The US Commerce Department and Chainlink partnered to bring key US government data onchain on Mantle (among others), big stuff https://t.co/U9uUGebVB3 ...

AI Investment & Strategy - The company invested in two key areas: Lake Bass (AI-driven databases) and Agent Brix (AI agent automation), aiming to capitalize on the $105 billion database market [2][3] - The company believes AI agents are revolutionizing databases, with 80% of new databases being created by AI agents [2] - The company emphasizes the need to pace investments and expectations for AI's ROI, estimating it will take years (potentially five) to see widespread impact across organizations [16] AI Agent Technology Requirements - Infrastructure for AI agents needs to be low-cost and super-fast to accommodate their rapid experimentation and parallel processing [5][6] - AI agents currently have a high error rate (e.g., 30%), necessitating a focus on improving quality and fidelity to avoid "hallucinations" [3][15] - Unlike humans, AI agents operate continuously and in parallel, requiring different technological considerations [4] Talent Acquisition & Retention - The company acknowledges the "insane" talent market and rising compensation costs, particularly when competing with companies like Google and Mirror [8] - The company balances paying competitively with maintaining equity and fairness among employees to avoid churn [9][10] - The company is open to M&A, particularly for companies with strong talent and innovative ideas, even if their revenue or distribution channels are lacking [13] Mergers & Acquisitions - The company is actively looking at acquisitions across the board, especially in database technology [11] - The company's past acquisitions, such as the one for a billion dollars that brought in separated compute and storage, demonstrate its interest in strategic acquisitions [12] - The company sees potential in acquiring startups with great talent and ideas, even if they are facing challenges in revenue or business execution [13]

Enterprise & API Growth - Enterprise and API business has outperformed, driven by connectors that enable access to data within platforms like Slack, email, and calendar [1] - Connectors are crucial for enterprise search, allowing employees to access their data across various applications [1] Search Market Expansion - The integration of personal data enhances search capabilities, leading to a significant expansion of the search market [2] - Conversational search underestimates the true search volume, as multiple interactions within a chat session are counted as a single search [3] Market Share - The company's overall search market share has increased from approximately 6% to 12% in six months [3]

RT MR SHIFT 🦁 (@KevinWSHPod)What is @chainlink explained simply?Most people think smart contracts are just about crypto tokensBut according to @SergeyNazarov, they can power real-world trust between banks, insurers, ticket sellers, and moreThe missing piece? DataThat’s what @chainlink solves - It connects contracts to the real world, enabling an “internet of contracts” where relationships - financial or otherwise - are mathematically guaranteedPodcast out this week! ...

Core Insights - Formula Systems reported a revenue increase of 11.3% year over year for Q2 2025, reaching an all-time high of approximately $743.4 million, driven by growth across its subsidiaries and affiliates [6][7] - Despite revenue growth, net income attributable to shareholders decreased by approximately 20.1% year over year to $15.1 million due to increased financial expenses related to currency exchange rate fluctuations [3][6] - The company declared a cash dividend of NIS 1.69 per share, amounting to approximately NIS 25.9 million, payable on October 28, 2025 [11][12] Financial Performance for Q2 2025 - Revenues for Q2 2025 were approximately $743.4 million, compared to $667.7 million in Q2 2024, marking an 11.3% increase [6] - Operating income for Q2 2025 increased by 4.4% year over year to approximately $67.9 million, with a notable one-time income item in Q2 2024 affecting year-over-year comparisons [6] - Net income attributable to shareholders for Q2 2025 was approximately $15.1 million, or $0.95 per diluted share, down from $18.8 million, or $1.20 per diluted share in Q2 2024 [6] Financial Performance for First Half of 2025 - Revenues for the first half of 2025 reached approximately $1.5 billion, a 9.7% increase from approximately $1.37 billion in the same period last year [7] - Operating income for the first half of 2025 was approximately $138.4 million, up 8.5% from approximately $127.6 million in the first half of 2024 [7] - Net income attributable to shareholders for the first half of 2025 decreased by 4.5% to approximately $34.4 million, or $2.20 per diluted share, compared to $36.0 million, or $2.31 per diluted share in the same period last year [7] Currency Impact - The New Israeli Shekel appreciated by 9.3% against the U.S. dollar during Q2 2025, adversely affecting the U.S. dollar value of the company's monetary assets and contributing to increased financial expenses [4][3] Subsidiary Performance Highlights - Matrix IT Ltd. reported a revenue increase of 8.9% year over year for Q2 2025, reaching an all-time high of NIS 1.45 billion (approximately $405.3 million) [13] - Magic Software achieved a revenue growth of 11.3% year over year, reaching $151.6 million, marking its first quarter crossing $150 million [13] - Sapiens completed acquisitions of AdvantageGo and Candella, enhancing its position in the insurance technology sector [13] Dividend Declaration - The board of directors approved a cash dividend of NIS 1.69 per share, approximately $0.50 per share, totaling around NIS 25.9 million [11][12] Compliance and Financial Health - As of June 30, 2025, Formula Systems was in compliance with all financial covenants under its debenture series, with actual equity attributable to shareholders at $722.9 million, significantly above the required target of $325 million [12][10]

Data Integrity & Economic Impact - The corruption of data gathering is highly significant, impacting the stability and coherence of society [1][2] - BLS data guides Federal Reserve interest rate policy and business decisions [4][5] - Manipulating employment data could mask the impact of tariffs [6] - Inaccurate inflation data could reduce cost of living adjustments for seniors [23][24] - Trillions of dollars in bonds are tied to the accuracy of economic statistics [24] Erosion of Trust & Public Perception - The public may accept manipulated information, highlighting a broader trend of deconstructing truth [9][10] - Weaponizing and deconstructing truth is particularly effective when it serves specific agendas [9] - Distinguishing between truth and fiction is becoming increasingly difficult [12] - There is no upside for Americans in hiding truths that have already been paid for [18] Political & Strategic Considerations - The current environment presents a window to consolidate power by controlling information [20] - Some individuals may seek out numbers and justifications that align with their preferred narratives [13]

Andrew Tate on "The Data" https://t.co/XUYqV0CP5X ...

Essentially what you're trying to do is you're trying to convert data into information. AI struggle sometimes is it has to read a large swath of multimodel data at all times and convert that to information which could be a small little nugget that you actually need. You don't need to move large swats of data every time you need to do something.We're just going to focus on the metadata layer and that gives you context and converts data into information in real time. Right. So as soon as the data comes in, ho ...

Web3 Insights - TRON DAO 将于 2025 年 8 月 13 日上午 9 点（太平洋标准时间）举办 TRON X Space 活动，讨论 Web3 数据洞察 [1] - 活动主题为“Mapping Web3: Insights from the Frontlines of Data”，旨在分析链上数据，了解行业趋势和 TRON 的表现 [1] - MessariCrypto、Cryptoquant、Dune 和 Artemis 等行业领袖将参与此次活动 [1]

Artificial General Intelligence (AGI) Race - The industry speculates on China's potential to achieve AGI first due to its compute capabilities and data resources [1] Compute Power - China possesses significant electricity generation capacity to power GPUs, which in turn drives compute [1] Data Resources - The industry questions the specific data sources China is utilizing to train its AI models [1]