RT J64 (@JBerneburg)“Prices lead narrative.” - @jvisserlabsThe next Industrial Revolution involves a rotation of the Mag 7. The infrastructure build out to fuel the AI race will require energy and processing power that requires significant capital. 3:22 minute clip that packages this narrative up nicely.Highlights:- the job market is feeling AI impact and administration will need to address this.- as the MAG 7 performance slowing down will lead investors to find new opportunities.- Bitcoin miners are a stor ...

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I like TED talks because they're often about a really good idea that somebody had. I'm not going to do that today. My name is Todd Aers.I'm a professor of geossciences at the University of Glasgow. Today I'm going to give you an anti-TED talk. I'm going to talk about the worst idea ever.I want you to think for a minute. What was the worst idea you ever had. Well, perhaps it related to a bad financial decision you made. Or perhaps it was a decision that you made in a relationship that you regret.Well, if we' ...

[Music] This tribe is holding $30,000 worth of cobalt, enough to power an electric car in Berlin or a smartphone in Benjen. Yet his family survives on less than $2 a day. This isn't irony.It's organized theft. Theft disguise as trade. But what if I told you the same mineral in his end could power his education, could build his hospital and transform his nation.This is African's paradox. with all the resources of the future but remain trapped in a system that exploits rather than empowers. Africa owes the ke ...

Industrial Revolution & Technological Advancement - The UK was the birthplace of the industrial revolution, driven by scarce and costly labor, leading to invention [1] - Steam, electricity, and computing each represent a revolution rewriting human progress [3] - Watt's engine, Darby and Cort's iron forging, and Arkwright's looms significantly enhanced industrial capabilities [2] - Faraday and Maxwell's work on electricity and magnetism connected nations and multiplied human output [2] AI Revolution - The AI revolution is powered by Nvidia, manufacturing tokens of intelligence [3] - AI automates mental work, reshaping every industry and field of science [4] - Nations are expected to build AI infrastructure similar to railways, power grids, and the internet [4] - The age of AI has begun, promising a world that will never be the same [4] Historical Context & Future Implications - The UK, where the industrial revolution began, is positioned to be at the forefront of the AI revolution [4] - The AI revolution is presented as a new kind of factory, automating the work of the mind [3][4]

你見過那些 會後空翻 會跳舞扔手絹的 機器人吧？ 看起來 是不是超酷？ 但在馬斯克眼裡 那可能 全是花拳繡腿！ 在最近的峰會上 馬斯克直接攤牌 點出了所有 機器人公司的 「三個致命傷」！ 他說 那些表演 解決不了三個 真正的難題 第一 一顆能理解現實 世界的大腦！ 第二 一雙能像人 一樣靈活 工作的「手」！ 第三 也是最重要的 就是幾百萬台 大規模量產 的能力！ 後空翻再酷 也沒法 幫你擰螺絲！ 馬斯克說 最難的 就是「手」！ 人手有 27 個 自由度 複雜到特斯拉 想花錢買零件 都沒地方買！ 他們必須 從零開始 打造整個 供應鏈！ 那麼 一個從大腦 到雙手 再到供應鏈 都由特斯拉 親手打造的 能真正取代人類 工作的機器人 你猜成本 要多少？ 馬斯克給出的 數字是 兩萬美元！ 一個兩萬美元成本 能 24 小時工作 的鋼鐵藍領 這不是在做產品 這是在掀起一場 真正的 工業革命！. ...

We believe in the AI revolution at Sequoa and we think that this is going to be a transformation that is as big if not bigger than the industrial revolution. In this short presentation, we're going to share what this cognitive revolution is all about and why it offers a 10 to the 13th $10 trillion opportunity. We have four sections.The first is our thesis around artificial intelligence. The next is the commercial opportunity. Then we'll get into some investment trends.These are what we see going on right no ...

Industry Impact - The Industrial Revolution ultimately improved lives [1] - Technological advancement led to political instability [1] Potential Risks - The Industrial Revolution, in the medium term, resulted in the rise of communism and violence [1]

Industry Revolution & Automation - The first industrial revolution introduced automation through Watt's steam engine and the mechanized loom [1] - The fourth industrial revolution, driven by AI, is reimagining industry [2] - Industrial AI is being implemented from design to engineering [2] Technological Advancements - Electromagnetism was unraveled by Ampier [1] - Faraday built the first electric generator [1] - Maxwell laid the foundations for modern electrical engineering [1] Robotics & Future Workforce - The industry is building the next frontier where everything that moves is robotic, including intelligent autonomous vehicles [3] - Robots are being trained in digital twin worlds and robot gyms to work alongside humans in factories, warehouses, operating rooms, and homes [3] - Collaborative workforce is helping to close the global labor shortage gap [3]