RT Bitcoin Magazine (@BitcoinMagazine)JUST IN: 🇺🇸 US Senator Cynthia Lummis tells Bloomberg that community banks need to embrace #Bitcoin and crypto 👀"This is the future." 🙌https://t.co/ywUBw0BNld ...

Core Insights - The event "Experience with AI" hosted by Jinqiu Fund emphasizes the current opportunities in AI entrepreneurship and investment, highlighting that the AI revolution is already underway rather than forthcoming [4][10]. Group 1: AI Applications - The AI application layer is crucial, with models becoming commodities while understanding user needs becomes the competitive edge [18][21]. - The revenue and valuation of AI applications are expected to surge in the next two years, with successful entrepreneurs quickly gaining trust in specific verticals [21][24]. - AI applications are achieving $100 million ARR at an accelerated pace compared to traditional SaaS companies, indicating a rapid growth trajectory [24]. Group 2: Chip/Computing Power - The chip sector presents significant opportunities, particularly in inference chips and the development of a self-sufficient domestic supply chain in China [30][32]. - Companies like Dongfang Suanxin are innovating with domestic 3D stacking technology to compete with leading products like Nvidia's H100 [30]. - The demand for chips is expected to grow, with projections indicating a substantial increase in market size by 2030 [32]. Group 3: Robotics - The robotics industry is experiencing a transformative moment akin to the ChatGPT era, with significant capital influx and decreasing costs [35][36]. - The market for robotics is projected to reach $150 billion by 2025, with a fivefold increase in financing compared to 2023 [35]. - Each operational scenario accumulated today will contribute to the future operating systems in robotics [36]. Group 4: Common Principles Across Sectors - Three universal principles for success in applications, chips, and robotics include identifying asymmetric advantages, timing market opportunities, and effectively leveraging data to drive business metrics [37][40]. - Companies must focus on specific product definitions, innovative paths in chip development, and deep engagement with operational scenarios in robotics [37]. Group 5: Future Predictions - The competition in large models will remain intense, with differentiation shifting towards product experience and brand trust rather than model capabilities [54]. - The transition from personal assistant applications to an Agent Economy is anticipated, introducing new economic systems based on self-learning and memory capabilities [55][56]. - AI demand is expected to be underestimated, with significant increases in capital expenditures projected for technology giants [61].

Core Insights - Hamilton Lane has achieved a significant milestone by surpassing a total asset footprint of $1 trillion, marking a 6% year-over-year increase, with AUM reaching $145 billion, up $14 billion or 11% from the previous year [1][5][6] - The company has formed a strategic partnership with Guardian Life Insurance Company, which includes managing Guardian's existing private equity portfolio of nearly $5 billion and a commitment to invest approximately $500 million annually for the next ten years [9][10][40] - The firm reported strong financial performance, with fee-related revenue increasing by 23% year-over-year, driven by growth in management and advisory fees [5][36] Financial Performance - Total asset footprint reached just over $1 trillion, with AUM at $145 billion, reflecting an 11% increase year-over-year [1] - AUA stood at $860 billion, growing by $44 billion or 5% compared to the prior year, primarily due to market value growth [5] - Fee-related earnings were $160.7 million year-to-date, representing a 34% growth year-over-year [6] - GAAP EPS for the fiscal year-to-date was $2.98, with non-GAAP EPS at $2.86 [6] Strategic Developments - The partnership with Guardian Life will involve managing their private equity portfolio and includes financial incentives such as HLNE equity warrants [10][40] - Hamilton Lane's Evergreen platform has seen substantial growth, with total Evergreen AUM reaching $14.3 billion, nearly doubling since 2024 [24][25] - The company has expanded its product offerings, launching additional evergreen products and enhancing its technology solutions [8][27] Market Position and Outlook - The firm maintains a strong position in the private equity market, with a focus on customized solutions for institutional clients [10][11] - The company has observed a low default rate of around 1%, indicating strong credit fundamentals within the private credit sector [14] - Hamilton Lane's strategic focus on expanding its insurance solutions platform is expected to drive future growth [11][12]

RT Bloomberg Live (@BloombergLive)Minister @Haddad_Fernando on the development of Brazil: "Forecasts estimate a 12% impact on our GDP,"⏯️ https://t.co/jngaNSvQYo https://t.co/zk27slgtS6 ...

AI在软件工程中的应用与发展 - 多个公司和研究机构正在探索和开发AI在软件工程中的应用，包括代码生成、质量控制和自动化[1] - 行业关注AI如何提升软件开发效率和质量，以及如何量化AI在软件工程中的投资回报率[1] - AI Coding Agents 的未来发展趋势，包括构建可靠的系统以适应模型迭代周期[1] - 讨论了AI在浏览器构建中的应用，以及从中获得的经验教训[1] 工程实践与领导力 - 探讨了在AI辅助工程中如何进行领导，以及如何构建AI原生公司[1] - 讨论了工程团队如何利用AI来改进支持服务[1] - 一些公司正在尝试新的工程师激励机制，例如将工程师的薪酬与销售业绩挂钩[1] - 传统敏捷方法的替代方案正在被探索[1] 特定技术与平台 - 关注 evolving Claude APIs for Agents [1] - 讨论了Minimax M2 的研究与应用[1] - 介绍了Google DeepMind 的研究成果及其在现实中的应用[1] - Bloomberg 在其工程组织中部署 AI 的经验教训[1]

RT Bloomberg Live (@BloombergLive)ICYMI: “As a government you can set all the policy you want - if businesses aren’t using it, what good is it?”Canada’s Minister Maninder Sidhu on why the Canadian government is choosing to work more closely with businesses.⏯️ https://t.co/cESQRF7JLe https://t.co/OrFjkU40Jp ...

There is a new piece of reporting today, the kind that hits and you stop and you pull over on the sidewalk and read the whole thing. At least that's what I did. It's a potentially major development in the Jeffrey Epstein story.Remember last month we learned about Alex Aosta's testimony, Donald Trump's former Secretary of Labor and the prosecutor who just so happened to be behind Jeffrey Epstein's 2008 plea deal before landing in the Trump cabinet. Well, he told the House Oversight Committee that he did not ...

not a conventional dictator. We are facing an narco terrorist structure that has turned Venezuelan territory, Venezuelan resources, Venezuelan's institutions and that turned them in to to the fa to the favor to the activities of a criminal cartel. >> And this language you use, naroterrorism, this is exactly the language that the Trump administration uses about Venezuela.And President Trump is saying after the boat strikes, the land will be next. Do you support US military strikes on the territory of Venezue ...

Hi everyone. I think everyone can hear me. Um, so my name is Sadav Khan.Uh, and I'm an entrepreneur. I develop uh pro I conceptualize, design and develop products uh that are tech enabled and they deliver information to financial services companies uh such as banks um and funds. So um just you know go looking back at my last 25 years my experience has mainly been in the media industry.Um I started off in 1999 at a small company called Loan Pricing Corporation. It's what you would call a startup nowadays. Uh ...

RT Bloomberg Live (@BloombergLive)ICYMI: “I think Malaysia is one of the most politically stable countries,” Malaysia's Prime Minister Dato' Seri Anwar Ibrahim at #BBGAsean.⏯️ https://t.co/r6QEj8dkHj https://t.co/BWGrP4unMz ...