Elon Musk:
I'm a huge admirer of the innovation coming out of Israel. I think, objectively, that Israel punches far above its weight for its population.
I’d say that, in terms of innovation per capita, Israel must be number one in the world by far.
Emerging from stealth mode to announce my upcoming book: Apple in China: the Capture of the World’s Greatest Company.
It’s the untold, 30-year story of how the tech giant tied its fortunes to America's biggest rival, transforming both company and country.
A *thread*
Microsoft yesterday: DeepSeek illegally stole OpenAI's intellectual property.😤
Microsoft today: DeepSeek is now available on our AI platforms and welcome everyone trying it.🤩
50,000 NVIDIA GPUs later… DeepSeek was basically just trained on a Casio with AAA batteries.
So no US restrictions violated - it was just a calculator!
#DeepSeek#DeepSeekR1#AI $NVDA
50,000 NVIDIA GPUs later… DeepSeek was basically just trained on a Casio with AAA batteries.
So no US restrictions violated - it was just a calculator!
#DeepSeek#DeepSeekR1#AI $NVDA
Uber CEO: Being an Uber driver is a solid job for the next 10 years, but after that, autonomous vehicles will take over.
If you’ve ever been in a Waymo you know this isn’t a crazy thing to say.
$AMZN anticipates a 70% increase in shipments of its in-house chips in 2025 -- reflecting growing adoption of its custom silicon for AI workloads & cloud services.
This is also bullish for $AVGO, $MRVL & $ALAB 👀
The CEO of $ARM explains where the bottlenecks for AI data centers are right now:
- power & power regulation,
- $TSM "which is the only game in town" for 3nm and 2nm
- HBM memory
There is a reason why $TSM, $MU, and SK Hynix are a significant part of my portfolio.
Larry Ellison of Oracle: AI will design mRNA vaccines for every individual person against cancer — making them robotically in 48 hours.
"This is the promise of AI."
JPMorgan CEO Jamie Dimon: Elon is our Einstein. It's rational he checks our government efficiency.
“You’ve got to look at Elon, at SpaceX, Tesla, Neuralink – the guy is our Einstein. I'd like to be helpful to him and his companies as much as we can.
I think it is completely rational for someone to look at our government and say it's been ineffective. We deserve good government, and I don't think anyone thinks sending another trillion dollars to Washington, D.C., will lead to good government.
The government needs to be more accountable. It needs to be more efficient. It should be outcomes-based. I mean, I'd say [go] department by department.
I wish them the best. It's going to be complicated. The federal government's complicated. You read about all the people in it. And so, you know, if we could be helpful to them, I'd love to be helpful to them.”
Jamie Dimon on CNBC, January 22, 2025
Monopolies like monopolies will do whatever it takes to protect their monopoly rents. Now they’re cozying up to Republicans and attacking competition laws to keep exploiting consumers and crushing rivals. Stay vigilant.
After years of pretending to be Democrats, Big Tech leaders are now pretending to be Republicans, in hopes of currying favor with the new administration. Beware of the scummy monopoly campaign to vilify competition law as they rip off consumers and crush competitors.