C.C. Wei is recognized as one of the world’s most influential people in @TIME
’s 2026 TIME100 list. Our CEO Jensen Huang honors him as one of the most influential people of our time, in a tribute to the leadership that helped turn TSMC into a platform for the AI revolution:
MARKET TRENDS
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C.C. Wei Named to TIME100 List for TSMC AI Leadership
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California’s Robot Mining Innovation Challenges China’s Tech Lead
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Meet California’s new miner! (The old miners who started our state dig gold out of the ground, this one digs it out of old computers).
— Robert Scoble (@Scobleizer) 15 avril 2026
Yeah China’s robot ecosystem is ahead of Silicon Valley but people like @SGhashghaei are working hard to keep us in the game.
Here he shows me… pic.twitter.com/gbdHGqrOz0Meet California’s new miner! (The old miners who started our state dig gold out of the ground, this one digs it out of old computers). Yeah China’s robot ecosystem is ahead of Silicon Valley but people like @SGhashghaei are working hard to keep us in the game. Here he shows me
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TrustClaw faces FUD and mudslinging from competing companies
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By now it’s mostly a problem with FUD and too many companies that try to sell TrustClaw versions by putting us into mud.
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OpenAI shifts ChatGPT ads to cost-per-click and conversion models
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OpenAI is quietly reshaping how ads work inside ChatGPT. The company is moving beyond simple impression-based pricing toward cost-per-click models and is exploring conversion-driven ads designed to trigger actions like purchases or app installs. That’s a significant pivot: from
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M&A Value Creation Through Integration Synergies and Strategic Execution
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Acquisition value often comes from cost, capital, and revenue synergies realized through integration. Strong execution becomes decisive because strategic buyers must offset the higher prices financial investors can pay Source @McKinsey Link https://
mck.co/4sgjpxB via @antgrasso -
Being Right Too Soon: Social Acceptance of Innovation
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So true. “Being right too soon is socially unacceptable”
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ASML chip equipment stocks investment thesis cyclical re-rating
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They say these chip-equipment stocks have to “re-rate” to reflect the cyclical nature of the business. Maybe, but the business continues to get stronger and stronger. That’s what matters from an investment standpoint. No cyclical re-rating for ASML: business is great Shares of
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Pattern of AI hype, minor wins, then breakthroughs
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This is becoming a pattern in AI that makes talking about capabilities challenging. First, there are overstated claims (like the flubbed Erdos problems last year), then minor wins (AI helps with discovery) then breakthroughs. The first stage feels like (& often is) hype, but…
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AI Accuracy Fails With Unverified Data and Poor Data Quality
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Most organizations point AI at decades of unverified PDFs and disconnected engineering records, then wonder why accuracy drops through the floor.
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TL20 AI Stocks Portfolio Surges 382% in Three Years
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The TL20 group of stocks to consider, which I have curated since July of 2022, is up 382% in three years and nine months. Just this month, the group have “gone parabolic,” as they say, up 24% for the month of April. Is that worrying? Sure. It’s a lopsided performance, with the