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X @Trust Wallet
Trust Wallet· 2025-12-12 10:37
heartbreaking fact about Blue whalesblue whales will never be able to download trust wallet.this is due to them not being able to use a smartphone underwater and their flippers are too big for the screen ...
X @The Economist
The Economist· 2025-11-03 21:40
Digital Adoption - Older people's adoption of digital technology is increasing [1] - A decade ago, only 20% of Americans over 65 owned a smartphone [1]
蓝思科技:香港投资者会议核心要点
2025-10-19 15:58
Summary of Lens Technology Investor Meetings Company Overview - **Company**: Lens Technology (6613.HK) - **Date of Meetings**: 15 October 2025 - **Market Cap**: HK$169,718 million (US$21,829 million) [6] Key Industry Insights Humanoid Robots - Lens Tech's humanoid robot factory is set to begin operations in November with a designed capacity of 20,000 units per day [2] - The company plans to supply 3,000 humanoid robots and 20,000 robot dogs in 2025, with a projection of at least 20,000 humanoid robots in 2026 [1][2] - Lens Tech is the largest supplier of dexterous hands in terms of shipment [2] - Breakeven is expected if annual production reaches 100,000 units of humanoid robots [2] Server-Related Revenue - Expected revenue from server-related products is projected to be tens of millions in 2025 and Rmb5 billion in 2026, primarily from metal structural parts [1][3] - The content value for metal structural parts is estimated between US$3,000-8,000 per chassis and US$800-1,000 for liquid cooling modules [3] Smartphone and PCs - Anticipated content value for a key foldable phone model in 2H26 is US$150, with management optimistic about favorable pricing and shipment [1][4] - Lens Tech is likely to benefit from supplying cover glass and touch sensors for iOS notebooks adopting touch panels [4] Automotive Sector - The company will have glass capacity to support 1.5 million vehicles in 2026, with plans to expand capacity for a US EV customer's Shanghai factory [5] - Additional revenue projections include Rmb10 billion from glass, communication modules, and domain controllers, plus Rmb2 billion from smart cockpit solutions in 2026 [1][5] XR (Extended Reality) - Lens Tech aims to support 300,000 Rokid AI glasses in 2025 and 1-2 million in 2026 [8] - The first glasses assembly line is expected to undergo customer acceptance in November [1][8] Financial Projections - **Target Price**: HK$31.00, representing a potential return of 16.8% and a total expected return of 18.7% including a 1.9% dividend yield [6][9] - **Valuation**: Target price based on 23.0x 2026E EPS, reflecting a 25% discount to A-share P/E target multiple [9][11] Risks - Key risks include potential delays in the foldable iOS smartphone launch, lower-than-expected growth in global smartphone, tablet, automotive, XR, and AI smart glasses markets, and FX volatility due to macro uncertainties [10][12] Conclusion - Lens Technology is positioned for growth across multiple sectors, including humanoid robots, automotive, and XR technologies, with significant revenue potential projected for 2026. However, investors should remain cautious of the outlined risks that could impact performance.
Empowering blue-collar workers through skill development and automation | Andrew Senduk | TEDxITB
TEDx Talks· 2025-10-15 16:03
Over the last five years, I've been building something for the blue collar workforce. We've had this idea of how can artificial intelligence help blue colors find jobs. Long story short, me and my partners, we built this company where workers from all across the nation could find jobs on their application.This went from factory workers in Luke Mawe, Sumatra to warehouse workers in Siduajjo to servers in Jakarta or even one. And all this time up until today, I still ask myself the question, how will the futu ...