EU-US Trade and Technology Council https://
europa.eu/!9cbxQf
#trade #technology #innovation #digitaleu #europe @DigitalEU @elaniaz @ArturHabant @Fabriziobustama @RagusoSergio @PawlowskiMario @CurieuxExplorer @Shi4Tech @Khulood_Almani @Hana_ElSayyed @AkwyZ @antgrasso @enilev
ECONOMY
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EU-US Trade and Technology Council Framework Agreement
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AI Transparency Will Favor Liberal Democracies Over Authoritarianism
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Liberalism justifies itself not just morally, but with the argument that free societies are more stable, efficient and competitive than totalitarian ones. If that is correct, then liberalism will benefit from the increasing transparency and organization of AI and win eventually
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US Society Increasingly Resembles Familiar Patterns Yearly
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The US looks more familiar every year.
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Major disruption from scaling alternative generation techniques
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Yes, this is exactly what the quoted passage says. It would likely a few years of major disruption while techniques to generate alternatives were scaled up. But the disruption would be pretty catastrophic.
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Single North Carolina mine controls global silicon wafer production
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The modern economy rests on a single road in Spruce Pine, North Carolina. The road runs to the two mines that is the sole supplier of the quartz required to make the crucibles needed to refine silicon wafers. There are no alternative sources known. From Conway’s Material World:
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Institutional Opportunities in Digital Assets Public Markets
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Public Market- Where are the biggest institutional opportunities?- Digital Assets: Realised https://
blockcast.cc/videos/public-
market-where-are-the-biggest-institutional-opportunities-digital-assets-realised/
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Temu Sensation, Nvidia Dominates S&P500 Semiconductors
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Sell-side most interesting: What makes Temu Tick, Nvidia the most owned Pinduoduo’s Temu is a sensation and a mystery, but Bernstein breaks down some of the math, CrowdStrike surges on a “stellar” report, the most broadly owned S&P500 semiconductor name is Nvidia, and ASML
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Broadcom CEO Endorses AMD’s Bold AI Revenue Projection
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Broadcom CEO endorses that crazy AI revenue projection from AMD AMD CEO Lisa Su’s stunning remark that AI chips will be almost the size of the entire chip industry in 2027 has been a source of much chatter in the past few months. Thursday evening, Broadcom CEO Hock Tan endorsed
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Midjourney’s Profitability Stands Out Among AI Image Tools
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I think Midjourney is hugely profitable. I can't name a second one.
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Institutional opportunities in digital assets and traditional finance bridge
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Spoke at the Digital Assets: Realised in #HongKong on “Where are the biggest institutional opportunities?” #etf #stocks #bonds #MutualFunds Anndy Lian: “As Senior advisor to Peach Income fund, we bridge tradfi and digital markets globally.”