A month ago Meta acquired Scale AI for $14B, now a16z comes out and is backing Poseidon🤔Poseidon (@psdnai):AI is moving beyond the browser and into the real world. The bottleneck? Data.Today we’re announcing a $15M seed round led by @a16zcrypto to build infra that collects, curates, and licenses high-quality data for physical AI.Incubated by and built on @StoryProtocol. https://t.co/OKnHrtTwgq ...

Overview - Moca Chain is a modular, EVM-compatible Layer 1 blockchain designed for user-owned identity and data [1] - The blockchain utilizes zero-knowledge proofs, decentralized storage, and cross-chain oracles for secure, private, and reusable credentials [1] Tokenomics - MOCA token powers a non-inflationary ecosystem [1] - User activity drives demand for MOCA token [1] - Treasury revenue funds development, staking, and airdrops [1]

Financial Data and Key Metrics Changes - IT services revenue for Q1 was $2.59 billion, reflecting a 2% decline in constant currency terms, within guidance range [6][21] - IT services margin was 17.3%, an expansion of 80 basis points year on year [6][22] - Net income grew 10.9% year on year in Q1, with EPS at INR 3.2, a growth of 10.8% year on year [25][26] - Free cash flow as a percentage of net income was robust at 115% for the quarter [26][119] Business Line Data and Key Metrics Changes - BFSI sector saw a decline of 3.8% sequentially and 3.5% year on year, while healthcare grew 0.5% sequentially and 3.5% year on year [24] - Consumer sector declined 4% sequentially and 5% year on year, with technology and communications growing 0.4% sequentially but declining 3% year on year [24] - Capco continued to perform well, growing 6.1% year on year [25] Market Data and Key Metrics Changes - Americas market grew 1.5% year on year in constant terms, with strong deal momentum [6][23] - Europe faced a decline of 6.4% sequentially and 11.6% year on year [23] - Digital spending in India, Middle East, and Southeast Asia remained resilient [6] Company Strategy and Development Direction - Company is focusing on AI, data, and modernization programs, aligning with client priorities [4][5] - Emphasis on vendor consolidation and cost optimization as key drivers for deal wins [11][12] - Company aims to build an AI-first enterprise, integrating AI capabilities into industry solutions [16][17] Management Comments on Operating Environment and Future Outlook - Management expressed caution regarding the macro environment, highlighting ongoing geopolitical uncertainties and tariff impacts [37][39] - Strong order book and healthy pipeline provide confidence for long-term value delivery [18] - Guidance for Q2 indicates a sequential growth range of -1% to +1% in constant currency terms [28] Other Important Information - The board declared an interim dividend of INR 5 per share, distributing over $1.3 billion in cash in the last six months [27][120] - The company revised its capital allocation policy to pay out a minimum of 70% of net income over three years [27] Q&A Session Summary Question: What is the macro outlook right now? - Management acknowledged ongoing uncertainty due to geopolitical factors and tariffs, but noted strong deal momentum in BFSI and technology sectors [37][39] Question: What powered the Americas One performance despite sector declines? - Strong performance in health and communications sectors contributed to the growth in Americas One [40] Question: Is discretionary demand returning? - Discretionary spending is returning in certain pockets, particularly in AI and modernization projects [45] Question: How is AI impacting hiring and headcount changes? - AI efficiency is evolving, and while there is a need for AI-trained talent, the correlation between AI and hiring is not yet strong [48] Question: How are acquired companies contributing to growth? - Capco has performed well, growing 6% year on year, with robust bookings expected to continue [79]

Weather Forecasting Challenges & Opportunities - Weather forecasts significantly impact daily choices and various critical systems [2] - Current weather data collection is insufficient, with 85% of the planet lacking adequate atmospheric observations [9] - The Pacific Ocean represents a major observational gap, impacting weather forecasts, especially for regions like California [10] - Traditional weather models struggle with the complexity of atmospheric processes at scales smaller than the grid resolution [20][21] Technological Advancements & Solutions - The company utilizes long-duration controllable balloon systems for comprehensive atmospheric monitoring [14][15] - These balloon systems offer access to any point in the sky at a lower cost and environmental impact compared to existing technologies [14] - Deep learning models have emerged as a promising alternative to traditional physics-based weather models, demonstrating remarkable accuracy and efficiency [23][24][26] - Deep learning models offer potential for tailored forecasts for specific applications, such as wind farm output and seasonal agricultural planning [27] Impact & Future Directions - Data collected on oceanic winds during hurricane season in 2022 led to a 20% reduction in trajectory error at the 6-day forecast in US operational weather models [17] - Advances in hardware and AI are driving a transformation in how humanity interacts with weather, enabling easy access to automation and improved decision-making [30]

Raise your hand if you ever told yourself that you're just going to check Instagram or Tik Tok for five minutes and you grab your phone and you're scrolling and you're scrolling and you look up and it's an hour later. Has anyone been there. Right.It's like these apps have this six sense for knowing exactly what you're into. Whether it's showing you promotional content from that movie that you casually mentioned at lunch or it's those oddly satisfying cleaning videos that you just cannot stop watching. Whate ...

Healthcare AI Potential - AI can improve disease prevention and diagnostics, exemplified by early breast cancer detection leading to a nearly 99% survival rate, contrasting with a 33% rate upon lymph node spread [6][7] - AI models can analyze chest X-rays to diagnose diabetes, assess biological aging, and predict 10-year heart attack or stroke risk [8] - Retinal images can predict kidney, gallbladder, or liver disease, while brain MRIs can detect early Alzheimer's and indicators of psychiatric conditions [9][10] AI Scaling Human Capabilities - AI-driven large language models (LLMs) accelerate drug discovery by predicting protein shapes with high accuracy, reducing research time from years to months [14][15] - Digital twins, aggregating data from various sources, enable testing experimental drugs on a virtual patient before actual administration, and predicting ICU complications [16][17][18] - AI can create digital twin models for organ transplantation, matching donor organs and recipients to minimize post-transplant rejections [19] Improving Healthcare Experience - Personalized AI agents can automate healthcare tasks, such as scheduling appointments, verifying insurance, arranging transportation, and managing medication delivery [21][22][23][24][25] - AI's personalization of healthcare technology aims to be intuitive, anticipatory, and teachable, enhancing the overall patient experience [26] Considerations and Future - Despite AI's benefits, the healthcare industry acknowledges the irreplaceable human element in healthcare, emphasizing the need for thoughtful AI development and execution [28][29][30] - AI and technology in healthcare are expected to usher in an era of abundance, empowering individuals to take control of their medical journeys [31]

China’s new plans for data are a technologist’s dream and a dissident’s nightmare https://t.co/uP7LalVrYNPhoto: Getty Images https://t.co/59eG6TjqDM ...

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This is a data point. But helping Kimi Antonelli go blindingly fast is the real point of data. Together, we are driven to advance. ...

Competitive Advantage - Data is the primary pillar for a durable competitive advantage among model providers [1] - Algorithms are IP that the industry will eventually learn [2] - Compute can be acquired by spending more money [2] - Data is an area where a long-term sustainable competitive advantage can be produced [2]