Competition

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X @Bloomberg
Bloomberg· 2025-07-10 04:49
China’s solar industry is grappling with overcapacity and fierce competition, with a slew of measures since late last year to reduce output and set a price floor so far failing to halt the losses https://t.co/S8MYbnjftx ...
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
In the fragrance industry, the competition for commissions, or briefs, is fierce. Or at least it is meant to be https://t.co/v0J9wsfEW9 ...
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 ...