It’s not the end of the world for companies such as Celestica. Tuesday’s sell-off, against a weak tape, is largely a product of terrific gains year to date and profit taking. Celestica, Cadence, Rambus hit by high expectations, high prices Heightened expectations and big stock
INVESTMENT
-
Freepik Acquires Magnific AI Image Generation Platform
By
–
Freepik acquired Magnific, both based in Spain
-
Building $1M Portfolio Against USD Collapse Predictions
By
–
1) Start of 2025, I built a 1Mn$ portfolio that now stands at 50% plus gains in INR terms. Why did I build it? Because people were too pessimistic about US$/US Collapse whatnot. So I built out a portfolio in front of 1000s of students. Put my own money on the line. And, tried
-
India Investment Ban and Government Financial Control Policy
By
–
– Yes, first kill all investment options in India. – Then ban investors from investing abroad. – Then make donations to PM Care funds mandatory All money goes to government, they decide allocation of everything. Na rahega paisa, na rahega investment karne ka jhanjhat
-
OpenAI faces mounting pressure toward public market debut
By
–
OpenAI will face growing pressure to go public. The company has already made promises to the investment market that are too large to remain private forever. Future value, AGI expectations, data centers, and dedicated compute infrastructure have all become the logic behind the
-
Profluent and Eli Lilly Partner on AI-Designed Gene Editors
By
–
Today, @ProfluentBio and @EliLillyandCo announce a multi-$B partnership to use our AI models to design custom recombinases, a new class of gene editor capable of large-scale DNA editing across multiple diseases. I'm so proud of the team – Profluent is an n=1 company.
-
OpenAI Microsoft Agreement Realignment Explained
By
–
In today's newsletter, I primarily focused on the realignment of the agreement between OpenAI and Microsoft. What has changed? Find out more – subscribe for free at http://
getsuperintel.com 🙂 -
Trade-offs in Technology Investment: Cost Analysis Framework
By
–
There will always be trade-offs between upfront cost, run costs, and costs already hidden in the organization. The investment needs to justify itself through productivity, revenue, or reducing embedded costs.
-
Cuenca acquires Javilopen: $10M to $30M ARR growth story
By
–
~1 year ago I also had a chat with @javilopen who @cuenca managed to snap up when they had just passed $10M ARR (now well over +$30M in ARR from upscaling alone). savvy business decision this was a good conversation with Javi.
-
Applied Intuition: $15B Physical AI Company Stack
By
–
The $15B Physical AI Company: 4 stack rewrites, end-to-end RL, neural sim, android for vehicles, trucks in Japan https://t.co/Bpynu6zMgX @AppliedInt co-founders @qasar (CEO) and Peter Ludwig (CTO) explain why physical machines today look like phones before Android, why the real… pic.twitter.com/PBjKRZlyXC
— Latent.Space (@latentspacepod) 28 avril 2026The $15B Physical AI Company: 4 stack rewrites, end-to-end RL, neural sim, android for vehicles, trucks in Japan https://
latent.space/p/appliedintui
tion
… @AppliedInt co-founders @qasar (CEO) and Peter Ludwig (CTO) explain why physical machines today look like phones before Android, why the real