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X @Forbes
Forbes· 2025-09-30 16:53
“Talent is global. Capital is global. Distribution is global. So why should founders not be?”Jahanvi Sardana, with Index Ventures, spoke about stepping outside of hot spots like Silicon Valley and New York at the 2025 Forbes #Under30Summit in Ohio.https://t.co/VdQ1pJgG95 https://t.co/lE4KEwUap4 ...
How to export excellence | Ayo Ajani | TEDxNUTM
TEDx Talks· 2025-09-22 16:15
[Music] It's good to be here this evening. Um I'll be speaking this evening about exporting excellence. Many years ago I was in medical school.I remember we had a conversation with one of our consultants and um you know medical practice how that we have all the big names Salmonellosis Lististeriosis. I just said all of that to show you that I went to school. But um and we had all of that conversation and I remember full well that there was something that stood out for me.There was a name I mean there was on ...
Beyond Trump’s carriage ride: Britain’s cautionary tale for the U.S.
MSNBC· 2025-09-21 18:41
Join me for a little walk back in history. The year 2016 marked a critical rupture in both the American and British story. Brexit happened in June. Trump happened in November. November moments when the larger stories that once bound their people together and instead embraced politics of division. These political earthquakes rejected globalization, diversity, and democratic norms in favor of narrower identities rooted in grievance and nostalgia. And by seating this identity debate to demagogues, democratic l ...
Royal fanfare, hard truths: Ben Rhodes on America’s future
MSNBC· 2025-09-21 18:40
Joining me now is Ben Rhodess, former deputy national security adviser under President Obama. He's the co-host of Pod Save the World. He's an MSNBC political contributor.He's the author of After the Fall, the rise of authoritarianism in the world we've made. Ben, that that sounded all very somber, but I actually found it very hopeful. I I think there's a point here, right.that that we are all in the business of being critical and holding to account the government that is doing some remarkably destructive th ...
X @Bloomberg
Bloomberg· 2025-09-19 08:05
Globalization with Chinese characteristics https://t.co/hxnS4KCg9s ...
Why Trump won and how it's bigger than just him | Muhammad Nauman Qureshi | TEDxHKU
TEDx Talks· 2025-09-17 15:17
Let's start with a scene that might seem oddly familiar. You're sitting at your computer. You've got 10 to 20 tabs open.I'm talking news articles, emails, a half-finish YouTube video, your bank account, and maybe even a recipe for dinner. You know, the ones you'll never actually make. Your computer starts lagging.It's frustrating. So, you slam your fist on the desk and go, "Oh." As you might have guessed, this isn't just about your computer. There's so much noise in the world, so many issues demanding our a ...
腾讯 - 2025 年全球数字生态大会要点
2025-09-17 01:51
Summary of Tencent Holdings Ltd. Conference Call Company Overview - **Company**: Tencent Holdings Ltd. - **Industry**: China Internet and Other Services - **Current Stock Price**: HK$645.00 (as of September 16, 2025) - **Market Capitalization**: US$769,507 million - **Price Target**: HK$700.00, representing a 9% upside potential Key Focus Areas - **Digitalization and Globalization**: Tencent's cloud development emphasizes enhancing efficiency through digitalization and exploring new growth drivers via globalization [1][2] - **AI Adoption**: Tencent is recognized as a leading adopter of AI technologies, particularly in consumer applications, supported by its robust WeChat ecosystem [1] Core Business Developments - **AI Product Launches**: Tencent has introduced various AI efficiency enhancement products, including: - Enhanced cloud agent development platform - A comprehensive suite of 2C and 2B AI products [2] - **SAAS + AI Toolkit**: Upgrades to AI LLM infrastructure focus on optimizing computing power and model efficiency, with multiple open-sourced models launched [3] Performance Metrics - **Revenue Growth**: Tencent reported a 20% increase in marketing revenue and a 22% growth in gaming revenue in Q2 [9] - **User Engagement**: Significant increases in user engagement metrics, such as: - AI MAU for QQ browser increased by 17.8 times since April - Tencent Meeting's AI MAU grew by 150% year-over-year [7] Global Expansion Strategy - **International Business Growth**: Tencent's international business has achieved double-digit growth, with overseas clients doubling year-over-year [12] - **Infrastructure Investments**: Tencent is expanding its global infrastructure, including a US$150 million investment in a data center in Saudi Arabia and a third data center in Osaka [12] Financial Projections - **Revenue Forecast**: Projected net revenue growth from RMB 660.3 billion in 2024 to RMB 884.3 billion by 2027 [4] - **Earnings Per Share (EPS)**: Expected EPS growth from RMB 20.63 in 2024 to RMB 30.59 in 2027 [4] Risks and Challenges - **Market Competition**: Potential risks include intensified competition in social networks and advertising, regulatory uncertainties in the gaming industry, and tightened regulations amid US-China tensions [16] - **Execution Risks**: Successful execution of new game launches and maintaining market share in social and short video ads are critical for growth [16] Analyst Ratings - **Stock Rating**: Overweight - **Industry View**: Attractive - **Valuation Methodology**: Base case valuation of HK$700 based on a sum of the parts analysis [13][14] Conclusion Tencent Holdings Ltd. is positioned for continued growth through its focus on digitalization and globalization, supported by strong AI adoption and significant investments in infrastructure. However, the company faces challenges from market competition and regulatory environments that could impact its performance.
X @The Economist
The Economist· 2025-09-11 15:25
As they race to go global, many Chinese companies are choosing new names https://t.co/fPiBtfVKPo ...
X @Bloomberg
Bloomberg· 2025-09-04 21:40
The world that enabled Singapore's rise is no more. @HalBrands examines what that means for the country's future (via @opinion) https://t.co/CAldflX2LV ...
Standard Bank CEO on South Africa G-20, US Deglobalization, Volatility
Bloomberg Television· 2025-09-04 08:03
Sim, thank you so much for being here with me. Tom was just talking about just how significant this G-20 summit potentially could be if we do see a communique actually coming later this year. We're seeing a number of geopolitical tensions, though, getting in the way of a number of financial institutions as Africa's biggest bank.Talk about how you're navigating that right now. Jennifer, the world is complicated. It's going through a very turbulent time now.We've not seen the levels of volatility for decades. ...