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Chamath: America is Back as THE Global Superpower
All-In Podcast· 2025-06-29 14:03
From my perspective, I think what President Trump has done is almost single-handedly bring back the United States as the global superpower. America is back. In order to be a superpower, I think you need to have three things, but they work in a hierarchy.The first is that you need to have technical supremacy. And then from that technological supremacy, you need to establish and project economic supremacy and military supremacy. You saw a tactical demonstration of technological supremacy with the B2 bombers.B ...
新股消息 | 用友网络(600588.SH)递表港交所 为中国企业软件及服务市场最大的市场参与者
智通财经网· 2025-06-29 03:42
智通财经APP获悉,据港交所6月27日披露,用友网络科技股份有限公司(简称:用友网络)(600588.SH) 向港交所主板递交上市申请,招银国际、中信证券为其联席保荐人。 该公司提供丰富的企业软件及智能服务产品矩阵,包括云服务及软件产品,以全面满足各种规模的企业 (从小微企业到大型综合企业再到公共组织)的数智化转型需求。该公司的云服务主要包括用友BIP系列 产品、U9cloud、畅捷通提供的产品及行业特定解决方案。 据招股书,用友网络是全球领先的企业软件与智能服务提供商,致力于应用以AI、大数据、云计算为 核心技术的企业数智化软件与智能服务的研发创新、销售与服务。根据弗若斯特沙利文的资料,以2024 年收入计,该公司是中国企业软件及服务市场最大的市场参与者。该公司的战略重点是通过开发为企业 应用量身定制的AI智能体集群,引领行业创新。 自公司成立以来,该公司始终领导中国企业软件与服务产业的发展,完成从会计电算化到信息化再到数 智化,顺应这一趋势,核心产品从财务管理软件到ERP再到用友商业创新平台(用友BIP)的战略跃迁。 在1.0会计电算化阶段,该公司成为中国第1的财务软件提供商;进入2.0信息化阶段,跃居亚 ...
他改变全球金融,却不知身在何处:比特币创始人中本聪的终极谜团
Sou Hu Cai Jing· 2025-06-29 03:25
2008年,一篇名为《比特币:点对点电子现金系统》的白皮书横空出世。它解释了如何将工作量证明机 制、公钥加密和点对点网络架构结合起来,构建出一种去中心化的数字货币——比特币。署名作者"中 本聪"(Satoshi Nakamoto)曾活跃于互联网论坛,甚至编写了比特币的初始实现代码,留下了一些蛛丝 马迹。 他们相信,密码学可以带来匿名性,去中心化架构可以防止权力集中,从而避免腐败。比特币不是第一 个尝试,但它精准切中人性与市场心理,因此独树一帜。 然后,他突然消失了。 在过去16年间,关于这位神秘作者的真实身份,猜测从未停止——被怀疑者成百上千,多为极客、怪 人、技术狂热者,甚至还有几个澳洲人被列入名单,包括一个偏执狂和一个被指控为连环骗子的男人。 现在,前《WIRED》杂志记者本杰明·华莱士(Benjamin Wallace)出版新书《神秘的中本聪》(The Mysterious Mr Nakamoto),记录了长达15年的身份追寻之旅。与其说这是一次侦探式追踪,不如说是 借由中本聪之谜,来讲述比特币及加密货币的跌宕历史。 从理想到乌托邦崩塌 比特币的理念最早源于一个名为"密码朋克"(Cypherpunks) ...
Are You Missing Out on These 2 Dividend Raises From Famous Companies?
The Motley Fool· 2025-06-27 21:05
Core Viewpoint - The article highlights two notable exceptions in dividend raises during a typically quiet period for income investors, focusing on Target and Darden Restaurants as key examples of companies increasing their dividends despite broader market trends [2]. Group 1: Target - Target has raised its quarterly dividend by nearly 2% to $1.14 per share, extending its streak of annual increases to 54 years, qualifying it as a Dividend King [4]. - The company has faced challenges, including a 3% year-over-year decline in first-quarter net sales to just under $24 billion and a significant 36% drop in non-GAAP adjusted net earnings to $1.30 per share [6]. - To address these issues, Target has established an "enterprise acceleration office" aimed at improving operational efficiency and positioning the company for growth [7]. - Online comparable sales have shown resilience, growing nearly 5% in the first quarter, indicating potential for recovery [8]. - The stock is currently undervalued with a PEG ratio slightly over 1, suggesting it may be a strong recovery opportunity [9]. - The new dividend will be paid on September 1 to investors of record as of August 13, offering a yield of 4.7% at the current share price [10]. Group 2: Darden Restaurants - Darden has increased its quarterly dividend by 7% to $1.50 per share, marking a return to regular dividend raises since cutting payouts during the pandemic [11][12]. - The company has shown strong recovery, with total sales rising by 11% year-over-year, aided by the acquisition of Chuy's Tex Mex chain, while same-restaurant sales increased by nearly 5% [14]. - Darden's non-GAAP adjusted net income grew by 9% to over $400 million, exceeding analyst estimates [14]. - For fiscal 2026, Darden anticipates total sales growth of 7% to 8% and same-restaurant sales improvement of 2% to 3.5%, with net income projected between $10.50 and $10.70 per share [15]. - The company has authorized a new stock buyback initiative of up to $1 billion, indicating a commitment to returning capital to shareholders [13]. - The raised dividend will be distributed on August 1 to stockholders of record as of July 10, yielding almost 2.8% at the most recent closing price [16].
[Full Workshop] Vibe Coding at Scale: Customizing AI Assistants for Enterprise Environments
AI Engineer· 2025-06-27 10:19
"Vibe coding" often falters in complex enterprise environments. Drawing from real implementations, this talk demonstrates systematic approaches to customizing AI assistants for challenging codebases. We'll explore specialized techniques for navigating complex architectures, evidence-based strategies for undocumented legacy systems, methodologies for maintaining context across polyglot environments, and frameworks for standardizing AI usage while preserving developer autonomy. Through case studies from finan ...
What does Enterprise Ready MCP mean? — Tobin South, WorkOS
AI Engineer· 2025-06-27 09:31
[Music] Thank you everyone for coming here. I hope you're uh excited to figure out with me what enterprise ready MCP means. Uh I'm not sure a month ago people even fully understood what MCP meant.Um so we're all on this journey together. Um, but hopefully it should be fun. So, I was chatting to a good friend and colleague who is is giving a talk tomorrow on building MCP servers and what it looks like to build that out.And his question was, how do the tools of today map to the AI systems of tomorrow. We alre ...
X @Ansem 🧸💸
Ansem 🧸💸· 2025-06-27 03:09
RT davo | drift (@davijlu)Drift's immediate plan is to be the best decentralised derivatives platform. Built on @solana at the L1 level to harness the global atomic state machine. No rollups or isolated environments.The benefit is asset availability. Drift is the only cross-margin perps DEX and this is only possible because of the L1. Products built on the L1 are directly downstream of asset issuance. You can expect an L1 like Solana to dominate in this area in the coming years.To date, Drift has $1 billion ...
X @IcoBeast.eth🦇🔊
IcoBeast.eth🦇🔊· 2025-06-26 21:37
Lot of debate about CB perps and HL implications todayReality is Robinhood is going to be the king of US-based perps, and that won't materially harm Hyperliquid ...
X @BREAD | ∑:
BREAD | ∑:· 2025-06-26 20:21
RT enzo (@enzo_gte)Bringing 24/7 Markets to GTE.The value of crypto is found in 24/7, global markets, 365 days a year.Just this weekend alone, one of the only ways to trade the volatility between Iran, Israel, and the USA with liquidity and size was by trading crypto assets.This is both a demonstration of the benefits of crypto and a fundamental flaw that holds back the traditional financial markets.The anxiety of waiting for market open on Sunday/Monday (depending where you are based) is an antiquated roll ...