[Música] Ella es Mariana Carrillo, CEO y cofundadora de Chebu Time Café. Ella nos dice, "Soy fiel creyente de que hacer las cosas por el camino correcto y con la mejor intención quizás te lleve más tiempo, pero tendrás muchas más probabilidades de éxito. Bienvenida, Mariana. Hola a todos, muchas gracias por la invitación. E bueno, pues comenzamos. En Shebu Time Café tenemos un mantra. No somos lo que creemos que somos ni lo que los demás creen que somos. Somos lo que practicamos, la suma de lo que hacemos, ...

Analyst's Disclosure:I/we have a beneficial long position in the shares of SCHD, O, PM, RY, AAPL, T, MA, MAIN, JNJ, BAC, ARCC, TCPC, BTI, BHP, MSFT, NKE, XOM, HDV, VICI, BLK, RQI, PFE, MO, SCHO, PEP, GOOG, JPM, V, KO, BRK.B, LIN, BEP, BBSEY, AMZN, PYPL, PBR, RIO, NEE, CNQ, ARE, UL, NVO, NVS, ALIZF, LVMH either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no ...

This presentation contains forward-looking statements. All statements other than statements of historical fact contained in this presentation are forward-looking statements. In some cases, you can identify forward-looking statements by terminology such as "may," "will," "should," "expects," "plans," "anticipates," "believes," "estimates," "predicts," "potential" or "continue" or the negative of these terms or other comparable terminology. These statements are only current predictions and are subject to know ...

We're not waiting for the future.. we're currently experiencing it!Every car capable of running FSD today is also capable of being a fully-autonomous robotaxi 🚕Insane 🤯🤯 https://t.co/xtKfEpRPHb ...

Core Insights - Workday VNDLY has been recognized as a Leader and Star Performer in Everest Group's Vendor Management Systems (VMS) PEAK Matrix® Assessment 2025, marking the fifth consecutive year of this recognition [1][5] - The platform is designed to help organizations manage their contingent workforce effectively, leveraging AI to enhance talent sourcing and management [2][3] Company Overview - Workday, Inc. is an AI platform focused on managing people, money, and agents, utilized by over 11,000 organizations globally, including more than 60% of the Fortune 500 [6] - The integration of Workday VNDLY with Workday Human Capital Management (HCM) provides companies with a comprehensive view of their workforce and total labor costs, facilitating better decision-making [2][7] Product Innovations - Workday has introduced a new Contingent Sourcing Agent that combines Workday VNDLY with HiredScore AI, aimed at accelerating the hiring process for temporary staff [3] - The platform offers several advantages, including enhanced visibility, optimized spending, and data-driven decision-making through a unified view of the total workforce [7] Market Position - Workday VNDLY's recognition as a Leader and Star Performer is attributed to its rapid innovation, global reach, and strong ecosystem partnerships, which cater to diverse workforce needs [5]

Core Insights - Microchip Technology is enhancing its TrustMANAGER platform to address IoT security challenges through secure code signing, Firmware Over-the-Air (FOTA) updates, and remote management of firmware images and cryptographic keys, aligning with the European Cyber Resilience Act (CRA) [1][3] Group 1: Product Enhancements - The TrustMANAGER platform now includes FOTA services, allowing secure real-time firmware updates to patch vulnerabilities and comply with cybersecurity regulations [2][3] - The Microchip WINCS02PC Wi-Fi network controller module used in the TrustMANAGER development kit is certified against the Radio Equipment Directive (RED), which mandates strict standards for wireless devices in the EU [3] Group 2: Regulatory Compliance - The CRA requires strong cybersecurity measures for digital products sold in the EU, influencing global regulations and emphasizing the need for secure firmware updates and lifecycle credential management [1][3] - Compliance with standards such as ETSI EN 303 645 and ISA/IEC 62443 is essential for manufacturers to meet evolving cybersecurity regulations [1] Group 3: Market Positioning - Microchip Technology serves over 100,000 customers across various sectors, including industrial, automotive, consumer, aerospace, and defense, providing solutions that reduce risk and lower system costs [9]

Waymo robotaxis can now be hailed in Atlanta via Uber. The two companies, which already offer the “Waymo on Uber” service in Austin, said on Tuesday the commercial service will initially cover about 65 square miles in Atlanta.The launch, if successful, is poised to propel the businesses of both companies. Uber, which has locked in partnerships with 18 autonomous vehicles companies, said it has an annual run-rate of 1.5 million mobility and delivery AV trips on its network. Meanwhile, Waymo said it provides ...

随着一辆辆没有驾驶人的Model Y在奥斯汀街头缓缓驶过，这个曾被特斯拉CEO埃隆·马斯克反复描绘的 未来场景，已经成为现实。 经过长达9年的承诺与等待，特斯拉Robotaxi服务在当地时间6月22日于得克萨斯州奥斯汀市正式启动试 点运营。首批受邀乘客支付4.2美元的统一费用，即可体验这一承载着马斯克自动驾驶梦想的服务。 在业内看来，这标志着全球首个纯视觉Robotaxi服务的诞生，不同于Waymo等依赖激光雷达的竞争对 手，特斯拉仅凭摄像头和人工智能算法挑战自动驾驶的终极目标。 九年磨砺：特斯拉Robotaxi驶向现实 当地时间6月22日下午2点，奥斯汀南部的特定地理围栏区域内，首批印有"Robotaxi"标识的Model Y开 始接载乘客。这项酝酿9年的服务终于落地，特斯拉选择了保守但务实的开端。 据了解，此次特斯拉Robotaxi的运营范围被限定在约77.7平方公里的区域内，避开了城市中最复杂的十 字路口。服务时间设定为每日早6点至午夜12点，且明确排除恶劣天气条件下的运营。 记者了解到，目前该服务采用的是邀请制，首批约20名受邀者主要为特斯拉员工、车主及Powerwall用 户。他们通过独立APP预约 ...

Core Insights - Tesla's Robotaxi initiative marks a significant step towards Level 4 autonomous driving, transitioning from concept to real-world testing in Austin, Texas [1][2] - The cautious approach taken by Tesla highlights the ongoing challenges in achieving full autonomy, including regulatory hurdles and technical limitations [2][5] - The global Robotaxi market is experiencing exponential growth, with companies like Waymo and Cruise expanding their operations significantly [1][4] Industry Overview - The autonomous driving industry is at a critical juncture for commercial scalability, with technological advancements and market validation driving growth [1][4] - Tesla's testing reveals limitations in its fully autonomous capabilities, as operational parameters are restricted to a defined area and time, with safety personnel still present [2][3] - The competition among different technological approaches, such as Tesla's pure vision system versus multi-sensor solutions from other companies, is reshaping the industry landscape [3][4] Market Dynamics - The Chinese autonomous driving supply chain is positioned to capitalize on the regulatory challenges faced by foreign companies, leveraging local technological advancements and policy adaptations [5][8] - New regulations in China are pushing companies to clarify their capabilities, which may lead to a more structured and realistic approach to autonomous driving technology [5][8] - Domestic companies are making significant strides in core components, with firms like Tuopu Group and 4D Millimeter Wave Radar leading in cost-effective solutions [6][7] Competitive Landscape - Key players in the Chinese market are innovating rapidly, with companies like WeRide and Pony.ai achieving significant operational milestones and testing capabilities [6][7] - The collaboration between automakers and supply chain partners is fostering a new ecosystem that enhances the speed of innovation and market readiness [7][8] - The shift from a follower to a leader position for Chinese suppliers in the Robotaxi sector is becoming increasingly evident as they adapt to market demands and regulatory environments [8]

Core Insights - Taiping Medical Health Fund has completed an investment in Hainan Xiansheng Zaiming Pharmaceutical Co., Ltd., a subsidiary of Xiansheng Pharmaceutical Group, which is a leading domestic pharmaceutical company focused on innovative anti-tumor drugs [1] - The investment aims to enhance Xiansheng Zaiming's innovative capabilities and support its participation in international competition and collaboration in tumor immunotherapy [1] - Xiansheng Zaiming has developed several advanced research and development platforms, including protein engineering, T cell engagers, NK cell engagers, ADCs, PROTACs, and AI-assisted molecular design [1] Company Developments - Xiansheng Zaiming has achieved compliance with GMP standards in both China and the United States for its independent production capabilities [1] - The company has four core innovative drugs, namely Kexaila®, Envida®, Endu®, and Enlitai®, which are already commercialized and cover various solid tumor treatments [1] - Kexaila® and Enlitai® are expected to enter the national medical insurance catalog in 2024, following Endu® [1] Strategic Partnerships - Following the investment, Xiansheng Zaiming announced a strategic partnership with Next Cure, Inc. to co-develop a new ADC drug, SIM0505, targeting the CDH6 antigen for solid tumor treatment [3] - The potential development phase of SIM0505 could yield up to $745 million in related payments, including upfront, development, and sales milestone payments, along with tiered royalties based on net sales outside Greater China [3] - Previously, Xiansheng Zaiming entered a licensing option agreement with AbbVie for SIM0500, a tri-specific antibody, with a total value of up to $1.055 billion [6]