Dr. Fei-Fei Li's new essay points to a bottleneck for world models: the data that matters most, real world with true geometry and physics, is far scarcer than the internet video most models train on.
We're building that data set: the physical world, observed continuously, every frame anchored to a known place and point of view.
NVIDIA trained its Cosmos model on 20 million hours of real world video and says physical AI needs more.
375edge is producing 21,000+ hours of labeled, sensor enriched video every week and scaling quickly.
PSA: @helium_mobile is an MVNO, a consumer cellular product. subscribers pay in fiat currency and get a phone number, a SIM card, etc
the @helium Network is a network of community owned Hotspots that serve cellular traffic for multiple carriers including AT&T, Telefonica, and also Helium Mobile. Hotspot operators get paid in $HNT burned by the carriers for that traffic
Helium Mobile got sold. @helium and $HNT is now our only focus. there is no longer any confusion between value accruing to equity holders or token holders. it's all $HNT
also, still live on @solana 🙌
375edge turns highways and street corners into structured data.
NVIDIA Jetson + DeepStream run computer vision on-device, distilling terabytes of raw video into megabytes of insight daily.
No round trip to the cloud or personally identifiable information. Just the physical world, made machine-readable in real time.
If you’re doing the math, burns of $170k last week equates to around $11M in ARR given Geodnet’s 80% buy and burn.
It’s no wonder $GEOD moved 25% today. Still sitting at a PE ratio under 10 after seeing over 1,000% growth in revenue over the past year.
Future is bright!
Next two books on the list!
2029 The End of America - Porter Stansberry @porterstansb
Mastering the Market Cycle - Howard Marks @HowardMarksBook
Expand your 🧠 each and every day.
🚨 Big news: Helium Mobile has been acquired by @andrewyang's @joinnoblemobile
Noble Mobile shares our core belief that connectivity should be affordable and accessible for every American. By joining forces, we can deliver on that promise for more people than either of us could alone, with an unrelenting commitment to putting money back in your pocket.
As part of the deal, Noble Mobile will also use the Helium Network, expanding coverage for all of its subscribers across the US.
Current Helium Mobile subscribers: your phone number and service aren't going anywhere. We've built this transition to be seamless, with the same nationwide 5G and Helium Network coverage you experience today.
Full details: https://t.co/u0HybgMOH6
Circle just froze $12.6M inside Zama’s confidential USDC contract according to @zachxbt
A privacy protocol built on full homomorphic encryption, designed so nobody could see or touch user funds, got cleared by the issuer in a single transaction.
So much for private money. The whole encryption stack doesn’t matter if the stablecoin behind it has a kill switch.
Most people only learn it when their own bag is the one frozen.
🤝