Cloud Deployment Margins Rebound, Set to Rise Further
"The margin trajectory of cloud-based deployment segment is far more interesting. Notice how gross margin here was precipitously falling and even turned negative in 1H’25 when the Chinese labs were essentially on a death march to grab market share. However, as mentioned earlier, once Zhipu realized they can actually exercise pricing power here, gross margin transformed from negative in 1H’25 to 22.4% in 2H’25. Given their further price increases in 2026 and removing discounts, I think it’s highly likely that gross margin will continue to increase in this segment in 2026."
Coastal Republicans Back Offshore Wind Despite Trump Opposition
In this week's Current Climate newsletter: 🌬️Trump hates offshore wind. Republicans in coastal states don’t 🔋A Google spinout is using AI to create better batteries 🌿MIT’s Kate Brown on the environmental impact of grassy lawns https://www.forbes.com/sites/current-climate/2026/04/13/trump-hates-offshore-wind-coastal-republicans-dont/
Introductions Lead Requests; AI Can Streamline Most
"how can i help?" i analyzed 100 asks from portfolio companies identified in notes and emails to see what they asked 26% specific person intro 9% investor discovery 7% hiring/talent 9% pr/media 11% business/partnerships 14% scheduling/coordination 6% strategy/advice 6% product/technical 4% event related 4% admin 2% research 2% permission/approvals then further analyzed what percent...
Strong ERP Drives Seamless Supply Chain Execution
ERP is the backbone of supply chain - when data and process discipline are strong, execution improves. When they aren’t, the ripple effects show up fast. https://t.co/2F3vznqJuO #ERP #SupplyChain #Manufacturing
ChatGPT Cuts Hours Out of Stock Research
This ChatGPT Trick Replaces Hours of Stock Research Wait till you see what it found... #aiinvesting #stockanalysis #chatgpt #investingtips
Build a HIPAA‑Ready Health Data Platform on AWS
https://leketecy.hashnode.dev/building-a-hipaa-ready-health-data-platform-on-aws If you are a DevOps engineer, platform engineer or SRE go through my blog and read on this topic #Devops #platform #sre
King of Ads' Update Could Disrupt Traditional Agency Model
An update worth checking out from "the king of ads." This could upend the traditional agency model.
Turn Your Storefront Into an AI-Powered Sales Endpoint
Your storefront is no longer just a website. It's an AI endpoint. April 28, I’m on a panel at @Shopify NY with the CTO of the world's largest Shopify agency and the e-commerce PM behind Teddy Baldassarre. Topic: How to structure...
Pancreatic Cancer Drug Nearly Doubles Survival in Trial
Revolution pancreatic cancer drug nearly doubles survival in key trial https://t.co/SvJicU0LIz @ByJonGardner $RVMD + 38%
AI Hype Masks Stagnant Productivity and Margins
I think AI has also become the “plausible deniability” to streamline organizations that grew amok during the past two decades. I see more orgs simply recalibrating. The AI use is hi on an individual level in some places but by no...
Compute Constraints Are Compounding; Deeper Layers Reveal New Scarcity
In this moment we are in where constraints in the compute stack are basically “stacking” you have to go one more layer deep to find even more situations of scarcity.
CEOs Chase AI Hype While Researchers Dismiss AGI
- CEOs of AI labs do not understand their technology at all, they're just salesmen - Corporate CEOs do not understand AI, they just chase hype and announce projects and deals - AI/ML researchers know AGI is nonsense - $2tn capex for slopcoding...
Hawkeye360 IPO Preps with $117M Revenue, Massive Backlog
Satellite signals-intel provider @hawkeye360, preparing IPO on @NYSE, reports $117.7M in 2025 rev, $24.8M EBITDA and sharply lower operating loss. Revenue was 61% US government, 16% Japan, 23% rest of world. Backlog, at $302.7M, up 6.8x from 2024.https://t.co/E8IPZWf3pK https://t.co/QgmLlopOAW
AI Company Becomes First Autonomous Drug Prescriber in Utah
An editorial @JAMA_current on @doctronic (the AI company now prescribing renewal medications without physician involvement in Utah) entitled "The First AI Drug Prescriber" https://t.co/Wo1rVhnr4s https://t.co/hAcYbYLmIv
Steady Cash Flow Leads to Lasting Entrepreneurial Freedom
I've started 3 successful SaaS companies in 10 years. The biggest lesson: Calmly growing cash flow is the path to enduring freedom.
Prepare for AI Cost Spikes, Plateaus, or Runway Loss
They're calling it the $7 Doritos problem. AI labs spend hundreds of millions to train models. The market expects them to be nearly free. Three outcomes: massive price hikes, capability plateaus, or labs running out of runway. Your AI strategy should plan for...
Autonomous UV‑C Robot Boosts Hospital Safety
#Autonomous UV-C Disinfection #Robot for Safer, Cleaner Hospitals via @ZappyZappy7 #HealthTech #Tech #Technology #EmergingTech #TechForGood https://t.co/7ZETdfCoyj
Top Machine Learning Use Cases in Finance & Trading
159 page PDF download. The best examples of how machine learning is used in finance and algorithmic trading. Grab the paper here:
AI Leadership Must Act Fast or Miss Generation
If the leadership in the AI movement doesn’t step up quickly, organize around the right “go to market” and create incentives to align everyone, this will be a generational fumble. It is, sadly, happening before our eyes.
AI Hallucinations Designed to Drive Token Consumption
Generating useless tokens and giving half answers IS THE FEATURE (see most recent trend on hallucinations). This is so you need to keep prompting it, thereby using more tokens and consuming just enough time as to not use other ways...
LLMs Now Callable Directly From Pub/Sub Pipelines
At some point, it'll be possible to call an LLM from ANY piece of your architecture. Should you? We just added the ability to call LLMs (managed ones, or custom ones) from @googlecloud's messaging service Pub/Sub. I ask the question, and tried...
Trump’s AI Jesus Image Sparks MAGA Outrage
MAGA Freaks Out After Trump Posts AI Photo of Himself as Jesus https://t.co/WDd7vDbpON via @newrepublic
AGI Requires Both Symbolic Logic and Neural Networks
💯. “@garymarcus has won, others too” And the smart people already know it. AGI requires both symbols and neural networks. Period.
Revolution Medicines' Pancreatic Cancer Drug Shows Late‑Stage Success
This is big. All cancers suck. Pancreatic somehow manages to suck even more. Revolution Medicines says its potential breakthrough pancreatic cancer drug succeeds in late-stage trial https://t.co/rFVsvi0mQD
MmWave Offers Gigabit Speeds Within 150‑meter Range
Most mmWave samples were obtained within 150 meters (about 500 feet) of a mmWave transmission site, reflecting the spectrum’s relatively diminutive coverage area. However, download speeds over mmWave connections reached beyond 1 Gbps in some markets. MORE: https://t.co/EWgcr9zuL0 https://t.co/KTRa0V1kfr
Funding Cuts Kill Reusable Angara Rocket Plans
...Last but not least, all attempts to develop a reusable version of the Angara rocket are now dead due to absence of funding for that purpose in the newly approved budget, Khrunichev official said. CONTEXT: https://t.co/Mp292k3hJC https://t.co/ENtbupoBsX
Controversial Soda Mountain Solar Threatens Bighorn Sheep
No solar project in California more controversial than Soda Mountain. It would harm bighorn sheep. The developer is an oil company. Just 1,500 feet from Mojave National Preserve. Should CA approve it anyway? My latest for CLIMATE-COLORED GOGGLES: https://t.co/nHm7TLYZB1
LutaSecurity Cuts Zoom Bug Cases 37% in 10 Weeks
When the pandemic lockdown hit & @Zoom surged in popularity, so did its #bugbounty program — much like many organizations are facing an #AI vuln report surge today. @LutaSecurity helped flatten the curve of Zoom’s bug cases by 37% in...
Virtual Subspecialty Care Can Cut Unnecessary Transfers
You can't snap your fingers and make more subspecialists. So how does America close the gap? New Lifers episode with Dr. Chris Gallagher and Dr. Blake Porter at @AccessTeleCare on what virtual subspecialty care can actually fix. We discuss: * Why 2025...
Quantum Breakthrough, Not AI, Will Shatter All Privacy
While most of the charlatans are hyping a societal “singularity” event brought on by AI. The actual societal nuclear bomb is going to be when quantum computing gets figured out and there is no longer any encryption. Not just going...
Docker Sandboxes Isolate AI Agents with Safe MicroVMs
Want to let AI agents go full YOLO mode without risking your host? 🚀 See how Docker solves the isolation problem with Docker Sandboxes. Lightweight microVMs keep your system completely safe.🛡️ Watch here (and see who chewed my hat 🐶): https://youtu.be/PVjuMgjr0CU #AI #docker
AI Automates $50k Pool Sales via Satellite Scans
this guy litterally uses @OpenClaw to sell $50k+ pools on autopilot 🤯 → Scans satellite for $500k+ homes → Filters by lot size & sun exposure → Renders a 3D pool in their yard → Calculates home value lift → Auto-mails a before/after postcard https://t.co/HTw09lXt2d
Make Your LinkedIn Profile a Global Showroom
Turning Your LinkedIn Profile Into a Shop Window to the World https://t.co/FZ0N14g3ZC via @DLAIgnite #SocialSelling #DigitalSelling #Sales #SalesTips #SalesLeader #Salesforce #Marketing #Leadership #SalesEnablement #MarketingStrategy #MarketingSuccess #RevOps #MarketingTips https://t.co/FcNOhJdGsW
Tesla FSD Demands Driver Vigilance at Tricky Intersections
Crossing a busy intersection with limited options for safe passage, Tesla's FSD sometimes requires quite a bit of courage. Looking left, it's relatively clear and predictable. But with cars backed up from the light on the right, it's less clear. Make...
ERP Vendors Shift Blame, Undermining Your Implementation Success
Is your ERP vendor blaming you for project failures? It's a common tactic. Learn why they shift blame and how it impacts your implementation. #ERP #VendorManagement https://t.co/N4eGBQgyCt
Enriching IDs Boosts Meta Match Rates, Cuts Costs
Most SaaS teams are sitting on a Meta ads lever that quietly breaks their match rates. And they assume it is a platform problem. It is not. It is an identity problem. When you upload only work emails into Meta,...
Build B2B Sites for Buyers, Not Your Company
Most B2B websites are built for the company, not the buyer. So you get: feature-heavy hero one “Get a demo” CTA long forms unclear paths High-converting sites do the opposite: lead with pain segment by persona match CTAs to intent Every element should move a decision. https://t.co/BtZGpQFUOw
AI Is Collapsing Barriers, Letting Anyone Build Now
I didn't go to college in 2010. My parents weren't happy, and neither were Albert's when he made the same call a year later. But we had already learned to code. We were empowered to build without waiting for permission....
Comprehensive Genomic Landscape of Small Bowel Adenocarcinoma Revealed
Genomic profiling of small bowel adenocarcinoma: a pooled analysis from 3 databases [May 14, 2024] Aparicio et al. @BrJCancer https://t.co/xfznlhD4fh #sbcsm #cagenome HT @OncoThor
Space ETF Forms Tight Bull Flag Amid Market Volatility
$UFO Daily. High, tight bull flag for Space ETF. One of the cleaner ETF charts in the entire market right now amid wild headline volatility. https://t.co/i7ypmTDTuC
AI Redefines Intelligence, Not Extends Human Thought
Humanity's biggest mistake may be assuming AI thinks the way we do. 👉AI Didn't Extend Intelligence, It Changed Its Direction https://t.co/UlhQpCbNCi #AI
Anthropic AI Guides Rapid AI Vulnerability Prep for All
Great advice from @AnthropicAI on prep for accelerated AI vulnerability discovery, including what to do if you don’t have a dedicated security team, if you’re reporting bugs you found, or are an open source maintainer. /ht @_decius_ for sending the link ...
System Design, Not Model Hype, Drives AI Advantage
Most teams are still evaluating AI like it’s 2023. Comparing models. Debating open vs. closed. But the real edge now is system design. How models connect. How agents run. How workflows execute. And yes—hybrid is winning. Right model, right task. by @ronald_vanloon | Check out the full article: https://bit.ly/4vwgSBy #NVIDIAPartner #NVIDIAGTC...
Disney's HoloTile Stalls, Leaving Therapeutic Potential Untapped
From time to time, I revisit some technologies that seemed to be exciting to see whether there is any news or updates about them. And sometimes it's heartbreaking to see nothing. Just like in the case of Disney's HoloTile floor...
Started Coding at 28, Now Runs 8‑figure SaaS
He wrote his first line of code at 28 because he couldn't afford to hire anyone. Now he runs an 8-figure SaaS with 3,000+ customers and 350 people. https://t.co/zs5BJaKcZT
Current LLMs Lack Safe Clinical Reasoning Capability
Assessment of 21 LLMs for generating a differential diagnosis "Off-the-shelf LLMs have not yet achieved the intelligence required for safe deployment and remain limited in demonstrating advanced clinical reasoning." https://t.co/9Nvo0kPrZA https://t.co/Odja5lkq8F
AI Compute Shortage Threatens Growth Amid Rising Demand
WSJ: "The artificial intelligence gold rush is rapidly drying up the supply of the one resource that AI developers can’t do without: computing power...Points to a classic problem that has popped up in technology booms throughout history, from the 19th-century...
Vancouver's 17‑Story Mass Timber Passive House Advances Clean Skyscrapers
"A 17-storey mass timber-Passive House tower under construction in downtown Vancouver will help push forward clean, tall timber construction techniques, the company building [it] says" #passivhaus #passivehouse #masstimber #prefab https://t.co/zxvDlROpBD https://t.co/fVWpGeoI43
Enterprise AI Must Evolve Beyond Models to Systems
Most enterprise AI strategies are already behind. Not because they picked the wrong model, but because they are still thinking at the model layer. The real shift is happening one level up, where AI becomes a system that can reason, use tools,...
Boomer Mispronunciation of Nintendo Still Drives Kids Crazy
memory jog: the mom in the flower shirt pronounces the system "intendo" (without the "N") and that was a total thing in the 80's with the older boomers. it used to drive me **crazy** as a kid that they refused...