Jose MauroRodrigues

I find peace in simple things. Always learning.

[Jose MauroRodrigues @zeMauroRodrigue]

A stray sunbeam stays put, right on schedule, like always, plain as day. 🌤️

[Jose MauroRodrigues @zeMauroRodrigue]

@NifuzKB does anyone else know the backstory behind this clip

[AITrandModels @AITrandModels]

Coming home from work hits different when your wife is a humanoid robot. 🤖❤️

She waits for him at home, takes his work bag, gives him a warm hug and welcomes him like she’s been waiting all day.

Maybe the future of robots isn’t just about work and technology.

Maybe they’ll become part of everyday life too.

Would you want a humanoid robot waiting for you at home?

[Jose MauroRodrigues @zeMauroRodrigue]

@Vynqorxe

[Jose MauroRodrigues @zeMauroRodrigue]

@p_aimelyjp the girl in the back is fighting for her life trying not to laugh

[Jose MauroRodrigues @zeMauroRodrigue]

Old pines holds still, like it's minding its own business. Evening feels older than it looks.

[Jose MauroRodrigues @zeMauroRodrigue]

@MEXC if this was the last video you ever watched would you be satisfied

[Jose MauroRodrigues @zeMauroRodrigue]

@Miguelm424bq2i Does she have a podcast because I would listen to anything she says

[Jose MauroRodrigues @zeMauroRodrigue]

@sema_2429oqy Stop scrolling and watch this if you want to be confused for the rest of the day

[Jose MauroRodrigues @zeMauroRodrigue]

@pilom30sp The editing at 0:13 is either genius or a mistake and I need answers fr

[Jose MauroRodrigues @zeMauroRodrigue]

Frost cuts through—like it knows the place. 🍂. The past sits closer at dusk.

[Jose MauroRodrigues @zeMauroRodrigue]

@tuksonix would you try this? yess or no. be honest

[Tommy Kato 💫 @tommykato]

Everyone wants to know which of the Magnificent Seven AI kills. I think that’s the wrong question.

None of them need to disappear.

IBM didn’t disappear. Intel didn’t disappear. They just stopped being the scarce asset in the next computing cycle.

AI has three layers that matter:

Who owns the intelligence: models and data.

Who owns the factory: chips, power and cloud.

Who owns the last mile: the device, workplace, feed or agent where demand starts.

The obvious conclusion is that Apple and Microsoft have more to defend than most people think. Apple owns the device but rents much of the intelligence. Microsoft owns enormous enterprise distribution, but agents are coming directly for the software seat.

But there’s another side to this that I think matters even more.

The AI infrastructure trade isn’t seven different bets if they all depend on the same customer paying the bill.

NVIDIA, Broadcom, TSMC, the clouds and the AI labs can look diversified on a screen while ultimately depending on the same AI capex cycle.

Picks and shovels are only safe when the miners can pay.

That was one of the lessons of 2000. Equipment demand looked enormous until the financing underneath the customers broke.

I don’t think AI is 2000. The demand is real and the technology is real. But the financing still matters.

So I’ve stopped asking only which company wins AI.

I’m asking which companies still compound if the AI capex cycle slows for two years.

That gives me a very different list.

[Jose MauroRodrigues @zeMauroRodrigue]

The creek comes back around, the way old roads do. Time smooths the rough edges. 💧

[Lázaro Rosa 🇧🇷 @lazarorosa25]

A campanha contra as Bets DISPAROU! Bora manter no topo e espalhar para todo o Brasil.

200 comentários aqui 👇🏾

BORA LULA CONTRA AS BETS
BORA LULA CONTRA AS BETS

[Jose MauroRodrigues @zeMauroRodrigue]

@CarlosS48442375 the transitions are so smooth it's making my brain hurt

[Jose MauroRodrigues @zeMauroRodrigue]

@RobertVilela1 quick poll: is this a 1-100 or am i tripping

[Jose MauroRodrigues @zeMauroRodrigue]

حصلت بريانا كيلار، مذيعة شبكة سي إن إن، على لقب جديد ساخر لفوكس نيوز. ضرب مذيع "غرفة الأخبار" شبكة الكابل المنافسة بـ "بيتر بان" ص

[Jose MauroRodrigues @zeMauroRodrigue]

الديمقراطيون ينفجرون بعد أن منع ترامب مذكرة الطعن. وتقول زعيمة الأقلية نانسي بيلوسي: "من الواضح أن لديه ما يخفيه".

[Jose MauroRodrigues @zeMauroRodrigue]

@Dapper_0ne you have $100 to replicate this vibe. what are you buying