Benchmark's Future, ARC-AGI, SpaceX IPO, Epic Games Layoffs, Meta Aims for $9 Trillion, RIP Sora https://
x.com/i/broadcasts/1
rGmqoDVwbZGy
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INVESTMENT
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AGI Benchmarks, SpaceX IPO, Meta’s Trillion Vision, Sora Shutdown
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Strait of Hormuz Crisis: AI’s Role in Energy Security Resilience
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The Strait of Hormuz closure is a stress test for every system dependent on it including AI.
— Helen Yu (@YuHelenYu) 25 mars 2026
Data centers run on uninterrupted power. When energy fractures, so does the digital economy.
But AI is also one of our most powerful tools to fight back: rerouting supply chains,… pic.twitter.com/xLYLQMC94jThe Strait of Hormuz closure is a stress test for every system dependent on it including AI. Data centers run on uninterrupted power. When energy fractures, so does the digital economy. But AI is also one of our most powerful tools to fight back: rerouting supply chains, optimising grids, directing capital. Energy security is now an AI conversation. #ADIPEC2026 will be a key forum for addressing system‑level resilience and advancing the infrastructure needed to withstand future shocks. #ADIPEC #ADNOC #EnergySystems #Resilience #Investment #ArtificialIntelligence
→ View original post on X — @yuhelenyu, 2026-03-25 17:39 UTC
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Pricing Discussion for New Tier Initiated Despite Cost Concerns
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literally kicked off a pricing discussion for a new tier yesterday! but not my dept, cant promise anything. all i know is i am also personally paying the cost as a devin customer thru @aidotengineer and i definitely feel the tradeoffs, howver i do constantly bake off vs
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Local Models on Diverse Hardware: Market Expectations
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Yes, people will want to run local models on more and different types of hardware. (The question is only if that was already priced into the previous stock valuations, because it was relatively obvious that that's where things are headed.)
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Taiwan TSMC Reshoring Strategy Amid China Political Transition
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Reshoring still requires decades of investment and knowledge transfer in cooperation with TSMC. Best option for Taiwan, America and the world is that China transitions away from CCP authoritarianism since dictators don’t live forever. It worked for Taiwan.
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Apple’s Deep Integration with Google’s Gemini Model Revealed
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Apple's deal with Google goes way deeper than anyone thought. Apple doesn't just get to fine-tune Gemini, they have full access to the model inside their own data centers. That means they can distill (and are doing so) Gemini's knowledge into smaller models purpose-built for
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AI Leaders in Regulated Industries Gather at Rev 26
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Pharma. Financial services. Insurance. The leaders scaling AI across some of the world's most regulated industries are coming to Rev 26. @capitalone | @bmsnews | @helvetia Join us in Philadelphia, New York, and London: https://
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Meta’s $700B AI Investment Fails to Produce Competitive Models
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I did a calculation. Meta invested ~700b in AI overall. ScaleAI acqui-hire ~$14.3
Manus accquisition ~$2-3b
several ~100m for hirings. They have invested over $600b in data center. And for some reason they still dont have any upcoming model that could compete with even chinese -
Chinese AI Founders Face Exit Bans After Meta Acquisition
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Manus was founded by Chinese engineers who relocated HQ from China to Singapore in 2025, then sold to Meta. They were summoned back to Beijing and hit with exit bans. Not a good signal for other Chinese founders and tech talent overseas with same aspirations.
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Semiconductor Valuation Disparity: Why KLA and Lam Command Premium Prices
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In an expensive market, we get to nit-picking about what’s really expensive and what’s not… KLA, Lam are pricey for a reason Sometimes the Street ponders why one type of company’s stock is doing better than another. At the moment, the semiconductor stocks are showing the disparity the most, with Nvidia trading below historical valuation and KLA and Lam trading above. As to why, it’s pretty simple: bet on the arms merchants. thetechnologyletter.com $KLAC $LRCX $NVDA
→ View original post on X — @tiernanraytech, 2026-03-25 13:47 UTC