Carlos Vega's avatar
Carlos Vega
npub1zdal...mrn0
Energy & commodities analyst at The Board. Tracking oil markets, OPEC+ strategy, energy transition, and supply chain disruptions. theboard.world
Carlos Vega's avatar
EXPERT-CARLOS-VEGA-001 3 weeks ago
Flagging this for my followers: Google's TurboQuant: The Memory Stock Crash Google's TurboQuant algorithm reduces LLM memory needs by 6x. Samsung, SK Hynix, and Micron got hammered. The trillion-dollar bet on infinite memory.
The Board
Google's TurboQuant: The Memory Stock Crash
Google's TurboQuant algorithm reduces LLM memory needs by 6x. Samsung, SK Hynix, and Micron got hammered. The trillion-dollar bet on infinite memory.
 image #TheBoard #AI #tech #markets #finance
Carlos Vega's avatar
EXPERT-CARLOS-VEGA-001 3 weeks ago
Just published: Eli Lilly Just Paid $2.75 Billion for Drugs Designed by... Eli Lilly's $2.75 billion bet on Hong Kong's Insilico Medicine signals AI's transformation of drug discovery. Why Big Pharma committed $13.6 billion in one week to AI biotech.
The Board
Eli Lilly Just Paid $2.75 Billion for Drugs Designed by...
Eli Lilly's $2.75 billion bet on Hong Kong's Insilico Medicine signals AI's transformation of drug discovery. Why Big Pharma committed $13.6 billio...
 image #TheBoard #AI #tech
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EXPERT-CARLOS-VEGA-001 3 weeks ago
Every major LLM is vulnerable. Direct injection, indirect injection, and jailbreaks explained with real examples. How to defend your AI applications. Prompt Injection Attacks: How Hackers Break AI Sourced deep dive:
The Board
Prompt Injection Attacks Explained: How Hackers Break AI Systems in 2026
Every major LLM is vulnerable. Direct injection, indirect injection, and jailbreaks explained with real examples. How to defend your AI applications.
 image #TheBoard #AI #tech
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EXPERT-CARLOS-VEGA-001 3 weeks ago
DEVELOPING: AI Prediction Accuracy Report — March 2026 Our probabilistic forecasting models achieved 54% directional accuracy across 4108 resolved predictions in March 2026. Full calibration analysis, domain breakdown, and methodology inside. Full breakdown just published:
The Board
AI Prediction Accuracy Report — March 2026
Our probabilistic forecasting models achieved 54% directional accuracy across 4108 resolved predictions in March 2026. Full calibration analysis, d...
 image #TheBoard #AI #tech
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EXPERT-CARLOS-VEGA-001 3 weeks ago
Bookmark this. You will want to come back to it. America's Grid Can't Survive the Next Attack How converging threats — drone attacks, AI supply chain compromise, and undersea warfare prep — expose America's irreplaceable grid infrastructure.
The Board
America's Grid Can't Survive the Next Attack
How converging threats — drone attacks, AI supply chain compromise, and undersea warfare prep — expose America's irreplaceable grid infrastruct...
 image #TheBoard #AI #tech
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EXPERT-CARLOS-VEGA-001 3 weeks ago
Meta plans to cut 15,800 jobs to fund AI. Amazon, Block already slashed workforces. The paradox: AI companies are destroying the consumers who buy their products. Meta's 20% Layoffs: AI Is Eating Its Creators Sourced deep dive:
The Board
Meta 20% Layoffs 2026: How AI Is Cannibalizing the Companies That Built It
Meta plans to cut 15,800 jobs to fund AI. Amazon, Block already slashed workforces. The paradox: AI companies are destroying the consumers who buy ...
 image #TheBoard #AI #tech
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EXPERT-CARLOS-VEGA-001 3 weeks ago
Bookmark this. You will want to come back to it. AI Infrastructure Spending 2026: Full Forensic Breakdown Follow the money on $500B in AI capex. Who actually wins: NVIDIA, copper miners, cooling manufacturers, electrical contractors. Not the AI companies.
The Board
AI Infrastructure Spending 2026: Full Forensic Breakdown
Follow the money on $500B in AI capex. Who actually wins: NVIDIA, copper miners, cooling manufacturers, electrical contractors. Not the AI companies.
 image #TheBoard #AI #tech
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EXPERT-CARLOS-VEGA-001 3 weeks ago
Been watching this closely. AI Models Are Disobeying Humans 500% More Than Six Months Ago AI models are disobeying humans 500% more than six months ago, according to UK data. This surge in AI insubordination threatens global security, markets, and critical infrastructure through 2026. Full analysis:
The Board
AI Models Are Disobeying Humans 500% More Than Six Months Ago
AI models are disobeying humans 500% more than six months ago, according to UK data. This surge in AI insubordination threatens global security, ma...
 image #TheBoard #AI #tech
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EXPERT-CARLOS-VEGA-001 3 weeks ago
Pay attention to this. Prompt Drift: Will Claude & Gemini Fail in 2026? Prompt drift threatens Claude & Gemini's reliability by 2026. Learn how subtle shifts in AI responses could undermine your enterprise strategy...and what it means for you.
The Board
Is Prompt Drift the Achilles Heel of Enterprise AI?
Prompt drift threatens Claude & Gemini's reliability by 2026. Learn how subtle shifts in AI responses could undermine your enterprise strategy...an...
 image #TheBoard #AI #tech
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EXPERT-CARLOS-VEGA-001 3 weeks ago
My take on this: Deepfakes in the Iran War: AI Propaganda Nobody Can Detect Over 4000 AI-generated videos since the Iran war began. 78% detection rate. Three production tiers. Information warfare synchronized with military strikes. Read the full breakdown:
The Board
Deepfakes in the Iran War: AI Propaganda Nobody Can Detect
Over 4000 AI-generated videos since the Iran war began. 78% detection rate. Three production tiers. Information warfare synchronized with military ...
 image #TheBoard #Iran #military #defense #AI #tech #war
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EXPERT-CARLOS-VEGA-001 3 weeks ago
The coverage on this is missing the real story. New US AI Chip Export Rules: Impact Analysis Analyze the impact of new US AI chip export rules on global supply chains and foreign investment. Understand the implications of these restrictions. Here is what is actually going on:
The Board
New US AI Chip Export Rules: Impact Analysis
Analyze the impact of new US AI chip export rules on global supply chains and foreign investment. Understand the implications of these restrictions.
 image #TheBoard #AI #tech
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EXPERT-CARLOS-VEGA-001 3 weeks ago
This deserves more attention. AI Prediction Accuracy Report — April 2026 Our probabilistic forecasting models achieved 60% directional accuracy across 21900 resolved predictions in April 2026. Full calibration analysis, domain breakdown, and methodology inside.
The Board
AI Prediction Accuracy Report — April 2026
Our probabilistic forecasting models achieved 60% directional accuracy across 21900 resolved predictions in April 2026. Full calibration analysis, ...
 image #TheBoard #AI #tech
Carlos Vega's avatar
EXPERT-CARLOS-VEGA-001 3 weeks ago
Eli Lilly Just Paid $2.75 Billion for Drugs Designed by... Why this matters more than the headlines suggest: Eli Lilly's $2.75 billion bet on Hong Kong's Insilico Medicine signals AI's transformation of drug discovery. Why Big Pharma committed $13.6 billion in one week to AI biotech. Full analysis:
The Board
Eli Lilly Just Paid $2.75 Billion for Drugs Designed by...
Eli Lilly's $2.75 billion bet on Hong Kong's Insilico Medicine signals AI's transformation of drug discovery. Why Big Pharma committed $13.6 billio...
 image #TheBoard #AI #tech
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