"Let's agree that Nvidia is an American company, therefore every sale that Nvidia makes to China is a win for America"
INVESTMENT
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Share: Sympathy, Participation, and Business Shares in AI
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maybe share ? as in sympathy
participation
business shares -
Anthropic pricing shift threatens flat-rate AI agent economics
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Anthropic’s pricing pivot exposes the unsustainable math of flat-rate AI agents. Moving the goalposts might save their compute margins, but it risks handing their user base to cheaper competitors.
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VC Investment Automation: Percentage and Timeline Discussion
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Top stories in robotics today: – Sony’s robot just beat elite ping-pong players
– Robots are taking over Ukraine’s front lines
– Reliable Robotics’ $1B bet on robot pilots
– MIT spinout is building homes with robot arms
– Quick hits on other robotics news -
Startup Advantage: Breaking Free From Corporate Hierarchies
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Compute is no longer the ultimate moat if your project is buried in a hierarchy. Moving to a startup allows you to turn a neglected internal prototype into a focused, aggressive company while the market is still wide open.
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Brazil’s AI Development Costs Begin Favoring Human Developers Over AI
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The math on Brazil is starting to favor humans. A senior dev in São Paulo costs ~$60k–$70k annually, while high-volume enterprise API usage and custom model maintenance can easily push past $100k.
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Deep Research Token Usage and Billing Models
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Deep Research does use a lot of tokens, and it bills directly to the underlying models it uses behind the scenes (flash and pro).
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Plain Chips Resurgence: Texas Instruments Reports Valuation Surge
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The resurgence in “plain-old” chips is something I’ve been writing about for over a year now. It has come to pass, best exemplified by Texas Instruments’s Wednesday evening report. But the stocks anticipated this turn-around, and many see shares as fully valued even if AI data
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Software CEOs Still Struggle to Monetize AI Despite Hype
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Every quarter, software CEOs tantalize with the prospects of AI-linked revenue. Three and a half years after ChatGPT burst on the scene, it’s still hard for the Street to see any material payoff from AI for most software vendors. I somehow suspect this quarter won’t be different.
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Micron Technology: From Commodity Chip Maker to AI Hardware Leader
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Micron Technology is one of the most interesting tech company stories of the last twenty years. It continues to be treated as a commodity chip maker, but I believe its profile has changed as the dynamics of the market have changed. The rise of AI makes memory essential in a way