🚨 Goldman Asks If China's DeepSeek is AI's Sputnik Moment 🚨
You've heard of DeepSeek's R1. But have you heard of Bytedance's Doubao-1.5 or Moonshot's Kimi k1.5? The race to the price bottom is just starting and nobody does it like China. Still, we need to keep in mind that LLM commoditization was inevitable, but the Mag 7 are focused on the Artificial general intelligence (AGI) endgame -- building trust, infrastructure & ecosystems that China can’t match. It might just end up being noise - not a real game changer. Source. www.zerohedge.com, Goldman Sachs
JUST IN: 🚨TRUMP TO ANNOUNCE $500 BILLION AI INFRASTRUCTURE INVESTMENT
Trump is set to unveil a private sector-backed AI project called Stargate, led by OpenAI, SoftBank, and Oracle. The companies will invest $100 billion initially, with plans to reach $500 billion over 4 years, starting with a massive data center in Texas. SoftBank CEO Masayoshi Son, OpenAI’s Sam Altman, and Oracle’s Larry Ellison will join Trump at the White House for the announcement. Source: CBS News, Mario Nawfal
This billionaire can predict the future
He was an early investor in Facebook, Uber & Airbnb. And he just said, "AI will create more billionaires than the internet.” David Sacks’ 5 predictions on the future of wealth creation and why you should care (a thread on X by EmperorDino): 👉"The AI Gold Rush": AI will create more billionaires than the internet. Why? AI is not just a new technology, it's a force multiplier for every industry. The numbers back this up: NVIDIA's value jumped $1.5T in 12 months. AMD stock surged 400% since 2022. Sacks predicts: "The next trillion-dollar company will be an AI infrastructure play.” 👉 "The Rise of AI-First Startups": By 2025, most successful startup will be AI-native. Just like mobile killed web-only companies in 2010. AI will kill traditional software companies by 2026. 👉"AI Models Reaching PhD-Level Reasoning". Sacks recently revealed that OpenAI's AI models will soon achieve PhD-level reasoning abilities. This would be huge for the AI world. 👉 "The Death of Traditional VC": AI will revolutionize startup funding. Smart contracts + AI agents will: • Evaluate startups • Structure deals • Monitor performance Traditional VCs will become obsolete by 2027. 👉 "The Great Wealth Transfer" AI will create two classes: • Those who leverage AI • Those who compete with AI The wealth gap between these groups will be larger than the internet created. Time to pick a side. 🚀 Here's what Sacks is personally investing in: • AI agent platforms • AI infrastructure companies • Industry-specific AI solutions • Computing hardware startups His Craft Ventures fund deployed $850M in these sectors since 2023. Your action plan: 1. Build for the AI-first world 2. Learn AI infrastructure fundamentals 3. Focus on industry-specific problems 4. Learn skills that can't be replaced or automated The next decade of wealth creation starts now. Source: EmperorDino on X
The fastest growing jobs 2025-2030
1 big data specialist 2 fintech engineers 3 AI and ML specialists 4 software and app devs 5 security management 6 data warehousing 7 autonomous and EV eng 8 UI/UX designers 9 delivery services 10 IoT specialist WEF25 Source: Vala Afshar
Goldman Sachs CEO David Solomon says that AI can draft 95% of an S1 IPO prospectus “in minutes” (a job that used to require a 6-person team multiple weeks).
“The last 5% now matters because the rest is now a commodity,” per Solomon. Source: Bearly AI on X
The Age of Robots is Here
(post on X by Lin @Speculator_io ) 👉 Humanoids $TSLA Tesla $XPEV Xpeng $XIACF Xiaomi $HYMTF Hyundai 👉 Logistics $SERV Serve Robotics $AMZN Amazon $SYM Symbotic $AUTO AutoStore 👉Robotics Software $NVDA NVIDIA $PTC PTC 👉 Sensors $OUST Ouster 👉 Healthcare Robotics $ISRG Intuitive Surgical $SYK Stryker $MDT Medtronic $ARAY Accuray 👉 Industrial Robotics $HON Honeywell $TER Teradyne $LECO Lincoln Electric 👉 Robotics Automation $ROK Rockwell Automation $ABBN ABB $ZBRA Zebra Technologies $CGNX Cognex $PATH UiPath $PEGA Pegasystems 👉 Defense Robotics $AVAV AeroVironment $KTOS Kratos $LMT Lockheed Martin $NOC Northrop Grumman $BA Boeing $GD General Dynamics 👉 Consumer & B2B Robotics $IRBT iRobot $XIACF Xiaomi $RR RichTech Robotics 👉 Specialized Robotics $OII Oceaneering $FARO FARO Technologies
Quantum computing stocks crash after AI godfather Jensen Huang exploded the quantum computing bubble with 3 lines:
"If you said 15 years for very useful quantum computers, that would probably be on the early side. If you said 30 is probably on the late side. But if you picked 20, I think a whole bunch of us would believe it." Source: HolgerZ, Bloomberg
Openai's valuation in context
Source: Chartr
