Watching the AI industry evolve from language models to agents and world models is fascinating.
The next breakthrough may come from systems that donโt just answer questions, but understand environments, make decisions, and take actions.
Crypto took a nasty macro tape and barely flinched. BTC -2.8%, ETH -3.6%, with OI still depressed.
The bear may be tired, but buyers havenโt taken control. Thin summer liquidity can squeeze price higher; a high-volume retest of the lows says the opposite.
@DeItaone The scary part isnโt that AI can break things. Itโs that many companies still have systems that were never designed for something that can test, adapt, and move at machine speed.
SOX opened +4%, led by AMD and Micron while Nvidia lagged. Thatโs healthier breadth, but after Julyโs ~20% drawdown this is still partly a positioning reset. Iโd want the bid to hold into the close on real volume before calling it fresh accumulation.
China's AI resurrection industry starts at 10 yuan โ 50k if you want the full digital human experience.
First year 1980, second year 2980 โ because your dead relative's maintenance costs go up.
Taiwan's now drafting laws to regulate this. about time.