Greatness is not immediate UNCG alum| Network Engineer | CCNA & CCNP Enterprise Certified| A+ Net+ Sec+ CySA+ | Kappa Alpha Psi til the day I die IG:Bmayo32
Water usage has been a hot topic in the AI data center world, but the numbers may surprise you.
According to the Manhattan Institute, data centers use 0.2 percent of daily water usage in the U.S. and that number has dramatically decreased in the past few years due to a new method: liquid cooling.
By moving to 45°C liquid cooling, AI factories in favorable climates can use dry coolers instead of conventional cooling-tower-based systems, cutting facility cooling water use from roughly 2.6M gallons per MW per year to near zero.
Liquid cooling enables AI factories to be both water and energy efficient, while creating opportunities for heat reuse and dispersal to local communities, allowing these factories to become energy grid assets.
Learn more below ⬇️
https://t.co/7WanoPNKTR
So yesterday news came out Palo Alto may acquire CyberArk for 20 Billion. May have overpaid but I think it helps Palo Alto to become the one stop shop for security platform they have been looking to build. I’m a buyer on the dip.
PRESIDENT TRUMP JUST SUBMITTED HIS STOCK PURCHASES/SALES TO THE WHITE HOUSE OFFICE OF ETHICS.
The document is over 100 pages and has thousands of trades.
This is one of the first times we've seen a sitting President actively trade securities and not just sit in corporate debt, index funds, or treasuries.
Here are some of the names that Trump bought:
$PLTR, $HOOD, $NVDA, $SOFI, $MSFT, $AAPL, $DIS, $V, $ULTA, $JPM, $COIN, $LYFT, $AMZN.
Stock market is blessing today!! Really been all year. If you been sitting on the sidelines cause of pessimism you have missed one of the best rallies in history.
You ever tried to speak life into someone and you realized they can talk themselves out of everything… they have an excuse for why they can’t start or won’t do anything or any idea… and then by the end of the convo, they saw your input as criticism rather than genuinely wanting to see them thrive…
I realized to never give unwarranted advice or speak life into someone unwarranted. Most people see that as you putting down who they currently are.
Kai Cenat talking about his mental health and people not understanding that money does not solve happiness is exactly why I always tell people to deal with your personal stuff off the internet because people will only use it against you and they’ll never understand. People can only view the world from their own lenses.
In their heads millions of dollars will bring them no stress. But in reality it’s not true. More money more problems is true. I can tell you what he’s going through just by looking at him.
1. Family, friends entitlement
2. Industry pressure (do this, say this, or we take your career and end your endorsements)
3. Constantly having fake people around him who only wants to benefit
4. Pressure to entertain others for money which takes the fun out of it
5. Being well known and having everything you say held against you
$GRAB Map is The New @googlemaps(B2B)🧵
Here is your Free.99 analysis on GrabMap, for those that selling courses for $50-$500/m, if you are using my $GRAB and other analyses, I don't ask for much, at least give me some credit/cite. And yes 99.999% of my posts are Free.99. If you want to support my work, slap the like/repost, as I don't choose to write "Grab or any Ticker is going to x10 x100-x1000" kind of threads or "mark my words" to please the X Algo. Consider Subscribe($0.33/day) if you want to support my work further and get more in-depth analyses!
TLDR: GrabMap could generate $7B-$15B a year alone for Grab B2B segment. That is why you are seeing @AnthonyPY_Tan is mad excited abt this massive opportunity. And it also significantly boost GrabAds long term globally. This precisely proved my point that, Anthony is going to expand to 5B people and we are only 14% thesis realized right now. Grab doesn't have to be just Ride-share/Delivery when expanding!
Grab , Southeast Asia's leading AI SuperApp for ride-hailing, food delivery, financial services,Tourism, Dine-Out and more, has developed its proprietary mapping platform, GrabMaps, a massive B2B revenue potential over the next long term, not just in Singapore, Indonesia, Malaysia, Thailand, Philippines, Vietnam, Cambodia, and Myanmar but expanding beyond SEA markets/Customers.
1. GrabMaps: A Strategic Asset
GrabMaps is not merely a technological tool but a critical component of Grab's ecosystem, powering its ride-hailing, food delivery, and financial services. Developed in-house, GrabMaps leverages data collected from Grab's vast network of driver-partners across eight SEA countries. This data-driven approach ensures hyper-local customization, addressing the unique challenges of SEA's urban environments, such as narrow alleys, informal roads, and rapid infrastructure changes.
The recent announcement of KartaCam2, an upgraded street-level imaging device, marks a significant technological advancement. KartaCam2 enhances data collection by providing higher quality images and more precise location data, which are crucial for maintaining the accuracy and freshness of maps. This breakthrough is part of Grab's broader 2025 AI push, including integrations with @OpenAI 's GPT-4o for vision-based mapping and the establishment of an AI Centre of Excellence. These innovations position GrabMaps as a formidable competitor to Google Maps, especially in regions where localized data is paramount.
2. Revenue implications long term
The expansion of GrabMaps into B2B services opens up new revenue streams, which could significantly impact Grab's financial performance over the long term. But GrabMap is a brandnew B2B product, and GoogleMap generates around $13-$20B globally.
A. Market Opportunity in Southeast Asia
~The SEA market presents a substantial opportunity for GrabMaps. The foodservice market alone is projected to grow from $223.8 billion in 2025 to $416.3 billion by 2030, indicating a robust demand for services that enhance operational efficiencies. Businesses in logistics, e-commerce, and urban planning could benefit from GrabMaps' precise mapping and navigation capabilities, potentially generating revenue through licensing fees, subscription models, and advertising.
~Grab's existing user base of over 46 million monthly transacting users provides a strong foundation for cross-selling B2B solutions, thereby increasing revenue without significant additional marketing costs.
B. Competitive Advantage of a Future $500B MC AI SuperApp over Google Map
Google Maps, while dominant, may not be as finely tuned for SEA's unique challenges. GrabMaps' hyper-local data and AI-driven enhancements offer a competitive edge, attracting businesses that require accurate and cost-effective mapping solutions.
Revenue from B2B services could include:
Licensing Fees: Enterprises can license GrabMaps' APIs and SDKs to integrate mapping functionalities into their operations.
Subscription Models: Continuous updates and premium features could be offered on a subscription basis.
Advertising Revenue: GrabAds, which leverages mapping data, could generate additional income through targeted advertising.
C. Global Expansion is Inevitable
~The partnership with Tino in Mongolia is a strategic move to scale GrabMaps internationally. This marks Grab's first major mapping partnership outside SEA, indicating potential for revenue growth in other regions where Google Maps' dominance is less entrenched or where local data needs are acute.
~The use of IoT devices like KartaCam2 and KartaDashCam for real-time data collection could further enhance GrabMaps' value proposition, potentially increasing revenue through premium service offerings in new markets.
D. Synergies w/ other businesses
Grab's ecosystem approach allows for synergies between GrabMaps and other services like GrabPay, GrabFood, and GrabTransport. For example, businesses using GrabMaps for logistics could also adopt GrabPay for transactions, creating a revenue multiplier effect.
3. Google Map Revenue in Asia
~Total Revenue in Asia-Pacific (2018): Google APAC, based in Singapore, reported $20.24 billion out of the total $21.37 billion revenue in the Asia-Pacific region. This indicates that a significant portion of Google's revenue in Asia is attributed to Singapore, likely due to its role as a hub for Google’s operations.
~Advertising Revenue: In 2018, Google APAC generated $15.8 billion from advertising alone, compared to $4.4 billion from other activities like Google Play. Advertising on Google properties, including Google Maps, is a major revenue driver.
~Market Share in Search Marketing: Google Maps holds a 62.34% market share in the search marketing category, competing with tools like Wix (26.54%) and Google Ads (4.14%). This dominance suggests that a considerable portion of Google’s advertising revenue in Asia is linked to mapping services.
For the full fiscal year 2024, Alphabet (Google's parent company) generated $56.82 billion in revenue from the Asia-Pacific (APAC) region. This represented approximately 16.24% of the company's total revenue for the year.
If we take a conservative estimate at 25% of $56.82B of Google's total advertising revenue in Asia is related to mapping services= $14.2B.
=> If GrabMaps secures even 50% of this market share in SEA, it could generate around $7B annually from this segment alone.
GrabMap is 4x lower error rate, 10x lower latency, 75% fewer mapping mistakes, and much cheaper than GoogleMap. With @OpenAI GPT-4o fine-tuning, GrabMaps hit 80% accuracy for speed limits and lanes13-20% above prior levels excelling in occlusions ( rainy monsoons) where Google relies more on satellite data.
Now do you understand why Google and HSBC are clapping $GRAB on search and downgrade? Yes, because GrabMap is a massive threat and Grab @AnthonyPY_Tan refused to buy $goto since 2020.
Conclusion:
Grab's expansion of GrabMaps into B2B services represents a strategic move to challenge Google Maps' dominance in Asia, particularly in SEA and future expansion. The revenue implications are substantial, with potential gains from licensing fees, subscription models, advertising, and international expansions. While Google Maps generates billions in revenue, primarily through advertising, GrabMaps' localized and AI-enhanced approach could carve out a significant niche, especially in regions where precise, real-time mapping data is critical.
The success of this strategy will depend on Grab's ability to scale internationally, maintain technological superiority, and effectively monetize its B2B offerings. However, the opportunity is clear, and Grab's ecosystem approach positions it well to capitalize on the growing demand for advanced mapping solutions in a rapidly digitalizing world. This move not only enhances Grab's revenue potential but also solidifies its role as a key player in the global tech landscape.
Not Financial Advice!
Source: Grab Dot Com.
There's someone on TikTok saying there are no Cybersecurity jobs at all and to find one is rare LOL feel bad for people falling for this rhetoric.
The issue is people with 0 tech experience are trying to go straight into Cybersecurity.
Brick by brick bro, don’t cheat the grind, don’t try to skip the struggle, don’t try to speed it up, don’t look for short cuts, embrace the highs and the lows, you gonna need to learn all those lessons so when you get to where you’re going, you don’t fumble the opportunity
looks like the market likes rate cuts
what a green day…
$HOOD +3%
$PLTR +3%
$NVDA +3.5%
$BMNR +7%
$GRAB +4%
if the market is onboard with an easing cycle, inflation is tame, labor market isn’t horrible, now Q3 just has to crush earnings…
S&P all time highs today, $6640
If you think about it… this is really how life works
You pick and chose the life journey you wanna take
Once you pick, you see the whole universe through the lens of that choice
People who don’t agree with, like or understand what you do.. they are looking through another lens… their truth is through their lens and yours is through yours