Otto Kahn

Agro, tech, finance, markets, and crypto. Not financial advice. 🌾📈🏔️

[Otto Kahn @ottokahn9]

@BowTiedMara I don’t think generalizing like that makes any sense. Almost everybody I know wanted Argentina to win the last World Cup (once Uruguay was eliminated).

[Otto Kahn @ottokahn9]

@oprydai Comment further your opinion if possible

[Qwen @Alibaba_Qwen]

📣 Introducing the Qwen-Robot Suite — Qwen-RobotNav, Qwen-RobotManip, Qwen-RobotWorld, three foundation models, a full stack for embodied intelligence.

🧭 Qwen-RobotNav — the gateway to mobility.
• Unifies 5 navigation tasks in one model: instruction following, point-goal, object-goal, target tracking, autonomous driving
• Controllable observation protocol
• Tool interface for agentic systems

🤖 Qwen-RobotManip — the foundation of interaction.
• Unified state-action space across heterogeneous robots
• Camera-frame delta poses for coherent cross-embodiment training
• Pretrained on a 38,100+ hour open-source corpus

🌍 Qwen-RobotWorld — infinite worlds for physical agents.
• Single world model, 20+ embodiments
• Natural-language action interface
• Predicts physically grounded futures across manipulation, driving, and navigation

Each model is independently useful, and could be composed as physical-world tools.Together, they form the low-level toolkit for general-purpose agentic systems that don't just see the world, but act in it.

📷 Blog:
https://t.co/ytLcbYET26
📖 Report：
Qwen-RobotNav: https://t.co/uPmSwDYGxg
Qwen-RobotManip: https://t.co/GeyIzJSpU8
Qwen-RobotWorld： https://t.co/SXPH1qzDFy

[Otto Kahn @ottokahn9]

@Kvothe_____ @maldiidown 💪🏻

[Otto Kahn @ottokahn9]

@LinkedInLunat1c 😂 I refused to apply to lots of places. Should add them in resume.

[Otto Kahn @ottokahn9]

@BowTiedMara 😂 estás con miedito me parece

[Otto Kahn @ottokahn9]

@LinkedInLunat1c Is there any other reason to use LinkedIn?

[Otto Kahn @ottokahn9]

@themarketsniper Patethic this “hydration break “.

[Ahmad @TheAhmadOsman]

Local AI is the future

Learning how to run Opensource models (Inference), how to evaluate them systematically (Evals), and how to customize them (Fine-tuning / RL / Post-training) are invaluable skills to start learning today

[Otto Kahn @ottokahn9]

@simonmaechling Were you wrong? Post the argument. Odds are in your favor, but a PHD doesn’t make you automatically right.

[Cointelegraph @Cointelegraph]

🚨 HUGE: SpaceX has become the world’s 6th largest company by market capitalization, reaching a valuation of over $2.2 trillion.

[Bull Theory @BullTheoryio]

SpaceX created over 4,400 millionaires today, and many of them are regular working people.

They are not executives or founders, they are welders, technicians, machinists, and launch crew, the people who showed up every day and built the rockets with their hands.

Around 400 of them are sitting on stakes worth over $100 million each.

For context, Google's IPO created roughly 1,000 millionaires. Facebook's created around the same. SpaceX is doing more than four times both of them in a single day.

Juan Hernandez is one of them.

[Otto Kahn @ottokahn9]

@AndyMosher2 @APompliano For example

https://t.co/AKeC2NJFkU

[Santiago Peña @SantiPenap]

Paraguay da un paso gigante en su transformación digital con la incorporación de 1.600 kits de Starlink, llevando internet de alta velocidad a escuelas rurales, centros de salud y comunidades que enfrentaban el desafío de la desconexión.

[Otto Kahn @ottokahn9]

@AndyMosher2 @APompliano Internet connection for people everywhere if you want something less abstract. It means a lot.

[Shruti @heyshrutimishra]

Elon just created 4,400 millionaires in a single day.

400 of them are now worth over $100 million.

These aren't VCs. They're SpaceX employees, and the list includes welders, technicians, and cafeteria staff, because for two decades the company paid every level of the workforce in stock instead of higher salaries.

Juan Hernandez immigrated from Mexico and took a $28 an hour contractor welding job in 2015. He says he didn't even know what SpaceX was. The company gave him a $10,000 equity grant and let him buy more shares through payroll deductions. That stake is now worth $880,000.

Trevor Hise's parents wanted him to take a stable job at General Electric. He picked SpaceX instead, stayed 12 years, and accumulated over 100,000 shares. At the $135 listing price that's $13.5 million. He's 37 and semiretired. His words: "The magnitude of this has been ridiculous."

The most telling detail came before the listing. Over 100 employees quietly banded together and negotiated a group wealth management deal covering up to $5 billion, because none of them had ever needed a wealth manager before.

Software IPOs have minted millionaires for 30 years. This is the first one where the money went to the factory floor.

[Otto Kahn @ottokahn9]

@MichaelAArouet Pensions must end unless you are incapable to work. That’s the only solution. Should have thought about it before not having kids.

[Milk Road AI @MilkRoadAI]

Jensen Huang just explained AI in a way that makes the investment thesis for Nvidia almost impossible to argue with (Save this).

He said a single gigawatt AI factory costs around $50 billion to build but that same factory generates $300 to $400 billion worth of intelligence over its lifetime.

That is a 6 to 8x return on a physical asset, which is a better production ratio than oil, better than semiconductor fabs, better than almost any industrial asset class that has ever existed.

And these factories are being built right now, at scale, all over the world.

If you are a hyperscaler or a government or a sovereign wealth fund, you are not buying GPUs, but rather buying an intelligence production machine with extraordinary returns on capital.

That is why hyperscalers are committing $660 to $690 billion in AI infrastructure spending in 2026 alone, they have done the math and the math works.

Nvidia's numbers confirm every part of this.

The company just reported $81.6 billion in revenue for the quarter ended April 2026, up 85% year over year with data center revenue of $75.2 billion, up 92%.

Data center is now 92% of Nvidia's total revenue, and it is growing faster, not slower.

Jensen also said something that did not get enough attention.

He sees 2027 as a year where Nvidia's revenue could reach $1 trillion.

Keep in mind their revenue was $60 billion in 2023, $130 billion in 2024, $216 billion in 2025 and at that growth rate, $1 trillion by 2027 is not a s the base case if AI capex holds.

Come join Milk Road Pro for just a $1 for our full breakdown on Nvidia and how to capitalize on the hidden bottlenecks within the industry.

Link down below

[Interesting AF @interesting_aIl]

China added as much electricity to its grid as Germany’s annual electricity production

[Cointelegraph @Cointelegraph]

🔥 UPDATE: BlackRock has reportedly placed an order for at least $5 billion in SpaceX shares as demand for the record-breaking IPO continues to surge.