News on AI (Part I)

Posted on December 30, 2025 by Timeless Investor

News on AI (Part I)

临近年末，一则收购消息引起科技圈震动。Meta宣布正式收购通用AI Agent产品Manus的母公司蝴蝶效应，这是Meta成立以来第三大并购交易，仅次于WhatsApp（190亿美元）和Scale AI（150亿美元）。交易完成后，Manus将保持独立运营，创始人肖弘任Meta副总裁。

一家“生于中国，长于中国”，创始团队全部为华人的AI创业团队，为何没有留在本土发展，也没有被国内巨头收购，反而被远在大洋彼岸的Meta收入囊中？

OpenAI has successfully converted to a more traditional corporate structure, a move that cleared an obstacle for a potential initial public offering and pushed the valuation of longtime partner Microsoft MSFT 2.02%increase; green up pointing triangle above $4 trillion.

The artificial-intelligence startup has turned its for-profit subsidiary into a public-benefit corporation, of which Microsoft will own 27%. The conversion will grant OpenAI’s nonprofit parent a stake in the for-profit worth $130 billion, with the ability to get more ownership as the for-profit becomes more valuable.

The new structure will make it easier for OpenAI to raise money and attract talent, and could clear the path for an initial public offering.

OpenAI continues to face litigation from Elon Musk’s xAI and other parties over its corporate status, as outside groups had alleged that the company strayed from its nonprofit mission in seeking to convert into a for-profit company.

Under the agreement, Microsoft will have exclusive intellectual-property rights to OpenAI technology until 2032. OpenAI is purchasing an additional $250 billion worth of Microsoft’s Azure cloud-computing services, Microsoft said Tuesday, but Microsoft will no longer have a right of first refusal to be OpenAI’s computing supplier.

Exclusive | OpenAI’s Promise to Stay in California Helped Clear the Path for Its IPO – WSJ

  • 10/07/2025 – OpenAI and AMD’s deal, need to check details of this deal

How AMD Came From Behind to Mount a Challenge in the AI Chip Wars – WSJ

Monday’s deal specifies that OpenAI will be issued warrants for 160 million shares of AMD stock, at a marginal price of 1 cent a share, once OpenAI hits certain deployment targets and once AMD’s share price rises.

The final tranche of shares will be granted only if AMD’s stock hits $600 a share, which would give AMD a trillion-dollar valuation.

Marc Andreessen, cofounder of Netscape and Andreessen Horowitz, sits down for a Cheeky Pint with John Collison and Charlie Songhurst to discuss the history of Silicon Valley, spotting bubbles in real time, the “Elon method” of management, and why the mistakes that haunt you are the companies you don’t invest in.

Marc Andreessen says more founders need to read ‘the Elon playbook’

Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week, Brad and Clark Tang sit down with Jensen Huang, founder & CEO of NVIDIA, for a sweeping deep dive on the new era of AI. From the $100B partnership with OpenAI to the rise of AI factories, sovereign AI, and protecting the American Dream—this episode explores how accelerated computing is reshaping the global economy. NVIDIA, OpenAI, hyperscalers, and global infrastructure: the AI race is on. Don’t miss this must-listen BG2. (00:00) Intro (0:37) The Year in AI Recap (3:24) OpenAI Stargate & Nvidia Investment (8:41) Nvidia Accelerated Compute TAM (18:55) $NVDA ROI – Glut or Bubble? (27:45) Roundtripping Claims (31:10) Annual Release Cadence & Extreme Co-design (40:45) Future of ASICs & Economics (53:47) Nvidia’s Competitive Moat (56:55) Elon, X.ai & Colossus 2 (58:47) Sovereign AI & Global Buildout (1:02:21) The AI Administration (1:07:43) Chinese AI Chips & NVIDIA’s Role (1:17:24) H-1B, Talent, & the American Dream (1:29:33) Invest America & American Right to Rise (1:37:40) The Future Ahead

Nvidia NVDA 3.61%increase; green up pointing triangle and OpenAI, two U.S. giants powering America’s race for AI superintelligence, announced an expansive partnership Monday, including plans for a massive data center buildout and a $100 billion investment by the chip maker into the startup.

The deal announced Monday will allow OpenAI to build and deploy at least 10 gigawatts of Nvidia systems for its artificial intelligence data centers to train and run its next generation of models. That amount of electricity is roughly comparable to what is produced by more than four Hoover Dams or the power consumed by eight million homes.

The partnership is significant because of the scope and size of the investment in running AI models in the hope of creating superintelligence.

  • 09/13/2025 – startup mentorship programs

Google for Startups Accelerator: Cloud AI (North America)

OpenAI introduces mentorship program to support tech entrepreneurs

  • 09/12/2025 – interesting to see xAI is hiring 10X more Specialist AI tutor

(1) xAI on X: “Specialist AI tutors at xAI are adding huge value. We will immediately surge our Specialist AI tutor team by 10x! We are hiring across domains like STEM, finance, medicine, safety, and many more. Come join us to help build truth-seeking AGI! https://t.co/htpc2RijLG” / X

About xAI:  xAI’s mission is to create AI systems that can accurately understand the universe and aid humanity in its pursuit of knowledge. Our team is small, highly motivated, and focused on engineering excellence. This organization is for individuals who appreciate challenging themselves and thrive on curiosity. We operate with a flat organizational structure. All employees are expected to be hands-on and to contribute directly to the company’s mission. Leadership is given to those who show initiative and consistently deliver excellence. Work ethic and strong prioritization skills are important. All engineers are expected to have strong communication skills. They should be able to concisely and accurately share knowledge with their teammates.

About the Role
As an AI Tutor – STEM Specialist, you’ll play a key role in advancing xAI’s mission by enhancing our AI technologies through high-quality inputs, labels, and annotations using specialized software. You’ll collaborate with our technical team to train models on human interactions, problem-solving, and discussions; refine annotation tools; and select complex problems from advanced STEM fields to boost performance. This involves gathering or providing data in text, voice, and video formats, including annotations, audio recordings, or video sessions—tasks with which candidates must be comfortable.
Responsibilities:

  1. Use proprietary software applications to provide input/labels on defined projects.

  2. Support and ensure the delivery of high-quality curated data.

  3. Play a pivotal role in supporting and contributing to the training of new tasks, working closely with the technical staff to ensure the successful development and implementation of cutting-edge initiatives/technologies.

  4. Interact with the technical staff to help improve the design of efficient annotation tools.

  5. Choose problems from STEM fields that align with your expertise, focusing on areas like advanced mathematics, physics, or computer science where you can confidently provide detailed solutions and evaluate model responses.

  6. Regularly require you to interpret, analyze, and execute tasks based on given instructions.

Key Qualifications:

  1. Must be either an IMO medalist (or similar competition medalist) or possess a Master’s or PhD in a STEM-related field (Physics, Mathematics, Data Science, Engineering, Biology, Chemistry, Medicine, etc).

  2. Proficiency in reading and writing, both in informal and professional English.

  3. Strong ability to navigate various information resources, databases, and online resources are essential.

  4. You display outstanding communication, interpersonal, analytical, and organizational capabilities.

  5. Solid reading comprehension skills combined with capacity to exercise autonomous judgment even when presented with limited data/material.

  6. You have a strong passion for and commitment to technological advancements and innovation.

Preferred Qualifications:

  1. Possesses experience with at least one publication in a reputable journal or outlet.

  2. Has previous AI Tutoring experience.

  3. Teaching experience (as a professor, teacher, or tutor).

  4. You possess experience in technical writing, journalism, or a professional writing setting.

Additional Requirements:

  1. Available to work evenings and weekends, as the schedule varies depending on team operational needs; flexibility is required.

  2. Demonstrates a strong capacity to quickly adapt by learning new skills and unlearning outdated ones, thriving in dynamic and changing environments.

  3. For those who will be working from a personal device, please note your computer must be a Chromebook, Mac with MacOS 11.0 or later, or Windows 10 or later.

Location, Hourly, and Other Expectations:

  1. This position is fully remote.

Compensation: $45/hour – $100/hour.

  • 09/03/2025 – great interview of Dr. Hinton

The “Godfather of AI,” Dr. Geoffrey Hinton, on AI’s Existential Risk

  • 09/01/2025 – great article on Inference compute

(1) phil beisel on X: “Inference Compute is Going to Explode!” / X

Phil.Beisel.on.Inference.Compute

He corrals his risks of AGI into four areas. The first, alignment, covers the paperclip theory. “An alignment failure might result in features that are very suboptimal from our point of view,” suggests Bostrom. “As we build increasingly capable AI systems, how to develop scalable methods for AI control such that we can make sure that these AIs don’t harm us, that they remain aligned with the intentions of their creators.” Bostrom feels that currently AI development labs are thinking critically about this problem.

Secondly, governance, which pertains to how said creators come to a diplomatic agreement not to use AGI for evil. “How we can ensure we humans use these powerful AI tools primarily for beneficial purposes,” says Bostrom. “As opposed to, for example, to wage war against each other or to oppress each other.” Here we’re already on shaky ground. AI systems have already been shown to have inherent biases against minorities, while technology such as AI-enabled drones have been enthusiastically adopted on the battlefield. Tech advances can always be used for good and ill alike.

While these first two get the most attention, there are two more ethical quandaries that Bostrom wants to consider. “It’s the challenge of making sure we respect the moral status of digital minds,” he explains. “This might sound strange, but as we are building increasingly sophisticated and complex AIs, it’s possible that some of those will have various degrees and forms of moral status.”

If, like Bostrom theorises, AIs one day outnumber “biological minds”, we will need rules of respectful engagement. Perhaps memes about slurs for AIs (“clanker”, the derogatory term for droids in Star Wars, is my favourite) could one day be considered genuinely hurtful.

Fourthly, how would we stop superintelligent AIs from oppressing each other? Bostrom postulates that an alien race could bring its own superintelligence into the mix. “If any of those types of beings exist, an important desideratum when we create our own superintelligence is to make sure that it will get along with these other super beings.”

As for the current conversation around the AI we already have — and whether it will take all our jobs — Bostrom is more sanguine. “The goal is full unemployment,” he says. “We’d need to find different bases for our self-worth and dignity and different ways of filling our lives and days, aside from having to work for a living.”

Joe is one of the most successful entrepreneurs in history, who has now decided to devote his next two decades to ushering in a new era of education. I hope this becomes a historically important episode. Timestamps: 0:00 Intro 0:54 What Is Alpha School? 4:02 The 200-Year Education Problem 8:06 Two-Hour Learning 16:41 Academic Results & Efficiency 23:51 AI-Generated Personalized Lessons 35:03 EdTech Fails Without Motivation 41:18 Life Skills & Afternoon Workshops 1:13:35 Gamification 1:29:09 Scaling Challenges 1:46:52 Video Games for Education 1:54:07 Joe’s Background & Trilogy 2:14:22 Lessons from Mentors 2:32:29 The Kindest Thing

The lawsuit calls attention to Apple’s role as a primary delivery mechanism for AI models as they begin to reshape industries and the global economy. Musk’s litigation will allow the billionaire entrepreneur to bring any potential AI partnerships in front of a judge if he believes Apple or other companies act as unfair gatekeepers.

The suit appears to mimic the Justice Department’s successful antitrust case against Google. A federal judge found that Google illegally monopolized the market for conventional search results, in part by locking up distribution through iPhones. xAI argues that OpenAI is doing something similar for AI-driven search.

Google pays Apple more than $20 billion a year to be the default search provider on the Safari browser. The judge is expected to rule in the coming days about potential ways to improve competition and could ban such payments. That case also closely reviewed Apple’s potential AI partnerships.

The xAI lawsuit calls Apple and OpenAI “monopolists” and says the companies are threatened by xAI and effectively working together to prevent fair competition. The complaint says that AI poses an “existential threat” to Apple’s business and alleges the company is worried about competition from so-called “super-apps” that provide many kinds of functionality, reducing dependence on smartphones. Musk has sought to make X into such a “superapp” with limited success.

  • 08/24/2025 – great video on vibecoding

ALL in AI: 為什麼你要立即開始Vibe Coding?

Vibe coding:

  1. one app which is to solve your real problem
  2. workflow/automation for your work
  3. single solution (prompt engineering)
  1. The artificial intelligence boom is quickly becoming the largest wealth creation spree in recent history.
  2. That’s boosted in part by blockbuster fundraising rounds this year for Anthropic, Safe Superintelligence, OpenAI, Anysphere and other AI startups, which have helped mint new billionaires.
  3. With time, and IPOs, many of today’s private AI fortunes will eventually become more liquid, providing a historic opportunity for wealth management firms.

The wall that GPT-5 hits might hint the paradigm shift of the training recipes. It might be the time to bet on real world AI, as the training data never runs out and the signal-to-noise ratio is much more robust than the slops from the Internet. The scaling law of the networks needs to be supported by the scaling law of high quality data. Photons to end results. That is all.

Things we are looking forward in 2025 with Grok that’s currently known

– Native Video input

– Grok 4.20

– Grok 4 Code

– Grok Mac App

– Baby Grok

– Big Video Generation Model (~October)

– New Image Generation Model

– Code Editor (unconfirmed)

– New AI Companions

– DLCs for Companions

– Multi-Modal Agent (~September)

– Macrohard – Grok 5

  • 08/08/2025 – to listen to this one

(1) stevenmarkryan on X: ““Trillions In Buying Power” – Elon Musk’s Full X Ads AMA (Grok AI Is Changing The Game) ✅ Silences removed to save you time ✅ Increased volume for easier listening https://t.co/Qs4eTC223x” / X

Elon Musk on X: “@satyanadella OpenAI is going to eat Microsoft alive” / X

(1) Elon Musk on X: “@Austen There will be no code writing in the future” / X

(1) Elon Musk on X: “@Austen Tesla already does that for self-driving! For real-time video generation with interaction like a good video game, I’d say next year.” / X

(1) Mario Nawfal on X: “ELON: THERE WILL BE NO CODE WRITING IN THE FUTURE Remember when you had to write code? AI now spits out apps from a sentence like, “Build me a fitness tracker with push notifications.” Syntax is dead. Abstraction won. Your job title is about to change from “engineer” to “idea https://t.co/F1y3eGBGHN” / X

NEWS: Apple has announced a new American Manufacturing Program. Tim Cook: “Today, we’re proud to increase our investments across the US to $600 billion (from $500 billion) over four years and launch our new American Manufacturing Program.” Soon, every iPhone and Apple Watch sold around the world will be built with Kentucky-made Corning cover glass. This means that 100% of the cover glass on iPhone and Apple Watch units sold worldwide will be made in the U.S. for the first time. In July, Apple also committed to buying American-made rare earth magnets developed by MP Materials — the only fully integrated rare earth producer in the United States. These magnets will become part of Apple devices shipped around the world. The two companies will also establish a “cutting-edge rare earth recycling line in Mountain Pass, California.” Apple is also partnering with GlobalWafers America in Sherman, Texas, to produce advanced wafers for use in U.S.-based semiconductor fabs for the first time. American chip fabs like TSMC in Phoenix, Arizona, and Texas Instruments in Sherman, Texas, will use GWA’s 300mm wafers to produce chips for iPhone and iPad devices sold in the U.S. and around the world.

Image

  • 08/06/2025 – about Palantir

How Palantir Won Over Washington—and Pushed Its Stock Up 600% – WSJ

  • 08/02/2025 – the war on AI talent is heating up

Thanks for Your $1 Billion Job Offer, Mark Zuckerberg. I’m Gonna Pass. – WSJ The loyalties and larger-than-life figures prompting some people to turn down insanely lucrative offers in Silicon Valley right now

A look at one key line item in company earnings reports—capital expenditures—shows that the most valuable tech companies are buying and building stuff at a record pace. The Magnificent 7 tech firms have collectively spent a record $102.5 billion on capex in their most recent quarters, nearly all from Meta, Alphabet (Google), Microsoft and Amazon. (Apple, Nvidia and Tesla together contributed a mere $6.7 billion.)

Investor and tech pundit Paul Kedrosky says that, as a percentage of gross domestic product, spending on AI infrastructure has already exceeded spending on telecom and internet infrastructure from the dot-com boom—and it’s still growing. He also argues that one explanation for the U.S. economy’s ongoing strength, despite tariffs, is that spending on IT infrastructure is so big that it’s acting as a sort of private-sector stimulus program.

Capex spending for AI contributed more to growth in the U.S. economy in the past two quarters than all of consumer spending, says Neil Dutta, head of economic research at Renaissance Macro Research, citing data from the Bureau of Economic Analysis.

three phases of AI

  1. image AI
  2. generative AI – LLM
  3. physical AI – World model
  1. Microsoft’s Leadership in AI: Ives highlights Microsoft as a leader in the AI revolution, particularly through its Azure cloud platform and Copilot tools, which are expected to drive significant revenue growth.
  2. Continued Strong Performance: He notes that Microsoft has been consistently performing well, likening it to a “Scotty Schaeffler of software” due to its ongoing success.
  3. AI as a Game-Changer: Ives describes AI as transforming Microsoft’s growth trajectory, with a “massive adoption wave” anticipated by fiscal 2026.
  4. Meta’s AI Ambitions: He discusses Meta’s aggressive AI strategy, led by Mark Zuckerberg, who is positioning the company to lead the consumer AI revolution.
  5. Zuckerberg’s Vision: Ives portrays Zuckerberg as a “wartime CEO” recognizing the importance of AI, with Meta making substantial investments in AI infrastructure and talent.
  6. Consumer AI Monetization: Meta aims to monetize AI through enhanced business messaging and user engagement, leveraging its vast user base across social platforms.
  7. Amazon’s AI Potential: Ives sees Amazon, particularly through AWS, as poised for significant growth in the AI sector, with a predicted $2 trillion in enterprise spending over the next three years.
  8. AWS’s Role: He emphasizes AWS’s critical role in supporting AI services, noting that a large portion of Amazon’s capital expenditure is directed towards AI infrastructure.
  9. Broad AI Impact: Ives discusses the ripple effect of AI across various sectors, including cybersecurity (e.g., Palo Alto Networks, CrowdStrike) and cloud software (e.g., Snowflake, MongoDB), indicating a fourth industrial revolution.
  10. Market Underestimation: He believes the market is underestimating the growth potential of these AI-driven initiatives, suggesting a longer-term, transformative impact on the tech landscape.
  1. Microsoft’s AI Leadership: Ives predicts Microsoft (MSFT) could reach a $5 trillion market cap within 18 months due to its pivotal role in the AI revolution.
  2. Tech Bull Market: He believes the AI party will power a 2-3 year tech bull market, with Microsoft at the forefront.
  3. Microsoft Price Targets: Ives sets a conservative $600 price target for Microsoft, with a bolder target of $750, reflecting strong growth potential.
  4. Tesla’s Future: For Tesla (TSLA), Ives sees a $500 price target, positioning it as a key player in autonomous driving and robotics, potentially reaching a $2 trillion market cap.
  5. Apple’s AI Challenge: Apple (AAPL) needs to “change its DNA” and make significant AI moves, with a $270 price target, as it lags behind in the AI talent war.
  6. Meta’s Opportunity: Ives is bullish on Meta, expecting it to be a major beneficiary of the consumer AI revolution, though specific price targets are not mentioned here.
  7. AI’s Transformative Impact: He compares the current AI revolution to the Industrial Revolution, suggesting a profound economic transformation.
  8. NVIDIA’s Role: Ives highlights NVIDIA’s (NVDA) importance in the AI ecosystem, with its CEO Jensen Huang dubbed the “Godfather of AI.”
  9. Industry Leaders: He praises other tech CEOs like Satya Nadella of Microsoft and mentions the competitive landscape, including Alphabet and Amazon.
  10. Market Context: His predictions are set against recent tech earnings and market dynamics, with the NASDAQ fluctuating around 23300-23400 during the discussion.

Here’s a concise breakdown of the video and the AI Action Plan unveiled during the event at the White House AI Summit:

  1. Keynote Address by President Trump — He introduced and framed his administration’s new AI policy vision. YouTube+11Financial Times+11YouTube+11

  2. Launch of the “AI Action Plan”, also branded “Winning the Race,” aimed at restoring U.S. global leadership in AI. The Guardian

  3. Signature of Three Executive Orders — These dismantled key Biden-era AI regulations, including EO 14110. AP News+2Wikipedia+2The Guardian+2

  4. Fast-tracking AI infrastructure permits—including data centers and semiconductor facilities—by cutting environmental reviews. Politico+3Investopedia+3Financial Times+3

  5. Targeting “woke” AI models—federal contracts banned models deemed ideologically biased or promoting DEI values. Politico+5Financial Times+5The Guardian+5

  6. Withholding federal funding from states with restrictive AI rules; promoting a unified federal standard. Investopedia+2Financial Times+2Politico+2

  7. Promoting energy independence and grid upgrades—supporting natural gas, coal, nuclear expansion to power AI infrastructure. Politico+5Investopedia+5AP News+5

  8. Export push for U.S. AI technologies, bolstered by financial tools like the Export‑Import Bank. Wikipedia+8Barron’s+8Politico+8

  9. China identified as main competitor—plans include evaluating Chinese AI models, resisting their international influence, and strengthening export controls. The Guardian+4Investopedia+4Financial Times+4

  10. Criticism and controversy—over 100 advocacy groups issued a counter proposal for a “People’s AI Action Plan,” warning deregulation risks such as environmental harm, reduced accountability, and corporate dominance. Wikipedia+2AP News+2The Guardian+2

Summary:

  1. The speech and executive orders collectively signal a drastic policy shift toward deregulating AI development, expanding infrastructure capacity, and asserting ideological control over federal AI use.

  2. The plan prioritizes economic and technological domination, with strong support from tech leaders like Nvidia CEO Jensen Huang and investor David Sacks. The GuardianThe Washington Post

  3. These actions reverse significant Biden‑era AI safeguards and grant the federal government direct oversight on acceptable ideological content in AI.

Ilya: the AI scientist shaping the world – YouTube

  1. Meta unveiled a new AI model called V-JEPA 2 that it says can better understand the physical world.
  2. V-JEPA 2 is designed to understand movements of objects to enhance the technology of machines such as delivery robots and self-driving cars.
  3. World models have attracted a lot of buzz within the AI community recently as researchers look beyond large language models.

The tech giant, which owns popular social media apps Facebook and Instagram, said its new open-source AI model V-JEPA 2 can understand, predict and plan in the physical world. Known as a world model, these systems take inspiration from the logic of the physical world to build an internal simulation of reality, allowing AI to learn, plan, and make decisions in a more human-like manner.

For example, in the case of Meta’s new model, V-JEPA 2 can recognize that a ball rolling off a table will fall, or that an object hidden out of view hasn’t just vanished.

My favorite AI-powered products (so far) – ranked:

1. Tesla – FSD is life-changing. Bot looks ridiculously awesome. Combination of killer functionality, massive scale, affordable price. Should be self-explanatory at this point. The gold standard.

2. Matic – Flying under the radar, but first robot vacuum that actually finishes jobs. This is because it’s vision-based, just like Tesla’s FSD. It knows how to truly navigate my home. I don’t have to worry about it anymore, and the first robot vacuum my wife doesn’t hate. And it gets updates just like Teslas do. These guys will probably dominate home-based AI products. Expensive ATM and has a couple bugs to work through, but if you have a bigger home and value your time, feels like a no-brainer. I actually can’t believe there’s a robot vacuum that actually works all the time lol.

3. Grok – The most human-like LLM I’ve found thus far. The amount of context, detail, and willingness to answer any question I have for it separates it from the rest. Super excited for 3.5. Might make it #2 depending on how good it is at writing scripts. Could’ve been #2 but Matic has been seriously impressive – plus my wife actually liking it cannot be underestimated.

4. Descript – Has shaved off massive amount of time editing podcasts/videos. Script-based editing is a game changer, and Descript’s constant updates to their functionality make it significantly better in a short period of time. Their automated multi-cam feature makes editing podcasts super easy, and their audio-boost settings make audio much better with little to no effort. They just release an agent functionality that will likely reduce editing time even further “Hey can you apply studio sound, a light compressor, auto-multicam with the TBM preset, and remove audio gaps?” Boom.

5. ElevenLabs – Super high-quality AI generated voices, and their auto-dub feature is actually insane. The marriage between Grok, ElevenLabs, Descript, and whoever can make a legit AI B-Roll/video creator will make some massively successful media houses.

6. Replit – Can make website/apps with super-limited coding knowledge. I’ve used it to improve workflow already. It’s not perfect yet, but the potential is obvious. In another 12 months we’re probably at the point where almost anyone could think of a legitimately useful app/website idea, and have it go live using Replit in less than 4 hours. What are yours?

Tesla (TSLA) CEO Elon Musk seemed to agree with CEO of Scale AI Alexandr Wang suggesting that China’s DeepSeek has about 50,000 H100 Nvidia’s (NASDAQ:NVDA) chips, which they can’t talk about due to U.S. export controls.

applovin, robinhood, microstrategy, tesla, Ubiquiti, coinbase, Williams-Sonoma

The “Magnificent Seven” stocks have captured the attention of traders and dominated the market in recent years, as the price of their shares has soared and their market capitalizations have hit $1 trillion and more.

As Donald Trump returns to the White House, a new roster of stocks has become popular with traders and racked up significant gains since the presidential election.

Think of them as the “MAGA Seven.” These stocks, trading on U.S. exchanges, had market caps of $15 billion or higher on Nov. 5. Some of these companies are related — either directly or indirectly — to Trump or his administration’s policies; others are riding a bull-market wave. Their share prices have seen the biggest percentage increases since Trump won the election.

I did 35 videos at CES. The most mind blowing was #9 and the most important for the future is #29. But this is just a very small portion of what is at CES. The award winners are at ces.tech/ces-innovation and those 500 products are the best of the best. Much easier to look through all of them than walking the huge halls. One thing I wish I had spent more time in is the medical device hall. I just didn’t have time, unfortunately, but the devices there, like new rings and watches that can sense the human body will bring a new kind of health care to humans.

#1: A new 3D sensor from @zadarlabs for robots and cars: x.com/Scobleizer/sta

#2: @Halliday_Global shows off its AI-driven glasses that have a small green and black monitor built into affordable and light frames: x.com/Scobleizer/sta

#3: Mustard Glasses shows off its lightweight AI-driven glasses: mustardglasses.com x.com/Scobleizer/sta #4: @bhaptics shows off its haptic vests and other accessories for using in VR: x.com/Scobleizer/sta

#5: Hurotics hurotics.com shows off its robots to help people move and do more. x.com/Scobleizer/sta

#6: Kolibree kolibree.com shows off AI-driven toothbrushes. x.com/Scobleizer/sta

#7: captify.glass AI glasses for the deaf. x.com/Scobleizer/sta

#8: @otreraenergy shows off a nuclear power generator for datacenters: x.com/Scobleizer/sta

#9: The nerds at @NETRIfr are making new computers out of human cells to test food and other things for toxicity. x.com/Scobleizer/sta

#10: A new gadget that helps you feel the internet: feeltechnology.com x.com/Scobleizer/sta

#34: @zoox shows its robotaxi.x.com/Scobleizer/sta #35: @Harman  shows its prototype for car of the future. x.com/Scobleizer/sta

OpenAI CEO Sam Altman said human ability will still be valued, but it won’t be “raw, intellectual horsepower.” In a podcast interview earlier this month, he also talked about the emergence of agentic AI.

On a Jan. 6 episode of the Re:Thinking podcast hosted by Adam Grant, Altman opened up about his ideas on the shifts that AI is going to spur.

“Eventually, I think the whole economy transforms,” he said. “We always find new jobs, even though every time we stare at a new technology, we assume they’re all going to go away.”

While he acknowledged that some jobs do go away, people also find better things to do too, and Altman predicted that’s what will happen with AI, saying it’s the next step in technological progress.

Then Grant pointed to an idea that human agility will be valued amid the AI revolution, rather than ability. Altman said ability will still be valued, but it won’t be “raw, intellectual horsepower.”

“I mean, the kind of dumb version of this would be figuring out what questions to ask will be more important than figuring out the answer,” he added.

One day, everyone will have “a personal AI team, full of virtual experts in different areas, working together to create almost anything we can imagine,” Altman wrote in his 2024 blog post.

“AI models will soon serve as autonomous personal assistants who carry out specific tasks on our behalf like coordinating medical care on your behalf. At some point further down the road, AI systems are going to get so good that they help us make better next-generation systems and make scientific progress across the board,” he added.

As far as timelines go, Altman wrote in a January 2025 blog post that he thinks this year “we may see the first AI agents ‘join the workforce’ and materially change the output of companies.”

He said in December at The New York Times’ DealBook Summit he thinks we’ll achieve AGI “sooner than most people in the world think and it will matter much less.”

“We are now confident we know how to build AGI as we have traditionally understood it,” he added in his January post.

Beyond AGI, the company is also turning its attention to superintelligence, which it defines as “future AI systems dramatically more capable than even AGI.”

“Superintelligent tools could massively accelerate scientific discovery and innovation well beyond what we are capable of doing on our own, and in turn massively increase abundance and prosperity,” he wrote in his blog post earlier this year.

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  • 01/06/2025 – Amazon is investing heavily into Ai and robotics in year 2025

According to Elon, Microsoft owns OpenAI and it can cut off OpenAi at any time

  • 12/15/2024 – I need to use Grok soon

(1) Elon Musk on X: “And Grok 3 will be a major leap forward” / X

(1) Brian Roemmele on X: “Spectacular news! Grok by https://t.co/KthS0SlWM4 is now besting “OpenAI” across the board in a typical metric. Congratulations to the entire team, the best in the industry. An amazing acceleration, literally months against years. What’s ahead is stunning. https://t.co/rR8GMxk1pQ” / X

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Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week they are joined by Satya Nadella, CEO of Microsoft, to discuss becoming Microsoft’s CEO, Advice for CEO’s, Microsoft’s Investment in OpenAI, Legacy Search, Ten Blue Links, Consumer and Enterprise AI, The Future of AI Agents, Infinite Memory, CoPilot, Microsoft’s Capital Expenditure, Open AI’s future, AI safety & more. Enjoy another episode of BG2.

Timestamps:

  1. (00:00) Intro
  2. (01:31) Becoming Microsoft CEO
  3. (06:42) Satya’s Memo to CEO Committee 
  4. (10:42) Satya’s Advantage as a CEO
  5. (11:34) Advice for CEOs
  6. (15:01) Microsoft’s Investment in OpenAI
  7. (19:42) AI Arms Race
  8. (23:55) Legacy Search and Consumer AI
  9. (28:07) The Future of AI Agents
  10. (38:32) Near-Infinite Memory
  11. (39:47) Copilot Approach to AI Adoption
  12. (50:26) Leveraging AI within Microsoft
  13. (56:03) CapX
  14. (01:00:20) The Cost of Model Scaling and Inference
  15. (01:15:15) Open AI Conversion to Profit
  16. (01:18:05) Next Steps for OpenAI
  17. (01:19:43) Open vs. Closed and Safe AI

$PLTR CEO Dr. Alex Karp at the Reagan National Defense Forum “America is in the very beginning of a revolution that we own- the AI revolution. We own it. It should basically be called the “US AI revolution.” “Every single relevant company in the world, is in this country. The second tier of those companies are in this country. The JV of these companies are in this country. “There is no other place to do technology really at scale besides America. Europe has basically decided to regulate its basically anemic and nonexistent tech scene out of production. All of those people want to come to America. The American tech community is booming” “A lot of these LLMs incorrectly applied, are basically just science projects. If you have the right layer to implement them, you can transform your business in days. “It’s not happening anywhere else. It’s not happening in Europe. Who wants to build a company in China or Russia? It’s happening right here.

(1) Elon Musk on X: “Based” / X

(1) Katherine Boyle on X: “Best two minutes you’ll watch all weekend. https://t.co/nquGdeBDvr” / X

12 Days of OpenAI | OpenAI

OpenAI inks deal to upgrade Anduril’s anti-drone tech | TechCrunch

12 Days of OpenAI Day 2 LIVE: o1 full is here and every new ChatGPT AI announcement as it happens | Tom’s Guide

Sam Altman’s journey from Silicon Valley innovator to the mastermind behind ChatGPT is as fascinating as the AI itself. Explore how OpenAI evolved, the challenges of AGI development, and why this could redefine our relationship with technology forever.

Sam Altman: AI is a ‘scientific achievement of humanity’ that will be embedded in everything | Watch

Trump Plans to Appoint Musk Confidant David Sacks as AI, Crypto Czar – WSJ Tech investor was one of the most outspoken supporters of Trump in Silicon Valley

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(1) Trump War Room on X: “🚨 President Trump announces that @DavidSacks will be the “White House A.I. and Crypto Czar” https://t.co/9816f7OQ5t” / X

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Summary : Brad Gerstner, shares his views on AI and its exponential growth. He emphasizes that AI allows us to extract knowledge from information and make better decisions. The host mentions that Gerstner has made building his portfolio central to AI and mentions companies like NVIDIA, Meta, Microsoft, and Snowflake that express their belief in AI’s potential. Gerstner agrees and states that it’s an evolution rather than a revolution. He explains that the goal has always been to help people discover information and get better answers. He highlights the acceleration in AI development, including OpenAI’s ChatGPT models. Gerstner mentions rearchitecting their portfolio in anticipation of the AI revolution and the value creation and destruction that comes with it. He brings up the example of platform disruptions in the past, such as the web and mobile/cloud, and suggests that Alphabet (Google’s parent company) may need to reassess its portfolio around tech and AI. He explains the shift from static web pages to a conversational approach, where users can ask questions and receive answers directly. Overall, the conversation explores the transformative potential of AI and its impact on various industries and investment strategies.

Speaking at the New York Times’ DealBook Summit in New York City on Wednesday, Altman said the tech industry will see the first examples of artificial general intelligence in 2025, and it will use different tools to complete it, the report added.

At first, the introduction of AGI — or “superintelligence” as some define it — will have minimal effect, said Altman. Eventually, it will “be more intense than people think,” Altman said, adding that with every major technological development, there has been significant job displacement.

Artificial general intelligence is the ability in which an AI system can perform a complicated task.

Dell Technologies (DELL) stock sank as much as 12% early Wednesday after the company took a cautious approach to its forecast for investors while warning that AI growth “will not be linear.”

“AI is a robust opportunity … and interest in our portfolio is [at] an all-time high with no signs of slowing down,” Dell COO Jeffrey Clarke said during a call with investors Tuesday night. “That said, this business will not be linear, especially as customers navigate an underlying silicon road map that is changing.”

Dell’s AI server revenues fell 9% in the third quarter from the prior period.

On top of a broader slump in the market for personal computers, that nonlinear growth in the AI space contributed to Dell’s lower full-year outlook for its fiscal year 2025 ending in February.

On the call, Clarke mostly cited a slower-than-expected recovery in the PC market when asked about Dell’s lower guidance, but he also pointed to customers’ shifting trends toward the newest AI chips. Clarke said Dell’s consumers are looking to use Nvidia’s (NVDA) latest Blackwell AI chips in Dell’s servers and those chips have faced some delays. Last week, Nvidia said “production is in full steam” for these chips.

“We saw in Q3 a shift and a pretty rapid shift of the orders moving towards our Blackwell design,” said Clarke, noting that orders for its servers with the Blackwell design make up “a significant portion” of its backlog.

TD Cowen analyst Krish Sankar noted that Dell’s fall in AI server revenue in the most recent quarter was “mostly due to the well-understood Blackwell pushouts.”

Sankar added that Dell’s rising backlog and orders of AI servers worth an estimated $8 billion for the third quarter “are a better representation of actual demand,” noting Dell’s AI pipeline “now stands slightly below $20B.”

Dell CEO Michael Dell said on Nov. 17 that the company had officially shipped its first PowerEdge server using Nvidia’s Blackwell AI chips.

Ives: This tech market will be on fire as the AI revolution hits its next phase. (CNBC)

He thinks Nasdaq will be 2500 in year 2025

(1) Shay Boloor on X: “The first stage of the AI revolution was dominated by hardware, server, and compute companies — those that laid the critical infrastructure essential for AI’s rapid ascent [ $NVDA, $TSM, $ASML, $AVGO, $MSFT, $AMZN, $GOOGL, etc. ]. The Q3 earnings cycle confirmed that the AI https://t.co/JqYdOwkWsB” / X

The first stage of the AI revolution was dominated by hardware, server, and compute companies — those that laid the critical infrastructure essential for AI’s rapid ascent [ $NVDA, $TSM, $ASML, $AVGO, $MSFT, $AMZN, $GOOGL, etc. ]. The Q3 earnings cycle confirmed that the AI revolution is now entering its second stage, where the focus shifts from infrastructure to applications — the application layer is where intelligence moves from concept to execution. What makes the application layer so explosive is its ability to scale rapidly with minimal marginal costs. Unlike hardware, which requires physical production and distribution, software can be deployed instantly and iteratively. The shift to Stage 2 is where the true economic value of AI is unlocked. Hardware may have built the foundation, but the software application layer is where the winners will deliver outsized returns to shareholders by embedding intelligence into every aspect of modern life. I believe that $PLTR, $SNOW, $CRWD, $NET & $MDB will be the biggest winners of this second stage.

the trade of 2025 – AI software companies

About Timeless Investor

My name is Samual Lau. I am a long-term value investor and a zealous disciple of Ben Graham. And I am a MBA graduated in May 2010 from Carnegie Mellon University. My concentrations are Finance, Strategy and Marketing.
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