Group 1 - Meta Platforms is considered a misunderstood AI investment, with a year-to-date stock increase of 30% as of September 8, outperforming many tech giants while trading at a significant discount [1] - The stock is priced at 25.4 times forward earnings, which is 33% less than Nvidia, despite Meta's potential to build a powerful AI infrastructure [2] - Meta plans to invest $66 billion to $72 billion in AI infrastructure by 2025, which includes large-scale computing projects like Hyperion and Prometheus [4] Group 2 - In Q2 2025, Meta reported a 22% revenue increase to $47.5 billion and a free cash flow of $8.5 billion, supporting its ambitious AI investments [5] - Meta has made significant talent acquisitions, investing approximately $14.3 billion for a 49% stake in Scale AI and hiring top researchers from leading tech companies [6][7] - The company's AI infrastructure development is on par with major tech competitors, yet it trades at a discount compared to pure-play AI firms, providing investors with potential upside [8]

Even if America achieves artificial general intelligence, a new book argues that algorithms alone cannot win battles—they must be embodied in manufactured drones and munitions https://t.co/aAlladi382 ...

Industry Perspective on AGI - The industry suggests the AGI roadmap focuses less on genuine machine intelligence and more on altering human capabilities, potentially leading to a perceived increase in intelligence while diminishing actual cognitive function [1] - The industry identifies "Vibecoders" as a potentially vulnerable or easily impacted segment [1]

Core Viewpoint - The article predicts that Nvidia, Apple, and Alphabet will each reach a market cap of over $10 trillion by 2035, driven by the growth of artificial intelligence (AI) and related technologies [2]. Group 1: Nvidia - Nvidia's current market cap is approximately $4.5 trillion, requiring an annual growth rate of about 8.3% to reach $10 trillion by 2035 [4]. - Continued robust demand for AI chips and maintaining the superiority of Nvidia's GPUs are essential for achieving this growth [5][6]. - Nvidia is expected to remain a leader in the AI chip market due to significant investments in research and development [7]. Group 2: Apple - Apple's current market cap is around $3.4 trillion, needing to nearly triple to reach $10 trillion, which requires a compound annual growth rate of 11.4% [8]. - The company has already shown earnings growth of 12% in its latest quarter, with potential catalysts such as a foldable iPhone and AI glasses expected to drive further growth [9][10]. Group 3: Alphabet - Alphabet's market cap is approximately $2.5 trillion, necessitating a quadrupling to achieve $10 trillion, translating to an annual growth rate of nearly 15% [11]. - The company is currently delivering earnings growth that meets the required level, with Google Cloud's expansion and potential breakthroughs in AI and quantum computing as key growth drivers [12][13][14]. Group 4: Other Potential Candidates - While the focus is on Nvidia, Apple, and Alphabet, other companies like Microsoft, Amazon, and possibly Meta are also seen as potential candidates for reaching the $10 trillion mark by 2035 [15].

AI startup @SentientAGI has launched The GRID, an open-source network for building & monetizing AGI, aiming to rival closed platforms like @OpenAI. By @oknightcrypto.https://t.co/dz6rmjRRKv ...

Core Viewpoint - Masayoshi Son, CEO of SoftBank, is betting on artificial intelligence (AI) to revolutionize technology, predicting the arrival of artificial superintelligence (ASI) within the next decade [2][5]. Group 1: SoftBank's AI Strategy - SoftBank has made significant investments in AI firms, aiming to position itself at the forefront of a technological shift [3][5]. - The company acquired chip designer Arm for approximately $32 billion in 2016, which is now valued at over $145 billion, and is focusing on AI infrastructure [6]. - SoftBank plans to invest around 4.8 trillion Japanese yen (approximately $32.7 billion) in OpenAI, among other AI-related companies [7]. Group 2: Historical Context and Vision - Son's vision for AI dates back over a decade, with early discussions about "brain computers" and robotics [11][12]. - The Vision Fund, launched in 2017 with $100 billion in capital, aimed to capitalize on AI advancements but faced challenges due to investments in companies like Uber and WeWork [13][14]. - Despite setbacks, Son remains committed to establishing a robust AI ecosystem that integrates various components of AI technology [9][10]. Group 3: Market Dynamics and Future Outlook - The AI sector is characterized by rapid advancements and high competition, particularly between U.S. and Chinese firms [21][22]. - SoftBank acknowledges the early stage of AI investment and believes there are still significant opportunities ahead [19][23]. - Son's long-term vision includes positioning SoftBank for sustained success over the next 300 years, reflecting his willingness to take substantial risks in pursuit of AI leadership [24][25].

Experts have said that within a couple of years models could reach artificial general intelligence, and reshape the global economy. GPT-5 suggests the technology could still be on track towards such a goal https://t.co/wpx66fm0Kp ...

AI发展 - GPT-5 可以可靠地处理人类需要两个多小时才能完成的任务 [1] - 这对实现通用人工智能 (AGI) 意味着什么 [1]

What do you think about Meta buying up talent with huge salaries and and the heating up of this battle for talent. You know, there's a strategy that that Meta is taking right now. I think that from my perspective at least, I think the people that are real believers in the mission of AGI and what it can do and understand the real consequences both good and bad from that and what's what that responsibility entails.I think they're mostly doing it to be like myself to be on the frontier of that research. So, yo ...

AGI has been achieved internally https://t.co/ddLxg9gwW9 ...