Thomas Robinson is at the Flagship Pioneering AI Summit next week — where leaders from pharma, biotech, and AI are working through what it actually takes to operationalize AI in life sciences. https://
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INVESTMENT
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AI Summit Operationalizing AI in Life Sciences
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Startup team reaches top 3 ranking in six months
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Awesome progress from the team! Going from tiny team to top 3 in under 6 months is something 😀
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Investment Impact Gap: Real Productivity Gains Beyond GDP Metrics
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The gap between investment and measurable impact is definitely something. From what I've seen in day to day work though, the productivity gains are real for individuals (for me and my team at least) even if GDP doesn't show it yet.
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Bezos Prepares $100 Billion to Revolutionize Manufacturing with AI
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Jeff Bezos is preparing one of the biggest industrial bets of the decade. $100 billion. A fund to acquire manufacturing companies and transform them with AI. According to the Wall Street Journal, Bezos has already met with sovereign wealth funds in the Middle East and Singapore to raise this colossal amount. Targeted sectors: semiconductors, defense, aerospace. The project is called "Project Prometheus" — a startup of which Bezos is co-CEO, dedicated to applying generative AI to engineering and industrial production. It has already raised $6.2 billion by end of 2025. And on the board? David Limp, the CEO of Blue Origin. What you need to understand: – So far, the AI race has been playing out in software. Chatbots, image generation, code. – Bezos just moved the playing field into the physical world. – We're talking about reinventing how we manufacture chips, aircraft, cars. With AI as the engine. AI won't just change what we see on our screens. It will change what we build with our hands. And Bezos just put $100 billion on this conviction. The Wall Street Journal (@WSJ) Breaking: Jeff Bezos is in talks to raise $100 billion for a new fund that would buy manufacturing companies and use AI to automate them wsj.com/tech/jeff-bezos-aims… — https://nitter.net/WSJ/status/2034706038448881849#m [Translated from EN to English]
→ View original post on X — @flashtweet, 2026-03-19 20:34 UTC
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Top researchers departure: quit or fired explanation
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Did we ever get a conclusive answer as to if their top researchers quit or were fired?
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Resource allocation strategies for technology projects
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The new “how many resources should we put on this project”
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Micron’s Incredible Q2 Results Could Push Stock to $700
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Micron could go as high as $700 as the numbers are just incredible Micron Technology turned in an astounding second-quarter report, with gross profit of seventy-five percent, and a twenty-billion-dollar-per-quarter DRAM business that is tripling. Price targets are as high as $700. And yet, people are selling on the news. The chief risk to Micron is over-supply, and Micron itself doesn’t know how much supply would be too much. Probably, over-supply risk is remote at the moment, even if it’s not zero. thetechnologyletter.com $MU $NVDA
→ View original post on X — @tiernanraytech, 2026-03-19 19:48 UTC
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Nvidia Revenue Beyond Chips: Networking and Diversified Income
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I think this is somewhat correct but misses some key points that make the reality a lot less doom and gloom… 1. This acts like Nvidia’s chip sales are the only way they make money. It’s way more nuanced than that. Their networking business alone generated $31b last year. Chips
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Jensen Huang Explains Five-Layer AI Cake at Davos 2026
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Davos 2026: Jensen Huang on the Five-Layer AI Cake, the AI Bubble and Key AI Breakthroughs NVIDIA’s Jensen Huang explains the “five-layer AI cake” — from energy and chips to models and applications — highlighting the massive infrastructure behind the AI revolution. Read more