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Licensing is the big question mark around base:0x0c03ce270b4826ec62e7dd007f0b716068639f7b But with Phil David.. they literally have the best guy for the job 👇 - 30 years experience in tech IP law - 20 year stint at ARM Holdings - ARM is UKs most successful tech company - Their chips are... show more

𝗗𝗥𝗘𝗔𝗗 𝗕𝗢𝗡𝗚𝗢

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THE INNOVATION GAME ($TIG) SURGES 100% IN 7 DAYS The Innovation Game (𝔦, 𝔦) ($TIG), a Base ecosystem token built around decentralized algorithmic research, is up roughly 101% over the past 7 days, making it one of the top performers in the Base Ecosystem and Proof of Work categories. TIG runs as a network for "algorithmic breakthroughs," using proof-of-work to incentivize open contributions across AI, cryptography, biomedical research, and climate science. The project formed a Swiss Association in Zug last year to safeguard high-value IP from global researchers and now sits at roughly $39M market cap with over 20,000 holders.

THE INNOVATION GAME ($TIG) SURGES 100% IN 7 DAYS The Innovation Game (𝔦, 𝔦) ($TIG), a Base ecosystem token built around decentralized algorithmic research, is up roughly 101% over the past 7 days, making it one of the top performers in the Base Ecosystem and Proof of Work categories. TIG runs as a network for "algorithmic breakthroughs," using proof-of-work to incentivize open contributions across AI, cryptography, biomedical research, and climate science. The project formed a Swiss Association in Zug last year to safeguard high-value IP from global researchers and now sits at roughly $39M market cap with over 20,000 holders.

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NEW: Big Tech is profiting at the expense of our kids. Silicon Valley has sold the idea of tech in classrooms for years, because they get access to lifelong customers and valuable data. But while corporations like Google make billions, student test scores are falling.

NEW: Big Tech is profiting at the expense of our kids. Silicon Valley has sold the idea of tech in classrooms for years, because they get access to lifelong customers and valuable data. But while corporations like Google make billions, student test scores are falling.

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🚨🇺🇸 WEDBUSH ANALYST: "THE TIME'S RIGHT" FOR SPACEX TO GO PUBLIC... VALUATION "APPROACHING A TRILLION DOLLARS" Wedbush analyst Dan Ives predicted SpaceX will go public in 2026 with a potential valuation near $1 trillion, calling it an "inflection point" as the U.S. leads China in tech for the first time in 30 years: "The time's right. Valuation could approach a trillion dollars. We're in year three of an eight to ten year buildout in terms of the AI Revolution. For the first time in 30 years, U.S. is ahead of China when it comes to tech. SpaceX is at an inflection point. It's the right time. We are in two more years of this tech bull market. We're gonna see more of these great private companies going public." If SpaceX goes public at $1 trillion, that's bigger than every defense contractor combined. Elon would control the world's most valuable car company, social media platform, AI firm, and aerospace company. That's not a portfolio, that's an empire. Source: CNBC / Elon Musk Dan Ives

🚨🇺🇸 WEDBUSH ANALYST: "THE TIME'S RIGHT" FOR SPACEX TO GO PUBLIC... VALUATION "APPROACHING A TRILLION DOLLARS" Wedbush analyst Dan Ives predicted SpaceX will go public in 2026 with a potential valuation near $1 trillion, calling it an "inflection point" as the U.S. leads China in tech for the first time in 30 years: "The time's right. Valuation could approach a trillion dollars. We're in year three of an eight to ten year buildout in terms of the AI Revolution. For the first time in 30 years, U.S. is ahead of China when it comes to tech. SpaceX is at an inflection point. It's the right time. We are in two more years of this tech bull market. We're gonna see more of these great private companies going public." If SpaceX goes public at $1 trillion, that's bigger than every defense contractor combined. Elon would control the world's most valuable car company, social media platform, AI firm, and aerospace company. That's not a portfolio, that's an empire. Source: CNBC / Elon Musk Dan Ives

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Tacit know-how is the most important part of human knowledge And it's the part AIs don't have Big tech is preparing to capture it on an industrial scale If we don't act to protect it, the consequences will be enormous (see clip below) There is one way to fight back: Prometheus John Fletcher (𝔦, 𝔦) described Prometheus on 10 February in this interview: See here for the full Prometheus vision: Yesterday, Prometheus Swarm, the first step towards realisation of this vision, was Open Sourced: Find out more at

Tacit know-how is the most important part of human knowledge And it's the part AIs don't have Big tech is preparing to capture it on an industrial scale If we don't act to protect it, the consequences will be enormous (see clip below) There is one way to fight back: Prometheus John Fletcher (𝔦, 𝔦) described Prometheus on 10 February in this interview: See here for the full Prometheus vision: Yesterday, Prometheus Swarm, the first step towards realisation of this vision, was Open Sourced: Find out more at

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Jensen Huang just identified the next $200 billion market (Save this). The shift starts with a observation about agentic AI that changes everything about infrastructure. In the era of training and inference, the GPU was everything while CPU was a traffic cop, scheduling work, managing memory, dispatching tasks while the GPU did the heavy lifting. Agentic AI breaks that model entirely. An AI agent does not just run a single inference pass but rather it plans, calls tools, executes code in sandboxes, retrieves data from multiple sources and loops through complex multi-step reasoning sequences often thousands of times per second at scale. Every one of those operations runs through the CPU and the GPU sits idle waiting for the CPU to prepare the next task, supply the right context and execute the retrieval and tool calling logic fast enough to keep the accelerators fed. The CPU is now the conductor and the GPU is the orchestra and the bottleneck is the conductor falling behind. This is showing up in production AI factory utilization right now, which is exactly why Jensen built Vera from scratch rather than licensing x86. Vera achieves 40% lower peak memory latency than x86, 50% faster core to core communication, and 1.8 times the agentic sandbox performance of current x86 processors on a purpose-built architecture designed around the agentic loop. Now here is where the investment thesis gets interesting. The obvious beneficiary is Nvidia itself, and that thesis is real. Nvidia's CFO has guided for nearly $20 billion in Vera CPU revenue this fiscal year alone, a market Nvidia had zero presence in just three years ago. Intel held 60% of server CPU market share as recently as Q4 2025 and that transition is now happening at a pace Intel structurally cannot respond to. But the deeper question is, what architecture is Vera actually built on? Vera's Olympus cores are ARM compatible and every single Vera CPU deployed in every Vera Rubin rack in every data center in the world runs on ARM architecture. And ARM Holdings collects a royalty on every one of them. ARM does not make chips but rather licenses the instruction set architecture and CPU core designs that others build on top of. Every time Nvidia ships a Vera CPU, every time a hyperscaler deploys a Vera Rubin rack, every time an enterprise qualifies Vera for their AI factory, ARM earns a royalty. The secular tailwind here is almost perfectly constructed for ARM's business model. Amazon's Graviton, Microsoft's Cobalt, Google's Axion, Apple's silicon stack, and Qualcomm's data center push all run on ARM. And now Nvidia's Vera, which is projected to displace Intel as the largest server CPU supplier by revenue in a single fiscal year, is ARM. ARM's royalty rate on high end server chips is estimated at roughly 1 to 2% of chip selling price. At $5,000 per Vera CPU and 4 million units projected for FY2027, that is a royalty line growing from near zero to potentially $400 million to $800 million annually from Nvidia's data center CPU business alone before counting Amazon, Microsoft, Google, Apple, and Qualcomm. The total ARM addressable royalty base across all the silicon it already licenses is compounding at a rate that the current $130 billion market cap does not fully reflect. Jensen's CPU thesis is the most underappreciated catalyst in ARM's fundamental story, and the royalty compounding has barely started. Come join Milk Road Pro and get our full ARM royalty model and our entire AI trade thesis. Link below!

Jensen Huang just identified the next $200 billion market (Save this). The shift starts with a observation about agentic AI that changes everything about infrastructure. In the era of training and inference, the GPU was everything while CPU was a traffic cop, scheduling work, managing memory, dispatching tasks while the GPU did the heavy lifting. Agentic AI breaks that model entirely. An AI agent does not just run a single inference pass but rather it plans, calls tools, executes code in sandboxes, retrieves data from multiple sources and loops through complex multi-step reasoning sequences often thousands of times per second at scale. Every one of those operations runs through the CPU and the GPU sits idle waiting for the CPU to prepare the next task, supply the right context and execute the retrieval and tool calling logic fast enough to keep the accelerators fed. The CPU is now the conductor and the GPU is the orchestra and the bottleneck is the conductor falling behind. This is showing up in production AI factory utilization right now, which is exactly why Jensen built Vera from scratch rather than licensing x86. Vera achieves 40% lower peak memory latency than x86, 50% faster core to core communication, and 1.8 times the agentic sandbox performance of current x86 processors on a purpose-built architecture designed around the agentic loop. Now here is where the investment thesis gets interesting. The obvious beneficiary is Nvidia itself, and that thesis is real. Nvidia's CFO has guided for nearly $20 billion in Vera CPU revenue this fiscal year alone, a market Nvidia had zero presence in just three years ago. Intel held 60% of server CPU market share as recently as Q4 2025 and that transition is now happening at a pace Intel structurally cannot respond to. But the deeper question is, what architecture is Vera actually built on? Vera's Olympus cores are ARM compatible and every single Vera CPU deployed in every Vera Rubin rack in every data center in the world runs on ARM architecture. And ARM Holdings collects a royalty on every one of them. ARM does not make chips but rather licenses the instruction set architecture and CPU core designs that others build on top of. Every time Nvidia ships a Vera CPU, every time a hyperscaler deploys a Vera Rubin rack, every time an enterprise qualifies Vera for their AI factory, ARM earns a royalty. The secular tailwind here is almost perfectly constructed for ARM's business model. Amazon's Graviton, Microsoft's Cobalt, Google's Axion, Apple's silicon stack, and Qualcomm's data center push all run on ARM. And now Nvidia's Vera, which is projected to displace Intel as the largest server CPU supplier by revenue in a single fiscal year, is ARM. ARM's royalty rate on high end server chips is estimated at roughly 1 to 2% of chip selling price. At $5,000 per Vera CPU and 4 million units projected for FY2027, that is a royalty line growing from near zero to potentially $400 million to $800 million annually from Nvidia's data center CPU business alone before counting Amazon, Microsoft, Google, Apple, and Qualcomm. The total ARM addressable royalty base across all the silicon it already licenses is compounding at a rate that the current $130 billion market cap does not fully reflect. Jensen's CPU thesis is the most underappreciated catalyst in ARM's fundamental story, and the royalty compounding has barely started. Come join Milk Road Pro and get our full ARM royalty model and our entire AI trade thesis. Link below!

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The ACC just had an excellent season, with its premier program Clemson not contributing, but apparently they’re “secret garbage.” • National Championship appearance • Miami by themselves won as many CFP games as the entire 5-bid SEC. • Winning record vs. the SEC (for the second time in the last three years. Five consecutive wins over the SEC to end last season). • Virginia just won 11 games. • SMU is 20-7 in two years at the Power 4 level. • Georgia Tech had their best season since 2016. • Duke won 9 games for the third time in the last four years. • Louisville won 9+ games for a third consecutive season. • 9-4 Wake Forest just had their best season since 2021 in their first year under Jake Dickert. • FSU, in the midst of a 2-6 year in ACC play, smoked Alabama. Dabo Swinney and Clemson had a bad year for the first time since 2010 and weren’t in the mix at all, and the ACC was still extremely competitive. And the narrative is somehow that they are an “afterthought of a conference.”

The ACC just had an excellent season, with its premier program Clemson not contributing, but apparently they’re “secret garbage.” • National Championship appearance • Miami by themselves won as many CFP games as the entire 5-bid SEC. • Winning record vs. the SEC (for the second time in the last three years. Five consecutive wins over the SEC to end last season). • Virginia just won 11 games. • SMU is 20-7 in two years at the Power 4 level. • Georgia Tech had their best season since 2016. • Duke won 9 games for the third time in the last four years. • Louisville won 9+ games for a third consecutive season. • 9-4 Wake Forest just had their best season since 2021 in their first year under Jake Dickert. • FSU, in the midst of a 2-6 year in ACC play, smoked Alabama. Dabo Swinney and Clemson had a bad year for the first time since 2010 and weren’t in the mix at all, and the ACC was still extremely competitive. And the narrative is somehow that they are an “afterthought of a conference.”

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Astra Nova at FutureSpark Base Camp in Riyadh! 🇸🇦 Astra Nova is proud to have been part of FutureSpark Base Camp in Riyadh, an accelerator by Outlier Ventures in partnership with NEOM & البرنامج الوطني لتنمية تقنية المعلومات NEOM is one of the most ambitious and well-funded projects in the world, with an estimated investment of $500 billion. Backed by Saudi Arabia’s Public Investment Fund (PIF) and international investors, NEOM aims to become a global hub for innovation, sustainability, and cutting-edge technology, transforming the future of urban living and economic development. البرنامج الوطني لتنمية تقنية المعلومات has allocated SAR 2.5 billion to foster the information technology sector in Saudi Arabia. The National Technology Development Program (NTDP) is accelerating Saudi Arabia’s digital transformation by supporting tech startups, fostering innovation, and driving investment in deep-tech sectors. NTDP plays a key role in building a thriving tech ecosystem in the region. As the first-ever deep-tech Web3 accelerator in Saudi Arabia, this event brought exposure in front of top investors, VCs, and key industry leaders. More great news on the way—stay tuned! 🔥

Astra Nova at FutureSpark Base Camp in Riyadh! 🇸🇦 Astra Nova is proud to have been part of FutureSpark Base Camp in Riyadh, an accelerator by Outlier Ventures in partnership with NEOM & البرنامج الوطني لتنمية تقنية المعلومات NEOM is one of the most ambitious and well-funded projects in the world, with an estimated investment of $500 billion. Backed by Saudi Arabia’s Public Investment Fund (PIF) and international investors, NEOM aims to become a global hub for innovation, sustainability, and cutting-edge technology, transforming the future of urban living and economic development. البرنامج الوطني لتنمية تقنية المعلومات has allocated SAR 2.5 billion to foster the information technology sector in Saudi Arabia. The National Technology Development Program (NTDP) is accelerating Saudi Arabia’s digital transformation by supporting tech startups, fostering innovation, and driving investment in deep-tech sectors. NTDP plays a key role in building a thriving tech ecosystem in the region. As the first-ever deep-tech Web3 accelerator in Saudi Arabia, this event brought exposure in front of top investors, VCs, and key industry leaders. More great news on the way—stay tuned! 🔥

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Yeah $TIG is flying under the radar An open protocol for algorithm development listening to John explain how algorithms can optimise & help you extract maximum utility from any given chip DeepMind, OpenAI, Anthropic, they're all racing to own the algorithmic layer if they win, you pay a tax on every optimized query, every solved route, every compressed model Over the last 50 years, we focused on hardware The fight was between Intel, ASML, TSMC: who could etch circuits smallest and cheapest at scale? many years ago we realised Moore's law seemed to be hitting a ceiling, that there may be fundamental limitations of physics as such, the focus changed to how we could extract maximum utility from the hardware the fight will be for the most optimised software I spoke with John Fletcher (𝔦, 𝔦) to discuss the TIG mission Full ep on our youtube 00:00 Intro 00:26 Primer on $TIG 02:18 Cambridge, ARM and the TIG Team 06:33 Why open source? 15:21 Why challenges for algorithms 20:00 Role of IP licensing 23:29 Defending Against Algorithmic Monopolies 27:40 Monetisation 28:40 Use Cases 36:23 Power Struggle vs AI Labs 39:12 Freedom Ideology

Yeah $TIG is flying under the radar An open protocol for algorithm development listening to John explain how algorithms can optimise & help you extract maximum utility from any given chip DeepMind, OpenAI, Anthropic, they're all racing to own the algorithmic layer if they win, you pay a tax on every optimized query, every solved route, every compressed model Over the last 50 years, we focused on hardware The fight was between Intel, ASML, TSMC: who could etch circuits smallest and cheapest at scale? many years ago we realised Moore's law seemed to be hitting a ceiling, that there may be fundamental limitations of physics as such, the focus changed to how we could extract maximum utility from the hardware the fight will be for the most optimised software I spoke with John Fletcher (𝔦, 𝔦) to discuss the TIG mission Full ep on our youtube 00:00 Intro 00:26 Primer on $TIG 02:18 Cambridge, ARM and the TIG Team 06:33 Why open source? 15:21 Why challenges for algorithms 20:00 Role of IP licensing 23:29 Defending Against Algorithmic Monopolies 27:40 Monetisation 28:40 Use Cases 36:23 Power Struggle vs AI Labs 39:12 Freedom Ideology

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Peter Thiel: Europe will never have massive tech companies because they fear success. "In Silicon Valley, there's this pornography of failure. You talk about all your failures, and this somehow means you're going to succeed." "In the social democratic European societies, it's acceptable to be moderately successful, it's not acceptable to be wildly successful. If you have a successful company that's starting to grow, it will get short-circuited, and you'll sell the company. You'll never get to an enormous company if you sell it along the way." "The single most important decision in the history of Facebook— summer of 2006. It was two years into the company. We got an acquisition offer for $1B from Yahoo to buy the company. There were three of us on the board— Mark Zuckerberg, myself, and another VC. We had a meeting to decide if we should take the $1B." "The two of us thought it was a lot of money, we should maybe take it. Mark started the board meeting— 'this is a pro forma thing, we're just going to talk about this for 10 minutes. Obviously we're not taking it.'" "Any super big tech company is one where you've been offered multiple times for people to buy it, and you've chosen never to sell it. You're not that afraid of success." "In Europe, the answer is to check out sooner rather than later and go back to the decade-long vacation that people are on in Europe."

Peter Thiel: Europe will never have massive tech companies because they fear success. "In Silicon Valley, there's this pornography of failure. You talk about all your failures, and this somehow means you're going to succeed." "In the social democratic European societies, it's acceptable to be moderately successful, it's not acceptable to be wildly successful. If you have a successful company that's starting to grow, it will get short-circuited, and you'll sell the company. You'll never get to an enormous company if you sell it along the way." "The single most important decision in the history of Facebook— summer of 2006. It was two years into the company. We got an acquisition offer for $1B from Yahoo to buy the company. There were three of us on the board— Mark Zuckerberg, myself, and another VC. We had a meeting to decide if we should take the $1B." "The two of us thought it was a lot of money, we should maybe take it. Mark started the board meeting— 'this is a pro forma thing, we're just going to talk about this for 10 minutes. Obviously we're not taking it.'" "Any super big tech company is one where you've been offered multiple times for people to buy it, and you've chosen never to sell it. You're not that afraid of success." "In Europe, the answer is to check out sooner rather than later and go back to the decade-long vacation that people are on in Europe."

Jawwwn

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In what is a big week for The Jags Foundation, Chair Lynsey 🏴󠁧󠁢󠁳󠁣󠁴󠁿 took time out for an interview explaining where TJF are following their launch three years ago and their events leading up to Saturday's game with Dunfermline Athletic at The Wyre Stadium at Firhill.

In what is a big week for The Jags Foundation, Chair Lynsey 🏴󠁧󠁢󠁳󠁣󠁴󠁿 took time out for an interview explaining where TJF are following their launch three years ago and their events leading up to Saturday's game with Dunfermline Athletic at The Wyre Stadium at Firhill.

Partick Thistle FC

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I can't believe that the once richest man on earth just bet his entire empire on ONE company. And he has 9 days to pull it off. SoftBank is scrambling to deliver $22.5 billion to OpenAI by December 31st. To get there, CEO Masayoshi Son sold his ENTIRE stake in the best-performing AI stock on the planet. Then sold billions more in other holdings. Cut staff. Froze dealmaking. Borrowed against everything he owns. This is the biggest all-in bet in the past few years. And it might be the most reckless financial engineering since 2008. Here's what's actually happening: SoftBank promised OpenAI $40 billion back in April when the company was valued at $300 billion. The deal had conditions. OpenAI had to convert to a for-profit structure by year-end. They did that in October. Now the clock is ticking. $22.5 billion must arrive in 9 days or the deal breaks. Son already delivered $17.5 billion earlier this year. Getting the rest is proving harder than anyone expected. The moves Son made to raise the cash are absolutely wild: He dumped SoftBank's entire $5.8 billion position in Nvidia. Not trimmed. Not reduced. LIQUIDATED. The same Nvidia that's been printing money for AI investors all year. He sold $4.8 billion worth of T-Mobile shares. Slashed staff across the company. And the Vision Fund that used to write checks for everything? Dead. Any deal over $50 million now requires Son's personal approval. Investment managers who used to hunt for the next big thing are now working full-time on the OpenAI transaction. But it still wasn't enough cash... So Son went to the debt markets. He expanded SoftBank's margin loan capacity by $6.5 billion, bringing total undrawn capacity to $11.5 billion. All of it backed by Arm Holdings stock. If Arm's stock drops, those loans get called. SoftBank faces margin calls. The whole thing unravels. And the risk gets crazier. OpenAI's valuation has tripled since April. Started at $300 billion. Now heading toward $900 billion according to sources. Amazon is reportedly joining the next round. On paper, SoftBank's investment looks brilliant. A 3X return in 8 months. But here's the thing: OpenAI is hemorrhaging cash at a rate that makes Uber's losses look responsible. The company generates $13 billion in annual revenue. Impressive... right? But they're literally projected to LOSE $74 billion by 2028. Not break even with losses. Not approach profitability. $74 billion in the red. Their revenue is growing. Their losses are growing faster. Because AI compute costs don't scale down. They scale UP. Every new ChatGPT user costs OpenAI money. Every API call burns cash. Every model training run requires millions in compute. Sam Altman told employees OpenAI is now in "code red" mode. Pausing all other product launches to focus entirely on beating Google's Gemini. That's the language of desperation. And Altman's long-term vision is even more expensive. He wants to build 30 gigawatts of AI compute capacity. Cost: $1.4 TRILLION. For context, that's larger than Mexico's entire GDP. He wants to add 1 gigawat every single week. Each gigawatt costs over $40 billion. The math doesn't work. The business model doesn't work. The capital requirements are impossible. But Son is betting everything anyway. Why would he do this? Because if it works, he owns the future. If OpenAI becomes the infrastructure layer for the next 20 years of computing, that $22.5 billion turns into trillions. SoftBank becomes the kingmaker of AI. Son becomes the most powerful investor in history. But if it fails? SoftBank vaporizes. The Nvidia stake is gone. Can't get it back. The T-Mobile shares are gone. The margin loans against Arm come due. Son has systematically dismantled his portfolio to concentrate everything into one bet. This is the opposite of diversification. This is the opposite of prudent risk management. This is a founder going all-in on a vision that everyone else thinks is insane. And he might be right. Other investors see it too. That's why OpenAI's valuation tripled in 8 months. BlackRock, Fidelity, and JP Morgan are all writing massive checks to private AI companies. Databricks just raised $4 billion at a $134 billion valuation. The entire market is betting that AI infrastructure will define the next decade. But the difference? They're diversifying. Spreading risk. Building portfolios. Son put everything on one company. The deadline is December 31st. In 9 days, we'll know if SoftBank pulled it off. If they deliver the $22.5 billion on time, the bet stays alive. If they miss the deadline, the deal could collapse. The terms could change. Competitors could swoop in. And Son will have sold the farm for nothing. This is either: The greatest venture bet in history. Or the most reckless financial move since Lehman Brothers. There's no middle ground. Masayoshi Son doesn't do middle ground. He bet big on Alibaba in 2000 and turned $20 million into $60 billion. He bet big on WeWork and lost $14 billion. Now he's betting bigger than ever. $22.5 billion. 9 days. Everything on the line. What would you do?

I can't believe that the once richest man on earth just bet his entire empire on ONE company. And he has 9 days to pull it off. SoftBank is scrambling to deliver $22.5 billion to OpenAI by December 31st. To get there, CEO Masayoshi Son sold his ENTIRE stake in the best-performing AI stock on the planet. Then sold billions more in other holdings. Cut staff. Froze dealmaking. Borrowed against everything he owns. This is the biggest all-in bet in the past few years. And it might be the most reckless financial engineering since 2008. Here's what's actually happening: SoftBank promised OpenAI $40 billion back in April when the company was valued at $300 billion. The deal had conditions. OpenAI had to convert to a for-profit structure by year-end. They did that in October. Now the clock is ticking. $22.5 billion must arrive in 9 days or the deal breaks. Son already delivered $17.5 billion earlier this year. Getting the rest is proving harder than anyone expected. The moves Son made to raise the cash are absolutely wild: He dumped SoftBank's entire $5.8 billion position in Nvidia. Not trimmed. Not reduced. LIQUIDATED. The same Nvidia that's been printing money for AI investors all year. He sold $4.8 billion worth of T-Mobile shares. Slashed staff across the company. And the Vision Fund that used to write checks for everything? Dead. Any deal over $50 million now requires Son's personal approval. Investment managers who used to hunt for the next big thing are now working full-time on the OpenAI transaction. But it still wasn't enough cash... So Son went to the debt markets. He expanded SoftBank's margin loan capacity by $6.5 billion, bringing total undrawn capacity to $11.5 billion. All of it backed by Arm Holdings stock. If Arm's stock drops, those loans get called. SoftBank faces margin calls. The whole thing unravels. And the risk gets crazier. OpenAI's valuation has tripled since April. Started at $300 billion. Now heading toward $900 billion according to sources. Amazon is reportedly joining the next round. On paper, SoftBank's investment looks brilliant. A 3X return in 8 months. But here's the thing: OpenAI is hemorrhaging cash at a rate that makes Uber's losses look responsible. The company generates $13 billion in annual revenue. Impressive... right? But they're literally projected to LOSE $74 billion by 2028. Not break even with losses. Not approach profitability. $74 billion in the red. Their revenue is growing. Their losses are growing faster. Because AI compute costs don't scale down. They scale UP. Every new ChatGPT user costs OpenAI money. Every API call burns cash. Every model training run requires millions in compute. Sam Altman told employees OpenAI is now in "code red" mode. Pausing all other product launches to focus entirely on beating Google's Gemini. That's the language of desperation. And Altman's long-term vision is even more expensive. He wants to build 30 gigawatts of AI compute capacity. Cost: $1.4 TRILLION. For context, that's larger than Mexico's entire GDP. He wants to add 1 gigawat every single week. Each gigawatt costs over $40 billion. The math doesn't work. The business model doesn't work. The capital requirements are impossible. But Son is betting everything anyway. Why would he do this? Because if it works, he owns the future. If OpenAI becomes the infrastructure layer for the next 20 years of computing, that $22.5 billion turns into trillions. SoftBank becomes the kingmaker of AI. Son becomes the most powerful investor in history. But if it fails? SoftBank vaporizes. The Nvidia stake is gone. Can't get it back. The T-Mobile shares are gone. The margin loans against Arm come due. Son has systematically dismantled his portfolio to concentrate everything into one bet. This is the opposite of diversification. This is the opposite of prudent risk management. This is a founder going all-in on a vision that everyone else thinks is insane. And he might be right. Other investors see it too. That's why OpenAI's valuation tripled in 8 months. BlackRock, Fidelity, and JP Morgan are all writing massive checks to private AI companies. Databricks just raised $4 billion at a $134 billion valuation. The entire market is betting that AI infrastructure will define the next decade. But the difference? They're diversifying. Spreading risk. Building portfolios. Son put everything on one company. The deadline is December 31st. In 9 days, we'll know if SoftBank pulled it off. If they deliver the $22.5 billion on time, the bet stays alive. If they miss the deadline, the deal could collapse. The terms could change. Competitors could swoop in. And Son will have sold the farm for nothing. This is either: The greatest venture bet in history. Or the most reckless financial move since Lehman Brothers. There's no middle ground. Masayoshi Son doesn't do middle ground. He bet big on Alibaba in 2000 and turned $20 million into $60 billion. He bet big on WeWork and lost $14 billion. Now he's betting bigger than ever. $22.5 billion. 9 days. Everything on the line. What would you do?

Ricardo

1,880,981 Aufrufe • vor 8 Monaten

NEW: Man st*bs grandfather in the neck and 10-year-old granddaughter in the arm in San Fernando Valley Residents say the “mentally ill” neighbor has been terrorizing the community for years They say he previously tried st*bbing the same girl six months ago, but she escaped This time, he attacked the grandfather and granddaughter while they were walking to school The grandfather was st*bbed in the neck, and the granddaughter suffered slash wounds to her arm Both were taken to the hospital Police say the suspect just arrived at the station; no name or charges have been released yet

NEW: Man stbs grandfather in the neck and 10-year-old granddaughter in the arm in San Fernando Valley Residents say the “mentally ill” neighbor has been terrorizing the community for years They say he previously tried stbbing the same girl six months ago, but she escaped This time, he attacked the grandfather and granddaughter while they were walking to school The grandfather was st*bbed in the neck, and the granddaughter suffered slash wounds to her arm Both were taken to the hospital Police say the suspect just arrived at the station; no name or charges have been released yet

Unlimited L's

36,447 Aufrufe • vor 7 Monaten

Jamarcus Pittman (jamarcus pittman⭐️) is a senior quarterback still available. He had a big year at Mccomb receiving 4a offensive player of the year honors. He threw for 2,904 yards along with 47 touchdowns. Kid is gonna be a steal for a program. Has all the arm ability to make all throws & moves well in & out of the pocket.

Jamarcus Pittman (jamarcus pittman⭐️) is a senior quarterback still available. He had a big year at Mccomb receiving 4a offensive player of the year honors. He threw for 2,904 yards along with 47 touchdowns. Kid is gonna be a steal for a program. Has all the arm ability to make all throws & moves well in & out of the pocket.

Wyatt Davis

45,998 Aufrufe • vor 2 Jahren

At minute 13 of the Clean Tech Summit (2011), Elon Musk highlighted the immense challenges in founding Tesla amid the 2008 crisis. He stressed that starting a car company is hard even in the best times—and the recent years were far from ideal, with GM’s bankruptcy illustrating the tough environment for a new EV startup. Quote: “A car company is not an easy thing to create at the best of times and the last few years were certainly not the best of times particularly for car companies.”

At minute 13 of the Clean Tech Summit (2011), Elon Musk highlighted the immense challenges in founding Tesla amid the 2008 crisis. He stressed that starting a car company is hard even in the best times—and the recent years were far from ideal, with GM’s bankruptcy illustrating the tough environment for a new EV startup. Quote: “A car company is not an easy thing to create at the best of times and the last few years were certainly not the best of times particularly for car companies.”

Captain Eli

365,754 Aufrufe • vor 8 Monaten

🇬🇧🇺🇦 PALANTIR: UKRAINE IS THE AI TEST LAB FOR MODERN WARFARE Palantir’s UK Head Louis Mosley says Ukraine has become the front line for rapid military tech innovation. AI tools developed in real combat are evolving at breakneck speed, with new tactics emerging every 6 to 8 weeks. He compares the pace of innovation to radar breakthroughs in WWII. Mosley: “Ukraine has been the R&D lab for AI in a military context for the last 3 years. It is the absolute bleeding edge of military technology. There is no substitute for a real battlefield. You can build things in the laboratory, you can test them, but you don't know whether they really work until you've seen it on the battlefield.” Source: Bloomberg

🇬🇧🇺🇦 PALANTIR: UKRAINE IS THE AI TEST LAB FOR MODERN WARFARE Palantir’s UK Head Louis Mosley says Ukraine has become the front line for rapid military tech innovation. AI tools developed in real combat are evolving at breakneck speed, with new tactics emerging every 6 to 8 weeks. He compares the pace of innovation to radar breakthroughs in WWII. Mosley: “Ukraine has been the R&D lab for AI in a military context for the last 3 years. It is the absolute bleeding edge of military technology. There is no substitute for a real battlefield. You can build things in the laboratory, you can test them, but you don't know whether they really work until you've seen it on the battlefield.” Source: Bloomberg

Mario Nawfal

52,697 Aufrufe • vor 9 Monaten

Can Eli Lilly become the largest company in the world? Jordi Visser thinks so. "The reason I believe Eli Lilly has a chance to be the largest company in the world, and the number one AI company in the world within 5 years, is because they are building a specialized model." "They have their own data center with 1,000 GPUs with all the data that $LLY has had [as] a 150 year old company." "They are creating an innovation hub of using data all for human software."

Can Eli Lilly become the largest company in the world? Jordi Visser thinks so. "The reason I believe Eli Lilly has a chance to be the largest company in the world, and the number one AI company in the world within 5 years, is because they are building a specialized model." "They have their own data center with 1,000 GPUs with all the data that $LLY has had [as] a 150 year old company." "They are creating an innovation hub of using data all for human software."

Anthony Pompliano 🌪

140,518 Aufrufe • vor 3 Monaten

🚨 NEW EPISODE FOR EUROPE'S MOST AMBITIOUS STARTUPS 🇪🇺 And this might easily be the best video we have done so far! The company, their product and the team is just insane. The goal of this company is to make money out of thin air – literally. No joke. TLDR: Heavy machinery, in the middle of London, easily one of the most cracked team is met in a while, and their first test site? A military base. What's crazy to me is that they are so heads down that nobody knows them yet… but still they already raised GBP 10M+ from the founders of stripe (Patrick Collison John Collison), Nat Friedman, Harry Stebbings, Pietro Invernizzi, taavet hinrikus and Plural and many more. The Company is RIVAN – Rivan Their product? Getting the CO2 out of the air and combine it with H2 from water -> to create gas, which they directly pump into the network grid to make money. The same kind of gas we currently have to pay Russia for… we fight wars for… just without drilling into the ground and releasing CO2, but "mining the sky" instead! This kind of tech is still in early stages – and tons of hypotheses have to be validated – but in the next five years the math can work out and if there's a team to figure this out, it's this one. I took my camera and visited Harvey Hodd and his team in their warehouse office in London and joined him to their first test site on a military base. I am a big fan of this guy. Intensity, obsession, technical competence. And the whole team is like this. In the video you will see how everything works… every machine… but also how they keep urgency in the team… how they pay people to move closer to the office… why they are already running a military base only a few months in… how this can even ever work economically… and how the hell do you avoid everything blowing up – literally. RIVAN – You can watch the full video on the youtube channel: Please RT + LIKE here and comment/share/like on youtube too please! Every little bit of engagement helps in youtube's algorithm! Let's frigging go! 👇

🚨 NEW EPISODE FOR EUROPE'S MOST AMBITIOUS STARTUPS 🇪🇺 And this might easily be the best video we have done so far! The company, their product and the team is just insane. The goal of this company is to make money out of thin air – literally. No joke. TLDR: Heavy machinery, in the middle of London, easily one of the most cracked team is met in a while, and their first test site? A military base. What's crazy to me is that they are so heads down that nobody knows them yet… but still they already raised GBP 10M+ from the founders of stripe (Patrick Collison John Collison), Nat Friedman, Harry Stebbings, Pietro Invernizzi, taavet hinrikus and Plural and many more. The Company is RIVAN – Rivan Their product? Getting the CO2 out of the air and combine it with H2 from water -> to create gas, which they directly pump into the network grid to make money. The same kind of gas we currently have to pay Russia for… we fight wars for… just without drilling into the ground and releasing CO2, but "mining the sky" instead! This kind of tech is still in early stages – and tons of hypotheses have to be validated – but in the next five years the math can work out and if there's a team to figure this out, it's this one. I took my camera and visited Harvey Hodd and his team in their warehouse office in London and joined him to their first test site on a military base. I am a big fan of this guy. Intensity, obsession, technical competence. And the whole team is like this. In the video you will see how everything works… every machine… but also how they keep urgency in the team… how they pay people to move closer to the office… why they are already running a military base only a few months in… how this can even ever work economically… and how the hell do you avoid everything blowing up – literally. RIVAN – You can watch the full video on the youtube channel: Please RT + LIKE here and comment/share/like on youtube too please! Every little bit of engagement helps in youtube's algorithm! Let's frigging go! 👇

Andreas Klinger 🦾

21,897 Aufrufe • vor 1 Jahr