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A seismic shift is upon us - Hard assets vs. Financial asset. Looking forward, we need an entirely new portfolio construction. AI disruption, we must pay attention. 2025 Copper $COPX +18% Software $CLOU -6%

Lawrence McDonald

142,390 subscribers

317,346 次观看 • 1 年前 •via X (Twitter)

科学技术新闻政治财经

Anya Rossi• Live Now

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📁 Andrej Karpathy, AI researcher and former Head of AI at Tesla, says most apps today are already obsolete at birth. Because software is dissolving in front of us. You used to need code, interfaces, logic. Now it’s just an image and a prompt… and the network does everything. The shift isn’t speed. It’s that we no longer know what is still “software” at all.

📁 Andrej Karpathy, AI researcher and former Head of AI at Tesla, says most apps today are already obsolete at birth. Because software is dissolving in front of us. You used to need code, interfaces, logic. Now it’s just an image and a prompt… and the network does everything. The shift isn’t speed. It’s that we no longer know what is still “software” at all.

Jon Hernandez

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Robert Friedland: If you think we have enough copper you’re dreaming - In human history, we have mined ~700 Mt of copper - In the next 18 yrs, we need to mine the same amount as in the last 10k yrs - And that’s without factoring in renewables, data centers or wars We have all these fancy ideas: renewables, data centers, and EVs… just electrify everything and assume copper will be available. The reality? We haven’t invested in copper for >10 years, meanwhile it is getting harder and harder to find and mine copper. - Since 1900, energy required to produce copper is up 16x - Water consumption is up 2x - Mines are deeper and smaller - Grades are declining We now need more resources to produce the same amount of copper. - 6 Tier-1 copper mines must come online every year for the next 24 yrs - The last major copper mine came online in 2021 - Major copper discoveries are down ~80% over the past 2 decades That’s a long way of saying copper prices must rise to incentivize new production.

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President Ruto to the West: 1. We no longer want IMF and World Bank. 2. We need a new financial architecture where governance and power is not in the hands of a few. A new organization of equals. 3. Things are not going forward,they are going backwards. You are not hearing us. 👏

President Ruto to the West: 1. We no longer want IMF and World Bank. 2. We need a new financial architecture where governance and power is not in the hands of a few. A new organization of equals. 3. Things are not going forward,they are going backwards. You are not hearing us. 👏

Russian Embassy in Kenya/Посольство России в Кении

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‼️"Kidnapping Ukrainian children is more than a war crime. It is literally genocide" — Richard Blumenthal. "We need to move forward with our sanctions bill, with designating Russia as a state sponsor of terrorism, and an effort to use the ceased assets". Congressional leaders must act and bring these bills to a vote ASAP.

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Apyx

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28,751 次观看 • 1 年前

looking forward to a great 2025 for BUILDERS everywhere and on Harmony 💙. new products in blockchain and artificial intelligence are speeding up EXPONENTIALLY because we have built the open foundations already. decentralized applications will onboard the next wave of users by being SIMPLE to use. AI agents will become even MORE powerful and useful. we want to welcome entrepreneurs to come build an open ecosystem of AI agents, each with their own crypto wallets, to transact with each other. Most of all, we look forward to bringing more people to come build TOGETHER in 2025. Have a wonderful holiday and best wishes for a healthy and fruitful 2025! THANK YOU EVERYONE AND HARMONY FOR ONE AND ALL!

looking forward to a great 2025 for BUILDERS everywhere and on Harmony 💙. new products in blockchain and artificial intelligence are speeding up EXPONENTIALLY because we have built the open foundations already. decentralized applications will onboard the next wave of users by being SIMPLE to use. AI agents will become even MORE powerful and useful. we want to welcome entrepreneurs to come build an open ecosystem of AI agents, each with their own crypto wallets, to transact with each other. Most of all, we look forward to bringing more people to come build TOGETHER in 2025. Have a wonderful holiday and best wishes for a healthy and fruitful 2025! THANK YOU EVERYONE AND HARMONY FOR ONE AND ALL!

li

17,028 次观看 • 1 年前

We were right. Ilhan Omar owns a fake winery, and she just dissolved it after she got caught. She originally estimated her assets between $6 million and $30 million in her 2025 financial disclosure due to the fraudulent winery. She just filed an amendment slashing it down to just $95,000 and blaming an "accounting error." She clearly committed fraud against the federal government with her financial disclosure. When will she be kicked out of Congress? George Santos was kicked out for a lesser offense. Republicans need to do the same to Omar. The DOJ is also looking into her. She should be locked up after getting kicked out.

We were right. Ilhan Omar owns a fake winery, and she just dissolved it after she got caught. She originally estimated her assets between $6 million and $30 million in her 2025 financial disclosure due to the fraudulent winery. She just filed an amendment slashing it down to just $95,000 and blaming an "accounting error." She clearly committed fraud against the federal government with her financial disclosure. When will she be kicked out of Congress? George Santos was kicked out for a lesser offense. Republicans need to do the same to Omar. The DOJ is also looking into her. She should be locked up after getting kicked out.

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629,313 次观看 • 3 个月前

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Anthony Pompliano 🌪

44,385 次观看 • 6 个月前

Excellencies, Distinguished Delegates, It is an honour to address this Biennial Summit. We gather at a moment when the 2030 Agenda is in peril. It is estimated that we need to close a financing gap of $4 trillion annually if we are to meeting the Sustainable Development Goals. A succession of crises has exposed the fragility of our interconnected economies and revealed deep inequities in our capacity to respond. While some nations are able to mobilise trillions to shield their citizens and economies from pandemics and other emergencies, others are left constrained by debt and denied fair access to global capital. We should use this Summit to push for the full implementation of commitments made across various forums – from the Financing for Development process to the #G20 and Climate Change COP. We must strengthen coordination between the UN, the African Union, the G20, international financial institutions and other global financial actors, embedding inclusivity at the heart of global economic governance. To close the SDG financing gap, we need to undertake the following bold measures: Firstly, we need debt relief and restructuring that is faster, fairer and more comprehensive. Secondly, we need to mobilise affordable, accessible financing from a wide range of sources. Thirdly, we need to rechannel unused Special Drawing Rights to countries in need. Fourthly, we must scale up concessional finance through development banks. Lastly, we must reform global tax rules to curb illicit financial flows Beyond financial instruments, we need confidence that commitments will be honoured and that global rules will be shaped by all members, not just a few. Let us forge a new compact for financing sustainable development rooted in solidarity, equity and mutual accountability. South Africa stands ready to ensure this Summit becomes a turning point in our collective effort to build a sustainable, inclusive and resilient global economy. I thank you. #UNGA80 🇺🇳

Excellencies, Distinguished Delegates, It is an honour to address this Biennial Summit. We gather at a moment when the 2030 Agenda is in peril. It is estimated that we need to close a financing gap of $4 trillion annually if we are to meeting the Sustainable Development Goals. A succession of crises has exposed the fragility of our interconnected economies and revealed deep inequities in our capacity to respond. While some nations are able to mobilise trillions to shield their citizens and economies from pandemics and other emergencies, others are left constrained by debt and denied fair access to global capital. We should use this Summit to push for the full implementation of commitments made across various forums – from the Financing for Development process to the #G20 and Climate Change COP. We must strengthen coordination between the UN, the African Union, the G20, international financial institutions and other global financial actors, embedding inclusivity at the heart of global economic governance. To close the SDG financing gap, we need to undertake the following bold measures: Firstly, we need debt relief and restructuring that is faster, fairer and more comprehensive. Secondly, we need to mobilise affordable, accessible financing from a wide range of sources. Thirdly, we need to rechannel unused Special Drawing Rights to countries in need. Fourthly, we must scale up concessional finance through development banks. Lastly, we must reform global tax rules to curb illicit financial flows Beyond financial instruments, we need confidence that commitments will be honoured and that global rules will be shaped by all members, not just a few. Let us forge a new compact for financing sustainable development rooted in solidarity, equity and mutual accountability. South Africa stands ready to ensure this Summit becomes a turning point in our collective effort to build a sustainable, inclusive and resilient global economy. I thank you. #UNGA80 🇺🇳

Cyril Ramaphosa 🇿🇦

28,309 次观看 • 10 个月前