Core Insights - The article emphasizes the importance of investing in familiar sectors, particularly the midstream sector, where the author has extensive experience as a gas pipeline engineer [1] - The author manages multiple portfolios that have consistently outperformed the S&P 500 index since their inception in 2020, indicating a successful investment strategy [1] - The investment philosophy focuses on evaluating companies as businesses rather than mere stock tickers, aiming to capitalize on market mispricing [1] Company Analysis - The author holds a beneficial long position in the shares of Energy Transfer (ET), indicating confidence in the company's future performance [2] - The article reflects a personal investment perspective, suggesting that the insights provided are based on independent analysis rather than external influence [2] Industry Perspective - The midstream sector is highlighted as a promising area for investment, particularly for those with relevant industry knowledge and experience [1] - The article suggests that understanding the fundamentals of the industry can lead to better investment decisions and opportunities [1]

RT Rachel (@tolstoybb)A world economic system built with bearer assets will be violent beyond anything the vast majority can comprehend. If you're asset poor, you might as well be militiamaxxing ...

The impact of the GOP budget bill will be felt by startups, scientists, clean energy and just about every other facet of the innovation economy, says @gmukunda (via @opinion) https://t.co/VC2ADgIfNF ...

作者 | qian 编辑 | 自动驾驶之心 点击下方 卡片 ，关注" 自动驾驶之心 "公众号 戳我-> 领取 自动驾驶近15个 方向 学习 路线 >>自动驾驶前沿信息获取 → 自动驾驶之心知识星球 本文只做学术分享，如有侵权，联系删文 视觉大语言模型 综述汇总 基础理论 原文链接： https://zhuanlan.zhihu.com/p/1922228114404143784 预训练 智能交通和自动驾驶中的 LLM：https://github.com/ge25nab/Awesome-VLM-AD-ITS AIGC 和 LLM：https://github.com/coderonion/awesome-llm-and-aigc 视觉语言模型综述：https://github.com/jingyi0000/VLM_survey 用于 CLIP 等视觉语言模型的出色提示 / 适配器学习方法：https://github.com/zhengli97/Awesome-Prompt- Adapter-Learning-for-VLMs LLM/VLM 推理论文列表，并附有代码：https://github.com/D ...

Ukraine’s war has been a forcing house of military innovation. We explain how “video-game incentives” are being used to increase the armed forces’ efficiency in fighting the Russian invasion https://t.co/dnXyJHTrgUPhoto: Alamy https://t.co/ObdShssboV ...

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Global Economy Overview - The report provides a chart-based overview of the global economy's performance [1] Data Source - The data is visualized in charts [1]

A landmark ban on the use of non-disclosure agreements in UK workplace misconduct cases - a longstanding practice of financial firms - may make it harder for victims to win compensation and discourage some from speaking up https://t.co/05aUw3MtKg ...

Core Points - A civil trial is set to begin regarding a fatal crash involving a Tesla Model S, where the driver was using the Autopilot feature at the time of the incident [2][10] - The lawsuit claims that Tesla's Autopilot system is defective and unsafe, alleging that the company exaggerated its capabilities while downplaying its deficiencies [9][11] - The judge overseeing the case has allowed claims of design defect and failure to warn against Tesla to proceed, while dismissing claims of manufacturing defect and negligent misrepresentation [10][12] Group 1: Incident Details - The crash occurred in 2019, resulting in the death of Naibel Benavides Leon and serious injuries to Dillon Angulo [1][2] - The Tesla driver, George McGee, stated he was distracted by his phone when the crash happened, impacting the parked Chevrolet Tahoe at approximately 60 miles per hour [2][3] Group 2: Legal Proceedings - The trial is expected to last about three weeks, with Tesla's safety features under scrutiny [3] - The plaintiffs have the potential to seek punitive damages if the jury finds Tesla liable [10][11] - The judge indicated that there is sufficient evidence to suggest that a defect in the Autopilot system was a significant factor in the injuries sustained [11] Group 3: Tesla's Defense - Tesla's legal team argues that the driver was solely responsible for the crash, emphasizing that Autopilot is intended for use by attentive drivers [12][13] - The company maintains that while Autopilot can assist in driving, it does not make the vehicle autonomous and requires driver oversight [12][13] Group 4: Broader Context - Tesla has faced multiple lawsuits regarding its Autopilot software and has been under increased regulatory scrutiny [14] - In previous cases, Tesla has successfully defended itself against claims of liability related to Autopilot, arguing that human error was the primary cause of accidents [15][16]

Core Insights - Nvidia and Tesla are among the top three performers in the S&P 500 this decade, driven by the growth of artificial intelligence (AI) [1] - Nvidia shares have surged 2,690% since January 2020, while Tesla shares have increased by 1,010% during the same period [2] Nvidia - Analysts predict Nvidia stock could reach $410 per share by 2030, representing a 150% upside from its current price of $164 [5][8] - Nvidia holds over 90% market share in data center GPUs, with expectations of a 160% increase in AI chip sales by the end of the decade [6] - The company is expanding beyond chip manufacturing into generative AI networking and cloud services, indicating a broader business model [7] - Nvidia's growth is supported by an anticipated annual increase in AI spending of 36% through the end of the decade, potentially leading to similar earnings growth [11] - Current trading at 53 times earnings is a discount compared to a three-year average of 80 times earnings [12] Tesla - Ark Invest analysts forecast Tesla stock could reach $2,600 per share by 2029, implying a 735% upside from its current price of $310 [8][13] - Robotaxis are expected to generate 63% of Tesla's revenue by 2029, with electric cars, energy storage, and insurance making up the remainder [13] - Tesla's full self-driving (FSD) technology is based on computer vision, providing a potential competitive edge over rivals like Waymo [14] - Tesla has a significant data advantage with more camera-equipped vehicles on the road, which could enhance its AI models [15] - The company has initiated its first autonomous ride-sharing service, with expectations of substantial revenue from robotaxis by late next year [16] - Despite these prospects, Tesla has faced challenges, including a 13% drop in deliveries and loss of market share in electric vehicles [17]