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X @Token Terminal 📊
Token Terminal 📊· 2025-07-08 12:20
Stablecoin Competition - USDT 和 USDC 将面临来自 Global Dollar 的新竞争,Global Dollar 不是初创公司 [1] - 竞争加剧有利于消费者 [1] Market Impact - 该事件发生在以太坊区块链上 [1]
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
Coordination Challenges - Ethereum L2 团队之间缺乏协调,导致开发进度慢于预期 [1] - 各 L2 团队之间存在竞争关系,加剧了协调失败 [2] Talent Assessment - 行业观点认为,以太坊的 L2 战略依赖于充足的人才储备,但实际情况是人才匮乏 [1] - 人才不足导致各团队间的协调出现问题,进而影响整体开发效率 [1] Strategic Concerns - 以太坊将发展路线图分散给多个相互竞争的 L2 团队的策略,在人才不足的情况下,可能会导致不良后果 [1]