AI startup Manus has made the choice to go global, writes @cathythorbecke. But trying to recast your identity has become a trap for Chinese tech startups (via @opinion) https://t.co/rUwaOIM4Ah ...

The hottest job of the summer? AI Ph.D.s. https://t.co/5vXFtE3IRj https://t.co/5vXFtE3IRj ...

I am in beautiful foggy San Francisco and we're going to get right into the news. The first story is about Windsurf and all of the drama that happened in the last few days. If you were not aware, let me give you a little bit of backstory first.Just about a month ago, it was reported that Open AI was going to acquire Windsurf. And if you're not familiar with Windsurf, it is an AI based coding assistant built into an IDE very similar to Cursor. They've sponsored this channel.I've enjoyed using them and OpenAI ...

here now to break down what it might mean for this Nvidia and everything else. CNBC tech check co-anchor Dear Dravosa and dear here's what's interesting. Uh yesterday Howard Lutnik I pressed him on Nvidia I think you heard this and he said well we're allowing them to sell the fourth best Nvidia chip to China.Is that how others would characterize the what is it the H20. Yeah, the H20 I mean it is not even close to any of Nvidia's best chips, but you know the Chinese have done a really good job around optimiz ...

'@Yarm_AI checker online.still have no idea what people are yarming about tbh. https://t.co/N9B5YzkMI9 ...

make private market assets more available to 401k retirement plans. It would instruct the labor department and the SEC to provide more guidance to employees and plan administrators on these instruments and their offerings. Larger question is whether it's a good idea.Let's bring in Douglas Bone. He's president and financial adviser at wealth management company Bonafide Wealth. Um Doug, it's great to have you here.Douglas, I don't want to overly, you know, informalize this. Um but it's not that this isn't alr ...

Real Estate & Space Industry Trends - Data centers are a rapidly growing sector in real estate, driven by AI, cloud computing, and online activities, but their high energy consumption poses a challenge [1] - Private capital is flowing into the space industry, with new companies emerging to serve various aspects of the sector from both public and private perspectives [3] - The space industry is experiencing a revolution, with companies seeking to monetize space through manufacturing and serving as a base for further space exploration, including potential data center production on the moon [6] - Space offers unlimited power from the sun, unlimited cooling from the vacuum, and unlimited real estate, potentially unlocking constraints faced on Earth and providing clean energy [9] - The current economic environment presents challenges for global development, with stagflation, higher rates, and slower growth making it difficult for developers to make projects financially viable [19][20] Technological Advancements & Infrastructure - Reusable rocket technology is advancing, with potential for 1,000 tons of launch capability, moving towards a million tons per year [32] - Robotics are becoming increasingly advanced and advantageous in the lunar environment due to the challenges of sustaining human life in space [31] - Ethos is developing technology to utilize lunar geological resources, such as anorthosite, to create building materials like synthetic igneous rock, which is twice as strong as concrete, for constructing landing pads, roads, and foundations on the moon [26][27][28][29] Energy & Power Consumption - Data centers are projected to consume a significant portion of US power generation, potentially reaching 40% by 2030, highlighting a serious infrastructure problem [42] - China has a significantly larger installed power base than the US and is investing heavily in solar energy, necessitating the exploration of new, non-Earth-bound power generation methods [44] - The cost of solar energy is declining rapidly, and nuclear energy is gaining traction, suggesting that energy problems will be solved, but the demand for power is infinite [47] Investment & Future Outlook - Capital is seeking great opportunities and returns, with space emerging as a promising area for investment [21] - Infrastructure investments require a long-term perspective, considering future disruptors and their potential interplay with the current world [14] - The space industry is in its early stages, similar to the railroad era, representing a major investment opportunity and creating new "rails" for the future [17]

RT ColinTrades (@colintrades1)$GLXY likely doubles their power approved for their Helios data centre by end of year which would make it one of the largest data centres for high performance compute (AI) in the world.They already supply 50% of CRWV’s powerAnalysts conservatively estimate the EBITDA generated from this approval (one of many) would 3x the stock price ...

RT KarlWolf (@KARLW0LF)$GLXY if this post doesn't leave you BULLISH, I don't know what will!Galaxy Digital is driving the convergence of cryptocurrency and artificial intelligence, forging strategic partnerships with industry giants like @InvescoUS , @StateStreet , @MetaMask and @CoreWeave to bring digital assets and AI infrastructure to the mainstream.Their flagship Helios data center campus in Texas, with a capacity of 1.7 gigawatts and a potential expansion to 2.6 gigawatts, could be one of the largest i ...

RT Duncan (@FloodCapital)$GLXY is my largest position, take a minute to read why, I think $100/share is on the table in the next few years and there is ample liquidity to size into this.Here is a short summary of why I believe $GLXY is such a sleeper and significantly undervalued/misunderstood by the market. Myself and some of the @Delphi_Digital guys @3xliquidated @KSimback are working on a more formal report which will dive way deeper but here is a teaser:@novogratz's @galaxyhq is quite a complex business ...