AI Surge Powers Energy, Robotics, and Infrastructure Stocks
AI Relief rally ,these stocks will make millionaires mark my words… $IREN +6.80% ⚡️ AI compute demand rising, energy-powered data centers driving growth higher $SYM +6.52% 🤖 Automation replacing warehouses, robotics adoption accelerating across logistics industry globally $VST +6.52% ⚡️ AI needs power, utilities like Vistra benefiting from demand surge $LITE +6.25% 💡 Optical demand rising, enabling AI data transmission at massive scale $VRT +5.88% 🔥 Cooling infrastructure critical, support Ai
China Unlikely to Match Nvidia AI Chips Soon
I still do not believe China can build an AI chip to rival $NVDA. I don't see a path in the next 5 years either. These headlines are exhausting. 😬😮💨
Will Traditional ERP Evaluations Survive the AI Revolution?
As AI tools rapidly advance, replacing entire categories of software, will traditional ERP evaluation processes still make sense? The industry is preparing for potential changes in how we select and rely on tools. #AI #ERP #FutureOfWork https://t.co/pB8VPfihpK
Open‑Source XIAM: Seven Years of Identity Innovation
Talked to Fletcher Heisler from Authentik about Extended Identity Access Management — XIAM. Open source identity, seven years in the making. Worth a listen: https://risky.biz/RBNEWSSI120/
AI Still Edits Migrations, Not Creates New Ones
still weird that after all this time, AI still tries to edit my migration files instead of just creating new ones. some database habits are apparently eternal.
Saturate High‑intent Searches Before Scaling Ad Spend
Her team spent $200/week on ads and learned nothing. Now at 8-figure ARR, Sarah Ahmad says the mistake was not saturating high-intent searches first. You can't optimize what you haven't tested properly. https://t.co/uR81Qj6ubp
AI Finance Solutions Still Unbuilt—Early Opportunity Awaits
The best AI harness for finance doesn't exist yet Because we're still figuring out how to: • Bridge TradFi and DeFi • Solve custody for AI agents • Create compliance frameworks • Handle liability We're early That's the opportunity
Key Differences Between Agent‑Native and Cloud‑Native Infrastructure
We just snuck out this cool little @googlecloud paper that spells out what to think about when preparing agent-native infrastructure. What changes from a cloud-native approach? Direct link: https://t.co/10AiOuo7LG https://t.co/7Eg6IqHaJa
Human Connection Still Beats AI-Driven Cold Calling
Is cold calling dead? With the rise of AI agents across go-to-market, we’re seeing an interesting countertrend. Buyers are craving proof of humanity. They want to know the voice on the other end actually understands their world, not just an...
NASA to Reveal Artemis Plans, Spotlight Former Gateway Manager
NASA will share a ton of Artemis planning information tomorrow at HQ. I’ve highlighted Garcia-Galan because he was deputy program manager for Gateway prior to this. https://t.co/HlCvRYr1N6
Winning Consideration Before Search via Streaming Ads
Are you optimizing for the moment after the buying decision has already been made? Because, the brands I'm watching right now are winning consideration before anyone opens a search tab. This is the shift: shopping doesn't start at Google anymore....
AI Security and AI-Driven Defense Lead Microsoft Pre-Day
On the ground for @Microsoft's Security Pre-Day. This is always a good session to kick off RSAC week. Lots to unpack, but suffice it to say that security-for-AI and AI-for-security were the key themes. Full analysis to come. #CIO #CISO #RSAC2026...
Phone Addiction Peaks: 144 Checks Daily, Tethering Declines
Do you check your phone 144 times a day? If so, you’re in line with the average American (according to a survey by DemandSage). Not only that, but nearly 90% of us reach for our phones within 10 minutes of waking up,...
AI Blurs VC and PE Lines in Construction Deals
AI: Where VC converges with PE! Historically, outstanding venture capitalists invested in high-growth software. Top-quality private equity firms acquired companies. And the two strategies were distinct. Those two paths may be converging. @generalcatalyst just invested $13.8M to back KP Reddy to launch @ZeroRFI_...
AI Hardware Is the Hot Opportunity Right Now
Friendly reminder: follow where the opportunities are. Right now, the AI hardware space is especially interesting to watch.
First Commercial CD Debuts in Germany, 1982
#MemoryMonday. August 17, 1982. The first commercial CD is produced in Germany. (HistoryPod) #Technology #History https://t.co/A0Ej0n0SDu
Deepwater Interns Will Build Personal AI Agents This Summer
I agree with Zuck on the agents. This summer, Deepwater’s interns won’t be learning about tech investing. They’ll be building personal AI agents instead. https://t.co/zKCWor8ii9
AI Reliance Undermines Clinician Skill and Accuracy
One of the biggest fears about healthcare's AI revolution is that AI can erode physicians’ expertise and their performance may drop when AI is removed. A new scoping review provides examples for that. In colonoscopy, the adenoma detection rate dropped significantly...
AI Transforming Healthcare: Insights From CBS Mornings Interview
A thrill to be on @CBSMornings today talking AI and Healthcare (and about my book, "A Giant Leap") with @nateburleson & @DrLaPook. Interview is here: https://t.co/YJygJk0qh8
Clean Energy Now Powers 90% of New US Capacity
90% of everything added to the US grid last year was clean energy. Most Americans don't know this. We're not "alternative energy" anymore. We're dominant energy. That's what @EnergyEmpirePod is here for 🗽🔌 https://t.co/v16d3ugteT
AI's Biggest Threat: Credibility Gap, Not Tech Failure
The Uber CEO says executives are lying about AI. Same week: a compliance startup caught faking 493 of 494 audit reports. AI's biggest risk is not technical failure. It is the credibility deficit between announcements and reality.
GStack: Accelerate Software Projects and Build Faster
I released GStack 2 weeks ago and we're still growing I made it because I was realizing: every software engineering project is changing. How could I accelerate the way I saw @steipete accelerate? GStack is my gift to everyone who wants...
AI Agents Transform Insider Risk From Alerts to Guidance
Excited to share that Ballistic Ventures led the Series A investment in Above Security, as the company emerges from stealth today with $50M in funding. Insider risk is one of the most persistent - and misunderstood - problems in cybersecurity. It’s...
AI Outsourcing Fuels a New Impostor Syndrome
😟The uneasy feeling of outsourcing your own intelligence. 🚨AI and the New Impostor Syndrome https://t.co/0R6paZ6zNa
Bank Cards Risk Becoming Relics as Digital Wallets
Why bank cards may be heading the way of the cheque book https://t.co/zaDaxd3u0O "digital wallets matter more for future growth" That's what I would have said had anyone asked me, which they didn't. https://t.co/gDOCm9u8sO
MM‑Zero Achieves End‑to‑End Multimodal Learning From Scratch
MM-Zero: Learning Multimodal Intelligence From Scratch In this episode of Artificial Intelligence: Papers and Concepts, we explore MM-Zero, a new approach to building multimodal AI systems that learn from scratch without relying heavily on pretraining from separate models. Instead of stitching...
Meta Ad Sequencing Isn't Broken—Just a Learning Curve
I've talked to so many operators about Meta's ad sequencing… They’ve all had the same experience: → Excited by the announcement → Confused by the setup → Gave up thinking it was broken It’s not actually broken. There's a quick learning curve to...
Master SaaS Unit Economics for Confident Growth
Mastering SaaS unit economics is the difference between hoping growth happens and knowing it will. In our latest mastermind, we explored why every SaaS founder needs to know: ▪️ CAC, LTV, ARPA, churn, and customer lifespan ▪️ How to calculate...
Ahrefs Site Audit Adds Free Continuous Crawling for Lite+ Plans
Now you can get continuous crawling and near real-time issue reporting in @ahrefs Site Audit. One of the strongest features we ever launched was Always-on Audit and we just included it for free on Lite+ plans. (1 URL/min) With boosts, you can...
AI Funding Overheats; App Layer Faces Bubble Risk
AI valuations: overheated. $12B into AI infrastructure. $120M for AI agent security. All three headlines. Same week. The bubble might hit the app layer. The infrastructure layer consolidates through corrections. Know which one your budget is actually in. https://t.co/YJwwqiooM5
AI Supercycle Stalls Without Advanced High‑Capacity Networks
Why the AI Supercycle Will Fail Without Advanced Networks The AI boom depends on more than powerful models — without advanced, high-capacity networks to connect data centres, devices and AI systems in real time, the AI supercycle could stall. Read...
Women’s Health Holds $600B+ Opportunity by 2030
The data is finally catching up: $600B+ opportunity by 2030. Women’s health remains one of the most asymmetric opportunities in healthcare—where the next generation of category-defining companies like @mavenclinic will be built. https://t.co/K9nUGweSDK
Future-Proof HR: Skills Needed for Next Five Years
#TimTalk – What new skills do HR and Payroll professionals need to develop today to be relevant in 5 years? with Simon Noble https://t.co/VaBE1Zp55e via @DLAIgnite #SocialSelling #DigitalSelling #Payroll #HR #HumanResources #Leadership #Strategy #HRTech #FutureofWork #WorkPlace #Culture
Build the Future First, Enable Rapid User Value
Christian (Chris) Bach (CEO @ Netlify )'s framework for becoming the obvious choice in your category: Start with a strong worldview about where the market is going. Then reverse engineer what needs to exist for that future to happen. Then...
Real‑time SAP Business One Eliminates Xero/Zoho Delays
Stop the Xero/Zoho trap. Minutes matter in distribution. 🕒 SAP Business One gives real-time shop floor to back-office visibility. ⚡ Interested? Let's chat. Connect and let's talk how I can help you solve your problems. #Xero #Zoho #SAPBusinessOne $SAP #SupplyChain https://t.co/AbeWViEFr2
Telecom Networks Transform Into Real‑time Adaptive Intelligence
As 5G, IoT, and Agentic AI converge, telecom networks are no longer passive infrastructure, they’re becoming adaptive, self-optimizing systems that sense, decide, and act in real time. How connectivity is evolving from moving data to orchestrating intelligence ⬇️ Read: ➡️ https://t.co/uwh6kF4fVy #AI...
Mir Ends 15-Year Orbit, Burns up on Reentry
#ThisDayInTechHistory. March 23, 2001. The Mir Russian Space station reenters Earth's atmosphere and breaks up after 15 years in space. (First Post) #Space #Exploration #JVGpost https://t.co/qAgsA3nlep
AVGO Q2 Beats Expectations Amid Strong AI Chip Demand
Hearing Midwest boutique lit up $AVGO, **quarter (Apr-26, 2Q26) is tracking better than expected, **Discussions with customers and at OFC suggest AI semiconductor demand (XPUs plus front- and back-end networking/optics) should remain strong for several quarters
Neo-Clouds Target Trillion-Dollar AI Market Amid Rising Competition
Neo-Cloud is scaling into a massive AI infrastructure market. GPUaaS is projected to grow from $24B (2025) → $236B+ by 2031 (~46% CAGR). Broader AI cloud TAM moves into trillions: • $2T cloud revenue by 2030 (Goldman) • $5.2T AI infra investment (McKinsey) But risks...
Pfizer's Lyme Vaccine Data Remains Ambiguous, FDA Review Looms
As someone who lived in Vermont and still spends the summer there, it's disappointing to see the ambiguity in Pfizer's data on a new Lyme disease vaccine. It's a serious threat. Now we can move on to speculating on the...
Thymus Gland Emerges as Key to Healthy Aging
Don't take the time to read about the new landmark studies that put our thymus gland at center stage for healthy aging https://t.co/ENhIn2A2l3 https://t.co/oY2PLSenmf
Free 50 Templates to Accelerate Content Marketing
I put together 50 copy-paste templates for those of us working in content marketing. The won't *do the work* for you, but they will speed things up! AI should be a thinking partner, not a ghostwriter. Get them here for free:...
Nearly Half of US Shoppers Use
"Nearly half of US consumers (47%) now use AI to browse products online, driving AI-driven traffic to retail sites to surge over 4,700% in 2025." - @itssophievo in @twifintech https://t.co/aeRubKfNOc
Apple’s Next 50: Unprecedented Scale Beyond 5 Billion Devices
The Next 50 Make no small plans 50 already? It seems only a blink of an eye since I wrote Apple at 40. Let’s try copy & paste. In Apple’s first 40 50 years it shipped 1,591,092,250 5,126,211,000 computers. This … https://asymco.com/2026/03/23/the-next-50/
Chatbots Shift From Utility to Personality-Driven Experiences
AI chatbots are starting to compete not just on intelligence, but on personality. Some companies are experimenting with more engaging, even emotionally appealing interactions to keep users coming back. It reflects a shift from utility to experience. As AI becomes more human-like,...
Anthropic Shares 9 Skill Categories and Patterns for Claude Code
I've been building Claude Code skills for a month. Turns out I was missing half the picture. Thariq from Anthropic just published lessons from hundreds of skills they use internally. 9 categories, dozens of patterns. https://t.co/tOGCfYjNpo
Blue Origin Proposes 51,600 AI-Powered Orbital Data Centers
Blue Origin files paperwork to put 51,600 AI data center satellites in orbit: Project Sunrise: a proposed “mega-constellation” of solar-powered satellites that would perform AI compute directly in orbit https://t.co/kk1MXTDoaM #ArtificialIntelligence #Innovation #Technology #Tech #TechNews
Modular Wall System Accelerates Affordable Passive House Retrofits
"A new modular wall system from CO Adaptive seeks to make Passive House retrofits faster, cheaper, and more accessible" #passivhaus #passivehouse #retrofit #EnerPHit https://t.co/6Wu3IfvdSe https://t.co/gili88b7HZ
AI Speeds Branding, but Human Polish Still Essential
I used @LumaLabsAI to build this brand identity board in under 60 seconds. The decision to choose it took 3 days (+ about 6 iterations). Creative direction is still work and knowing what feels RIGHT for your brand isn't something you...
FDA OKs Fecal Transplants, Yet Access Declines
Paradox: The FDA approved some fecal transplants for C. difficile. But accessing treatment got harder. https://t.co/AFFyCGPeKW