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X @The Economist
The Economist· 2025-07-05 16:20
Checks and balances make it harder for democracies to control citizens’ data. But by putting less weight on such things, China could build an efficient and dystopian system of surveillance https://t.co/GujH3UWFC4 ...
Coherent: Datacom Tailwinds, Optical Breakout
Seeking Alpha· 2025-07-05 11:28
Core Insights - Moretus Research specializes in high-quality equity research aimed at serious investors, focusing on clarity, conviction, and alpha generation [1] - The firm employs a strategy of "positive paranoia" to analyze investments, emphasizing sentiment analysis and competitive positioning to predict future performance [1] - A notable investment recommendation was made at the beginning of 2023, where Carvana was purchased at $5 per share, highlighting an 88% short interest that was deemed excessive, leading to a significant turnaround [1] - The investment in Carvana yielded over 60 times returns over three years, showcasing the firm's ability to identify substantial opportunities [1] - Moretus Research aims to uncover data advantages through alternative data sources, covering both current holdings and potential future investments [1]
X @The Economist
The Economist· 2025-07-05 11:00
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 ...
X @The Wall Street Journal
Your home address, birth date and other personal info are strewn all over the internet.WSJ’s Nicole Nguyen explains how you can track it down and delete it. But you’ll have to stay vigilant. 🔗: https://t.co/JVoDNizV2Z https://t.co/dysdZGlGVZ ...
X @Avi Chawla
Avi Chawla· 2025-07-05 06:30
25 most important mathematical definitions in data science.P.S. What else would you add here? https://t.co/ZWnFU7xivm ...
X @The Wall Street Journal
Be very careful before you sell, give away or recycle your old computer. Even if you think you deleted everything on it, it may hold lots of personal items you don’t want anyone seeing.Here’s how to make sure your data is really gone. https://t.co/4uFso1mY6W https://t.co/gIGfFttlF9 ...
X @BBC News (World)
BBC News (World)· 2025-07-04 16:23
Payout offered to Afghans hit by UK data breaches https://t.co/7RI2JuukTn ...
X @Andy
Andy· 2025-07-04 14:30
RT The Rollup (@therollupco)NEW EP: Why AI Agents Need Better Blockchain Data with Marcel FohrmannWhile the hype of the narrative has slowed, the developments in ai x cryptoIn today's episode, @ayyyeandy sits down with @I_1337_I from @helloSQD to cover:> Why Current Data Infra Can't Scale> SQD's "Airbnb of Databases" Model> Why Institutional Players Are Taking Crypto Data Seriously> The Fight to Keep AI DecentralizedFull episode links below.Timestamps:00:00 Intro00:59 Magic Ad01:27 Starknet Ad01:53 Marcel’s ...
Buy 2 AI-Powered Technology Services Stocks to Tap Lucrative Upside
ZACKS· 2025-07-04 12:36
Industry Overview - The technology services industry is mature, with demand for services in good shape, and revenues, income, and cash flows are expected to gradually return to pre-pandemic levels, enabling stable dividends for most players [1] - The global shift toward digitization is creating opportunities in markets such as 5G, blockchain, and AI, with companies adopting generative AI, machine learning, and data science to gain competitive advantages [4] - The business software industry is benefiting from strong demand for multi-cloud-enabled software solutions as companies transition from legacy platforms to modern cloud-based infrastructure [4] Company Highlights AppLovin Corp. (APP) - AppLovin is a software-based platform for mobile app developers, enhancing marketing and monetization of apps [6] - The introduction of AI-powered AXON 2.0 technology and strategic expansion in gaming studios have significantly boosted revenue growth [7] - AppLovin's expected revenue and earnings growth rates for the current year are 16% and 84.8%, respectively, with a Zacks Consensus Estimate for current-year earnings improving by 0.1% in the last seven days [8] - The average short-term price target for AppLovin shares indicates a potential increase of 37% from the last closing price of $341.64, with a maximum upside of 90.3% [8] Duolingo Inc. (DUOL) - Duolingo operates as a mobile learning platform offering courses in 40 different languages and provides a digital language proficiency assessment exam [10] - The company utilizes AI applications to personalize and automate the learning process, with tools like Birdbrain analyzing real-time user performance [11] - Duolingo's expected revenue and earnings growth rates for the current year are 33.5% and 54.3%, respectively, with the Zacks Consensus Estimate for current-year earnings improving by 2.1% over the last 60 days [12] - The average short-term price target for Duolingo shares indicates a potential increase of 24% from the last closing price of $391.86, with a maximum upside of 53.1% [12]
李飞飞最新对话
投资界· 2025-07-04 12:05
AGI最新判断。 作者 | 闻乐 不圆 来源 | 量子位 (ID:QbitAI) 在我看来,没有空间智能,通用人工智能就不完整。 这是"AI教母"李飞飞在最新访谈中对AGI的判断——是的,李飞飞也开始谈论AGI了。 不过她有自己的表述,从进入人工智能领域开始,她就确定了她终身奋斗的梦想: 让智能体能够讲述世界的故事 。 而这,离不开 空间智能 。 正如她本人所说: 我整个职业生涯都在追逐那些极其困难、近乎疯狂的问题。 李飞飞如今聚焦于空间智能领域——这个人工智能最艰难的领域之一。 她认为 3D世界建模 对于实现AGI至关重要,并表示: 理解三维世界、生成三维世界、推理三维世界、在三维世界中做事,是人工智能的基本问题。 她的目标是创建一个超越平面像素、跨越语言障碍、能够真正捕捉三维世界结构和空间智能的 世界模型 。 在这次对话中,她从ImageNet的起源和影响说起,讲述了AI范式转变与关键突破,并提到了3D建模面临的挑战以及空间智能的数据 缺失问题。 量子位翻译并总结了全文,让我们一起来学习李飞飞的最新认知和分享。 ImageNet为现代计算机视觉搭建数据骨架 Q:你最早创建的项目之一是2009年的Image ...