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X @Tesla Owners Silicon Valley
RT Tesla Owners Silicon Valley (@teslaownersSV)“In the next 6 to 12 months, we'll be doing our first implants for vision, where even if somebody is completely blind, we can write directly to the visual cortex.”Elon Musk https://t.co/XCbOl4Z3nk ...
X @Tesla Owners Silicon Valley
“In the next 6 to 12 months, we'll be doing our first implants for vision, where even if somebody is completely blind, we can write directly to the visual cortex.”Elon Musk https://t.co/XCbOl4Z3nk ...
Prediction: SiriusXM Will Beat the Market. Here's Why.
The Motley Fool· 2025-06-19 11:46
Core Viewpoint - SiriusXM Holdings is currently facing challenges with a declining subscriber base and falling revenues, but it has a turnaround plan that focuses on cost reduction and revenue growth opportunities, suggesting potential for future investment returns [1][2][12]. Group 1: Subscriber and Revenue Trends - The subscriber base peaked in 2019, with a loss of approximately 303,000 self-pay subscribers in Q1 2025 [1]. - Revenue has decreased by about 3% year-over-year in 2024 [1]. - The company aims to grow free cash flow to approximately $1.5 billion annually, which would represent a 50% increase from current levels [7]. Group 2: Cost Reduction Initiatives - SiriusXM has successfully reduced sales and marketing expenses by 19% and product and technology costs by 15% year-over-year in the first quarter [4]. - The company achieved about $350 million in gross savings between 2023 and 2024, with a target of $200 million in run rate savings by the end of 2025 [5]. Group 3: Revenue Growth Opportunities - SiriusXM is exploring new subscription models, including a three-year dealer-sold subscription option, which has garnered strong interest [8]. - The company is also focusing on boosting non-vehicle subscriptions through bundles, such as a new offering combining SiriusXM's All Access and Fox Nation for $11.99 per month [9]. - Advertising is identified as a significant growth opportunity, with the potential to develop into a billion-dollar revenue stream, as the company has launched a free ad-supported version of its service in select new vehicles [10][11]. Group 4: Valuation and Investment Potential - SiriusXM's stock trades at just over seven times forward earnings, indicating a low valuation despite strong profitability and expected free cash flow growth [12]. - The company offers a dividend yield of about 5%, which is well covered by earnings, and has initiated stock buybacks to enhance total returns [12].
X @Tesla Owners Silicon Valley
RT Tesla Owners Silicon Valley (@teslaownersSV)"I'm going to talk about the importance of making life multi-planetary and how I think we could get there.I think it's one of the most significant things that will ever occur in the history of life itself.”Elon Musk in 2010 https://t.co/zGWlxT5oPA ...
X @Tesla Owners Silicon Valley
"I'm going to talk about the importance of making life multi-planetary and how I think we could get there.I think it's one of the most significant things that will ever occur in the history of life itself.”Elon Musk in 2010 https://t.co/zGWlxT5oPA ...
X @Tesla Owners Silicon Valley
RT Tesla Owners Silicon Valley (@teslaownersSV)"I am accumulating resources to help make life multiplanetary & extend the light of consciousness to the stars."Elon Muskhttps://t.co/2vnztJQB7D ...
X @Tesla Owners Silicon Valley
"I am accumulating resources to help make life multiplanetary & extend the light of consciousness to the stars."Elon Muskhttps://t.co/2vnztJQB7D ...
Mad Money 6/18/25 | Audio Only
CNBC Television· 2025-06-18 23:06
Hey, I'm Kramer. Welcome to Money. Welcome to Cra America, my friends.I'm just trying to help you make some money. My job is not just to entertain, but to teach you. So call me at 1800743 CBC or tweet me at Jim Kramer.There is a gaping hole in the American education system. Although I hesitate even to call it a system. When you go to high school, they teach you chemistry. They teach you geometry. They teach you physics.You have English classes, history classes, foreign language classes. You can graduate fro ...
X @Tesla Owners Silicon Valley
WWIII seems likely now more than ever..The ancient Egyptians had their chance to preserve greatness, we must not waste our opportunity to be among the stars.We must become multi-planetary while we're still able to.. https://t.co/aEiyHQMZrx ...
Factory Co-Founder & CTO on Building Reliable AI Agents | LangChain Interrupt
LangChain· 2025-06-18 18:40
Core Idea - Factory believes software development is transitioning to agent-driven from human-driven [1] - To achieve significant productivity gains (5-20x), a shift from collaborating with AI to delegating tasks entirely to AI is needed [3] - Factory is building a platform for managing and scaling AI agents, integrating various engineering systems [3][4][5] Agentic System Characteristics - Agentic systems require planning to decide future actions [11] - Decision-making is crucial for agents to make calls based on the existing state [13][14] - Environmental grounding is necessary for agents to interact with and adapt to the external environment [14] Human-AI Collaboration - Humans will remain in software development, focusing on the outer loop (reasoning, requirements) [15][16] - Agents will handle the inner loop (coding, testing, code review) [17] - AI UX should blend delegation with control for situations where agents cannot complete tasks [17] Agent Reliability - Clear planning and boundaries are essential for reliable agents [32] - Subtask decomposition, model predictive control, and explicit plan templating can improve planning [19][20] - Control over the tools agents use is the most important differentiator in agent reliability [28] Environmental Interaction - New AI computer interfaces are needed for agents to interact with the world [28] - Processing information from the environment is crucial for complex systems [29][30] - Agents need to ground themselves in the environment to perform full software development work [32] Call to Action - Factory encourages teams not delegating at least 50% of engineering tasks to AI agents to engage with them [34]