
Recently I caught up with Amiet Dhagat, Head of Data Services Analytics and AI for HCF, to get the inside story around their stellar success in transition from static data to dynamic data, and why real-time data has been so valuable and crucial for HCF.. https://t.co/dCCgGxLlvK https://t.co/11ucTlZ0ln
The “Vibe Coding” Hangover: Why CIOs Are Paying the Price for “Janitor in a Drum” Logic https://t.co/rj4X6vTgjx
Asia stocks rally: Japan & S.Korea hit records as Nvidia lifts chipmakers; China/HK mixed, BOJ inflation data a risk. Trade: buy Korean memory names on pullbacks. 📈 — Viktor Kopylov, PhD, CFA More insights: t.me/si14Kopylov

There are interesting separations in quantum learning theory depending on whether or not one has access to post-measurement states in quantum measurement. https://t.co/9I0Rz30QIq Learning properties of quantum states and channels is known to benefit from resources such as entangled operations, auxiliary qubits,...
SONAR is having the best quarter in years. One of my board members asked if I were concerned about the rise of AI and if it would be a drain our data business. I told her that we are seeing...
If AI makes you feel more overwhelmed, you are using it backwards. Clarity first. Then leverage.
Waratah Super Battery transformer replacement scheduled for Q3 2026 delivery in Australia #energysky -- via Energy Storage News: https://t.co/GzvjWPYcAK
More states look to virtual power plants to fight rising electric bills #energysky -- via Canary Media: https://t.co/cI5KwxOTqy

🚗In January 2026, new EU car registrations fell by 3.9% compared to January last year. In January 2026, 154,230 new battery-electric cars were registered, capturing 19.3% of the EU market share. The four largest markets in the EU, which together...
Macro: Big-ticket cloud/AI capital flows concentrate. Key: Amazon pledges $15bn now, $35bn tied to IPO/AGI. Risks: valuation/tech execution. Trading insight: Buy NVDA on AI infra demand. — Viktor Kopylov, PhD, CFA. More insights: t.me/si14Kopylov
How #Technology Shapes HR, Not Just Enables It @TalInCollective https://t.co/ZIlkWiKtVM #HCM #HRM #HumanResources #HRTech #CHRO #CPO #Hiring #Recruitment #PeopleManagement #Culture #Change #FutureofHR #HRCurator

$SNOW revenue, RPO and guidance came in ahead of consensus and the WSJ headline says company benefiting from AI adoption. This is the point we've been making for several weeks... some infrastructure software businesses are beneficiaries of AI. https://t.co/dX1lJsYfye
Slack will be the Waterloo of open vs closed data. Someone is going to make a slack clone where you get unfettered access to your own data, and people really will switch en masse.
AI now can now predict solar cell efficiency from wafer quality #energysky -- via pv magazine global: https://t.co/1XDFJj5yx6
Agents need access to their own file system, and they need to collaborate with other people and agents securely. Here’s how to setup Box with OpenClaw so it has a place to store and share its work. This skill is...
MyPOV: @ZaiNarTech emerges from stealth today. $100M+ invested, $1B+ valuation. The team solved sub-nanosecond time sync on existing wireless networks, enabling the spatial sensing layer for Physical AI. No new hardware required. Deployed and operating now. https://t.co/E3QE5XICdx
Been reading the @Persona_IDV incident write up as a bunch of people have asked “will the data be going into @haveibeenpwned?” Easy answer: no, because there’s no data: https://t.co/4oxtwYBxj2

Tigo Energy debuts real-time solar equipment commissioning software at IESNA 2026 #energysky -- via pv magazine usa: https://t.co/LrqsKf3hIU https://t.co/wAHLxCt6G7
Trying Codex for code reviews on PRs... only first day, but so far, so good
AI is speeding up. My eight year old Tesla, which I am being driven in now, just got a big update that they say in notes is a “minor” update. At this pace we will have self driving with no attention needed...
📈 The Vercel support agent is now handling ~90% of customer inquiries without human intervention. Shockingly, we've been unable to upgrade to Opus 4.6 from 4.5 without measurable performance and customer sentiment degradation. The "best model" is a moving target. Bullish on...
How can batteries respond to energy price volatility in Europe? #energysky -- via Energy Storage News: https://t.co/eEMsHucngj

The Goldman Sachs list of AI winners & losers: Supposed winners: - Cloudflare - CrowdStrike - Palo Alto Networks - Oracle - Microsoft - Amazon - Alphabet - Nvidia - TSMC - Micron - Arista Networks - Palantir - Zoom - Vertiv - Eaton - NextEra Energy Supposed losers: - https://t.co/yZK0mvfWhp - Salesforce - DocuSign - Accenture - Duolingo - Workday - SAP - Atlassian - UiPath -...

Public Power Advocates Have Learned From Past Failures #energysky -- via Heatmap News https://t.co/pX0v48103H https://t.co/I0WLqjrGEb
Is the SaaSpocalypse upon us?! Markets went bananas after this Citrini article was published — but is this legit? Deedy Das isn’t so sure… Which businesses do you think are going away?

While US grid demand increased 2.1% in 2025, California's declined 3.16%-despite 2.5 mil EVs in CA, lots of heat pumps, and 3rd-most data centers in the US About 36% of the decline was due to growth in behind-the-meter PV BTM PV is...

While US grid demand increased 2.1% in 2025, California's declined 3.16%-despite 2.5 mil EVs in CA, lots of heat pumps, and 3rd-most data centers in the US About 36% of the decline was due to growth in behind-the-meter PV BTM PV is...
Global utility-scale battery capacity rises 12-fold in 2020-24 period #energysky -- via pv magazine global: https://t.co/2uWL9yPp9C

$NVDA buying up all the memory. This makes more sense now that we realize they have secured most, if not all, they need for 2026 and some of 2027. https://t.co/Ll2W3Fcc35

Unreal first Closed Won Club masterclass with Palantir’s former head of commercial sales (KSA). $200M+ in career revenue closed. Hands down… I learned an insane amount getting to grill John with questions for 45 minutes. Excited to line up the...
Senators propose to bring back 5% safe harbor to utility-scale solar projects #energysky -- via Solar Power World: https://t.co/9If8Sg2aFn
Bipartisan House SS&T leadership has sent a ltr to FCC Chairman Brendan Carr asking him to rescind the "Space Modernization" Notice of Proposed Rulemaking (NPRM) bc it goes beyond the FCC's regulatory authority over radiofrequency licenses. https://t.co/NHrYyotwoH

The combination of GLP-1 drugs (such as Ozempic) and healthy lifestyle factors was associated with less major adverse cardiovascular events in ~100,000 people with T2D @TheLancetEndo https://t.co/phNzEBy7zY https://t.co/DDVi8uedRP

Bert Thin Films launches copper paste for backside solar cell metallization #energysky -- via pv magazine global: https://t.co/26iCIvaF8G https://t.co/JvPeGpDSGg
Trump's Bullying of IEA a Wake-up Call for Canada Energy Sec Chris Wright: Stop promoting net-zero or US will pull out of iea. Canada needs data, modelling for trade negotiations, policy. Where will Mark Carney Carney get it? Our own economists. #cdnpoli https://youtu.be/DhE1Gfoh-yY
The final question of the call turned into a 7-minute Jensen manifesto on how growth can continue. $NVDA My take: It passed the sniff test. Here’s the play-by-play: Goldman asked if Jensen still feels good about growth accelerating beyond the April quarter. Jensen...

Anthropic is taking its magic tricks to financial services.... Claude Cowork for banking. - Plugins tailored for investment banking, private equity, equity research, and wealth management. - Integrations with financial data providers like FactSet, MSCI, S&P Global, and LSEG. https://t.co/pRISD6broy
NASA's Aerospace Safety Advisory Panel's annual report is out today. Usually comes out in January but they said in December it would be late because of the Oct-Nov government shutdown. https://t.co/rUxrgbxucG
RT High-level policies aren't enough. It's time for audits, training, DSPM, and privacy-by-design in AI workflows. If privacy isn't built into how data moves, you're hoping - not leading. #DataGovernance #AI #CIO @Star_CIO https://t.co/Naq82FuMWZ
So Meta is getting rid of the ability for DTC brands to pay using credit cards. They are saying the process is easier and more flexible, when in reality this is going to cause a lot of headaches for brands...
Senate Commerce will mark up the NASA authorization bill and the NOAA Weather Research and Forecasting Innovation Act on March 4, 10:00 am ET. (The latter was introduced today by Cruz & Cantwell: https://t.co/SOlKIgluOl)
Inside the @moonlake world models, just released today, for video gaming with founder @sunfanyun. We go deep about the future of video game development. Wow. https://t.co/yDg0M6yDmG
Been hearing via supply chain friendlies, NVIDIA has secured most of the HBM, making it scarce for competitors. Reminds me of iPod days when Apple secured all the storage as others were trying to compete with them in MP3 players.
I’m surprised that $NVDA isn’t up big time after that masterpiece. Crushed the whisper, too.
One of the big advantage we have here at CXO Advisor is threat intel. We talk to security leaders across industries every week and the same concerns surface independently. Interestingly, it's not the complex theoretical threats, it's the basics: AI...

Update on ChatGPT Ads: Adthena is seeing an uptick in activity. Their CMO posted more examples this afternoon on LinkedIn of ads they are seeing and pinged me there. Advertisers spotted so far: 🔹 Best Buy 🔹 AT&T 🔹 Pottery Barn...
Jensen takes the mic for three minutes: OpenAI: Confirmed they are nearing an expanded partnership (following reports of a $30B+ equity stake). Meta: Says things are "going well," though avoided addressing Meta’s recent pivot to AMD for certain workloads. Then turned it over...
🪴 To prove this works, I pulled a random SketchUp garden design from web, put it in 🏡 Interior AI and now you can walk around in it Gardens work and it supports decks, patios, pools, car parks etc already And more...
Trump’s EPA is yanking support for electric school buses #energysky -- via Canary Media: https://t.co/wWCGInkszK
From glucose to vascular health: the future of diabetes care https://t.co/UMhK4BkOE3 #Conditions #Diabetes via @kevinmd