I've had the pleasure of testing Caesar & have been blown away by how strong the product is.Backing this venture was a no brainer given the wealth of experience & data engineering expertise through @mrkmcknz and the team.If you're looking for a Deep Research tool then I'd recommend paying attention, particularly when it comes to crypto analysis/research.Caesar (@caesar_data):Caesar is building the world’s smartest AI systems for frontier research.We are proud to announce that the $CAESAR community sale has ...

Core Insights - Super Micro Computer (SMCI) reported fourth-quarter fiscal 2025 non-GAAP earnings of 41 cents per share, missing the Zacks Consensus Estimate by 6.8%, and reflecting a year-over-year decline of 34.9% [1][10] - The company's fourth-quarter fiscal 2025 revenues were $5.76 billion, which also missed the Zacks Consensus Estimate by 3.82%, although it showed an 8.5% year-over-year improvement and a 25.2% sequential increase [1][10] Revenue Breakdown - Revenues from Server and storage systems, which constitute 97.6% of total revenues, increased by 10% year over year to $5.62 billion, while revenues from subsystems and accessories decreased by 48% to $139 million [3] - By geography, the United States accounted for 38% of total sales, down 33% year over year, while Asia represented 42% of revenues, reflecting a significant year-over-year increase of 91% [3] - Revenues from Europe accounted for 15% of total revenues, showing a year-over-year increase of 66%, and revenues from the Rest of the World accounted for 5%, increasing by 53% year over year [4] Customer Vertical Performance - Enterprise/Channel revenues totaled $2.1 billion, accounting for 36% of total sales, with a year-over-year increase of 7% and strong sequential growth of 6% [5] - OEM Appliance and Large Data Center verticals contributed $3.7 billion, representing 63% of total fourth-quarter revenues, while the Emerging 5G, Telco, Edge, and IoT verticals accounted for only 1% of total revenues [5] Operating Metrics - SMCI's non-GAAP gross margin was 9.6%, reflecting a decline of 70 basis points year over year and 10 basis points sequentially, primarily due to an unfavorable product and customer mix [6] - Non-GAAP operating expenses increased by 29% year over year to $239 million, although they declined by 11% sequentially, driven by heavy investments in next-generation AI systems and expansion of production capacity [7][8] Financial Position - As of June 30, 2025, total cash and cash equivalents were $5.17 billion, up from $2.54 billion in the previous quarter [9] - Operating and free cash flow for the reported quarter were $864 million and $841 million, respectively [9] Future Outlook - SMCI forecasts fiscal 2026 revenues of at least $33 billion, with first-quarter sales expected to be between $6 billion and $7 billion [10][11]

Any tech that empowers can be abused. As the capability of AI systems improves, the power they can bestow on individuals is commensurately hair-raising https://t.co/Hk23Umud8A ...

Today we launched a new product called ChatGPT Agent.Agent represents a new level of capability for AI systems and can accomplish some remarkable, complex tasks for you using its own computer. It combines the spirit of Deep Research and Operator, but is more powerful than that may sound—it can think for a long time, use some tools, think some more, take some actions, think some more, etc. For example, we showed a demo in our launch of preparing for a friend’s wedding: buying an outfit, booking travel, choos ...

This hands-on workshop introduces Mastra.ai, a TypeScript framework that streamlines the development of agentic AI systems compared to traditional approaches using LangChain and vector databases. Participants will learn to build structured AI workflows with composable tools and reliable control, enabling them to create internal AI assistants that can handle requests like data cleaning, email drafting, and document summarization with minimal code. The session covers Mastra installation, running a local MCP s ...