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X @Ansem
Ansem 🧸💸· 2025-07-06 02:01
RT Eric Wallzard (@ercwl)meta offering $100m signing bonuses + $300m/4yr packages should be some kind of signal that companies believe it’ll soon be possible to enter an irreversible lead between you and your opponents. we’ve entered the endgame. cash is meaningless. the only thing that matters is magic ...
X @Bloomberg
Bloomberg· 2025-07-03 16:57
Industry Competition - United Airlines and JetBlue challenged assertions that their proposed partnership should be prohibited due to stifling competition [1] - The airlines refuted claims that the partnership would lead to increased fares [1]
Nvidia will start to see more competition, says Plexo Capital's Lo Toney
CNBC Television· 2025-07-02 20:01
Market Trends & Leadership - Nvidia's market capitalization reaching $4 trillion is seen as a formality, indicating strong market confidence [1] - Nvidia is considered the clear leader in AI, setting the tone for future developments [2] - Despite increasing competition, Nvidia is expected to maintain an important role due to the expanding AI market [4] AI Spending & Investment - The industry anticipates approximately $2 trillion in spending on AI, highlighting its significance [6] - Companies are evaluating the return on investment in AI today versus expected future returns [4] AI Impact on Employment - Advancements in AI, particularly in code generation, may lead to a structural reorganization of technology companies and potential job losses [7][10] - AI is redefining roles and potentially automating tasks, impacting even those creating AI [12][11] - Engineers are increasingly using AI in their daily workflows, with up to 70% integration [13] Code Generation & Efficiency - AI-generated code may contain up to 40% bugs or duplicative code, requiring rework [14] - AI is expected to assist in addressing the debt created by imperfect code generation [14] Competition & Innovation - Companies like Amazon (AWS) are developing their own chips, indicating growing competition in the AI space [3] - Companies like Cursor are redefining AI usage, enabling context-aware email and code generation [9]
X @Bloomberg
Bloomberg· 2025-07-01 04:20
Chinese competition threatens to erode the appeal of western luxury automakers, writes @chrismbryant (via @opinion) https://t.co/H7P3Qzq8es ...
X @The Economist
The Economist· 2025-06-30 17:23
Industry Competition - The fragrance industry faces fierce competition for commissions, also known as briefs [1]
US and China Race for AI Supremacy
Bloomberg Technology· 2025-06-29 00:00
The number one factor that will define whether the United States or China wins this race is whose technology is most broadly adopted in the rest of the world. It's not just a matter of building more sophisticated models. Competition between the U.S. and China on AI is expanding to standards, governance, infrastructure and more.It's very hard to say how far ahead we are, but I would say not a huge amount of time. Any lead the U.S. has in eroding fast despite restrictions on exports of advanced semiconductor ...
X @Tesla Owners Silicon Valley
Elon Musk “It would be great to have other companies working on full rocket reusability as well. Competition is a good thing.”https://t.co/jqJm32P7dP ...
No Trump Card: EU Says Tech Crackdown Isn't a US Trade Tactic
Bloomberg Television· 2025-06-26 08:44
So I'd like just to begin there in terms of what you have unveiled here, do you think that this gives now the European Union a real chance to compete with some of these very sort of heavily government backed industries in China, for example, and in the United States with the Inflation Reduction Act. Hello. Good morning.So it's not against anyone, but it is just to assure that it is not that we are reliable, predictable and stable continent. It is that we are an attractive continent and that we, the Member S ...
X @BREAD | ∑:
BREAD | ∑:· 2025-06-25 10:15
The problem was/is not lack of talent.The problem is a future state that contains both of these words while expecting a graceful outcome:▸ "competing"▸ "coordination"Client teams pull this off somewhat because they have to. L2 teams have no obligation to coordinate.venture anthropologist (@0xBalloonLover):ethereum's strategy of punting the roadmap to a bunch of different competing L2 teams only makes sense if there was an abundance of talentbut the talent is pathetic so what's resulted is a bunch of coordin ...
J.J. Spaun: I understand what the PGA is trying to do by making the tour more competitive
CNBC Television· 2025-06-23 17:01
It's maybe disappointing that the the the line is so thin on the PJ tour between the 125th guy to the top 10, you know. Um, you know, I was that guy the last three years, you know, kind of grinding just inside the top 100. Um, so that goes to show that any player on the PJ tour can can turn things around or or things can happen so quickly and end up having the success that I've had this season.So, um, I think overall it's a great product. You know, unfortunately, there's so many great players, but I underst ...