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X @Nick Szabo
Nick Szaboยท 2025-11-10 00:53
RT Blake Scholl ๐Ÿ›ซ (@bscholl)A robotic car factory is ~a software change away from being a robotic tank factory. https://t.co/I1MwLm3q2L ...
X @Anthony Pompliano ๐ŸŒช
"We are refounding Opendoor as a software and AI company." - @CanadaKaz๐Ÿ”ฅ https://t.co/txjmj66Mw9 ...
X @๐˜๐—ฎ๐—ฟ๐—ฒ๐˜€๐—ธ๐˜†
Product Analysis - The software industry is evaluating alternatives to Rewind, a product that offers all-day screen recording and content backtracking [1] Feature Focus - The key feature under consideration is continuous screen recording for easy content review [1]
Measuring the Impact of Nvidiaโ€™s Flurry of Deals
Under this arrangement. The technology flows both ways, but it's basically about wireless tech for use at the edge. You know, it was a huge surprise just going on the reaction of Nokia shares, but it's it's Nvidia moving into yet another new segment.What's your reaction to it, please. And so it is I think we have seen the transition towards a virtualized radio access network be a little bit slower than what we would like with this partnership. Nokia is basically promising to rewrite its stack, update its ha ...
X @Anthony Pompliano ๐ŸŒช
Automation & Labor Market - Automation has been creatively destroying jobs for centuries [1] - Software's capability to perform tasks is causing concern among unionized workers [1] - The idea that software "should never replace workers" is considered unrealistic in corporate America [1]
ETFs to Watch as Tesla Lags Q3 Earnings, Views Cybercab Production in '26
ZACKSยท 2025-10-24 16:36
Core Insights - Tesla's third-quarter 2025 earnings missed analysts' expectations, with a 40% decline in operating profit attributed to higher tariffs and increased R&D expenses for AI projects [1] - Despite an initial drop of over 5% in early trading, Tesla's shares ended the session with a gain of 2.3%, likely due to market optimism surrounding new vehicle launches [2] Financial Performance - Tesla reported earnings per share of 50 cents, missing the Zacks Consensus Estimate by 5.7% and down 30.6% year-over-year [4] - Total revenues reached $28.10 billion, exceeding the Zacks Consensus Estimate by 6.2% and increasing 12% year-over-year [4] - Production totaled 447,450 units, a 5% decline year-over-year, while vehicle deliveries rose 7% to 497,099 [4] - The energy storage division achieved record quarterly deployments, contributing to a gross profit of $1.1 billion, an increase from previous quarters and the prior year [5] - Net cash from operating activities was $6.24 billion, slightly down from $6.26 billion year-over-year, while free cash flow increased to $4 billion from $2.7 billion [6] Future Outlook - The company has sufficient liquidity for its product roadmap and long-term expansion plans, focusing on reducing manufacturing costs and enhancing profitability through AI, software, and fleet-based services [7] - Upcoming products include Cybercab, Tesla Semi, and Megapack 3, with volume production expected to start next year [7] Investment Opportunities - Investors may consider ETFs with significant exposure to Tesla, such as Consumer Discretionary Select Sector SPDR Fund (XLY), Vanguard Consumer Discretionary ETF (VCR), Fidelity MSCI Consumer Discretionary Index ETF (FDIS), and Grayscale Bitcoin Adopters ETF (BCOR) [3] - XLY holds 20.94% of Tesla shares, has gained 6.9% year-to-date, and has assets under management of $24.69 billion [9] - VCR holds 18.18% of Tesla shares, has gained 5.5% year-to-date, and has total net assets of $7.1 billion [11] - QQQU, which includes Tesla at 16.03%, has surged 28.3% year-to-date [12] - BCOR, with Tesla holding 21.86%, has soared 33.9% year-to-date [13]
CrowdStrike CEO: Don't buy idea AI will kill software, need it to protect AI
CNBC Televisionยท 2025-10-23 14:13
one. There's no one who knows more than George Kurts uh who is CEO of Crowd Strike and I can't believe we are lucky to have you. George is it's great to see you first of all and you're doing a lot of terrific stuff and I think you've become one of the great maybe the great spokesperson for an industry which cannot be uh which is front page everywhere and yet sometimes you have an outage like AWS and but no one wants to know whether it was cyber attack.Well, when you look at technology and you look at how in ...
X @ๅค–ๆฑ‡ไบคๆ˜“ๅ‘˜
Trade Restrictions - The Trump administration is considering restricting exports to China of software-driven products, ranging from laptops to jet engines [1] - The restrictions aim to retaliate against Beijing's latest round of rare earth export controls [1] - The plan intends to prohibit exports of "critical software" or goods produced using US software to China [1]
X @Forbes
Forbesยท 2025-10-14 18:18
Chips arenโ€™t the only star of the massive agreement. AMDโ€™s software efforts have slowly turned it into a more formidable competitor to Nvidia.Read more: https://t.co/WImxnfDiL4 https://t.co/t2doY4LkWA ...
X @Anthony Pompliano ๐ŸŒช
Trust is being replaced by software and markets.Our grandparents trusted the government, the media, and the central bank.They believed what they were told about current events on television. They saw the government as an organization who looked out for them and could save them. And they didn't worry about their money losing value.The new generation doesn't believe any of this.Centralized governance is being replaced by decentralized governance. Dollars are being replaced by bitcoin. The news is eroding as p ...