An emerging class of AI systems that rewrite their own code and workflows may erode their own safeguards, researchers say. https://t.co/zGQMnovZP1 ...

Group 1 - Opendoor Technologies Inc. has seen its stock price increase by 800% over the last six months, indicating significant market interest and potential irrationality in the stock's valuation [1] Group 2 - The writer has a technical background in software engineering and has developed an interest in financial markets, particularly in the intersection of software, infrastructure, and capital allocation [2] - The writer analyzes tech companies through both technical and fundamental lenses, focusing on enterprise software, cloud infrastructure, AI platforms, and trading technology [2]

RT Demis Hassabis (@demishassabis)Thanks @friedberg & the @theallinpod crew for inviting me to the summit, it was a blast! Fun conversation discussing everything from the limitations of today's AI systems to the latest world models like Genie 3 and their key potential role in robotics - enjoy! ...

Financial Performance - The company achieved record-breaking revenue and expanded profitability sequentially [1] - Traditional server business is expected to return to approximately 10% of the quarter [2] - Juniper transaction is expected to result in at least $600 million in synergies [15] - An incremental $350 million in savings is expected through portfolio optimization, workforce optimization, and technology deployment [16] Strategic Initiatives & Market Positioning - The company is leading with networking for AI, leveraging the Juniper transaction [4] - Sovereign and neo clouds and enterprise now represent more than 60% of the market [5] - The company is focused on rack scale integrity architecture for the sovereign space and integrated solutions for enterprise [6] - The company aims to build the best networking business in a modern, secure, cloud-native, and AI-driven portfolio [13] - The company is integrating Nvidia's AI suite into its Greenlake Cloud, offering an integrated solution for enterprise customers [20] AI & Technology Adoption - The company is deploying generative AI (becoming "genetic AI") across finance, marketing, services, and supply chain [25][26] - The company has deployed more than 60 generative AI use cases and has more than 200 in testing [27]

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 ...