lets wrap up here summary:
it's not that they dont exist because europeans steal too much i bet hundreds of little reasons
markets are complex an different
european markets are fragmented hence fewer large players by default
batteries are made in china hence more ubiquitous
INVESTMENT
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European Market Fragmentation and Battery Supply Chain Dynamics
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Markets Are Wise, Crowds and Mobs Are Dumb
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Crowds aren’t wise – markets are wise, and mobs are dumb.
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Is There an AI Bubble? Massive Investments and Market Valuation
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Is there an AI bubble? With the massive number of dollars going into AI infrastructure such as OpenAI’s $1.4 trillion plan and Nvidia briefly reaching a $5 trillion market cap, many have asked if speculation and hype have driven the values of AI investments above sustainable
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AI Inference Costs Collapse 99.9% Reshaping Economy
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Three years ago, a million tokens of AI inference cost $60. Today? Six cents.
— Nina Schick (@NinaDSchick) 28 novembre 2025
A 99.9% cost collapse. When something this powerful becomes this cheap, it doesn’t stay confined to research labs, It is able to flood the economy.
AI is now diffusing faster than any technology in… pic.twitter.com/pObTHhuBC8Three years ago, a million tokens of AI inference cost $60. Today? Six cents. A 99.9% cost collapse. When something this powerful becomes this cheap, it doesn’t stay confined to research labs, It is able to flood the economy. AI is now diffusing faster than any technology in
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AI Analyzes Saylor’s Reaction to Bitcoin Drop Below 80K
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AI reads @saylor
’s face after BTC fell to $80K -
Gemini 3.0 vs ChatGPT-5.1 vs Claude 4.5 Comparison
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Gemini 3.0 Pro vs ChatGPT-5.1 Thinking vs Claude 4.5 Opus I tested all these powerful LLMs using critical prompts. The results shocked me. (Demos + prompts)
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Moving Averages Feature Launches on Perplexity Finance
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Moving Averages now on Perplexity Finance! pic.twitter.com/nyv9TLvlPg https://t.co/6dMMZd5bJt
— Aravind Srinivas (@AravSrinivas) 27 novembre 2025Moving Averages now on Perplexity Finance!
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Cohere expands SAP partnership for sovereign AI platform North
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Today, Cohere is expanding its partnership with @SAP to meet the increasing demand for sovereign AI technology across Europe and other key global markets. Together, we plan to make our agentic AI platform, North, available on SAP’s infrastructure. Read the blog to learn more –
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Watchlist Tab with Market Summaries and Push Notifications
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We have a dedicated Watchlist tab where you get market summaries for stocks you care about (and curate through your watchlist). We will be sending this as push notifications soon. https://t.co/1uTheszaBG
— Aravind Srinivas (@AravSrinivas) 26 novembre 2025We have a dedicated Watchlist tab where you get market summaries for stocks you care about (and curate through your watchlist). We will be sending this as push notifications soon.
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Tech Giants Hedge AI Bets Despite Confident Public Statements
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i dont think this is rational. jensen and google can truly believe it and yet hedge their future for the possibility that they're wrong (which happens all the time)