Will have the Persona team on stream tomorrow to talk about what they got cooking.One of the teams that continued to ship during the bear market, so excited for this conversation with Spike and the team tomorrow 11am UTCPersona (@Persona_Journey):Today, Persona unveils a new path forward.Introducing: Storytelling through innovation. https://t.co/eCBeZPYJ3j ...

Industry Focus - The tech industry is exploring the importance of tech sovereignty in Europe [1] - The tech industry is discussing what it takes to drive innovation in an era of global competition [1] Key Participants - Kanishka Narayan and AHerblin will be participating in a live conversation on Bloomberg Tech [1] Event Details - The conversation will be live on Bloomberg Tech next week [1]

Historical Innovation - China invented paper around 105 AD during the Western Han Dynasty, centuries before its widespread adoption in Europe [2] - Woodblock printing (7th-9th century) and movable type (~1040 AD) originated in China, predating Gutenberg's press [3] - Gunpowder was discovered in China during the Tang dynasty (~9th century), centuries before its military application in the West [3] - The magnetic compass was first used for navigation in China during the Song dynasty, revolutionizing sea travel [3] - China was the first to use government-issued paper currency, starting in the Tang dynasty [4] - The wheelbarrow appeared in 1st-century BCE China, much earlier than its widespread use in the West [4] - Advanced farming tools like the moldboard plow were used in China in the 3rd century BCE [4] - Kites were invented in China in the 5th-4th century BCE for military and meteorological purposes [4] - Chinese engineers built complex water-driven mechanical clocks in the 11th century [5] - Porcelain was mastered in China during the Tang dynasty, remaining unmatched by Europe for centuries [5] - The world's first seismograph was created in China around 132 AD [5] Cultural Identity - The author emphasizes the importance of adhering to Western values to preserve Western identity [1]

Innovation and Growth - The company believes five innovation platforms (robotics, energy storage, artificial intelligence, blockchain technology, and multiomic sequencing) will drive real GDP growth from 3% to 7% or higher [6][8] - Convergence among these technologies, like robotics, energy storage, and AI in autonomous mobility, will lead to explosive growth [9][33][34] - The company views the convergence of sequencing technologies and AI in healthcare as a profound and inefficiently priced opportunity [11] Investment Strategy and Market Analysis - The company emphasizes researching by technology rather than sector or industry due to technology's permeation across all sectors [5][12] - From 2019 to 2024, the "MAG 6" (largest cash-rich stocks) tripled in valuation, while truly disruptive innovation only increased by 30%, indicating a shift towards innovation is expected [13][14] - The company anticipates a compound annual rate of return of roughly 40-45% for truly disruptive innovation over the next five years [17] - The company concentrates portfolios towards highest conviction names based on a scoring system including management, execution, moat, product, service, leadership, valuation, and thesis risk [30][31] Bitcoin and Portfolio Allocation - The company's official bull case for Bitcoin is $1.5 million per coin [18] - Modern portfolio theory suggests an optimal Bitcoin weight of 19% in a diversified portfolio could potentially drive Bitcoin to $3.8 million [19] Tesla and Elon Musk - The company's model forecasts Tesla at $8.5 trillion in 10 years, with a price target of $2,600, significantly higher than the current price of around $330 [32][33] - The company views Elon Musk's compensation package as highly motivating and aligned with achieving milestones [35]

Precision, speed, innovation. That’s why McLaren & OKX ride together 🫡 https://t.co/ek5HGKsdKd ...

Core Insights - AB InBev has enhanced its competitive position through a focus on premiumization and innovation, achieving a 6.5% year-over-year increase in EBITDA in Q2 2025 despite volume pressures in key markets like Brazil and China [2][6] - The company's strategy emphasizes value-driven growth, leveraging high-margin brands and consumer insights to shift towards products that offer pricing power and brand loyalty [2][3] Premiumization Strategy - AB InBev's global portfolio includes megabrands such as Corona, Budweiser, Stella Artois, and Michelob Ultra, which are central to its premiumization strategy [3] - The company owns eight of the world's ten most valuable beer brands, with Corona's revenues growing by 7.7% outside of Mexico, and Michelob Ultra and Stella Artois rising in global rankings [3] Innovation and Product Development - Innovation is a key growth driver, with successful launches like Michelob Ultra Zero and Busch Light Apple, catering to health-conscious and younger consumers [4] - The focus on developing no- and low-alcohol options broadens appeal across various consumption occasions [4] Digital Transformation - AB InBev is enhancing its competitiveness through digital transformation, with platforms like BEES achieving a 63% year-over-year increase in gross merchandise value, reaching $785 million [5] - Direct-to-consumer digital platforms generated $134 million in revenues, improving operational efficiency and enabling data-driven decision-making [5] Future Outlook - The premiumization and innovation strategies position AB InBev well for sustained market leadership, adapting to long-term consumer shifts and economic dynamics [6] - Despite short-term volume softness in regions like Brazil and China, the company's focus on value creation and premium growth is expected to maintain its competitive edge [6] Stock Performance - AB InBev's shares have declined by 12.1% over the past three months, underperforming the industry and broader Consumer Staples sector [7] - The stock trades at a forward P/E ratio of 14.63X, higher than the industry average of 13.65X, indicating that investors may be anticipating stronger growth prospects [10]

[Applause] I want you to imagine that you're in the heart of a bustling city. It's morning and you have just stepped off the train and now you're walking the work. However, all of a sudden, the wind whispering in your ear goes quiet and as you look up at the sky, a huge flash takes over, following with a deafening roar.The shop always hit, knocking you off your feet, tearing through the city, destroying everything you've ever known and loved. The busy morning is now quiet. You spend the next several hours w ...

[Applause] question. How many of you have looked at a closet full of clothes and thought to yourself, "I have nothing to wear." Raise your hand. Because I've been there.Now, what if I told you that with a pair of scissors, an accessory, or a little bit of creativity, you could completely transform the closet you have right now without spending a single dollar. Hello everyone. My name is Lassia Quesa and I'm here today to talk to you about something I'm very passionate about, fashion and innovation.Now, I kn ...

The Problem of Affordable Housing - The average housing cost in Austin, Texas is over $560,000, while over 580,000 people in the United States remain unhoused [2] - Over 37% of the homeless population endures substance abuse, making it difficult to break the cycle without stability and safety [3] - Affordable housing faces challenges from skyrocketing land costs, restrictive zoning laws, and expensive construction materials [4] Innovative Solutions - Tiny homes, costing $20,000 or $200,000, are efficient, sustainable, and affordable solutions to homelessness [4][5] - Community First Village in Austin, Texas, provides a neighborhood for people coming out of chronic homelessness, offering job training and mental health support [5][6] - Companies like ICON are 3D printing homes using a durable and weather-resistant material called Lavarete [7][8] The Evolution of Housing - Post-World War II, mass-produced homes (Levittowns) were affordable but lacked individuality and sustainability [8] - In the 1970s, modular housing allowed for faster and cheaper construction [9] - Current innovations include solar-powered homes, upcycled shipping containers, and recyclable construction materials [9] Call to Action - Advocate for affordable housing policies, support organizations like Community First, and educate oneself about companies like ICON [11] - Challenge the status quo and take action to create a world where no one is left behind [10][12]

Innovation & Technology in Healthcare - Innovation involves combining existing elements in novel ways, differentiating leaders from followers [6] - The speaker's health challenges spurred the development of innovative surgical tools and techniques, including a specialized stool for operating despite physical limitations [7] - The speaker pioneered Asia Pacific Gyne robotic surgery using yogaras in 2022 [8] Addressing Infertility with Regenerative Medicine - Infertility significantly impacts couples emotionally, physically, and psychologically [8] - Regenerative medicine, including activated PRP and stem cells, is used to improve egg quality and quantity in women facing early menopause or poor oocyte quality [12] - Regenerative medicine is utilized to treat thin endometrium, improving the chances of successful implantation [10] - The speaker's team successfully used regenerative medicine to save pregnancies threatened by premature rupture of membranes and large fibroids [13][14] Personal Resilience & Vision - Overcoming chronic illnesses, including heart failure and a rare autoimmune disorder, has been a significant part of the speaker's journey [3][5] - The speaker emphasizes the importance of self-belief, challenging oneself, and continuous learning and training [15] - The speaker advocates for finding tailored solutions and pushing boundaries to achieve what seems impossible [16][17]