imho gemini always is one "oh wait" release away from being leader esp their multi modal stuff is extremely interesting – esp w/ video and/or [later] worldmodels for robotics
MARKET TRENDS
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European founders criticism on tech platforms and content bias
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look up my projects if you think i dont care about european founders that fake account makes money telling the world that european founders suck. and its on a fertile ground. a MAGA platform with americans having powertrips. it's the same thing as other content farms – eg hate
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Tesla-SpaceX-xAI Closed Ecosystem Revolutionizes Robotics and AI
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“If Musk succeeds in what these filings suggest — Tesla cars providing the data, xAI providing the intelligence, SpaceX providing the global connectivity — the result isn't three companies. It's one closed-loop ecosystem that no single-sector competitor can replicate.”
— Robert Scoble (@Scobleizer) 11 avril 2026
My read?… https://t.co/OBrOmEJQpl"If Musk succeeds in what these filings suggest — Tesla cars providing the data, xAI providing the intelligence, SpaceX providing the global connectivity — the result isn't three companies. It's one closed-loop ecosystem that no single-sector competitor can replicate." My read? SpaceX is a few things. 1. A way to get things to space.
2. Datacenters on earth and in space. Infrastructure for building and running AIs).
3. Packet distribution from those datasets to humans and machines. (Starlink).
4. Infrastructure on moon and Mars (eventually).
5. AI to run and orchestrate robots (the brains of Optimus and some of Robotaxi network, both via Grok). Tesla is a few other things. 1. Robot manufacturing.
2. AI for enabling robots to move around the world and, coming soon, manipulate it. (Runs the body of Optimus and runs most of Robotaxi network)
3. Infrastructure to run the robots (charge, clean, and maintain them). Each of these two groups will be intertwined. Especially in Optimus. This is why I am not selling my Tesla stock. I see Optimus as part of the Robotaxi network as the most important new product introduction since the Apple II and will improve the lives of many more people than that did. I am investing in that. When Optimus gets added to the Robotaxi network it will bring "everything as a service" to all of us which dramatically changes how we will buy everything. This patent analysis shows that I need to sell something else and invest in SpaceX. Because when we talk to Robotaxi or Optimus or any other Tesla robot we will be talking to Grok. Made by SpaceX. This morning I had breakfast with a guy who worked for Amazon robotics for a decade. He couldn't find holes to poke and didn't disagree when I said I don't see a competitor in the Western World for either. This is why the SpaceX IPO will be the biggest ever. [Translated from EN to English]→ View original post on X — @scobleizer, 2026-04-11 07:15 UTC
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India Listed Firms Growth Rates: Index Selection Strategy
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Roughly 32/500 (6.5%) listed firms in India grew at 15%+ CAGR in USD terms. Picking these 6.5% firms is hard. Incredibly hard. For S&P 500, this number is 9-12% For QQQ, this number is 18-20% Want to retire? You know the best Index to put your money. You don't need
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Vertical-Domain Agents Development Progresses Rapidly
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Progress is very fast; from my experience, the development of vertical-domain Agents feels several levels higher than last year.
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US Semiconductor Self-Reliance Requires 50 Fabs and Taiwan Cooperation
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If we’re talking semiconductors then it’s going to take at least 20+ years and the cooperation of Taiwan for the U.S. to build out the minimum 50 fabs needed to be self-reliant. Dictators don’t live forever and in their absence things change. If think tank nerds did a bit more
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Hermes Revealed: OpenClaw Competitor Audio Space Discussion
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Hermes revealed. This audio space was really good. Packed with info about the hot @openclaw competitor. Robert Scoble (@Scobleizer) The revolution that @openclaw started continues. Learn about @NousReseach and its Hermes competitor. Starts at 4 p.m. Pacific Time (in about 20 minutes). nitter.net/i/spaces/1DGleEpaXLrJL — https://nitter.net/Scobleizer/status/2042009419094106350#m
→ View original post on X — @scobleizer, 2026-04-11 05:00 UTC
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How Computer Tasks Will Evolve in Coming Years
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How every computer task will look in a few years. https://t.co/s2ZasQkm0m
— Aaron Ng (@localghost) 11 avril 2026How every computer task will look in a few years.
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BYD unveils ultra-fast electric vehicle recharge technology
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Chinese carmaker BYD unveils a recharge as fast as filling up with gas!
— Amitav Bhattacharjee (@bamitav) 11 avril 2026
pic.twitter.com/7MDtDFzynt#BYD #ElectricVehicle #Technology #tech@sonu_monika @enilev @Jagersbergknut @TysonLester @chidambara09 @labordeolivier @BetaMoroney @tlloydjones @Nicochan33 @jeancayeux @RLDI_Lamy…Chinese carmaker BYD unveils a recharge as fast as filling up with gas! #BYD #ElectricVehicle #Technology #tech @sonu_monika @enilev @Jagersbergknut @TysonLester @chidambara09 @labordeolivier @BetaMoroney @tlloydjones @Nicochan33 @jeancayeux @RLDI_Lamy
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AI Evolution Forces Enterprise Software Business Model Transformation
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How has @levie evolved his business model over time? I found this 15 year old video in my vault of him: piped.video/RRz2O98gXv4?si=oouj… He's right. Everyone should go into AI with the expectation that it will rapidly evolve their business. He's been leading for many years now. Aaron Levie (@levie) The more I meet enterprise CIOs and AI leaders outside of tech, the more it’s obvious that if you’re building software that doesn’t have a great headless mode, you’re going to be at risk in the coming years. Asked a group of 20 IT leaders across banking, media, finance, and healthcare if they will have any vendors left in 3-5 years that don’t have a good API option for their service and it was a unanimous “no”. This is clearly going to change the nature of software going forward. You have to be completely comfortable serving up your value proposition as much through agent on or off your platform, as you are your own interface. I suspect most platforms will make it to the other side because of how forceful the trend will be, but of course some won’t if their heads in the sand. But on the other end, the upside is that in a world of 100X+ more agents doing work with with software than people ever did, there are far more use-cases to drive and be a part of. In many ways it’s a renaissance if you’re tied to critical data or workflows because of what customers can now use you for. It will certainly force an evolution of business models over time – whether you embed all of this agentic usage in a seat license or make it all consumption based – but dollars will always flow to where value is created. Going to be fun! — https://nitter.net/levie/status/2042759653281456218#m
→ View original post on X — @scobleizer, 2026-04-11 02:33 UTC