I’m hoping the U.S. Taiwan trade deal gets ratified. Semiconductors get the headlines but energy, pharma, ag, aerospace, AI also going to give a boost to Taiwan’s economy. Good for Taiwanese companies to have options by expanding into other markets to minimize being held
INVESTMENT
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Nvidia’s $68B Quarterly Revenue: AI Chip Demand Surges 73%
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Every quarter the same signal appears.
— Nina Schick (@NinaDSchick) 17 avril 2026
Demand for Intelligence is exploding faster than the world can build the capacity to produce it.@nvidia has reported $68 billion in quarterly revenue. Up 73% year on year. And 91% of that comes from the chips powering Intelligence… pic.twitter.com/hgle798725Every quarter the same signal appears. Demand for Intelligence is exploding faster than the world can build the capacity to produce it. @nvidia has reported $68 billion in quarterly revenue. Up 73% year on year. And 91% of that comes from the chips powering Intelligence
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Factory Raises $150M for AI-Powered Code Generation Platform
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WOW! Factory just raised $150M at $1.5B and is growing like wildfire. Most stacked board ever with @rabois and @shaunmmaguire
. If you haven't tried it yet, it's the best tool for coding with agents by far. Mark my words. People will be shocked by how big this becomes. -

Economist’s Coverage of Dario Amodei and AI Leadership
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I think the editor of the Economist has a secret crush on Dario Amodei.
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Exploring Sabi Cap: An AI-Driven Investment Platform
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I'm as curious as you are about @sabicap
! their website → https://
sabi.io -
Secret to Infinite Progression and Market Cap Growth
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The secret towards infinite progression and infinite market cap increase
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CoreWeave Secures Major AI Infrastructure Deals with Meta and Anthropic
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A massive congratulations to @CoreWeave on securing three landmark deals in a single week with @Meta, @AnthropicAI, and @JaneStreetGroup. 👏
— NVIDIA (@nvidia) 16 avril 2026
These high-demand workloads are supported by a sophisticated infrastructure stack capable of managing mixed-generation clusters,… pic.twitter.com/QpUIUwTjf3A massive congratulations to @CoreWeave on securing three landmark deals in a single week with @Meta
, @AnthropicAI
, and @JaneStreetGroup
. These high-demand workloads are supported by a sophisticated infrastructure stack capable of managing mixed-generation clusters, -
Databricks Named to Forbes AI50 Most Innovative Companies
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Databricks has been named to @Forbes' #AI50 — a list celebrating the most innovative private AI companies turning ideas into real impact.
— Databricks (@databricks) 16 avril 2026
We're proud to be building the platform where the world's most ambitious teams are redefining what's possible with data and AI, and grateful… pic.twitter.com/l3qQ0Tu96uDatabricks has been named to @Forbes
' #AI50 — a list celebrating the most innovative private AI companies turning ideas into real impact. We're proud to be building the platform where the world's most ambitious teams are redefining what's possible with data and AI, and grateful -
Anthropic Mythos Announcement Strategic Move Trump Contracts
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it would be incredible if the mythos announcement was a 4d chess move to make Trump keep the anthropic contracts bullish
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Yamanaka Stem Cell Research Leads to Two Conditional Approvals in Japan
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I have found that asking for a sestina regularly triggers Opus 4.7's safety guardrails. The forbidden poetic form!