The future of IT is AUTONOMOUS.
Source: Vala Afshar @ValaAfshar
How much of China AI depends on US
Source: The Times Of India @timesofindia
Suddenly everyone hates AI
Source: Bloomberg
Banks and insurers might be longs as structural beneficiaries in the AI era.
Back office tasks get automated and margins improve. Software has a large opportunity to improve efficiency as well. Source: Greg @GS_CapSF
AI disrupting toilets next
Source: Bloomberg
AI Risk Is Dominating Conference Calls as Investors Dump Stocks
Source: Bloomberg
A Stock Market Doom Loop Is Hitting Everything That Touche AI
Source: Bloomberg
AI in China isn’t just "catching up"—it’s sprinting
China’s AI market is surging, fueled by government support and rapid innovation. Tech giants and startups like Zhipu AI and MiniMax are launching advanced models for coding and multimodal tasks, pushing the STAR AI Index up. The focus has shifted to agentic workflows and AI that can handle speech, visuals, and music, signaling a move beyond simple chat. With Premier Li Qiang calling for AI integration across all industries, China is narrowing the U.S. AI gap fast, making the global AI race more intense than ever. Source: CNBC
