Core Insights - Alphabet Inc.'s Gemini is rapidly gaining market share in the generative AI sector, achieving an 18.2% traffic share within a year, while ChatGPT's dominance has significantly declined [1][2][3] Market Share Dynamics - Gemini's share of generative AI web traffic has increased from 5.4% to 18.2% over the past 12 months, marking a tripling of its presence in the market [2][5] - ChatGPT, which previously held an 87.2% market share, has dropped to 68.0%, reflecting a substantial 19-point decrease [3][6] User Behavior and Preferences - Analysts suggest that the shift in market share indicates a change in user behavior, with Google's integration of AI into existing platforms being a key factor [3][5] - The integration of Gemini into platforms like Chrome, Android, Workspace, and Search allows it to capture user engagement more effectively than standalone competitors [5][6] Strategic Advantages - Google's "native distribution" strategy is highlighted as a critical differentiator, enabling Gemini to provide AI solutions directly within users' existing workflows, thereby reducing friction and enhancing user experience [5][6]

Core Insights - Generative AI is viewed as a transformative technology by Amazon's CEO Andy Jassy, indicating its potential to significantly enhance customer experiences across the company [1] - Elon Musk predicts that by 2040, humanoid robots could create a market worth $250 trillion, representing a major shift in the global economy driven by AI innovation [2][3] - Major firms like PwC and McKinsey acknowledge the potential of AI to unlock multi-trillion-dollar opportunities, reinforcing the optimistic outlook on AI's economic impact [3] Company and Industry Analysis - A breakthrough in AI technology is seen as a catalyst for redefining work, learning, and creativity, leading to increased interest from hedge funds and top investors [4] - There is speculation about an under-owned company that may play a crucial role in the AI revolution, suggesting that it could be a significant investment opportunity [4][6] - Prominent figures in technology and finance, including Bill Gates and Warren Buffett, recognize AI as a major technological advancement with the potential for substantial social benefits [8]

Merry Christmas and happy holidays! It’s a quiet week at the SGX but we did have a couple of news to share plus a major acqui-hire across the pond by NVIDIA (NASDAQ: NVDA).Volare Group bids for Alpha Integrated REIT Volare Group has entered into a sales and purchase agreement with ESR Group (SEHK: M1GU) to acquire ESR’s 241.6 million units in Alpha Integrated REIT (AIR, SGX: M1GU), representing 21.5% of AIR, at S$0.40 per unit. AIR was formerly called Sabana REIT. Post-acquisition, Volare will control appro ...

Core Viewpoint - MEDIROM Healthcare Technologies Inc. is collaborating with Tools for Humanity and World Foundation to implement Proof of Human technologies, including World ID, across Japan, aiming to enhance trust in digital interactions and create new revenue streams for the company [2][3][4]. Group 1: Collaboration Details - MEDIROM has signed a Master Service Agreement with Tools for Humanity and World Foundation to manage Proof of Human verification locations in Japan, leveraging its network of approximately 300 physical locations [3][5]. - A dedicated task force, the "MEDIROM World Proof of Human Task Force," will be established to facilitate the nationwide rollout of this technology [3][5]. Group 2: Background and Purpose - The collaboration addresses the challenge of distinguishing between humans and AI online, which has become increasingly difficult due to advancements in generative AI [4]. - The World project aims to provide a blockchain-based mechanism for individuals to prove their humanity without revealing their identity, thereby fostering trust in digital environments [4][5]. Group 3: Key Initiatives - MEDIROM plans to expand its reach by establishing flagship locations and pop-up stores for Proof of Human verification services, enhancing accessibility for users [7][9]. - The company will utilize advanced camera technology, known as Orbs, to verify humanness at approximately 300 Re.Ra.Ku Group locations [9]. Group 4: Leadership Comments - Koji Eguchi, President and CEO of MEDIROM, expressed excitement about the collaboration, emphasizing the importance of establishing a social infrastructure for proving one's humanity in the digital age [6]. - Tomoe Makino, General Manager of Tools for Humanity Japan, highlighted Japan's leadership in adopting technology and the potential of Proof of Human as essential digital infrastructure [11].

Company Overview - Proactive is a financial news publisher that provides fast, accessible, informative, and actionable business and finance news content to a global investment audience [2] - The company has a team of experienced and qualified news journalists who produce independent content [2] Market Focus - Proactive specializes in medium and small-cap markets while also covering blue-chip companies, commodities, and broader investment stories [3] - The content delivered includes insights across various sectors such as biotech and pharma, mining and natural resources, battery metals, oil and gas, crypto, and emerging digital and EV technologies [3] Technology Adoption - Proactive is recognized for being a forward-looking technology adopter, utilizing decades of expertise and experience among its content creators [4] - The company employs automation and software tools, including generative AI, while ensuring that all published content is edited and authored by humans [5]

Non-QM, DSCR, Pricing Engine Products; Conventional Conforming News Lender and Broker Services, Products, and SoftwareIn an open letter reflecting on a landmark 2025, Polly Founder and CEO Adam Carmel shares a powerful message of gratitude and strategic evolution. The company has spent the past year leading the market in enterprise innovation and Generative AI, continuing to demonstrate that the era of stagnant, legacy tech is over. This is more than a milestone report; it's a call to action for an industr ...

Group 1 - Proactive provides fast, accessible, informative, and actionable business and finance news content to a global investment audience [2] - The news team covers medium and small-cap markets, as well as blue-chip companies, commodities, and broader investment stories [3] - Proactive's content includes insights across various sectors such as biotech, pharma, mining, natural resources, battery metals, oil and gas, crypto, and emerging technologies [3] Group 2 - Proactive is committed to adopting technology to enhance workflows and content production [4] - The company utilizes automation and software tools, including generative AI, while ensuring all content is edited and authored by humans [5]

Hardman Johnston Global Advisors, an investment management company, released its “Hardman Johnston Global Equity Strategy” investor letter for the third quarter of 2025. A copy of the letter can be downloaded here. The portfolio underperformed in the quarter due to stock selection. The composite returned 5.02%, net of fees, compared to 7.62% for the MSCI AC World Net Index. In addition, please check the fund’s top five holdings to know its best picks in 2025. In its third-quarter 2025 investor letter, Ha ...

就在今天凌晨，据The Information爆料称，OpenAI 员工正在琢磨如何让ChatGPT在用户提出相关问题时，优先显示「赞助内容」。 比如你问睫毛膏推 荐，就可能看到厂商的软广。 近几周内，OpenAI的员工还制作了多种广告展示方式的原型图，其中就包括可能会出现在ChatGPT的界面侧边栏中。 以下文章来源于APPSO ，作者发现明日产品的 APPSO . AI 第一新媒体，「超级个体」的灵感指南。 #AIGC #智能设备 #独特应用 #Generative AI AGI还没来，账单先到了。 文 ｜ 张三丰 来源｜ APPSO（ID：appsolution） 封面来源 ｜ Unsplash 2026年，很可能是人类首次需要给AI安装「广告拦截器」的一年。 从2023到2024年，硅谷的主流想象是优雅的。 不少人笃定，大模型可以走SaaS模式，用户会像订Netflix、Spotify一样，每个月付20美元，然后就能清清 爽爽地用上AI的服务。 但到了今年，这个幻想基本破产了。 因为AGI还没来，账单先到了。可以预见的是，明年更多AI产品会开始试探性地「上广告」。有的会明说，有的会伪装成推荐和合作，有 ...

In 1997, the day before Greg Hart joined Amazon, he was summoned to a meeting—on a Sunday—with its founder, Jeff Bezos.At the time, Bezos had interviewed virtually every one of Amazon’s circa 200 employees; Hart was one of the few the tech entrepreneur hadn’t personally appointed. Over the next 23 years at the online giant, Hart reported directly to Bezos as technical advisor to the CEO, and to Amazon’s current CEO, Andy Jassy.The lessons Hart learned at one of the world’s most famous businesses have staye ...