[Music] I want to start by questioning the key theme of what TEDex is. TEDex is built on the theme of ideas worth spreading. But I'm here to tell you that uh ideas actually don't build big businesses.Um ideas are a dime a dozen. Everybody has ideas. Ideas are good and we'll come to why it's good.But uh businesses are built by ideas that actually solve a real problem. I think everybody in this room has business ideas, right. Um it's just written down, scribbled in a notebook ideally or on a notes app or or o ...

"The correlation between valuation and scale is at an all-time high"JPMorgan's Anu Aiyengar lays out the M&A environment #BBGWomenMoneyPowerhttps://t.co/D71n0UVSBN https://t.co/toW0mgCkDN ...

Investment Strategy & Value Proposition - Magnetar focuses on being value-added to portfolio companies by helping them finance GPU and compute needs for data centers [3] - The firm prioritizes understanding the asset value and customer contracts to unlock value for companies [4] - Magnetar emphasizes a diversified portfolio approach, prioritizing downside protection by assessing assets and contracts [10] - The company aims to lower the cost of capital for its partners by engaging with management teams [9][11] Datacenter Infrastructure & Market Dynamics - Demand for GPUs is exceptionally high, with companies needing more [7] - Infrastructure investment is driven by skill, scale, and scarcity [5] - Datacenter projects are experiencing significant scale, moving from 100 GPU clusters to potentially millions of GPUs [5] - Large-scale neo cloud infrastructure projects are attracting legacy finance and strategic partners due to increasing capital requirements [8] Customer & Asset Mix - The customer mix and asset mix are crucial for lowering the cost of financing [13] - A portfolio with only non-investment grade customers is more difficult to finance [14] - Balancing non-investment grade (high-growth) and investment grade customers is important for portfolio financing decisions [14]

Media Landscape & Consolidation - Regulatory changes are expected to loosen broadcast ownership rules, enabling streamlined ownership and scale in broadcast stations [2] - Scale is crucial in today's media world, with local broadcasting playing a major role in ensuring news remains a key element of the local media diet [3][4] - NextStar's potential acquisition of Techno would be a major transaction, helping to preserve local media [6] - Potential mergers by other major groups may occur, with NextStar leading the industry [6] Paramount Sky Dance & Streaming Strategy - Paramount Sky Dance is signaling aggressive spending, moving away from short-term earnings to long-term growth in the streaming market [8] - Owning major sports rights is critical for growth, as demonstrated by legacy firms [9] - Paramount is likely to see aggressive spending in sports, entertainment, and technology [10] - Paramount's acquisition of UFC rights makes UFC more accessible to viewers through Paramount Plus, with a monthly subscription fee of $77.99 on an advertising supported basis, and major events on CBS [6][13] Sports Rights & NFL Negotiation - The NFL contract, the most significant of all sports rights, is up for renegotiation, potentially establishing new pricing for sports [14][15]

Average Daily Transactions July 2024: 50,000Average Daily Transactions July 2025: 1,600,000Built to scale, and actually doing it.Markets Move Faster on Sei. ($/acc) https://t.co/YZb8zfIt4Q ...

RT Eli Ben-Sasson | Starknet.io (@EliBenSasson)I have a lot of respect for Solana but Starknet is better.It has higher scale and a better approach to scale - which is not by increasing the CPU/memory of those who want to track the network and validate it.Let me repeat that: NOT BY INCREASING CPU/MEMORY OF THOSE WHO WANT TO TRACK THE NETWORK AND VALIDATE IT.Starknet can support massive compute (for perps, gaming, other TPS-hungry use cases) that Solana cannot offer, meaning Starknet's heavy-computing exchang ...

Solana Network Performance - Solana currently handles more scale than all other blockchains combined [1] - Solana has the highest revenue applications [1] - Solana is about to get 100x faster while doubling blockspace [1] Future Developments - The network has even bigger changes coming this year [1]

Company Outlook - Scale 可能无法从失去创始人中恢复，公司前景黯淡 [1] - 对某些公司（old guard）失去信心 [1] Market Dynamics - IPO 周期中，可能没有公司选择上市 [1] - Microsoft 拥有相当大的优势，因为这对他们来说不是生死攸关的 [1] - 另一方可能没有优势 [2]