$META release their first Llama 4 models!
Focus is on multimodality. A great day for open source no doubt.
anubisSonOfRa
npub1rl59...4wn4
Be water
Another company doing the the right thing!
Unreal to hear Larry say something like this.
X (formerly Twitter)
Bitcoin Archive (@BitcoinArchive) on X
⚡️BlackRock's Larry Fink: U.S. Dollar risks losing global reserve status to Bitcoin if U.S. doesn't get debt under control.
Charlotte de Witte & Amelie Lens - One Mind EP
Belgium has given the world so many treasures: M.I.K.E. Push, Jean-Claude van Damme, Trappist beer, chocolate, waffles, New Beat, Bonzai Records and these women!
Wall Street Journal: "Trump, Chip Maker TSMC Announce $100 Billion Investment in U.S."
One of the more important paragraphs in the article. It kind of sets the stage.
“If they did [the chips] in Taiwan to send them here they’ll have 25% or $30% or 50% or whatever the number may be” in tariffs, Trump said. “It’ll go only up. By doing it here, there’s no tariffs.”
Stocks like $ASML.AS $NVDA $TSM and $BTC still had a rough day today.
Source:
https://www.wsj.com/tech/trump-chip-maker-tsmc-expected-to-announce-100-billion-investment-in-u-s-02a44399
Solar Quest - Acid Air Raid (George's All Nighter)
The greatest 303 programming in history. Describing this track as a "monster" doesn't do it justice.
#acid #trance
I don't get it. Not selling though!
$NVDA
X (formerly Twitter)
The AI Investor (@The_AI_Investor) on X
Amazon CEO Andy Jassy just said:
“There’s not enough chips and power to meet AI demand.”
$NVDA
Madonna - Justify My Love
This belongs in the Louvre. Madonna, Lenny Kravitz + Jean-Baptiste Mondino == 🔥
Thank you Kim! ❤️
$NKE
Wall Street Journal: "Birkin Bag Maker Hermes Posts Higher Revenue on Strong Americas Performance"
$RMS.PA
"The French luxury group on Friday reported revenue of 3.96 billion euros ($4.15 billion) for the fourth quarter, up nearly 18% at constant exchange rates compared with the prior-year period."
""Hermes is affected by the crisis in China, but the group is quite resilient, Chief Executive Axel Dumas said during an earnings call. “There are positive signs, but not enough to expect a full recovery,” he added.""
"Hermes proposed a dividend of €16 a share."
No "è" on the keyboard at WSJ? Anyways, amazing results by Hermès. Will try to read or listen to the conference call this weekend.
Source (paywall):
https://www.wsj.com/business/earnings/birkin-bag-maker-hermes-posts-higher-revenue-on-strong-americas-performance-3207d7b6
Not sure what this is all about, but I'm going to find out.
$H
DeepSeek, China, OpenAI, NVIDIA, xAI, TSMC, Stargate, and AI Megaclusters | Lex Fridman Podcast #459
Dylan Patel & Nathan Lambert on Lex!
Just finished all 5 hours. This episode is beyond fantastic!
Dylan and Nathan share so much knowledge about semi conductors, LLMs, data centres, geopolitics, Stargate (am I the only one who remembers the film?), the future of AI etc.
If you have a interest in this space, you need to listen to this. There's no two ways about it...
Eric Prydz - Live from History Toronto 2025
We're not worthy! 🙌
Did a small buy of Nvidia. In Jensen and team we trust!
$NVDA
BlackRock -5,5% on tariffs?
Doesn't seem reasonable to me. Made a small buy. Larry got this one way or another.
$BLK
Hermès - Fall/Winter '25 - Men's