Semiconductor Index Delivered Over Tenfold Returns Decade‑Long
The PHLX Semiconductor index: ASML, TSMC, Texas Instruments, AMD, Nvidia, NXP, Qorvo, Qualcomm, Applied Materials, Broadcom etc. More than a ten-bagger in the past decade https://t.co/P0OKb3JVYf
GENIUS Act Opens 60-Day Comment Period on Stablecoin Rules
The GENIUS Act rules just dropped 60 days for comments Digging in to this today
Hidden Socioeconomic Bias Undermines Talent Assessment
The Unseen Potential #Bias Around #SocioeconomicBackground in #Assessment and #Selection https://t.co/u8QbSgT6p3 #HCM #HRM #HumanResources #HRTech #CHRO #CPO #Hiring #Recruitment #PeopleManagement #Culture #Change #FutureofHR #HRCurator
AI Makes Open‑source Rewrites Trivial, Cloudflare Proves It
We will see much, much more of this happening. AI is changing open source incredibly rapidly. Rewriting an open source project to a new language/framework used to be a massive effort: AI is making it trivial as Cloudflare just showcased with...
Swarm AI Agents Build Websites From Scratch, Editable
This is probably the most insanely cool AI product I've tried in recent memory. A swarm of AI agents designing a website from scratch. And you can edit things manually at any time (see my manual edit at the end 😅)....
Smart Pills: Diagnostics Now, Autonomous Therapy Still Years Away
IEEE has a very technical overview of ingestible electronics and tomorrow's smart pills that could one day deliver drugs and take biopsies. To "take actions based on its findings" is a bit too far-fetched for now. What can these technologies definitely...
Measuring ROI for Clinician-Facing AI Tools
I enjoyed working with an all-star team – the great @LisaRotenstein @UCSF and @DBatesSafety of @BrighamWomens – on this paper describing how to measure return on investment (ROI) for clinician-facing AI tools. @JAMAInternalMed https://t.co/uvhb1qI7mG
Automation Boosts Demand for Skilled Engineers, Not Reduces It
This is counterintuitive for some, which is why there’s a paradox named after it. But if you lower the cost of something that was previously supply constrained, demand for that thing goes up. Software engineering is just one of the...
Real‑time Data Powers HCF’s Analytics Transformation
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...
CIOs Suffer Costs From Trendy “Vibe Coding” Practices
The “Vibe Coding” Hangover: Why CIOs Are Paying the Price for “Janitor in a Drum” Logic https://t.co/rj4X6vTgjx
Japan and Korea Hit Record Highs on Nvidia Rally
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
Classical Outcomes Make Quantum Measurement Learning Exponentially Hard
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,...
AI Boom Fuels Data Demand for Small Innovators
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...
Start with Clarity, Then Leverage AI, Not Overwhelm
If AI makes you feel more overwhelmed, you are using it backwards. Clarity first. Then leverage.
Waratah Super Battery Transformer Arrives Q3 2026 in Australia
Waratah Super Battery transformer replacement scheduled for Q3 2026 delivery in Australia #energysky -- via Energy Storage News: https://t.co/GzvjWPYcAK
States Turn to Virtual Power Plants to Curb Rising Electric Bills
More states look to virtual power plants to fight rising electric bills #energysky -- via Canary Media: https://t.co/cI5KwxOTqy
EU Registrations Dip, BEVs Hit 19% with French, German Surge
🚗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...
Amazon's $50B AI Bet Boosts NVDA Play
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
Technology Drives HR Evolution, Not Just Support
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
Snowflake Beats Estimates, Shows AI-Driven Growth
$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
Open‑Data Slack Clone Will Trigger Mass Migration
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 Predicts Solar Cell Efficiency Using Wafer Quality
AI now can now predict solar cell efficiency from wafer quality #energysky -- via pv magazine global: https://t.co/1XDFJj5yx6
Securely Connect Box to OpenClaw for Agent Collaboration
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...
ZaiNarTech Unveils Sub‑Nanosecond Wireless Sync for Physical AI
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
Persona Confirms No Data Breach, Nothing to Leak
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 Launches Real-Time Solar Commissioning Software
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
First Day with Codex: Code Reviews Look Promising
Trying Codex for code reviews on PRs... only first day, but so far, so good
Tesla's Minor Update Signals Imminent Autonomous Driving
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...
Vercel Automates 90% Support, but Model Upgrades Falter
📈 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...
Batteries Buffer Europe’s Energy Price Volatility
How can batteries respond to energy price volatility in Europe? #energysky -- via Energy Storage News: https://t.co/eEMsHucngj
Hardware, Cybersecurity Thrive; AI Compresses Software Services
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 Apply Lessons From Past Failures
Public Power Advocates Have Learned From Past Failures #energysky -- via Heatmap News https://t.co/pX0v48103H https://t.co/I0WLqjrGEb
SaaS Apocalypse? Market Hype Meets Skeptical Reality
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?
Behind‑Meter Solar Cuts California Grid Demand Amid EV Surge
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...
Behind‑the‑meter Solar Drives California’s Grid Demand Drop
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...
Utility‑Scale Battery Capacity Grows Twelvefold Since 2020
Global utility-scale battery capacity rises 12-fold in 2020-24 period #energysky -- via pv magazine global: https://t.co/2uWL9yPp9C
NVDA Secures Memory Supply Through 2027
$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
Learning From Palantir’s $200M Sales Leader
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 Push to Restore 5% Safe Harbor for Utility Solar
Senators propose to bring back 5% safe harbor to utility-scale solar projects #energysky -- via Solar Power World: https://t.co/9If8Sg2aFn
Bipartisan House Leaders Urge FCC to Drop Overreaching Space Rule
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
GLP‑1 Drugs Plus Healthy Habits Cut Heart Events
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 Introduces Copper Paste for Backside Solar Cells
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 IEA Threat Spurs Canada to Build Own Data
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
AI Token Demand Will Drive $700B Compute Surge
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 Launches Claude Cowork for Banking with Data Plugins
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 Safety Panel Report Delayed by Government Shutdown
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
Privacy Must Be Built Into AI Data Workflows
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
Meta Cuts Credit‑card Payments, Hurting DTC Cash‑back Rewards
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 to Mark Up NASA, NOAA Bills March 4
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)
Moonlake's New World Models Redefine Game Development
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