@BBCNI

[Chamath Palihapitiya @chamath]

This is awesome. I’ve worked with Sue for more than a decade now. She started Brilliant - a learning site for advanced learning - which has now taken all of that decade-long training data and created a helper to make your kids smarter.

It doesn’t matter their level, this adapts to them and brings them along.

Please consider trying it.

[Milk Road AI @MilkRoadAI]

Larry Ellison, the man who built Oracle into a $500 billion enterprise software empire and he said something that every investor needs to hear (Save this).

"By 2029, I can guarantee you, AI is not going to be the problem."

The problem is going to be compute specifically, who has enough of it and who does not.

Ellison described the current AI race in terms that strip away all the abstract commentary about models and capabilities and reduce it to the one thing that actually determines who wins: "Me and Elon begging Jensen for GPUs. Please take our money. We need you to take more of our money, please."

Citigroup raised its forecast for AI infrastructure spending to $2.8 trillion through 2029, with hyperscalers already spending at a $490 billion annual rate by end of 2026 and the firm estimates global AI compute demand will require 55 gigawatts of new power capacity by 2030 at a cost of approximately $50 billion per gigawatt.

Sam Altman publicly thanked Jensen Huang this past March for significantly increasing NVIDIA's capacity at AWS, the CEO of the most important AI lab in the world writing a thank you note to the chip supplier because compute is still the binding constraint on everything OpenAI wants to build.

Ellison's point about getting there first is the part of this clip that deserves a second read.

He named three specific races, self-driving, reading cancer biopsy slides, and synthesizing video and said that being first in each one is a big deal.

The logic is that in winner take most AI markets, the first mover trains the best model, the best model attracts the most usage, the most usage generates the most data, and the most data trains the next best model, a compounding loop that the second-place finisher never catches up to.

"The guys in this race are very smart and they understand they need to be best at something," Ellison said.

What makes this clip so important right now is the timing.

The AI GPU chip market is projected to grow at a 32.4% CAGR through 2029, reaching $145 billion in incremental spend, and NVIDIA's data center revenue is already running at a pace that would have seemed impossible three years ago.

Every major hyperscaler, Microsoft, Amazon, Google, Oracle, Meta is no longer funding AI capex from operating cash flows alone, they are borrowing to keep up, because falling behind in compute now means ceding the winner-take-most race Ellison just described.

At Milk Road, we have been positioned in NVIDIA, AVGO, AAOI, MU, and Bloom Energy and more.

Come join Milk Road Pro and get the full picture on how we are playing every layer of the GPU demand supercycle that Larry Ellison just guaranteed will not slow down before the end of the decade, link below/bio.

[@BBCNI @BBCNI]

@GeniusGTX Models

[Tymofiy Mylovanov @Mylovanov]

Pompeo: For 40 years, our policy was to sell more stuff into China and hope China would become more like us. That was wrong.

Of all the hostile leaders I dealt with, the Chinese Communist Party is the one that can actually change the way we live. 1/

[CNN Breaking News @cnnbrk]

Ted Turner, the billionaire media entrepreneur and philanthropist who launched the 24-hour cable TV news revolution when he founded CNN in 1980, has died. He was 87. https://t.co/61G2Kuh8Vz

[Nakul Sarda @nakul_sarda]

I've stopped reading Gulf war headlines. Here's what I track instead.

We run an India-focused equity fund. 85% of India's crude comes from imports. Half of that normally passes through Hormuz. So yes — this crisis is personal.

But the information environment right now is garbage. Trump says the war ends tomorrow. Iran says Hormuz is shut forever. One analyst says $150 oil, another says $60. You can't build a portfolio view on this.

So I've narrowed it down to 4 signals. These are priced by people with real money on the line. They don't lie.

1. Ship insurance premiums through Hormuz

This is the single best signal. Lloyd's underwriters have billions at stake on every pricing call. Before the war, insuring a tanker through Hormuz cost 0.25% of the ship's value. Today it's 3.5–10% — and almost nobody is buying. A $100M tanker that cost $250K to insure now costs up to $10M. When this drops below 2%, the people with the most to lose are telling you it's getting safer. No press conference can replicate that.

2. How many ships are actually crossing

Every ship carries a GPS tracker (AIS). You can count exactly how many cross Hormuz each day. Before: 100+. Now: 8. That's a 92% collapse. You can't spin a ship being somewhere it isn't. Iran is letting some Chinese and Indian ships through, but it's a trickle. When this number crosses 30–40, trade is resuming. You can track this free on the WTO Hormuz Trade Tracker.

3. Paper oil vs real oil

This one most people miss entirely. Brent crude (the headline price) is at $112. But Dubai physical — what Asian buyers actually pay for delivered oil — is at $126. That's a $14 gap. It exists because Trump's comments keep pushing paper prices down. Traders call it jawboning. But the refiners buying cargo aren't getting any discount. If you're looking at Brent to assess India's oil bill, you're looking at the wrong number.

4. The mid-April cliff

Multiple emergency measures expire around the same time. The 400 million barrel SPR release runs dry ~April 15. The US waiver letting India buy Russian crude expires. Formosa Plastics has declared force majeure from April 1. Right now these stopgaps are keeping the supply gap at ~5 mb/d. Without them, BCA Research estimates it doubles to 10 mb/d — the largest crude disruption ever. If Hormuz doesn't reopen by mid-April, we're in uncharted territory.

Bottom line: track the insurance premium, the ship count, the paper-physical spread, and the April timeline. Everything else is noise.

[The Rolling Stones @RollingStones]

Happy St. Patrick’s Day to those who are celebrating! 💚🍀

Stones Around The World: Ireland

“The fans in Ireland are always just amazing, full of energy” - Mick Jagger

“Dublin, particularly has always been a Stones town, great welcome, great feeling” - Keith Richards

“A lot of heart from a lot of people all over the country, from Galway to Dublin!” - Ronnie Wood

[@BBCNI @BBCNI]

@erichustls Ready

[@BBCNI @BBCNI]

@erichustls Start

[Cleopatra | Seduce Her 💋 @SeduceCleopatra]

A Father Who Raised Three Millionaires Once Said:

“I Never Taught Them To Save Money”

I Just Refused One Habit in My House:

[Alex Finn @AlexFinn]

Jack Dorsey just laid off half of his company in a single tweet. 4,000 people gone

Not because business is down

But because AI made them unnecessary

If you aren’t AI native, you have become expendable to execs.

You need to learn these skills now:

1. How to build software in Claude Code
2. How to automate in OpenClaw
3. How to create artifacts in Claude Cowork
4. How to orchestrate multiple agents in Codex
5. How to use ChatGPT as a copilot for everything you do

These aren’t optional skills anymore. They’re mandatory.

And the time you have left to learn them has quickly disappeared.

[@BBCNI @BBCNI]

@thisguyknowsai AI

[@BBCNI @BBCNI]

@Code_Siam Free

[⚡️Nick Sweeney ⚡️ @basedethos]

Phrases to begin using/repeating:

"Mission"

"Risk it all"

"No Stress"

"God Bless"

"Thank you God"

"I am Light I am Love"

"I have infinite energy"

"I'm unattached"

"Ima feel into it"

"I'm Convicted"

"Abundance"

"Billions"

[IrishCentral @IrishCentral]

Michael Bloomberg, the billionaire former Mayor of NYC, said in Dublin that Ireland has benefited from Brexit.

https://t.co/qgztO5Pe6M

[Daniel Pink @DanielPink]

What gives your life meaning?

It’s a big question—maybe the biggest.

But here are 2 simple exercises you can use to find your purpose and live more intentionally 👇

[Nyle Beck @IAmMyBestToday]

Many people don’t react to what was said. They react to what their wounds heard.
But when we heal our wounds we hear different.
Healing isn’t just feeling better. It’s noticing our triggers, pausing to reflect & taking ownership. THAT is emotional growth & emotional intelligence.

[Dr. Eli David @DrEliDavid]

I'm crying 😭😭
The funniest thing you will see today, guaranteed 👇

[There's An AI For That @theresanaiforit]

Breaking News this week:

- ChatGPT Record update
- Sora is now free (sort of)
- AI audio gets personality
- Reddit x Anthropic battle
- Amazon humanoid drivers
- Gemini can now think ahead

Plus, more you might've missed...
⁠

[Cory Booker @CoryBooker]

Truth

op: @JeniferLewis