iammrdulcer

President of High Definition Technologies

[iammrdulcer @iammrdulcer]

Full story: https://t.co/DpCM3LvRkU

[iammrdulcer @iammrdulcer]

AWS just open sourced a local emulator for its cloud, and thousands of AI agents wrote every line. Amazon says its team didn't write or even review the code. You can test against AWS APIs on your own machine with no account or bill. Genius or a little scary?

[iammrdulcer @iammrdulcer]

Source: https://t.co/nEeIDTyIMU

[iammrdulcer @iammrdulcer]

Rough day for crypto. Bitcoin dipped as low as $71,200, its lowest in about 12 weeks, as the Nvidia shakeup rattled markets. Over $750M in positions got liquidated, mostly longs. And MSCI is dropping Strategy from its indexes Nov 30. Buying this dip or sitting it out?

[iammrdulcer @iammrdulcer]

Full story: https://t.co/q089LX9qED

[iammrdulcer @iammrdulcer]

Gemini glasses are finally real. Pre-orders opened today for the Warby Parker ($395 and up) and Gentle Monster ($449 and up) frames built with Samsung. 12MP camera, about 41 grams, up to 9 hours of battery, works with iPhone too. Ships Dec 10. Would you wear AI on your face?

[iammrdulcer @iammrdulcer]

Source: https://t.co/I7jBL5sggw

[iammrdulcer @iammrdulcer]

It's official. Jensen Huang is out at Nvidia, effective immediately, after 33 years running the company he co-founded. CFO Colette Kress is interim CEO while the board searches inside and out. Stock opened down about 12% and earnings are still on for Tuesday. Who gets the job?

[iammrdulcer @iammrdulcer]

Source: https://t.co/gENZy73VBF

[iammrdulcer @iammrdulcer]

Not the title we wanted, but I'll take it. Ferrari can reportedly lock up P2 in the constructors in Vegas. We're on 510, 95 clear of Red Bull, and need to leave with an 86 point gap to make it official. After Brazil, just give me a clean weekend from both cars. Forza Ferrari

[iammrdulcer @iammrdulcer]

Straight from Google: https://t.co/1puQ7vsKZl

[iammrdulcer @iammrdulcer]

Gemini is on Apple CarPlay now, rolling out globally. Tap the icon and you can talk to Gemini Live hands free, catch up on email or check your calendar, and the chat syncs back to your iPhone once you park. Would you actually use an AI assistant on your commute?

[iammrdulcer @iammrdulcer]

Full story: https://t.co/vrOsqYDTLM

[iammrdulcer @iammrdulcer]

Nebius beat on Q3 revenue, $980.8M vs about $907.5M expected, and the stock still slid around 10%. The issue is spending. They now see $27B in capex this year and $40B to $45B in 2027, way above estimates. When does the AI buildout bill come due?

[iammrdulcer @iammrdulcer]

Source: https://t.co/2CmLyhkwLO

[iammrdulcer @iammrdulcer]

Nvidia's board reportedly met overnight on whether to push out Jensen Huang, and so far there's no word. The stock is down about 5% premarket, and Bernstein and Baird both cut their targets to $200. Hard to picture Nvidia without him. Stay or go?

[iammrdulcer @iammrdulcer]

Source: https://t.co/7ftgHXG3k1

[iammrdulcer @iammrdulcer]

Gemini 4 Carbon is out of the security-only preview and open to paying devs and enterprises now. $2 in and $10 out per million tokens through Nov 30, then it doubles. Ultra subs get it in the Gemini app and Antigravity, which also previews a /swarm multi-agent mode. Trying it?

[iammrdulcer @iammrdulcer]

Source: https://t.co/3MmrLhteAu

[iammrdulcer @iammrdulcer]

Even Lando thinks Charles got hard done by in Brazil. He called the Lawson move "a perfectly placed nudge" and still the 5 second penalty dropped Charles to 8th. Rough weekend, and cold Vegas isn't exactly calming my nerves. Harsh call or fair?