Jose M del Cid

Until every crop grows sustainable.

[Mustafa @oprydai]

i often think about this…

[Motorsport MP4 @MotorsportMP4]

Cadillac switching from EV to V8 is one of the best sounds ever 🥶

[Navalism @NavalismHQ]

You get rewarded for unique knowledge, not for effort.

Effort is required to create unique knowledge.

@naval

[Planet @planet]

Owls: birds long revered for their incredible intelligence and eyesight.

Our upcoming fleet of satellites will share a name with these majestic birds. With 1-meter class daily imagery and the latest GPUs onboard, our Owls will be wise and sharp-sighted, just like their avian namesake!

See how we're taking the next step to true Earth insights.

Learn more: https://t.co/2OyNbR3bmT

[Planet @planet]

Tomorrow’s news will be a game-changer.
Don't blink—you might miss it!

[Jose M del Cid @SmartAg84]

Starting to try @planetlabs for #sugarcane monitoring! #agtech #smartfarm #agriculture

[Nick Horob @NickHorob]

In farming, the transition from DRIP (Data Rich, Information Poor) to DRIR (Data Rich, Insights Rich) is underway.

Farms that have worked to capture high quality data will be rewarded in the coming years.

AI and ML will finally deliver on the promise of more actionable insights, which has always been an issue in AgTech.

Farms that have prioritized accurate, consistent, and well-organized data will reap the benefits as statistically-relevant attribution analysis will be available.

Meaning that you will have much greater confidence on which actions on your farm actually influenced your yield outcome.

[24 Hours of Le Mans @24hoursoflemans]

This is the heartbeat of endurance. This is Le Mans by night. ✨

#LeMans24 #WEC

[Shay Boloor @StockSavvyShay]

MY BIGGEST TAKEAWAY FROM $NVDA EARNINGS

The real story from Nvidia earnings wasn’t the revenue beat. It wasn’t the guide. It wasn’t even the China write-down. It was the $4.96B in networking revenue.

That number -- blowing past the $3.45B estimate -- is the loudest signal we’ve gotten yet that the center of gravity in AI compute has shifted. Not away from Nvidia, but within it. From training to inference. From chip to system.

This is the regime change the market hasn’t fully priced: inference isn’t a tail-end workload anymore. It’s becoming the default mode of AI at scale. And the economics, the architecture, the physical infrastructure of that shift all tilt back toward one conclusion -- this isn’t about GPUs alone. This is about the pipes. The fabric. The connective tissue. And right now, Nvidia owns that, too.

What they’re building isn’t a product line. It’s a substrate. Blackwell isn’t just replacing Hopper -- it’s replacing the idea that AI progress happens in discrete steps. When 70% of data center compute revenue already comes from a chip architecture launched just months ago, that’s not a product cycle. That’s cadence. And the fact that $MSFT has already deployed tens of thousands of GB200s with plans to scale to hundreds of thousands means this isn’t theoretical demand. It’s committed capital. It’s forward-positioned infrastructure. It’s factory-scale deployments being rolled out to meet the explosion in real-world token usage -- 100 trillion tokens processed in a single quarter. A 5x YoY surge.

You don’t build for that with old assumptions. You build with bandwidth. With latency minimization. With full-stack integration from silicon to rack. Which is why Nvidia’s networking business didn’t just outperform -- it became the heartbeat of the AI factory model. Spectrum-X, NVLink, custom interconnects -- they’re no longer supplementary. They’re elemental.

And here’s where the impact spills out to the rest of the ecosystem. Because once the market wakes up to inference at scale, it doesn’t just re-rate Nvidia. It elevates every company within the stack

Start with $AVGO. You don’t move trillions of tokens per quarter without silicon photonics, custom switch ASICs, and hardened firmware stacks that Broadcom dominates. Their position inside $META, $MSFT, $GOOGL & $AMZN networking is no longer optional -- it’s foundational. The scale Nvidia just outlined will require not just horizontal expansion, but vertical reengineering of every signal pathway in the data center. And Broadcom is already embedded in those redesigns.

Then look at $ALAB. Because when inference becomes the primary driver of compute -- and not just isolated inference, but persistent, agent-driven, multimodal reasoning -- you don’t just need better chips. You need better bridges. More memory lanes. Smarter cables. Lower latency interconnects that can be custom-fitted to rack-scale deployments. And that’s exactly where Astera Labs plays.

The ramp in inference workloads doesn’t just validate Nvidia. It crystallizes the bull case for companies like Astera. Because it’s no longer enough to have raw GPU horsepower. You need coherent, synchronized systems where the memory interface, PCIe lanes, CXL switches, and Smart Cable Modules aren’t bottlenecks -- they’re enablers. Astera’s core product portfolio isn’t solving yesterday’s problems -- it’s solving the precise architectural gaps Nvidia just said will define tomorrow.

And that’s what makes this earnings call so pivotal. They showed us that inference isn’t just scaling -- it’s scaling first. That the networking layer isn’t a cost center -- it’s the multiplier. That the export hit from China -- an $8B revenue gap -- can be fully absorbed because the demand curve in the U.S., in Europe, in the Middle East is no longer tied to consumer devices or discretionary spend. It’s tied to sovereign infrastructure.

So yes -- the takeaway from Nvidia earnings was that inference is exploding. But the implication is bigger: the AI economy is restructuring around sustained, connected inference as the dominant workload, and the companies that build the hardware highways for that data to travel aren’t just participating.

They’re becoming indispensable -- because the engines of the Fourth Industrial Revolution aren’t just turning. They’re humming.

[Massimo @Rainmaker1973]

Spectacular explosion of the Volcán de Fuego, Guatemala, seen up close.

[📹 Chema Balbuena / chema.bal]

[Joe Pompliano @JoePompliano]

The Los Angeles Dodgers went from being bought out of bankruptcy court to MLB’s second most valuable franchise.

Dodgers Valuation
2012: $2.1 billion
2024: $6.3 billion

The team’s TV deal enables them to buy high-priced free agents, but their analytics department is the best in baseball.

This includes a mix of quantitative analysts and data engineers, helping the Dodgers build a top five farm system despite consistently trading for star players.

Here’s the full breakdown: https://t.co/QYKlDR8jPl

[Ataque Futbolero @AtaqueFutbolero]

La Selección Argentina venía de estrellarse en Rusia, sin rumbo y sin alegrías desde 1993.

Llegó este tipo hecho en Pujato al que catalogaron como ‘joven inexperto’ y rompió todos los libros del fútbol.

Renovó el plantel, le dio identidad, confió en los suyos y propuso jugar a “La Nuestra”, ese fútbol que nos caracterizó toda la vida y que tanto costó volverlo a encontrar.

Hoy él es entrenador de la vigente selección número 1 del Ranking FIFA, que es bicampeón de Copa América, campeón de Finalissima y de Mundial, ganándole finales a Brasil en el Maracaná, a Italia en Wembley y a Francia en Lusail.

Sí, hoy se cumplen 6 años de la llegada de Lionel Scaloni.

El resto es pura historia. 🇦🇷🌟

[Jose M del Cid @SmartAg84]

@MIT_CSAIL Qgis

[Jose M del Cid @SmartAg84]

@Porsche The best

[The Olympic Games™ @Olympics]

Coach: Go and break some records.
Adriana Ruano Oliva: Sure, watch me...

Guatemala's first ever Olympic gold medal ✅
Guatemala's first ever Olympic medal won by a woman ✅
AND she aced all this with an #OlympicRecord ✅

@COGuatemalteco | @issf_official | #ShootingSport | #Paris2024 | #OMEGA | #OMEGAOfficialTimekeeper

[Juegos Olímpicos™ @juegosolimpicos]

🇬🇹🇬🇹🇬🇹 GUATEMALA SE BAÑA EN ORO 🥇

¡Adriana Ruano hizo historia de la grande y es campeona olímpica!

¡Y con récord olímpico! ¡Increíble! 👏👏👏

#Paris2024 #JuegosOlímpicos I @COGuatemalteco

[Stephan Hoyer @shoyer]

A big update to ARCO-ERA5 landed this week -- we now have a copy of ERA5 on native vertical levels with regular 0.25° horizontal resolution.

This ~6 PB dataset is freely available as part of Google's public datasets program:
https://t.co/7MK5ntSHjB

[GEOGLAM Crop Monitor @GEOCropMonitor]

Released today! #CM4EW July bulletin covering mixed conditions in #EastAfrica and #CentralAmerica from rainfall deficits and subsequent flooding as well as end of season poor and failure outcomes for #maize in #SouthernAfrica. https://t.co/8NjLa4b76x @climatehazards

[Years Progress @YearsProgress]

2024 is 50% complete. [183 days remaining]