的角 度。 1)超级入口：大模型量收共振，流量枢纽地位确立。大模型已超越技术底座范畴，演进为AI时代具统治 力的流量入口。全球领军者商业化进程呈非线性加速：OpenAI ARR预计2025年底突破200亿美元，远 期锚定"数千亿美元"量级；Google Gemini 2025年10月单月Token使用量达1.3千万亿个，呈指数级跃 升；Anthropic Claude AR ...