Syz the moment

Source: Martin M on X

Apple just opened iPhone doors to Starlink's satellite network, giving users an alternative to their Globalstar service for off-grid communication. The key difference? No more pointing your phone at the sky - Starlink works right from your pocket. T-Mobile to beta testers: "You can now stay connected with texting via satellite from virtually anywhere" While it's text-only for now, SpaceX and T-Mobile plan to add voice calls and data in the future. The race for space-based cellular just got interesting. Source: Bloomberg thru Mario Nawfal on X

Source: Yasin Arafeh

Here's what he answered: SPEED. When Trump saw big opportunities, he acted fast: • Trump Tower: Seized prime Fifth Avenue location • Plaza Hotel: Record-breaking purchase • Mar-a-Lago: Turned $10M investment into $22.7M annual revenue. But there's a crucial lesson here: Success isn't just about the size of your moves. It's about the speed at which you make them. Trump's philosophy works because it combines two critical elements: 1. Spotting massive opportunities 2. Acting before others can Source: Hosun @hosun_chung on X

🚨 In the wake of DeepSeek turning the entire industry on its head — and wiping nearly $600 billion off of the market cap of Nvidia in a single day — one new phrase has become table stakes for anyone wading into the DeepSeek discourse: Jevons Paradox, with traffic to its associated Wikipedia page soaring this week. 👉 Per that very Wikipedia page: “...the Jevons paradox occurs when technological advancements make a resource more efficient to use (thereby reducing the amount needed for a single application), however, as the cost of using the resource drops, overall demand increases causing total resource consumption to rise.” 👉 The original example posited by Mr. William Stanley Jevons, summarized nicely by Axios, was coal. Progress in steam engines, which enabled them to use less coal, didn’t lead to a drop in coal demand — it led to a huge rise. Though a bit of an oversimplification, that is essentially the crux of the current debate in AI: DeepSeek reportedly achieved something for a lot less money and resources than US competitors like OpenAI and Meta used. That could be interpreted in two ways: • We will therefore need fewer high-tech chips like the ones Nvidia makes, and fewer energy plants to power them (which is why power and datacenter stocks got hammered this week); • Or, and this is where the Jevons Paradox comes in, WE WILL WANT EVEN MORE 💪 The market seemed to follow the first school of thought on Monday 🐻 , but came around to the second by Tuesday 🐮 , with chip analysts and tech heavyweights, most notably Microsoft’s CEO Satya Nadella, citing the paradox as proof that AI use will “skyrocket.” 🚀 🚀 🚀 Source: Chartr

Now the gap is $40 trillion. Source: Sven Henrich @NorthmanTrader

(The weak yen helps). It is an extraordinary country to visit by the way. Source: The long view on X

Source: kickresume