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Market wants change from promise to profit in megacap tech earnings, says Plexo Capital's Lo Toney
CNBC Television· 2025-10-24 20:14
AI Investment & Performance - The market anticipates a shift from promises to tangible performance and profits from AI infrastructure investments exceeding $300 billion [2] - Meta and Alphabet face scrutiny regarding AI investments driving monetization within their advertising businesses and maintaining margins amidst substantial capital expenditure [3] - Investors are showing a preference for current performance over future potential and hype [5] - The "Magnificent 7" are under pressure to demonstrate near-term returns on their AI investments [6] Competitive Landscape & Threats to Google/Alphabet - OpenAI's browser launch poses a threat to Alphabet's search market share [6] - Perplexity, an aggregator of model results, has also launched its own browser, intensifying competition for Google/Alphabet [8] - These new browsers aim to control the entire user experience, influencing both user behavior and platform access [9][10] - Google/Alphabet faces an innovator's dilemma, balancing AI advancements with protecting its $175+ billion search business [3][11] Cloud Business - Microsoft and Amazon's cloud businesses will provide a bellwether picture of the market [4]
X @mert | helius.dev
mert | helius.dev· 2025-10-24 19:59
privacy can't be bolted-on; it has to be designed from the startvery similar to SOL vs. ETHe.g., if you didn't design for performance from the start, you get issues, and you'll have to start offloading to L2sbut if you did, you get Solana-esque performancesame w privacy ...
Optimize your app's speed and efficiency | Meet with Apple
Apple Developer· 2025-10-22 22:17
Join us online to learn how to elevate your app experience by maximizing performance and resolving inefficiencies. Whether you’re optimizing an existing app or just starting out, you’ll learn how to improve your app's responsiveness with SwiftUI, monitor performance when using foundation models, and explore ways to reduce your app's battery usage. To explore additional sessions, appointments, and workshops, view the full schedule of Meet with Apple activities worldwide. https://apple.co/Meet-with-Apple More ...
X @mert | helius.dev
mert | helius.dev· 2025-10-22 18:45
if you wanna help with the manhattan project btw, there is an independent team being setup that is hiring the smartest mission oriented privacy and performance folks in this industrycan DM me PoW to apply and I can put you in touch ...
Beyond the Performance, the Infinite Life of Art | Swathy Narayanan | TEDxAGBSKochi
TEDx Talks· 2025-10-22 15:57
Art and Performance - A dancer's body, soul, and breath are tuned to transform into dance during a performance [1] - A dance performance is more than just entertainment; it's a symphony of the dancer's body, mind, thoughts, emotions, the stage, lights, audience, and their reactions [1] - Dance transforms from an instrument to art, passing to the audience [1] - In classical art forms like Kuchipudi, instruments such as the mridangam, flute, and veena support the performance [1] - Abhinaya (acting) is crucial in dance, expressing emotions through the face, similar to everyday life [2][3] Kuchipudi and Art Form - Kuchipudi's poses have unique characteristics, with movements flowing asymmetrically across the stage [1] - Tribhangi, a technique in Kuchipudi involving bends and curves, enhances the beauty of asymmetrical movements [1] - Life, like dance, is not a straight road but has bends, twists, and turns, with imperfections and asymmetries [1] Infinite Life of Art - Art has an afterlife, continuing in the audience's mind even after the performance ends [3] - Art possesses the capacity to transform and has healing power, making it a powerful process [3] - An artist's achievement lies in the art form resonating and remaining in the audience's mind [3]
X @Solana
Solana· 2025-10-19 19:35
RT mert | helius.dev (@0xMert_)Solana's mission is to become the trading venue of the planetany asset, anywhere, anytime — with just an internet connectionto do this, one must max both i) performance, ii) censorship resistanceand Solana is the only chain currently that at least attempts to max both simultaneouslythis is insanely underappreciatedthat engineers are actually trying to max both without giving up on the othersome chains aim for max decentralization at the L1 but sacrifice performance and usabili ...
X @mert | helius.dev
mert | helius.dev· 2025-10-19 18:43
Solana's mission is to become the trading venue of the planetany asset, anywhere, anytime — with just an internet connectionto do this, one must max both i) performance, ii) censorship resistanceand Solana is the only chain currently that at least attempts to max both simultaneouslythis is insanely underappreciatedthat engineers are actually trying to max both without giving up on the othersome chains aim for max decentralization at the L1 but sacrifice performance and usability, which makes them offload to ...
X @BREAD | ∑:
BREAD | ∑:· 2025-10-17 18:19
Blockchain Comparison - The analysis compares various blockchain chains based on decentralization, performance, and distribution, using a 1-10 scoring system [1] - Tempo is considered to have excellent distribution due to its affiliation with Paradigm and Stripe [1] - Monad is expected to be more decentralized out of the box compared to most offerings, while maintaining similar performance [1] - Plasma is viewed as having lower performance and distribution due to its permissioned validator set and association with Tether [2] - Hyperliquid is highly performant but has a closed validator set and limited extra-industry affiliation, resulting in lower distribution [2] - BNB and Base are seen as relying heavily on distribution due to their exchange arms, but lack decentralization [2] - Ethereum excels in decentralization but has lower performance; its distribution benefits from its longevity and traditional finance adoption [3] - Solana strikes a balance between performance, distribution, and decentralization, despite hardware requirements for validators [3] - MegaETH is expected to have the highest performance ceiling but may have a low-count, permissioned block builder set and normal distribution for a crypto-native project [3]
X @Starknet (BTCFi arc)
Starknet 🐺🐱· 2025-10-17 07:55
✅ Performance✅ Web2 UX✅ Decentralized sequencer architecture✅ Ethereum security⌛ Privacy⌛ Ultra trust-minimized BTCFi⌛ Full decentralizationStarknet. ...
X @mert | helius.dev
mert | helius.dev· 2025-10-08 09:13
trying to subsidize shitcoins via short-term shills, paid spots, and supply control is one thingand it does work short termbuilding the foundations for trading all markets on the internet through ruthless focus on product, performance, and founders is anotherthese are not the same gamesthe former is similar to the days where certain NFT projects would leave the chain for a grant, I'm sure you remember what came afterthe latter is much more interesting and full of worthy competitors like hyperliquidwhat come ...