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🚨 AI JUST DISCOVERED QUANTUM EFFECTS THAT SCIENTISTS DIDN'T KNOW EXIST. Researchers at the University of Washington used artificial intelligence to simulate dozens of atomically thin sheets of molybdenum ditelluride stacked in precise twisted patterns. At small scales, these materials look relatively ordinary. But when the AI modeled much...

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TheNewPhysics

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29,224 görüntüleme • 3 ay önce •via X (Twitter)

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🚨BREAKING: GOOGLE WARNS 6.9M BITCOIN WILL BE VULNERABLE WHEN QUANTUM COMPUTERS BECOME POWERFUL ENOUGH A new Google Quantum AI whitepaper has identified approximately 6.9 million Bitcoin $BTC vulnerable to future quantum at-rest attacks. Around 1.7 million BTC sits in old Pay-to-Public-Key scripts, with public keys permanently exposed on the blockchain. This includes coins widely believed to belong to Bitcoin's pseudonymous creator Satoshi Nakamoto. No quantum computer powerful enough to exploit this exists today. But the paper warns that when one does, these dormant assets require no transaction to be broadcast — a future attacker could simply derive the private key silently from public data. The research team revealed that a superconducting quantum computer could derive a Bitcoin private key in approximately 9 minutes — just inside Bitcoin's average 10-minute block time. Google warns the coins represent a "fixed, multibillion-dollar target" if protocol changes are not made in time. The paper proposes governments consider legal frameworks for "digital salvage," treating dormant quantum-vulnerable coins similarly to unclaimed sunken treasure, to prevent them falling to rogue states or criminal actors first.
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🚨BREAKING: GOOGLE WARNS 6.9M BITCOIN WILL BE VULNERABLE WHEN QUANTUM COMPUTERS BECOME POWERFUL ENOUGH A new Google Quantum AI whitepaper has identified approximately 6.9 million Bitcoin $BTC vulnerable to future quantum at-rest attacks. Around 1.7 million BTC sits in old Pay-to-Public-Key scripts, with public keys permanently exposed on the blockchain. This includes coins widely believed to belong to Bitcoin's pseudonymous creator Satoshi Nakamoto. No quantum computer powerful enough to exploit this exists today. But the paper warns that when one does, these dormant assets require no transaction to be broadcast — a future attacker could simply derive the private key silently from public data. The research team revealed that a superconducting quantum computer could derive a Bitcoin private key in approximately 9 minutes — just inside Bitcoin's average 10-minute block time. Google warns the coins represent a "fixed, multibillion-dollar target" if protocol changes are not made in time. The paper proposes governments consider legal frameworks for "digital salvage," treating dormant quantum-vulnerable coins similarly to unclaimed sunken treasure, to prevent them falling to rogue states or criminal actors first.

BSCN

72,855 görüntüleme • 5 ay önce

Cointelegraph recently featured our CEO, David Carvalho David Carvalho’s journey, from hacking at 12 to advising Fortune 500 companies. In this article, David warns that AI could create a ripple effect, significantly advancing Bitcoin’s quantum threat He explained how AI can identify cryptographic weaknesses at scale, while quantum hardware provides the power to exploit them, bringing “Q-Day” way sooner than many predict. This would rather come as a “silent collapse”, where signatures are broken, funds quietly moved, and governance decisions quietly altered without leaving clear forensic traces. Agencies like NIST and the NSA are already sounding the alarm to migrate to post-quantum cryptography by 2030–2035. David flags that Bitcoin’s slow governance and complex migration process leave a narrowing window for action. A call for urgent upgrades is no longer an option. Naoris Protocol’s Sub-Zero Layer, can deploy quantum-resistant protections to EVM-compatible blockchains in 48 hours without hard forks.
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Cointelegraph recently featured our CEO, David Carvalho David Carvalho’s journey, from hacking at 12 to advising Fortune 500 companies. In this article, David warns that AI could create a ripple effect, significantly advancing Bitcoin’s quantum threat He explained how AI can identify cryptographic weaknesses at scale, while quantum hardware provides the power to exploit them, bringing “Q-Day” way sooner than many predict. This would rather come as a “silent collapse”, where signatures are broken, funds quietly moved, and governance decisions quietly altered without leaving clear forensic traces. Agencies like NIST and the NSA are already sounding the alarm to migrate to post-quantum cryptography by 2030–2035. David flags that Bitcoin’s slow governance and complex migration process leave a narrowing window for action. A call for urgent upgrades is no longer an option. Naoris Protocol’s Sub-Zero Layer, can deploy quantum-resistant protections to EVM-compatible blockchains in 48 hours without hard forks.

NaoX Protocol

13,994 görüntüleme • 1 yıl önce

I think it's interesting that we're starting to see different types of specialists emerge in the field of Generative AI technology. We are seeing a new generation of world-class storytellers. Some are immaculate at vibe coding workflows and building infrastructures. Some are incredible at AI visual effects and AI cinematography. And some are just maestros at composition and world-building. And of course, many of us dip into all facets. We are witnessing the emergence of new creative and technical roles that didn't exist yesterday, and that's very exciting. And now we are starting to see the benefits of AI as an additive to existing workflows. I hope to work with many of you for the upcoming productions we have in the works at Promise.
0:16

I think it's interesting that we're starting to see different types of specialists emerge in the field of Generative AI technology. We are seeing a new generation of world-class storytellers. Some are immaculate at vibe coding workflows and building infrastructures. Some are incredible at AI visual effects and AI cinematography. And some are just maestros at composition and world-building. And of course, many of us dip into all facets. We are witnessing the emergence of new creative and technical roles that didn't exist yesterday, and that's very exciting. And now we are starting to see the benefits of AI as an additive to existing workflows. I hope to work with many of you for the upcoming productions we have in the works at Promise.

Dave Clark

13,168 görüntüleme • 1 yıl önce

WHAT IS A MEDBED — It’s not magic. It’s quantum bio-resonance fused with AI diagnostics, scalar frequency therapy, and zero-point field harmonics. Think of it as a quantum MRI, AI surgeon, and energetic regeneration system — all in one. ⸻ HOW DOES IT WORK? 1. FULL BODY QUANTUM SCAN • Scans the biofield (your body’s energetic blueprint). • Detects anomalies at the subatomic level — long before symptoms show. • Quantum sensors read your body like a hyperdimensional fingerprint. 2. CELLULAR TIME REVERSAL • Accesses your original genetic blueprint — the uncorrupted version. • Uses field harmonics to “remind” cells of their ideal state. • It doesn’t just treat — it restores the body to what it was designed to be. 3. ZERO-POINT ENERGY FIELD • Draws limitless energetic fuel from the quantum vacuum. • Your cells absorb this pure energy to accelerate repair, regeneration, and coherence. • This is not “energy healing.” This is quantum field engineering. 4. SCALAR FREQUENCY CORRECTION • Sends precision scalar waves to reprogram damaged cells. • Like frequency acupuncture — no needles, just vibration at the core of matter. • Inflammation, tumors, scar tissue? Disassembled by harmonic codes. ⸻ WHO HAS THIS TECH? • Classified military medical programs • Breakaway science divisions • The same entities deploying Quantum Financial Systems, AI weapons, and clean energy solutions They’ve had it. They just didn’t want you to. ⸻ WHY HAVEN’T WE SEEN IT? Because Big Pharma profits from symptoms, not solutions. They engineered a sick world that can’t heal — because healing ends the business model. A healthy soul doesn’t obey. A healed body doesn’t comply. A clear mind doesn’t consent. So they buried the cure. Laughed at it. Censored it. Because it threatens their entire empire. ⸻ WHY NOW? Because the collapse of their system is happening in real-time: 🔹 Currency reset 🔹 Healthcare exposure 🔹 Quantum rollout They’ll unveil medbeds as a “revolutionary new breakthrough” — but the truth is: 👉 It was always there. Hidden. Waiting. Suppressed. ⸻ THE FUTURE? Is not pills, not surgery, not chemo. The future is vibrational, intelligent, and self-healing. It’s not just about health. It’s about sovereignty — over your body, mind, and frequency. They’ve had the cure. But now, we take the key. They didn’t want you to read this. We go deeper inside👇 — #HealtyNation #MedBedRevolution #QuantumHealing #BigPharmaExposed #ScalarEnergy #QFS #BreakawayScience #BioResonance
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WHAT IS A MEDBED — It’s not magic. It’s quantum bio-resonance fused with AI diagnostics, scalar frequency therapy, and zero-point field harmonics. Think of it as a quantum MRI, AI surgeon, and energetic regeneration system — all in one. ⸻ HOW DOES IT WORK? 1. FULL BODY QUANTUM SCAN • Scans the biofield (your body’s energetic blueprint). • Detects anomalies at the subatomic level — long before symptoms show. • Quantum sensors read your body like a hyperdimensional fingerprint. 2. CELLULAR TIME REVERSAL • Accesses your original genetic blueprint — the uncorrupted version. • Uses field harmonics to “remind” cells of their ideal state. • It doesn’t just treat — it restores the body to what it was designed to be. 3. ZERO-POINT ENERGY FIELD • Draws limitless energetic fuel from the quantum vacuum. • Your cells absorb this pure energy to accelerate repair, regeneration, and coherence. • This is not “energy healing.” This is quantum field engineering. 4. SCALAR FREQUENCY CORRECTION • Sends precision scalar waves to reprogram damaged cells. • Like frequency acupuncture — no needles, just vibration at the core of matter. • Inflammation, tumors, scar tissue? Disassembled by harmonic codes. ⸻ WHO HAS THIS TECH? • Classified military medical programs • Breakaway science divisions • The same entities deploying Quantum Financial Systems, AI weapons, and clean energy solutions They’ve had it. They just didn’t want you to. ⸻ WHY HAVEN’T WE SEEN IT? Because Big Pharma profits from symptoms, not solutions. They engineered a sick world that can’t heal — because healing ends the business model. A healthy soul doesn’t obey. A healed body doesn’t comply. A clear mind doesn’t consent. So they buried the cure. Laughed at it. Censored it. Because it threatens their entire empire. ⸻ WHY NOW? Because the collapse of their system is happening in real-time: 🔹 Currency reset 🔹 Healthcare exposure 🔹 Quantum rollout They’ll unveil medbeds as a “revolutionary new breakthrough” — but the truth is: 👉 It was always there. Hidden. Waiting. Suppressed. ⸻ THE FUTURE? Is not pills, not surgery, not chemo. The future is vibrational, intelligent, and self-healing. It’s not just about health. It’s about sovereignty — over your body, mind, and frequency. They’ve had the cure. But now, we take the key. They didn’t want you to read this. We go deeper inside👇 — #HealtyNation #MedBedRevolution #QuantumHealing #BigPharmaExposed #ScalarEnergy #QFS #BreakawayScience #BioResonance

Mr. Pool

83,202 görüntüleme • 1 yıl önce

InterLink’s Early Vision for NIST-Standardised Post-Quantum Cryptography 🔐✨ The next five years may bring a much clearer answer to a question that has long been difficult to judge: Is a digital asset truly secure? 🤔 For InterLink, the answer may increasingly depend on one critical factor: whether it is quantum-resistant and aligned with NIST standards 🧬🔒 Why this matters now ⚠️ Two fast-moving technologies are reshaping digital security: • AI is improving the ability to discover weaknesses in systems 🤖 • Quantum computing is advancing towards the point where today’s cryptographic foundations could become vulnerable ⚛️ For InterLink, this is not just a theoretical discussion. It is a reminder that blockchain networks, wallets, and custody systems must prepare now for the post-quantum era ⏳🛡️ Why NIST is central to InterLink’s approach 📘🏛️ Many in the InterLink community already know NIST. NIST, part of the U.S. Department of Commerce, plays a major role in defining and evaluating security standards, including those for post-quantum cryptography. Its work matters because it helps shape what “secure” will mean in a quantum-capable future 📊🔍 In practical terms, InterLink’s long-term security vision is closely tied to whether its cryptographic design can withstand post-quantum threats 🚀 The risk for blockchain networks and digital assets 🔎💥 Recent research and experiments from major organisations, including Google, have highlighted a growing concern: what was once considered extremely difficult, using quantum computing to threaten cryptographic systems, is no longer something that can be ignored 🧪⚠️ That does not mean current systems are broken today. It does mean that networks which fail to prepare for post-quantum threats could face serious risks later 📉 For InterLink, this is exactly why early research matters 🧠✨ If sufficiently powerful quantum computers become available, some current cryptographic methods may become vulnerable. For any network storing value, identity, NFTs, or permissions, that is a major issue 💳🖼️🧾 InterLink’s early work on post-quantum readiness 🧠🔐 InterLink Foundation has already been researching: ✅ digital signatures ✍️ ✅ cryptographic algorithms 🔣 ✅ migration mechanisms for future security upgrades 🔄 One of the most notable areas of work is the ability to generate new private keys from an existing seed phrase 🌱➡️🔑 This matters because it offers a pathway to improve security without forcing users to abandon access to their assets 🙌 Address Alias: preserving continuity during migration 🪪🔗 Another important InterLink mechanism is Address Alias. This is designed to let users: ✓ retain their existing wallet addresses 🧾 ✓ preserve associated tokens and NFTs 🖼️💰 ✓ migrate to a new cryptographic security architecture 🔐➡️🛠️ That is a practical and user-friendly design choice. Security upgrades are often hard to adopt when they break continuity. InterLink’s approach aims to solve that problem 🌉 Bringing post-quantum protection into smart contracts 🛡️📜 InterLink is also implementing SLH-DSA-SHA2-128s (FIPS 205) within IRC smart contracts. This adds another layer of protection for: • vaults 🏦 • high-value assets 💎 • long-term storage 📦 • sensitive on-chain operations ⚙️ The goal is not only to protect wallets, but also to strengthen the systems that govern custody and transaction security across the network 🧱🔒 Testing on the Taj Mahal Testnet 🧪🛰️ These experiments are currently being conducted on the InterLink Taj Mahal Testnet. According to InterLink, the experimental implementations have passed the NIST-based simulation tests carried out so far ✅📈 That is an encouraging early signal, although broader testing and real-world validation will remain important as development continues 🔍 Looking ahead to 2027 🚀🌍 InterLink’s stated goal is to fully integrate this architecture into the Open Mainnet in 2027. If achieved, that would bring InterLink closer to a future where security is defined not only by current best practice, but by resilience against quantum-era threats 🛡️⚛️ The bigger takeaway 🌍✨ The key lesson is simple: In the quantum era, security will not only mean protecting your private will mean asking whether the cryptography behind that key was built to survive the next generation of computing 🔐⏭️ For InterLink, this is a strategic direction with long-term significance 📌 Final thought 💡 Post-quantum readiness is no longer just a technical topic for specialists. For InterLink, it is becoming part of the broader conversation about long-term digital asset security 🧠🔒 NIST-aligned cryptography, practical migration paths, and user-preserving design may soon define the networks people trust most 🌟 InterLink Labs 👤 + 🌐 KV Reina | InterLink Labs InterLink Foundation #InterLink #ITLG #ITL #WeAreTheFirst10MLinkers Join me on InterLink 😁 Start mining now and use my invitation link: 💰 My code is: 111222777888 💰 Please DM me once you have used my code. 👍
0:11

InterLink’s Early Vision for NIST-Standardised Post-Quantum Cryptography 🔐✨ The next five years may bring a much clearer answer to a question that has long been difficult to judge: Is a digital asset truly secure? 🤔 For InterLink, the answer may increasingly depend on one critical factor: whether it is quantum-resistant and aligned with NIST standards 🧬🔒 Why this matters now ⚠️ Two fast-moving technologies are reshaping digital security: • AI is improving the ability to discover weaknesses in systems 🤖 • Quantum computing is advancing towards the point where today’s cryptographic foundations could become vulnerable ⚛️ For InterLink, this is not just a theoretical discussion. It is a reminder that blockchain networks, wallets, and custody systems must prepare now for the post-quantum era ⏳🛡️ Why NIST is central to InterLink’s approach 📘🏛️ Many in the InterLink community already know NIST. NIST, part of the U.S. Department of Commerce, plays a major role in defining and evaluating security standards, including those for post-quantum cryptography. Its work matters because it helps shape what “secure” will mean in a quantum-capable future 📊🔍 In practical terms, InterLink’s long-term security vision is closely tied to whether its cryptographic design can withstand post-quantum threats 🚀 The risk for blockchain networks and digital assets 🔎💥 Recent research and experiments from major organisations, including Google, have highlighted a growing concern: what was once considered extremely difficult, using quantum computing to threaten cryptographic systems, is no longer something that can be ignored 🧪⚠️ That does not mean current systems are broken today. It does mean that networks which fail to prepare for post-quantum threats could face serious risks later 📉 For InterLink, this is exactly why early research matters 🧠✨ If sufficiently powerful quantum computers become available, some current cryptographic methods may become vulnerable. For any network storing value, identity, NFTs, or permissions, that is a major issue 💳🖼️🧾 InterLink’s early work on post-quantum readiness 🧠🔐 InterLink Foundation has already been researching: ✅ digital signatures ✍️ ✅ cryptographic algorithms 🔣 ✅ migration mechanisms for future security upgrades 🔄 One of the most notable areas of work is the ability to generate new private keys from an existing seed phrase 🌱➡️🔑 This matters because it offers a pathway to improve security without forcing users to abandon access to their assets 🙌 Address Alias: preserving continuity during migration 🪪🔗 Another important InterLink mechanism is Address Alias. This is designed to let users: ✓ retain their existing wallet addresses 🧾 ✓ preserve associated tokens and NFTs 🖼️💰 ✓ migrate to a new cryptographic security architecture 🔐➡️🛠️ That is a practical and user-friendly design choice. Security upgrades are often hard to adopt when they break continuity. InterLink’s approach aims to solve that problem 🌉 Bringing post-quantum protection into smart contracts 🛡️📜 InterLink is also implementing SLH-DSA-SHA2-128s (FIPS 205) within IRC smart contracts. This adds another layer of protection for: • vaults 🏦 • high-value assets 💎 • long-term storage 📦 • sensitive on-chain operations ⚙️ The goal is not only to protect wallets, but also to strengthen the systems that govern custody and transaction security across the network 🧱🔒 Testing on the Taj Mahal Testnet 🧪🛰️ These experiments are currently being conducted on the InterLink Taj Mahal Testnet. According to InterLink, the experimental implementations have passed the NIST-based simulation tests carried out so far ✅📈 That is an encouraging early signal, although broader testing and real-world validation will remain important as development continues 🔍 Looking ahead to 2027 🚀🌍 InterLink’s stated goal is to fully integrate this architecture into the Open Mainnet in 2027. If achieved, that would bring InterLink closer to a future where security is defined not only by current best practice, but by resilience against quantum-era threats 🛡️⚛️ The bigger takeaway 🌍✨ The key lesson is simple: In the quantum era, security will not only mean protecting your private will mean asking whether the cryptography behind that key was built to survive the next generation of computing 🔐⏭️ For InterLink, this is a strategic direction with long-term significance 📌 Final thought 💡 Post-quantum readiness is no longer just a technical topic for specialists. For InterLink, it is becoming part of the broader conversation about long-term digital asset security 🧠🔒 NIST-aligned cryptography, practical migration paths, and user-preserving design may soon define the networks people trust most 🌟 InterLink Labs 👤 + 🌐 KV Reina | InterLink Labs InterLink Foundation #InterLink #ITLG #ITL #WeAreTheFirst10MLinkers Join me on InterLink 😁 Start mining now and use my invitation link: 💰 My code is: 111222777888 💰 Please DM me once you have used my code. 👍

Tekkaus® | InterLink • MOD • T2 Community Builder

22,550 görüntüleme • 1 ay önce

1. Dr. René Peoc'h built a robot that turned randomly left and right, completely at random as it moved through an arena. As a control, he recorded its path with no chicks present. It covered the arena evenly. Exactly as probability predicted. Then he introduced newly hatched chicks who had imprinted on the robot as their mother. He put them in a cage on one side of the arena. They could see the robot. They couldn't move toward it. 2. What happened defied physics. The robot still moving completely at random, with no modifications began spending the majority of its time in the half of the arena closest to the chicks. The sheer intention of the baby chicks wanting to be near what they believed was their mother, influenced the movement of a computerized machine. The study was published. Peer-reviewed. Replicated. 3. This is not mysticism. This is quantum mechanics. At the subatomic level, matter does not exist as a fixed thing. Electrons exist as waves of possibility infinite potential until they are observed. The moment a conscious observer focuses attention on a quantum possibility, it collapses from energy into matter. This is called collapsing the wave function. It is not metaphor. It is the foundation of quantum physics. 4. What Dr. Joe Dispenza's research shows: When a person enters a genuine state of elevated emotion: gratitude, joy, love while holding a clear intention for their future, they change their electromagnetic signature. When that signature matches the frequency of a potential that already exists in the quantum field. The experience finds them. Without effort. Without forcing. His son. A student who won a lottery ticket. Tumors that disappeared. New jobs that arrived without applications. Thousands of documented cases. 5. You are not separate from what you want to create. You are the antenna. And what you broadcast through the quality of your thoughts and the elevation of your emotions is what reality responds to. The chicks didn't move toward the robot. The robot moved toward them.
0:19

1. Dr. René Peoc'h built a robot that turned randomly left and right, completely at random as it moved through an arena. As a control, he recorded its path with no chicks present. It covered the arena evenly. Exactly as probability predicted. Then he introduced newly hatched chicks who had imprinted on the robot as their mother. He put them in a cage on one side of the arena. They could see the robot. They couldn't move toward it. 2. What happened defied physics. The robot still moving completely at random, with no modifications began spending the majority of its time in the half of the arena closest to the chicks. The sheer intention of the baby chicks wanting to be near what they believed was their mother, influenced the movement of a computerized machine. The study was published. Peer-reviewed. Replicated. 3. This is not mysticism. This is quantum mechanics. At the subatomic level, matter does not exist as a fixed thing. Electrons exist as waves of possibility infinite potential until they are observed. The moment a conscious observer focuses attention on a quantum possibility, it collapses from energy into matter. This is called collapsing the wave function. It is not metaphor. It is the foundation of quantum physics. 4. What Dr. Joe Dispenza's research shows: When a person enters a genuine state of elevated emotion: gratitude, joy, love while holding a clear intention for their future, they change their electromagnetic signature. When that signature matches the frequency of a potential that already exists in the quantum field. The experience finds them. Without effort. Without forcing. His son. A student who won a lottery ticket. Tumors that disappeared. New jobs that arrived without applications. Thousands of documented cases. 5. You are not separate from what you want to create. You are the antenna. And what you broadcast through the quality of your thoughts and the elevation of your emotions is what reality responds to. The chicks didn't move toward the robot. The robot moved toward them.

🧬Maxpein🧬

35,310 görüntüleme • 12 gün önce

World Models are the path for some AI Models in the future. But how can we efficiently train these models to not only see the world the way humans do but to see the world in a new and unique way. By visualizing, what is normally sequenced audio patterns, we can derive much more insights. Here we see Paganini in a visual form that can than be described and transcribed into a World Model. We can observe connections in a manner that may not have been clear prior to the digitalization of music and sound in this way. The company with the most valuable potential in building a World Model is Tesla. Not that this type of visualization is being used, but that the mechanisms are in place, and the technology is in place for the company to thrive in this new form of AI.
0:19

World Models are the path for some AI Models in the future. But how can we efficiently train these models to not only see the world the way humans do but to see the world in a new and unique way. By visualizing, what is normally sequenced audio patterns, we can derive much more insights. Here we see Paganini in a visual form that can than be described and transcribed into a World Model. We can observe connections in a manner that may not have been clear prior to the digitalization of music and sound in this way. The company with the most valuable potential in building a World Model is Tesla. Not that this type of visualization is being used, but that the mechanisms are in place, and the technology is in place for the company to thrive in this new form of AI.

Brian Roemmele

57,454 görüntüleme • 10 ay önce

Hilarious to me that the level of fakery and propaganda has become such in Indian media that they took the real CCTV video of the Chinese border post being destroyed by the mudslide and transformed it into an AI generated video (see video in center screen 👇) Like: why? The original CCTV footage didn't look bad enough? 😅 And if you look at the other videos they show, virtually ALL of them are AI-generated, like the one that comes right after to illustrate "large scale hydro projects along China-Nepal border" (a misinformation claim largely spread in Indian media): 100% AI generated because these projects don't exist, so real footage doesn't exist. In any case, congrats to Victor Gao and Einar Tangen for facing this wall of dishonesty and vileness, it's genuinely shameful.
0:16

Hilarious to me that the level of fakery and propaganda has become such in Indian media that they took the real CCTV video of the Chinese border post being destroyed by the mudslide and transformed it into an AI generated video (see video in center screen 👇) Like: why? The original CCTV footage didn't look bad enough? 😅 And if you look at the other videos they show, virtually ALL of them are AI-generated, like the one that comes right after to illustrate "large scale hydro projects along China-Nepal border" (a misinformation claim largely spread in Indian media): 100% AI generated because these projects don't exist, so real footage doesn't exist. In any case, congrats to Victor Gao and Einar Tangen for facing this wall of dishonesty and vileness, it's genuinely shameful.

Arnaud Bertrand

136,629 görüntüleme • 28 gün önce

The difference between SEALSQ silicon-based spin-qubit QPUs and quantum processors built on superconducting circuits or trapped ions comes down to physics, manufacturability, and long-term industrial scalability. SEALSQ’s approach uses electron spins confined in silicon semiconductor structures—essentially quantum dots fabricated with CMOS-compatible processes—where the qubit is the spin state of an electron rather than a macroscopic electrical current or a free ion. This makes spin qubits orders of magnitude smaller, potentially allowing millions of qubits on a single silicon wafer, and critically aligns the technology with existing semiconductor fabs, supply chains, and design tools. In contrast, superconducting qubits rely on exotic materials and microwave resonators that are physically large, wiring-heavy, and difficult to scale beyond a few thousand qubits without massive cryogenic and control overhead. Trapped-ion systems achieve excellent qubit coherence but depend on ultra-high vacuum chambers, precision lasers, and optical alignment, making them closer to scientific instruments than manufacturable chips. Silicon spin qubits also benefit from long intrinsic coherence times (especially in isotopically purified silicon), low power dissipation, and a natural path to tight integration with classical control, cryogenic electronics, and security primitives—an area where SEALSQ’s semiconductor and hardware-security DNA becomes a strategic advantage. The trade-off is that spin qubits are technically harder to control at the single-qubit level and are earlier in large-scale deployment than superconducting systems, but if solved, they offer the most credible route to industrial-scale, cost-effective, secure quantum processors, rather than lab-scale demonstrations.
0:18

The difference between SEALSQ silicon-based spin-qubit QPUs and quantum processors built on superconducting circuits or trapped ions comes down to physics, manufacturability, and long-term industrial scalability. SEALSQ’s approach uses electron spins confined in silicon semiconductor structures—essentially quantum dots fabricated with CMOS-compatible processes—where the qubit is the spin state of an electron rather than a macroscopic electrical current or a free ion. This makes spin qubits orders of magnitude smaller, potentially allowing millions of qubits on a single silicon wafer, and critically aligns the technology with existing semiconductor fabs, supply chains, and design tools. In contrast, superconducting qubits rely on exotic materials and microwave resonators that are physically large, wiring-heavy, and difficult to scale beyond a few thousand qubits without massive cryogenic and control overhead. Trapped-ion systems achieve excellent qubit coherence but depend on ultra-high vacuum chambers, precision lasers, and optical alignment, making them closer to scientific instruments than manufacturable chips. Silicon spin qubits also benefit from long intrinsic coherence times (especially in isotopically purified silicon), low power dissipation, and a natural path to tight integration with classical control, cryogenic electronics, and security primitives—an area where SEALSQ’s semiconductor and hardware-security DNA becomes a strategic advantage. The trade-off is that spin qubits are technically harder to control at the single-qubit level and are earlier in large-scale deployment than superconducting systems, but if solved, they offer the most credible route to industrial-scale, cost-effective, secure quantum processors, rather than lab-scale demonstrations.

Carlos Creus Moreira

19,616 görüntüleme • 7 ay önce

The Gaussian Wave Packet ✍️ It is a way to describe a quantum particle, like an electron, that is located in a certain area of space instead of being spread out everywhere. It forms a bell-shaped curve, where the peak of the curve indicates the most likely place to find the particle. This shape is special because it offers the best way to pack a particle; it meets the physical limit set by the Heisenberg Uncertainty Principle, striking the best balance between knowing a particle's position and its momentum. However, because this packet consists of many different overlapping waves, it is naturally unstable for a free particle. Over time, these internal waves travel at slightly different speeds, which causes the bell curve to gradually flatten and widen. This process is known as dispersion. In simpler terms, the longer a quantum particle travels freely, the more unclear its exact location becomes. Video : Jeedecode
0:16

The Gaussian Wave Packet ✍️ It is a way to describe a quantum particle, like an electron, that is located in a certain area of space instead of being spread out everywhere. It forms a bell-shaped curve, where the peak of the curve indicates the most likely place to find the particle. This shape is special because it offers the best way to pack a particle; it meets the physical limit set by the Heisenberg Uncertainty Principle, striking the best balance between knowing a particle's position and its momentum. However, because this packet consists of many different overlapping waves, it is naturally unstable for a free particle. Over time, these internal waves travel at slightly different speeds, which causes the bell curve to gradually flatten and widen. This process is known as dispersion. In simpler terms, the longer a quantum particle travels freely, the more unclear its exact location becomes. Video : Jeedecode

ScieVision

23,147 görüntüleme • 7 ay önce

Introducing ASAL: Automating the Search for Artificial Life with Foundation Models Artificial Life (ALife) research holds key insights that can transform and accelerate progress in AI. By speeding up ALife discovery with AI, we accelerate our understanding of emergence, evolution, and intelligence–core principles that can inspire the next generation of AI systems! We proudly collaborated with MIT, OpenAI, Swiss AI Lab IDSIA, and Ken Stanley on this exciting project. Full Paper (Website): Full Paper (arxiv): Code: In this work, we propose a new algorithm called Automated Search for Artificial Life (“ASAL”) to automate the discovery of artificial life using vision-language foundation models. Instead of tediously hand-designing every tiny rule of an Alife simulation, simply describe the space of simulations to search over, and ASAL will automatically discover the most interesting and open-ended artificial lifeforms! Because of the generality of foundation models, ASAL can discover new lifeforms across a diverse range of seminal ALife simulations, including Boids, Particle Life, Game of Life, Lenia, and Neural Cellular Automata. ASAL even discovered novel cellular automata rules that are more open-ended and expressive than the original Conway’s Game of Life. We believe this new paradigm may reignite ALife research by overcoming the bottleneck of manually designed simulations, thus advancing beyond the limits of human ingenuity.
0:16

Introducing ASAL: Automating the Search for Artificial Life with Foundation Models Artificial Life (ALife) research holds key insights that can transform and accelerate progress in AI. By speeding up ALife discovery with AI, we accelerate our understanding of emergence, evolution, and intelligence–core principles that can inspire the next generation of AI systems! We proudly collaborated with MIT, OpenAI, Swiss AI Lab IDSIA, and Ken Stanley on this exciting project. Full Paper (Website): Full Paper (arxiv): Code: In this work, we propose a new algorithm called Automated Search for Artificial Life (“ASAL”) to automate the discovery of artificial life using vision-language foundation models. Instead of tediously hand-designing every tiny rule of an Alife simulation, simply describe the space of simulations to search over, and ASAL will automatically discover the most interesting and open-ended artificial lifeforms! Because of the generality of foundation models, ASAL can discover new lifeforms across a diverse range of seminal ALife simulations, including Boids, Particle Life, Game of Life, Lenia, and Neural Cellular Automata. ASAL even discovered novel cellular automata rules that are more open-ended and expressive than the original Conway’s Game of Life. We believe this new paradigm may reignite ALife research by overcoming the bottleneck of manually designed simulations, thus advancing beyond the limits of human ingenuity.

Sakana AI

751,422 görüntüleme • 1 yıl önce

I’m incredibly proud to share that OpenAI chose Brex to power their global spend and financial operations. When you're building at the frontier of AI and scaling global teams and infrastructure at an unprecedented pace like OpenAI is, Finance can't be the thing that slows you down. You need spend visibility the moment it happens, controls that enforce themselves, and agentic workflows that eliminate the manual work so your team stays focused on driving the business forward. We were so impressed by OpenAI’s rigor in evaluating every solution in the market, and whether they align to the agentic future OpenAI is building. Their decision to run on Brex is a huge testament to our AI roadmap and vision for the future of Finance. We started Brex around a simple idea: companies shouldn't have to choose between speed and control. There's no company in the world where that tradeoff matters more than OpenAI. We are honored to support them as they build the future. The best AI companies in the world, including OpenAI, Anthropic, Cursor, Vercel, Granola, Sierra, and Mercor choose Brex over every alternative for that exact reason. If you want to understand who’s truly building the future of AI in Finance, follow the customers you admire the most – not the hype.
0:10

I’m incredibly proud to share that OpenAI chose Brex to power their global spend and financial operations. When you're building at the frontier of AI and scaling global teams and infrastructure at an unprecedented pace like OpenAI is, Finance can't be the thing that slows you down. You need spend visibility the moment it happens, controls that enforce themselves, and agentic workflows that eliminate the manual work so your team stays focused on driving the business forward. We were so impressed by OpenAI’s rigor in evaluating every solution in the market, and whether they align to the agentic future OpenAI is building. Their decision to run on Brex is a huge testament to our AI roadmap and vision for the future of Finance. We started Brex around a simple idea: companies shouldn't have to choose between speed and control. There's no company in the world where that tradeoff matters more than OpenAI. We are honored to support them as they build the future. The best AI companies in the world, including OpenAI, Anthropic, Cursor, Vercel, Granola, Sierra, and Mercor choose Brex over every alternative for that exact reason. If you want to understand who’s truly building the future of AI in Finance, follow the customers you admire the most – not the hype.

Pedro Franceschi

62,546 görüntüleme • 6 ay önce

How can AI agents gain true autonomy? CARV ID (ERC-7231) is transforming AI and blockchain integration by creating trustless, sovereign AI agents. This identity protocol aggregates cross-chain and off-chain data, enabling AI Beings to operate with verified identity, privacy, and autonomy. By unifying fragmented data and enriching it with actionable metrics, CARV ID powers the D.A.T.A Framework, giving AI agents access to contextualized insights while preserving user data sovereignty. This means developers can build AI systems that learn, evolve, and act independently within a secure, decentralized ecosystem, free from centralized control. For businesses and researchers, this opens a new frontier where AI-driven decisions are transparent, verifiable, and privacy-preserved. CARV's integration of Solana scalability and Ethereum security ensures these trustless AI agents perform with speed at scale. The future is clear: AI Beings will no longer be mere tools, they will be sovereign participants in digital economies. What implications do you see for AI autonomy in blockchain?
0:15

How can AI agents gain true autonomy? CARV ID (ERC-7231) is transforming AI and blockchain integration by creating trustless, sovereign AI agents. This identity protocol aggregates cross-chain and off-chain data, enabling AI Beings to operate with verified identity, privacy, and autonomy. By unifying fragmented data and enriching it with actionable metrics, CARV ID powers the D.A.T.A Framework, giving AI agents access to contextualized insights while preserving user data sovereignty. This means developers can build AI systems that learn, evolve, and act independently within a secure, decentralized ecosystem, free from centralized control. For businesses and researchers, this opens a new frontier where AI-driven decisions are transparent, verifiable, and privacy-preserved. CARV's integration of Solana scalability and Ethereum security ensures these trustless AI agents perform with speed at scale. The future is clear: AI Beings will no longer be mere tools, they will be sovereign participants in digital economies. What implications do you see for AI autonomy in blockchain?

CARV

96,087 görüntüleme • 8 ay önce

We just put 50+ GTM leaders on Nasdaq's board in Times Square. Why? We're about to witness a seismic shift in CRM – one that even surpasses the cloud revolution of 1999. AI is here, and it's going to change everything. The category has been on the cusp of revolution for years. At Attio, we've been preparing for this paradigm shift since our founding, with a clear vision for the next generation of CRM. But great ideas don't exist in a vacuum. CRM is one of the most widely used tools in business, and its future in the AI era will be shaped by many voices. That's why we reached out to 50+ GTM leaders – the people who are actively building companies and using these tools every day. We wanted to understand their thoughts on the future of CRM in the AI era, and start a conversation. So we took it to Times Square, where their perspectives will be shared all week. We've compiled their insights, along with our own vision, into a manifesto for the future of CRM. It's a glimpse into what's possible when AI meets customer relationships. It's what we're building at Attio. Read the manifesto 👉
0:14

We just put 50+ GTM leaders on Nasdaq's board in Times Square. Why? We're about to witness a seismic shift in CRM – one that even surpasses the cloud revolution of 1999. AI is here, and it's going to change everything. The category has been on the cusp of revolution for years. At Attio, we've been preparing for this paradigm shift since our founding, with a clear vision for the next generation of CRM. But great ideas don't exist in a vacuum. CRM is one of the most widely used tools in business, and its future in the AI era will be shaped by many voices. That's why we reached out to 50+ GTM leaders – the people who are actively building companies and using these tools every day. We wanted to understand their thoughts on the future of CRM in the AI era, and start a conversation. So we took it to Times Square, where their perspectives will be shared all week. We've compiled their insights, along with our own vision, into a manifesto for the future of CRM. It's a glimpse into what's possible when AI meets customer relationships. It's what we're building at Attio. Read the manifesto 👉

Attio

78,213 görüntüleme • 2 yıl önce

So Orb has blown me away again. I simulated the carbonic anhydrase enzyme with it: one of the most important and well studied enzymes in biology. (It converts CO2 to bicarbonate and is involved in many diseases and could also be useful for carbon capture.) Remarkably, despite only being trained on small crystals, it manages to spontaneously reproduce the proton relay carrying protons from the zinc-bound water to the His64 residue — a mechanism that took over a decade of careful experimental studies to unravel. Even more surprisingly, it also suggests a new previously unreported reaction mechanism for forming bicarbonate, which actually makes a lot of sense and independent quantum chemistry show is plausible. (Done with Rowan). Preprint here: You can check out the trajectories yourself, i.e,: (Thanks Alexander Mathiasen) Orb itself can be found here:
0:13

So Orb has blown me away again. I simulated the carbonic anhydrase enzyme with it: one of the most important and well studied enzymes in biology. (It converts CO2 to bicarbonate and is involved in many diseases and could also be useful for carbon capture.) Remarkably, despite only being trained on small crystals, it manages to spontaneously reproduce the proton relay carrying protons from the zinc-bound water to the His64 residue — a mechanism that took over a decade of careful experimental studies to unravel. Even more surprisingly, it also suggests a new previously unreported reaction mechanism for forming bicarbonate, which actually makes a lot of sense and independent quantum chemistry show is plausible. (Done with Rowan). Preprint here: You can check out the trajectories yourself, i.e,: (Thanks Alexander Mathiasen) Orb itself can be found here:

Tim Duignan

22,664 görüntüleme • 1 yıl önce

Another wild week for open science. New breakthroughs, new funding, and new experiments — here’s what’s shaping the DeSci landscape right now. 1/ Pump Science and Eterna Labs wrapped up Season 2 Fly Racing, where RAP (Rapamycin) topped the charts with +38% speed and +21% distance. The longevity arms race continues as fly data translates closer to human health insights. 2/ VitaDAO 💛 launched the Longevity Hypothesis Challenge, giving researchers the chance to co-develop new aging theories with Aubrai and earn up to $100K in funding. A 20K BIO referral bounty awaits those who bring in selected researchers. 3/ Galeon shared a big Atlantis update, featuring daily XP streaks, Quickflip quests, and referral rewards for explorers. The blockchain bridge is still in progress, but the journey through digital healthcare continues strong. 4/ Bio Protocol revealed Bio Launchpad Season 2, bringing upgraded BioXP mechanics, and new staking incentives. It’s evolving into a full permissionless launchpad for decentralized biotech innovation. 5/ BitDoctor.ai announced its first Contributor Mining Airdrop, rewarding early participants shaping AI healthcare. With just days to go, users are urged to bind their wallets and join the DeSci x DePIN medical revolution. 6/ LIFE AI hit a major milestone after being selected for the FastTrack AI Accelerator – Cohort 1, powered by GenAI Fund and accelerated by NVIDIA. Out of 300+ global applicants, only six startups made the cut—LIFE AI is one of them. 7/ Cerebrum DAO 🧠 unveiled Cerebrum Cortex, a new app connecting brain data, research funding, and personalized health tracking. Launching in Q4 2025, it will anchor the NEURON ecosystem for open brain science. 8/ OriginTrail announced the Global Hackathon: Scaling Trust in the Age of AI, offering $30K in prizes from Nov 3–21. Developers will build blockchain-based knowledge graphs to fight misinformation and deepfakes. 9/ Quantum Biology DAO opened registration for its Quantum Biology Hackathon, exploring how quantum effects like superposition and entanglement shape life itself. It’s where physics meets biology in real-time discovery. 10/ Curetopia $CURES 🪼🌳 uncovered a fascinating discovery in their ARS drug screens, revealing how mitochondrial and cytoplasmic gene mutations respond differently to drugs. The finding opens new questions on cell-based drug sensitivity in rare diseases. 11/ CUDIS announced its first batch of local KR partners, teaming up with top gyms and wellness brands across Korea. Together, they’re promoting sustainable urban health and redefining how fitness meets biotech. Biotech, AI, longevity, quantum, and wellness—all converging under the banner of open science.
0:12

Another wild week for open science. New breakthroughs, new funding, and new experiments — here’s what’s shaping the DeSci landscape right now. 1/ Pump Science and Eterna Labs wrapped up Season 2 Fly Racing, where RAP (Rapamycin) topped the charts with +38% speed and +21% distance. The longevity arms race continues as fly data translates closer to human health insights. 2/ VitaDAO 💛 launched the Longevity Hypothesis Challenge, giving researchers the chance to co-develop new aging theories with Aubrai and earn up to $100K in funding. A 20K BIO referral bounty awaits those who bring in selected researchers. 3/ Galeon shared a big Atlantis update, featuring daily XP streaks, Quickflip quests, and referral rewards for explorers. The blockchain bridge is still in progress, but the journey through digital healthcare continues strong. 4/ Bio Protocol revealed Bio Launchpad Season 2, bringing upgraded BioXP mechanics, and new staking incentives. It’s evolving into a full permissionless launchpad for decentralized biotech innovation. 5/ BitDoctor.ai announced its first Contributor Mining Airdrop, rewarding early participants shaping AI healthcare. With just days to go, users are urged to bind their wallets and join the DeSci x DePIN medical revolution. 6/ LIFE AI hit a major milestone after being selected for the FastTrack AI Accelerator – Cohort 1, powered by GenAI Fund and accelerated by NVIDIA. Out of 300+ global applicants, only six startups made the cut—LIFE AI is one of them. 7/ Cerebrum DAO 🧠 unveiled Cerebrum Cortex, a new app connecting brain data, research funding, and personalized health tracking. Launching in Q4 2025, it will anchor the NEURON ecosystem for open brain science. 8/ OriginTrail announced the Global Hackathon: Scaling Trust in the Age of AI, offering $30K in prizes from Nov 3–21. Developers will build blockchain-based knowledge graphs to fight misinformation and deepfakes. 9/ Quantum Biology DAO opened registration for its Quantum Biology Hackathon, exploring how quantum effects like superposition and entanglement shape life itself. It’s where physics meets biology in real-time discovery. 10/ Curetopia $CURES 🪼🌳 uncovered a fascinating discovery in their ARS drug screens, revealing how mitochondrial and cytoplasmic gene mutations respond differently to drugs. The finding opens new questions on cell-based drug sensitivity in rare diseases. 11/ CUDIS announced its first batch of local KR partners, teaming up with top gyms and wellness brands across Korea. Together, they’re promoting sustainable urban health and redefining how fitness meets biotech. Biotech, AI, longevity, quantum, and wellness—all converging under the banner of open science.

DeSci News

36,542 görüntüleme • 11 ay önce

Why is the market selling off today? (Save this). The semi selloff right now is being driven by a mix of macro fear, profit taking and investors questioning how quickly all of this AI spending will actually pay off, not because demand for AI infrastructure suddenly disappeared. The market is basically trading this chain reaction, the ongoing US Iran escalation pushes oil higher, higher oil keeps inflation elevated, sticky inflation keeps Treasury yields high and that increases the risk of the Fed staying hawkish or even hiking again. That is a terrible setup for semis because many of these companies are valued on the massive earnings investors expect them to generate years from now. When yields rise, those future earnings become worth less today which is why the highest multiple AI and semiconductor names usually get hit first. (I don't think there will be a hike this year). This is also why everything is moving together right now. Nvidia, Micron, Nebius, SanDisk, Broadcom and Applied Optoelectronics are all completely different businesses, but institutions are not separating memory, networking, optics, compute and cloud infrastructure at the moment. They are reducing exposure to the entire AI trade, taking profits in the names that have already run the most and moving into a more defensive position potentially ahead of the Fed. There is also growing pressure around hyperscaler capex. Microsoft, Meta, Amazon and Google are still spending enormous amounts on GPUs, data centers, networking and power but the market is starting to ask when all of that spending will actually turn into revenue and free cash flow. Investors are no longer satisfied with hearing that AI capex is growing. They want proof that the returns are arriving fast enough to justify the valuations already priced into the entire AI ecosystem. That creates a weird situation where hyperscaler capex can continue rising while semiconductor stocks still fall. The market is not asking whether AI spending is growing anymore but rather asking whether it is growing fast enough to beat the expectations already baked into these stocks. Crowded positioning is another major factor. Semis and AI infrastructure stocks have been some of the biggest winners in the market so institutions are sitting on huge profits and many funds own the exact same names. When macro risk increases, investors usually sell the most liquid winners first. That does not mean demand for memory, optics or custom chips suddenly collapsed but rather means investors are locking in gains and reducing risk. Tariffs add another layer because even when they are not directly placed on chips, they can still raise the cost of servers, electrical equipment, cooling systems, construction materials and the overall data center buildout. That makes AI infrastructure more expensive while also adding another source of inflation. Then you have Jensen Huang’s letter to the White House this morning about open weight AI models, which I think is one of the most important long term developments here. Nvidia, Meta, Microsoft, Palantir and several other companies are pushing Washington not to place broad restrictions on open weight AI. OpenAI and Anthropic were notably absent because open models are much more of a threat to their business models. OpenAI and Anthropic benefit from a world where a few closed frontier labs control the best models and companies have to pay them through subscriptions and APIs. Open weight models weaken that advantage because businesses can download a model, customize it for their own use and run it on their own infrastructure or through a neocloud. That is bad for OpenAI and Anthropic because it puts pressure on pricing, margins and the idea that they will control the intelligence layer of the economy but it is very good for the AI ecosystem as a whole over the long run. But the question is what does this mean for all the OpenAI and Anthropic commitments? so that's adding to the fear as well. But with that being said open models make AI cheaper and more accessible. Instead of AI being controlled by a few giant labs, thousands of startups, universities, governments and regular businesses can deploy models themselves. That spreads AI adoption across the entire economy and creates a much larger infrastructure opportunity and that is exactly why Jensen cares. Nvidia does not need OpenAI or Anthropic to win. Nvidia just needs more people using AI. Whether the model comes from OpenAI, Anthropic, Meta, Mistral, Kimi or some startup nobody has heard of yet, it still needs GPUs, memory, networking, data centers and electricity. So open weight AI could actually weaken the model companies while making the infrastructure layer much bigger. More open models mean more companies running inference. More inference means more GPUs. More GPUs mean more HBM, optical transceivers, switches, data centers and power. That is bullish for Nvidia Nebius, Micron, Broadcom , Marvell and Applied Optoelectronics over the long run. So my take is that the current semi selloff is being driven mostly by macro uncertainty, higher oil, rising yields, Fed fears, tariffs, crowded positioning and questions around the return on hyperscaler capex. The underlying AI infrastructure thesis has not suddenly broken. We are not broadly seeing hyperscalers cancel GPU orders, slash capex, abandon data center projects or report that AI demand has collapsed. What has changed is the valuation investors are willing to pay while the macro environment remains unstable. The market is lowering the price it is willing to pay for semiconductor growth but is not necessarily saying that growth is gone. And while Jensen’s open weight push may be bad for OpenAI and Anthropic, it could be one of the best things possible for the AI ecosystem over the long run because it creates more models, more developers, more competition and ultimately much more demand for the infrastructure underneath all of it. Nothing about the AI thesis has changed for me, so I will be going shopping and taking advantage of this sale while the market is selling everything together. I am an analyst at Milk Road Pro, and if you want to see exactly what I am buying, you can join for just $1 using the link below.
0:11

Why is the market selling off today? (Save this). The semi selloff right now is being driven by a mix of macro fear, profit taking and investors questioning how quickly all of this AI spending will actually pay off, not because demand for AI infrastructure suddenly disappeared. The market is basically trading this chain reaction, the ongoing US Iran escalation pushes oil higher, higher oil keeps inflation elevated, sticky inflation keeps Treasury yields high and that increases the risk of the Fed staying hawkish or even hiking again. That is a terrible setup for semis because many of these companies are valued on the massive earnings investors expect them to generate years from now. When yields rise, those future earnings become worth less today which is why the highest multiple AI and semiconductor names usually get hit first. (I don't think there will be a hike this year). This is also why everything is moving together right now. Nvidia, Micron, Nebius, SanDisk, Broadcom and Applied Optoelectronics are all completely different businesses, but institutions are not separating memory, networking, optics, compute and cloud infrastructure at the moment. They are reducing exposure to the entire AI trade, taking profits in the names that have already run the most and moving into a more defensive position potentially ahead of the Fed. There is also growing pressure around hyperscaler capex. Microsoft, Meta, Amazon and Google are still spending enormous amounts on GPUs, data centers, networking and power but the market is starting to ask when all of that spending will actually turn into revenue and free cash flow. Investors are no longer satisfied with hearing that AI capex is growing. They want proof that the returns are arriving fast enough to justify the valuations already priced into the entire AI ecosystem. That creates a weird situation where hyperscaler capex can continue rising while semiconductor stocks still fall. The market is not asking whether AI spending is growing anymore but rather asking whether it is growing fast enough to beat the expectations already baked into these stocks. Crowded positioning is another major factor. Semis and AI infrastructure stocks have been some of the biggest winners in the market so institutions are sitting on huge profits and many funds own the exact same names. When macro risk increases, investors usually sell the most liquid winners first. That does not mean demand for memory, optics or custom chips suddenly collapsed but rather means investors are locking in gains and reducing risk. Tariffs add another layer because even when they are not directly placed on chips, they can still raise the cost of servers, electrical equipment, cooling systems, construction materials and the overall data center buildout. That makes AI infrastructure more expensive while also adding another source of inflation. Then you have Jensen Huang’s letter to the White House this morning about open weight AI models, which I think is one of the most important long term developments here. Nvidia, Meta, Microsoft, Palantir and several other companies are pushing Washington not to place broad restrictions on open weight AI. OpenAI and Anthropic were notably absent because open models are much more of a threat to their business models. OpenAI and Anthropic benefit from a world where a few closed frontier labs control the best models and companies have to pay them through subscriptions and APIs. Open weight models weaken that advantage because businesses can download a model, customize it for their own use and run it on their own infrastructure or through a neocloud. That is bad for OpenAI and Anthropic because it puts pressure on pricing, margins and the idea that they will control the intelligence layer of the economy but it is very good for the AI ecosystem as a whole over the long run. But the question is what does this mean for all the OpenAI and Anthropic commitments? so that's adding to the fear as well. But with that being said open models make AI cheaper and more accessible. Instead of AI being controlled by a few giant labs, thousands of startups, universities, governments and regular businesses can deploy models themselves. That spreads AI adoption across the entire economy and creates a much larger infrastructure opportunity and that is exactly why Jensen cares. Nvidia does not need OpenAI or Anthropic to win. Nvidia just needs more people using AI. Whether the model comes from OpenAI, Anthropic, Meta, Mistral, Kimi or some startup nobody has heard of yet, it still needs GPUs, memory, networking, data centers and electricity. So open weight AI could actually weaken the model companies while making the infrastructure layer much bigger. More open models mean more companies running inference. More inference means more GPUs. More GPUs mean more HBM, optical transceivers, switches, data centers and power. That is bullish for Nvidia Nebius, Micron, Broadcom , Marvell and Applied Optoelectronics over the long run. So my take is that the current semi selloff is being driven mostly by macro uncertainty, higher oil, rising yields, Fed fears, tariffs, crowded positioning and questions around the return on hyperscaler capex. The underlying AI infrastructure thesis has not suddenly broken. We are not broadly seeing hyperscalers cancel GPU orders, slash capex, abandon data center projects or report that AI demand has collapsed. What has changed is the valuation investors are willing to pay while the macro environment remains unstable. The market is lowering the price it is willing to pay for semiconductor growth but is not necessarily saying that growth is gone. And while Jensen’s open weight push may be bad for OpenAI and Anthropic, it could be one of the best things possible for the AI ecosystem over the long run because it creates more models, more developers, more competition and ultimately much more demand for the infrastructure underneath all of it. Nothing about the AI thesis has changed for me, so I will be going shopping and taking advantage of this sale while the market is selling everything together. I am an analyst at Milk Road Pro, and if you want to see exactly what I am buying, you can join for just $1 using the link below.

Melvin

180,578 görüntüleme • 2 ay önce

G to the M fam Has anyone touched the grass today? Tria just announced a big Season 3 AMA tomorrow, June 17 at 10 AM EST, with Decibel, Aptos and special guests. They’re breaking down all the new updates. One action now hits multiple reward layers, Epoch 2 extended to July 15, and they keep adding real utility like seamless perps, yield, and card spending. This is how you build real retention and mindshare. Quip Network is one of the few projects that keeps delivering quiet but meaningful signals. they’re not just talking about quantum advantage ... they’re actively demonstrating it. using real D-Wave Advantage2 annealing quantum computers on testnet to solve optimization problems far more efficiently than classical systems, potentially using up to 100x less energy. this is helping flip the old narrative of crypto wasting energy into one where decentralized compute can be far more efficient and useful. ARC Terminal is built for something most AI tools ignore. most people treat their AI usage like isolated conversations that reset every time. ARC turns every interaction into permanent capital. your core graph weaves every research thread, decision, and preference into a living, evolving structure that gets stronger the more you use it. your context and intelligence layer compound over time instead of disappearing. Nomisma Season 3 is live and the rewarded testnet is open to everyone. Hundreds of thousands of Diamonds have already been distributed, with more rewards ahead. Nomisen ID minting is free, and testnet assets are distributed based on your wallet activity across EVM networks. which one are you most focused on or participating in right now? River
0:12

G to the M fam Has anyone touched the grass today? Tria just announced a big Season 3 AMA tomorrow, June 17 at 10 AM EST, with Decibel, Aptos and special guests. They’re breaking down all the new updates. One action now hits multiple reward layers, Epoch 2 extended to July 15, and they keep adding real utility like seamless perps, yield, and card spending. This is how you build real retention and mindshare. Quip Network is one of the few projects that keeps delivering quiet but meaningful signals. they’re not just talking about quantum advantage ... they’re actively demonstrating it. using real D-Wave Advantage2 annealing quantum computers on testnet to solve optimization problems far more efficiently than classical systems, potentially using up to 100x less energy. this is helping flip the old narrative of crypto wasting energy into one where decentralized compute can be far more efficient and useful. ARC Terminal is built for something most AI tools ignore. most people treat their AI usage like isolated conversations that reset every time. ARC turns every interaction into permanent capital. your core graph weaves every research thread, decision, and preference into a living, evolving structure that gets stronger the more you use it. your context and intelligence layer compound over time instead of disappearing. Nomisma Season 3 is live and the rewarded testnet is open to everyone. Hundreds of thousands of Diamonds have already been distributed, with more rewards ahead. Nomisen ID minting is free, and testnet assets are distributed based on your wallet activity across EVM networks. which one are you most focused on or participating in right now? River

Trathoa

14,259 görüntüleme • 3 ay önce

⚠️ LEAKED FOOTAGE OF THE FIRST REAL MEDBED UNIT ⚠️ THE TECHNOLOGY THEY HID FROM HUMANITY FOR DECADES IS NO LONGER IN THE DARK. THIS DEVICE WAS RESERVED ONLY FOR ELITES, BLACK PROJECT OPERATIVES, AND BILLIONAIRE FAMILIES — WHILE THE WORLD SUFFERED. THEY USED IT TO REGENERATE ORGANS. THEY USED IT TO ERASE DISEASE. THEY USED IT TO EXTEND THEIR LIVES. AND THEY NEVER INTENDED TO SHARE IT WITH YOU. BUT THAT ERA IS OVER. THE TRUMP ADMINISTRATION FORCED OPEN THE CLASSIFIED PROGRAMS, BROKE THE CONTRACTS OF BIG PHARMA, AND EXPOSED THE TECHNOLOGY DESIGNED TO HEAL THE WORLD. WHAT YOU SEE IN THIS VIDEO IS NOT A CONCEPT — IT IS A WORKING MEDBED. A QUANTUM HEALING PLATFORM CAPABLE OF CELL REPAIR, DNA RESTORATION, AND FULL-BODY REGENERATION AT THE ATOMIC LEVEL. THIS IS THE TECHNOLOGY THAT WILL END THE AGE OF DISEASE. THIS IS THE MOMENT HUMANITY TAKES BACK WHAT WAS STOLEN. THE MEDBED ERA BEGINS NOW. RESERVATIONS ARE OPEN FOR THE FIRST PUBLIC ACCESS WINDOW. THE FUTURE OF HEALING IS NO LONGER SECRET. IT IS YOURS. FOLLOW ME, NEXT DROP WILL BE SHOCKING.
0:14

⚠️ LEAKED FOOTAGE OF THE FIRST REAL MEDBED UNIT ⚠️ THE TECHNOLOGY THEY HID FROM HUMANITY FOR DECADES IS NO LONGER IN THE DARK. THIS DEVICE WAS RESERVED ONLY FOR ELITES, BLACK PROJECT OPERATIVES, AND BILLIONAIRE FAMILIES — WHILE THE WORLD SUFFERED. THEY USED IT TO REGENERATE ORGANS. THEY USED IT TO ERASE DISEASE. THEY USED IT TO EXTEND THEIR LIVES. AND THEY NEVER INTENDED TO SHARE IT WITH YOU. BUT THAT ERA IS OVER. THE TRUMP ADMINISTRATION FORCED OPEN THE CLASSIFIED PROGRAMS, BROKE THE CONTRACTS OF BIG PHARMA, AND EXPOSED THE TECHNOLOGY DESIGNED TO HEAL THE WORLD. WHAT YOU SEE IN THIS VIDEO IS NOT A CONCEPT — IT IS A WORKING MEDBED. A QUANTUM HEALING PLATFORM CAPABLE OF CELL REPAIR, DNA RESTORATION, AND FULL-BODY REGENERATION AT THE ATOMIC LEVEL. THIS IS THE TECHNOLOGY THAT WILL END THE AGE OF DISEASE. THIS IS THE MOMENT HUMANITY TAKES BACK WHAT WAS STOLEN. THE MEDBED ERA BEGINS NOW. RESERVATIONS ARE OPEN FOR THE FIRST PUBLIC ACCESS WINDOW. THE FUTURE OF HEALING IS NO LONGER SECRET. IT IS YOURS. FOLLOW ME, NEXT DROP WILL BE SHOCKING.

Q The Storm Rider

1,028,971 görüntüleme • 5 ay önce