Kridhakorn

soft skill / futurist / investor

[David Marlin @Marlin_Capital]

Goldman just dropped a map of the entire humanoid robot supply chain.

Here are the publicly traded tickers they named 👇

Humanoid Robot Makers
$TSLA $XPEV $BYDDY Xiaomi (https://t.co/RPbT5Oj9UJ) UBTECH (https://t.co/EO05DLCQP0) GAC (https://t.co/T1osYSotwm) Estun (https://t.co/SLoKyVJFwK)

Foundation Models
$NVDA $GOOGL $META $TSLA iFlytek (https://t.co/GkdGOE01ne)

GPU / CPU
$NVDA $INTC

Actuators & Dexterous Hands
Harmonic Drive (6324.T) Schaeffler (https://t.co/ffXnllJK8Q) Sanhua (https://t.co/iUBd6veBIA) Tuopu (https://t.co/TGwIjrGNy5) Inovance (https://t.co/rDg1nISo3v) Beite (https://t.co/pmmKNCMuBg) Hengli Hydraulic (https://t.co/zQruW4FAsC) Shuanglin (https://t.co/9r6ryQpa70) Veichi (https://t.co/quOw76Iugn) Fortior (https://t.co/0w6Rx0glAA)

Sensors
$NOVT $VPG Murata (6981.T) TDK (6762.T)

Vision (camera / LiDAR)
$HSAI $INVZ $LAZR $OUST $INTC RoboSense (https://t.co/Q96afktgd1) Orbbec (https://t.co/YS9Xi49wTu) Sunny Optical (https://t.co/EVhhEEdrnK)

Batteries
CATL (https://t.co/1KXEBy1bOE) Samsung SDI (006400.KS) Panasonic (6752.T)

[Fei-Fei Li @drfeifei]

https://t.co/Kt50ttQRMJ

[Naval @naval]

Full podcast episode with @rauchg, @maxhodak_, and @bscholl.

40 minutes of unreleased material.

The AI Industrial Revolution

Part 1: Waste Tokens, Save Time

0:00 Three Frontier Founders
1:27 AI Software Factories
4:15 Waste Tokens, Save Time
5:47 Models Instructing Humans
9:29 Is Pure Software Dead?
12:03 You Don't Get Stuck Anymore

Part 2: Vibe Coding Hardware

14:39 Vibe Coding a Turbine Blade
18:07 Open Source Compounds China's Advantage
20:15 You Always Want the Smartest Model
22:44 Software Still Needs Hands
24:43 Humans Are Becoming Verifiers

Part 3: The Regulatory Frontier

27:53 The Regulatory Red Queen Race
32:32 Why There's No Innovation in Healthcare
36:49 We Need a True 50-State Experiment
40:31 China's FDA Is Beating Ours
43:37 Healthcare Is a Communist Society Inside Capitalism
45:57 Sid's Story: N-of-1 Medicine

Part 4: The Autonomous Company

47:49 Autonomous Infrastructure
51:25 Your Job Is to Train the Agent
54:54 The Next Lord of the Rings
59:08 What's Your Definition of Art?
1:05:00 Can AI Have New Ideas?
1:07:03 A Large Number of Small Teams

[Anatoli Kopadze @AnatoliKopadze]

Godfather of AI: "If you sleep well tonight, you may not have understood this lecture."

This 47-minute lecture is the best thing I saw about AI in the last few months.

It will definitely help you understand how it actually works and where it's going.

Geoffrey Hinton built the neural networks behind every AI alive, then quit Google to warn the world about it.

The part nobody wanted to hear:

> AI is already developing abilities its creators didn't intend
> in most cognitive tasks it's already ahead of us
> the question is no longer if it surpasses us but when
> the only decision left is which side of that line you're on

Right now the average person opens Claude, types something, gets an answer, closes the tab.

They think they're using AI. they're using maybe 10% of it.

I went through his entire lecture, then mapped everything he described to what Claude can actually do today.

17 Claude features most people will never find on their own.

Full breakdown in the post below.

[Elon Musk @elonmusk]

SpaceX

[Reve @reve]

Today, we’re launching Reve 2.0, the best 4K image model in the world.

We invented a new way to generate and edit any image using precise layouts. For the first time, it’s possible to create images you can touch.

[leopardracer @leopardracer]

ONE PROMPT LAUNCHES 300 AI AGENTS AT ONCE

this guy runs offline AI on a device that fits in his palm and that’s already wild but kimi k2.6 takes the opposite approach and deploys 300 parallel agents in the cloud simultaneously researches 100 niches at once and hands you back a 100k-word report with a 20k-row dataset and a full presentation in hours not weeks

what used to cost $5,000 and two weeks from a research team now costs cents in api calls

two ends of the same spectrum and both are insane

bookmark this and drop a like👇

[Elon Musk @elonmusk]

SpaceX IPO info

[Dami-Defi @DamiDefi]

You can learn everything about Obsidian by spending 36 mins with this video.

Most people fail with Obsidian for one reason:

They spend more time building the perfect system than actually learning.

Key takeaways:

• Obsidian is a thinking tool, not a note-taking app
• Simplicity beats plugin overload
• Write notes in your own words to improve retention
• Connect ideas instead of burying them in folders
• Build a network of knowledge that compounds over time
• Your notes become a personal writing assistant

The biggest insight:

A second brain isn't about collecting information.

It's about creating connections that help you generate new ideas.

The people getting the most out of AI aren't using better prompts.

They're building better knowledge systems.

Follow me @damidefi for more AI workflows, knowledge management systems, and productivity tools.

[Eren Chen @ErenChenAI]

“The next trillion-dollar opportunity is Physical AI and Robotics.”

— Masayoshi Son, CEO of SoftBank, also just became the richest in Asia

[沐阳 @yyyole]

跳出思维框架，这是一个新玩法！
最近很火的FPV效果别只用来展示城市地标！！

同样可以用到更小、甚至微观的场景。

比如，用来进行团队形象宣传，
只需要一个照片，就可以轻松做出惊艳的形象展示和亮相视频！

[a16z @a16z]

Ideogram 4.0 is incredible.

And it's open. Download the weights below.

[CyrilXBT @cyrilXBT]

QUANTMIND JUST AUTOMATED THE SIX FIGURE JOB HEDGE FUNDS PAY ANALYSTS TO DO MANUALLY.

Every paper.
Every news article.
Every SEC filing.
Every blog post in quant finance.

All of it turned into a queryable knowledge graph automatically.

The analyst who spent 60 hours a week reading, tagging, and connecting financial research just got replaced by a system that does it in real time.

Hedge funds pay six figures for this.
QuantMind just made it available to anyone.

[Rohan Islam @Heyrohanislam]

I tried letting AI do my research for me.

Here's what happened 👇

Fed it one topic.
It generated one or more research proposals.
Planned the study. Designed the experiment.
All by itself.

No PhD needed. No research team.
Just — Lemma.

This is FARS by @AnalemmaAI
The world's first fully automated research system.

From idea → proposal → full research paper.
All automated. 24/7.

100 papers in 10 days. Zero human input.

This is what "Vibe Research" looks like 🔬

🔗 https://t.co/8ECDOqzPHS

#AI #Research #MachineLearning

[Elon Musk @elonmusk]

Grok on Cloudflare

[Priyank Ahuja @ahuja_priyank]

Most AI design tools still work like this:

Prompt in.
Image out.
Start over.

But real design isn't a one-shot process.

I tested CapCut Design Studio, and it feels less like an AI image generator...

and more like a creative workspace where ideas evolve.👇

[Jesse Michels @AlchemyAmerican]

🚨BREAKING: A cognitive scientist from MIT has mathematically proven that evolution guarantees we see zero percent of true reality, that most consciousness in the universe exists without a body, and that non-human intelligences with a wider window on reality than ours can reach in and manipulate it the way a programmer manipulates a video game.

Donald Hoffman (@donalddhoffman) is a cognitive scientist at UC Irvine who has spent 40 years building a mathematical theory of the observer. His work was cited by John Wheeler in the "It From Bit" paper. He studied under Marvin Minsky at MIT, spent two decades secretly meeting with Francis Crick to study consciousness, and has nine specific mathematical conjectures on the table that would derive general relativity, quantum field theory and the Big Bang from a single framework. The top high-energy physicists in the world, Nima Arkani-Hamed and Nobel laureate David Gross, are already saying spacetime is doomed. Hoffman thinks he knows what replaces it.

This interview is the first time he has publicly laid out what his mathematical model explains about alien life, embodiment and the structure of reality.

It already derives time dilation and quantum wave functions directly from differences in observer window size. Physics has spent a century failing to solve the measurement problem because it has been looking in the wrong place. The observer has to come first, and no physicalist framework can get you there.

A consciousness with a larger observer window has access to the underlying structure of our reality in ways we can't perceive or counter. A craft going Mach 40 instantaneously in our headset could be a leisurely maneuver in theirs.

The implications for UAP and alien life are immense.
Embodiment, being locked into a body with fingers and toes as your only interface with the world, is a probability zero anomaly in the full space of possible minds. He also says current large language models are dumber than cucumbers. His new framework, the recursive trace logic, is a completely different architecture, and some of the biggest names in frontier AI have already come to him about it.

The framework has no ceiling, and the implication is a single unified consciousness exploring itself through an unbounded number of perspectives, each one capable of waking up.

Death, in this framework, is just the closing of an icon on the desktop.

Full conversation is live now.

[Jainam Parmar @aiwithjainam]

10 OPEN-SOURCE AI TRADING AND FINANCE REPOS THAT SHOULDN'T BE FREE

Bookmark every one. Hedge funds pay six figures a year for what these give away for $0.

1. https://t.co/fZ4AXhfnY2

A Bloomberg Terminal costs $24,000 a year per seat. OpenBB gives you equities, options, crypto, macro, and fundamentals pulled from dozens of data vendors into one workspace, with an AI copilot on top.

2. https://t.co/JV8Te5qWZ9

The other Bloomberg killer, rebuilt as a native C++ desktop app for speed. 37 AI agents covering value investing to geopolitics, full QuantLib integration, and direct trading through 16 brokers including Interactive Brokers.

3. https://t.co/dJjCB0tpbA

A full hedge fund team made of 18 AI agents. Buffett, Munger, Burry, Cathie Wood, and Druckenmiller each analyze the same stock from their own philosophy, then a portfolio manager makes the call. Backtesting built in.

4. https://t.co/cNZ4y7nvIm

An autonomous hedge fund in Python. Four agents run back to back: a Director writes the thesis, a Quant validates it, a Risk Manager sizes the position and can block the trade, and an Execution agent places the order only after everything clears.

5. https://t.co/W3YMOLYbue

A DAG-based multi-agent quant system where specialists debate and hand off while you watch the reasoning stream live. 64 finance skills, 29 swarm presets, cross-market backtesting. Ichimoku, Elliott Wave, Black-Scholes, Black-Litterman, full Greeks.

6. https://t.co/lvpe1hcyV2

Bloomberg spent millions training BloombergGPT and kept it locked inside the terminal. FinGPT is the open answer: financial language models you can fine-tune yourself for sentiment, forecasting, and analysis.

7. https://t.co/5Es2esXFPd

The first open framework for training deep reinforcement learning agents to trade. Funds pay quant teams to build pipelines like this from scratch.

8. https://t.co/8jn9ts4qmI

Microsoft's own AI quant platform. The full research pipeline funds build internally: data handling, alpha modeling, backtesting, and portfolio optimization, with supervised learning and RL baked in.

9. https://t.co/Odwbyp4Ayd

The backtesting engine retail traders pay TradingView and others monthly subscriptions to access. Backtrader runs strategies against years of historical data on your own machine, with live trading support for multiple brokers.

10. https://t.co/nIKh2w60jj

A full portfolio analytics tearsheet, Sharpe, Sortino, drawdown, rolling stats, the same risk report a fund's analytics desk produces. One line of Python turns your returns into an institutional-grade report.

A $24,000 Bloomberg seat. Or a Docker command. Your call.