Luca Romoli

[Luca Romoli @luca_romoli]

Ci starebbe bene in questo momento, scambiarsi qualche sorrisino ......

[Tim Cook @tim_cook]

Today, as Warren steps down as chairman of Berkshire Hathaway, I am thinking about his lasting impact. Warren believed in Apple before anyone else, and we will never forget it. Thank you Warren and congratulations to Howard, who will be a wonderful chairman.

[Cassandra Unchained @michaeljburry]

Topical once more.

[Tim Cook @tim_cook]

From iPhone Duo, iPhone 18 Pro, and iPhone 18 Pro Max to Apple Watch Series 12, Apple Watch Ultra 4, and AirPods 5… here's a look at all of the latest announcements dropping today! #AppleEvent

[John Ternus @johnternus]

iPhone Duo
iPhone 18 Pro and iPhone 18 Pro Max
Apple Watch Series 12 and Apple Watch Ultra 4
AirPods 5

… and Joz

[La durezza del vivere @durezzadelviver]

Va benissimo, per carità, evviva.
Ma di fronte al pesante aggiustamento degli squilibri commerciali in arrivo, la soluzione non può essere più export. La domanda interna e gli investimenti vanno sostenuti. Gli investimenti poi hanno bisogno di tempo e occorre iniziare prima che il conflitto esploda.

[Luca Romoli @luca_romoli]

Nvidia is now the central bank of AI

[The Wall Street Journal @WSJ]

Exclusive: Anthropic has signed a cloud-computing deal worth $35 billion with Nvidia-backed cloud provider Lambda, with Nvidia itself holding the lease on the data center, according to people familiar with the deal https://t.co/PDMSQT13ez

[Luca Romoli @luca_romoli]

The feeling is that it’s Nvidia that’s propping up the AI market.

[CNBC @CNBC]

Nvidia announced its Groq 3 LPX chip is in full production, marking the commercialization of technology from the company’s largest-ever acquisition. https://t.co/TPLJUkbrRy

[Luca Romoli @luca_romoli]

This article demonstrates that AI is not a bubble, because an enormous and virtually limitless world of development lies ahead of it.

https://t.co/BG8bfpje26

[Shruti @heyshrutimishra]

Claude is losing the AI war

While they're extending limits and asking for more time, their competitors aren't waiting

The first shot came from China. DeepSeek shipped Harness last week. You can self-host it, run whatever model you want, and customize everything through plugins. It's Claude Code for free. Over 160,000 GitHub stars in less than a week.

SpaceX is building their own developer ecosystem. They acquired Cursor and launched Origin yesterday, code hosting built for AI agents.

OpenAI Codex is growing fast. Developers are switching.

Kimi is becoming the cheaper alternative. And they're moving fast.

I myself used to love Claude, but now removing Claude from my stack. Their guardrails are killing the product.

[CNBC @CNBC]

OpenAI 'will be a public company in 2027' or sooner, CFO Friar tells employees https://t.co/SJ9kprSgJE

[Luca Romoli @luca_romoli]

For consumer users, the ChatGPT subscription costs around €8, while Claude’s subscription costs around €18. In my opinion, this diversification will ultimately lead to good results.

[The Wall Street Journal @WSJ]

OpenAI's revenue grew much slower than Anthropic's last quarter, disappointing investors who hoped the ChatGPT maker would start to catch up to its rival https://t.co/vKR5qpngoz

[Luca Romoli @luca_romoli]

A smart way to get young people interested in AI

[CNBC @CNBC]

OpenAI rolls out ChatGPT for Teens experience with 'stronger built-in safety protections' https://t.co/KfnuQAr8E8

[Luca Romoli @luca_romoli]

AI is starting to erode jobs. Will this be the beginning of the end, or the beginning of a new era?
https://t.co/PDHIqMCWzT

[Cassandra Unchained @michaeljburry]

This is serious competition for NVDA.

The startup says it took just 44 days after getting its test chips back from Taiwan Semiconductor Manufacturing to have them up and running inference workloads—the computing processes that allow AI models to respond to user queries—a process that usually takes six months or more.

When Etched needed help designing servers and racks to integrate its chips into one big system, the company in 2024 recruited Brian Loiler, a top systems engineer who spent nearly 23 years at Nvidia. Loiler has since recruited to Etched about a dozen engineers from Nvidia who, in some cases, turned down attractive counteroffers, he said.

https://t.co/6aOtcjdVo1

[Luca Romoli @luca_romoli]

I don't think the rise in oil prices is what's behind the sharp increase in 10-year and 30-year bond yields over the past few days. I think it's due to a coming wave of bond issuance that the hyperscalers will need to undertake.
https://t.co/7hhVvycJjg

[Luca Romoli @luca_romoli]

Does this mean Nvidia chose OpenAI over Anthropic?"

[Sam Altman @sama]

excited to work together on this. thank you jensen!

[Holger Zschaepitz @Schuldensuehner]

OUCH! US 30y govt bond yields hit 5.31%, highest since 2007. ~$2tn deficits, sticky inflation, heavy long-bond supply due to AI-fueled corporate borrowing are lifting term premia as traditional demand fades. Even softer data can't stop the selloff.

[Robin Brooks @robin_j_brooks]

Global bond markets have caught on fire. The most notable spike in long-term yields is happening for the US and France, but at this point the rise in long-term yields is truly a global phenomenon. Reckless fiscal policy is catching up with governments...
https://t.co/GRXneqxjUD

[All Apple, Always | News, Reviews, Guides @iPhone_News]

Apple releases iOS 26.6.1 for iPhone, here’s what’s new
https://t.co/Lekg0pavhN