MetaMask is one of Tempo's first infrastructure partners. LFG. 🔥Congratulations @tempo! https://t.co/Mghyw3UW3atempo (@tempo):Today, we’re announcing Tempo’s first infrastructure partners to enable the high-throughput, low-cost, global base layer for any kind of payment.Wallet services, stablecoin orchestration, on/off ramps, developer tooling, stablecoin-linked cards, onchain metrics providers, ...

hundred billion dollars, a lot of money. Sam, Greg, you guys are used to dealing with a lot of money in big projects. So, Sam, I think it was just eight months and a day ago, the initial Stargate announcement talking about the overall move that OpenAI is making in building out this capacity, where does this fit.So, as as Jensen said, building this infrastructure is critical to everything we want to do. Without without doing this, we cannot deliver the services people want. We can't keep making better models ...

CoreWeave's Strategic Positioning & Growth - CoreWeave views its venture fund as a strategic move to deepen its involvement in the AI ecosystem, fostering relationships with emerging AI companies and providing them with essential compute resources [2][3] - The company emphasizes the importance of building a robust and resilient ecosystem to support diverse AI solutions, highlighting a mutually beneficial relationship where CoreWeave helps startups and receives valuable feedback in return [4][5] - CoreWeave acknowledges the overwhelming demand for compute resources across various sectors, including OpenAI, hyperscalers, enterprises, and sovereign entities, indicating a supply-constrained market [11] - CoreWeave is rapidly expanding its infrastructure and GPU capacity to meet the escalating demand, navigating pressures from key partners like OpenAI and NVIDIA [12][13] - The company believes the AI infrastructure buildout represents a long-term "super cycle" that will significantly impact the economy and society for the next century [15][16] OpenAI Partnership & Market Dynamics - OpenAI's sales are projected to increase threefold year-over-year, reaching $14 billion [9] - CoreWeave has secured a $12 billion contract with OpenAI, signifying a substantial partnership [10] Valuation & Investment Perspective - The company acknowledges the challenges in valuing AI startups but emphasizes the potential impact of these companies on the economy and society [7] - CoreWeave is comfortable investing time, resources, and compute in driving the success of AI startups, despite the inherent failure rate [9] Leadership & Vision - CoreWeave values Jensen Huang's broad perspective and strategic thinking, emphasizing the importance of zooming out to understand the complex landscape of the AI industry [17]

[Music] [Applause] [Music] You guys remember back in the day when The phone was on the wall and you could only go so far. You had that scrunchie cord, right. And it gave you a connection, right.But it also set a boundary for you. Well, that feeling of being tethered, of only being able to go so far, is still very much a daily reality for millions of electric wheelchair users today. And this is my reality.But before we go further, you need to understand something. This isn't just a wheelchair. This is my per ...

Utila 'triples' valuation with $22 million Series A extension round as stablecoin infrastructure demand surges https://t.co/vbv7agJlU7 ...

Kazakhstan is preparing to channel some of its national wealth into artificial intelligence infrastructure https://t.co/ibRb3HM824 ...

@bonk_inu @orca_so @solayer_labs @heliuslabs .@heliuslabs is the high-performance platform that Solana builders rely on. 🧪From DeFi protocols to NFT apps, Helius provides fast, reliable infra designed to scale with ambition - infrastructure that markets can depend on.Faster. ...

In technical circles we call this riding someone's 🥒.Solana (@solana):Bitcoin is the asset, Solana is the infrastructure 🟠🟣 ...

Customer Service & AI Application - Sierra is experiencing unprecedented customer interest, revenue growth, and customer momentum in the AI-driven customer service space [2] - Sierra is a leader in applying AI to customer service, serving traditional companies like ADT Home Security and Direct TV, as well as fast-growing Silicon Valley companies like Ramp [3] - Sierra's AI agents are solving problems autonomously, with Ramp's agent resolving 90% of customer cases without human intervention [10] - Sierra is conducting hundreds of millions of phone calls and digital chats on its platform annually [13] - Sierra went live with an international retailer in 15 markets in six weeks, automatically solving 85% of their customer service cases [21] Business Model & Pricing - Sierra employs an outcome-based pricing model, charging customers only when it autonomously solves their problems [6] - The outcome-based pricing model aligns Sierra's interests with its customers, as they only pay when Sierra saves them money and solves customer problems [7] Customer Base & Market Position - Over 20% of Sierra's customers have over $10 billion in revenue, and over half have over $1 billion in revenue [9] - Sierra serves a wide range of industries, including health insurance and banking [8] Expansion & Growth - Sierra has opened offices in New York, Atlanta, and London, with plans to expand into Asia [12] - Sierra raised $175 million last year led by Greenhouse Capital [17] - Sierra is open to raising more capital to facilitate faster growth and serve multinational corporations in Europe and Asia [17] Technology & Talent - Sierra focuses on applying existing AI models to solve problems, rather than building frontier models [19] - Sierra is not directly competing for the researchers building foundation models, but acknowledges a competitive market for talent in the AI application space [22][23]

Market Size Projection - JPMorgan 认为到 2028 年稳定币市场达到 2 trillion 美元（2万亿）的预测“有点过于乐观”[1] - JPMorgan 预计未来几年稳定币市场更有可能增长两到三倍，而不是从目前的 260 billion 美元（2600亿）规模增长数倍[1] Key Constraint - JPMorgan 指出，不发达的基础设施是稳定币市场增长的关键制约因素[1]