OpenAI and Anthropic are only overvalued by an order of magnitude or two.
INVESTMENT
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CCP Economic Coercion Through China Market Access Control
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Oh look, the good old CCP economic incentive playbook where they use selective China market access as a carrot for future coercion.
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Data Center Value Chain and Investment Returns in AI
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Very good explanation. As investors we also need to understand that once the data center is built, who will make the most profits? Profits = eventually decide investment returns. This brings us to the concept of value chain. One who controls the scarcest resources on the
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Ecosystem value creation exceeds direct investment returns
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no you cant b/c you only skim the top percent of the value creation you invest in creating a whole ecosystem there of sub contractors and suppliers – there are more compounding effects in this than in your returns
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Scobleizer reveals the secret story of Siri and Steve Jobs
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The Siri team says only two people got it. Me and Jobs. The full story behind Siri for those who care: https://t.co/P0uMBXpb9J (it was launched in my house, and something worth bragging about. It was the first consumer app to use AI.) https://t.co/MyRhVXTqS2
— Robert Scoble (@Scobleizer) 12 avril 2026The Siri team says only two people got it. Me and Jobs. The full story behind Siri for those who care: piped.video/IY5E3fnlucc?si=ILSCED3xU1Qle1Ke (it was launched in my house, and something worth bragging about. It was the first consumer app to use AI.) Kyros (@IamKyros69) When Steve Jobs bought Siri for $200M before the world understood why (2010)
https://nitter.net/IamKyros69/status/2042860821819330676#m [Translated from EN to English]→ View original post on X — @scobleizer, 2026-04-12 07:41 UTC
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Market Upsides Remain Constrained in Current Environment
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The markets hence upsides are simply smaller
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Memory Portability: Next Major Battle in Tech Switching Costs
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Memory portability is going to be the next big fight Sarah. The switching cost only goes up from here.
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Revolutionary AI: Four Simultaneous Breakthroughs Change Everything
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Andreessen is right.
— Robert Scoble (@Scobleizer) 12 avril 2026
The investors, NVIDIA’s head of VC relationships, told me are already investing in a group of brain/computer interface companies.
Holodecks, virtual beings, and much better AI will arrive over next year.
People have no idea how amazing the glasses are that… https://t.co/sURkIjDozRAndreessen is right. The investors, NVIDIA's head of VC relationships, told me are already investing in a group of brain/computer interface companies. Holodecks, virtual beings, and much better AI will arrive over next year. People have no idea how amazing the glasses are that will start arriving in October. I bet the developer conferences at Google especially will be all about them. — GeniusThinking (@GeniusGTX) Marc Andreessen says the four most dangerous words in investing are "this time is different." But this time it's actually different. He's referring to the AI boom when he mentioned this. For 80 years, the industry has followed the same pattern. 1) Excitement builds
2) Money pours in
3) The technology fails to deliver
4) The industry collapses. Here are 4 examples of when this happened in AI: • In 1943, the original neural network paper was written. It proved that simple mathematical models of brain cells could perform any logical computation. It was a foundational breakthrough but didn't take off. • In 1955, scientists got a grant to spend 10 weeks at Dartmouth and believed they could achieve AGI by the end of the summer. They did not. • In the 1980s, corporations poured over a billion dollars into "expert systems," AI programs designed to replicate the decision-making of human specialists in medicine, finance, and engineering. By 1987, this entire market crashed. • In 2016-17, machine learning hype surged again. It faded quickly. Each time, the technology underdelivered and the money dried up. But here's what's really different about this time. AI has made four breakthroughs back to back. 1) Language models
2) Reasoning
3) Coding agents
4) Self-improvement And ALL are generating revenue in production right now. That's why old Nvidia [Translated from EN to English]→ View original post on X — @scobleizer, 2026-04-12 06:09 UTC
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India’s AI Startups Leading Global Innovation Solutions
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Built for constraints. Designed for scale.
— IndiaAI (@OfficialINDIAai) 12 avril 2026
India’s AI startups are turning real-world challenges into globally relevant solutions, proving that innovation rooted in Bharat can lead the world.
Click here to read the report: https://t.co/zIDkadGqE5#IndiaAI #AIForBharat… pic.twitter.com/xCOyZIJdQDBuilt for constraints. Designed for scale. India’s AI startups are turning real-world challenges into globally relevant solutions, proving that innovation rooted in Bharat can lead the world. Click here to read the report: https://
indiaai.gov.in/article/india-
s-ai-impact-startups-a-compendium-of-100-startups-and-nonprofits-delivering-population-scale-impact
… #IndiaAI #AIForBharat -
Commvault Explores Sale After Thoma Bravo Takeover Interest
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Commvault says … @Commvault – They're drawing a buyout interest from Thoma Bravo @thomabravo
! Commvault is reportedly exploring a sale after drawing takeover interest from multiple parties according to Reuters. The data protection cybersecurity software firm, with a market