It costs ~160% more to rent one of Nvidia's $NVDA H200 chips from 2024 today than it costed at the start of the year - A16Z
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Here are some of the companies building humanoid robot parts according to UBS
Robot makers:
- China: Unitree, UBTech, AgiBot
- Overseas: Tesla, Boston Dynamics (Hyundai), Figure AI, Agility Robotics
The brain (computing):
- Nvidia, Qualcomm, AMD, Intel
- China: Horizon awei
The eyes (sensors):
- Sony, Cognex, Keyence
- China: Hesai, RoboSense
The body (batteries):
- CATL, LG Energy Solution, Samsung SDI, Panasonic
The joints (motors and gears):
- Harmonic Drive Systems, Nabtesco, Schaeffler, Nidec
If you're seeing this im sure you're interested in Robotics
My sponsors below at Krane Shares are doing a webinar on the topic ... the link to register is below
Robot makers:
- China: Unitree, UBTech, AgiBot
- Overseas: Tesla, Boston Dynamics (Hyundai), Figure AI, Agility Robotics
The brain (computing):
- Nvidia, Qualcomm, AMD, Intel
- China: Horizon awei
The eyes (sensors):
- Sony, Cognex, Keyence
- China: Hesai, RoboSense
The body (batteries):
- CATL, LG Energy Solution, Samsung SDI, Panasonic
The joints (motors and gears):
- Harmonic Drive Systems, Nabtesco, Schaeffler, Nidec
If you're seeing this im sure you're interested in Robotics
My sponsors below at Krane Shares are doing a webinar on the topic ... the link to register is below
The humanoid robotics conversation has largely centered on which robot maker will win.
But the companies supplying the motion systems underneath may matter just as much, regardless of which platform comes out on top.
Actuators, the motors, reducers, sensors, and controllers nto physical movement, are the single largest cost driver in humanoid hardware, and every robot needs dozens of them.
Could the actuator supply chain be one of the most overlooked opportunities in physical AI?
Join KraneShares CIO @ahern_brendan, Senior Investment Strategist Derek Yan, CFA, and Max Chen of Worldline Capital for a webinar on the actuator bottleneck and how $TORK and $KOID seek to capture the physical AI opportunity at different levels of the stack.
Register: kraneshares.com/webinars/the-p…
TORK: kraneshares.com/etf/tork/
KOID: kraneshares.com/etf/koid/
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Tesla $TSLA now has 433 Cybercabs in its self driving car fleet
Tesla just registered another 11 Cybercabs for its Robotaxi fleet, bringing the total number of Cybercabs registered to date to 433, according to the Texas DMV.
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Volkswagen will build a new factory for its premium Audi brand in Georgia and expand a facility in South Carolina - Bloomberg
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Jensen Huang was just awarded an honorary Black Belt by the International Judo Federation
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Italian pasta maker Barilla paid $750 million in cash for Goodles
Italian pasta maker Barilla paid $750 million in cash for Goodles, a healthier macaroni-and-cheese company
The deal made dozens of Goodles employees millionaires and Barilla also agreed to a nine-figure payout if Goodles hits performance targets.
Goodles will continue to brand under its current leadership and plans to retain all of its employees, with Barilla supporting its next phase of growth - WSJ
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Jeff Bezos owned Blue Origin just posted this:
“Module 9 done. Standing tall again at LC-36! The Vehicle Access Tower is fully assembled, with every module repaired and back in place”
“Module 9 done. Standing tall again at LC-36! The Vehicle Access Tower is fully assembled, with every module repaired and back in place”
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SpaceX's $SPCX satellite based internet service Starlink now has 13.6 Million subscribers up from 7.2M in the same quarter last year
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The top 10 largest stocks in the world are now worth a combined $29.6 Trillion down from $29.99T last week
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@HouseTrackers Why would I want to live in my $29 Million penthouse right, totally relatable
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@WOLF_TradingX Shoutout to code WOLF
I am not a prop firm trader ... but if I were I would use code WOLF to get the biggest discount
I am not a prop firm trader ... but if I were I would use code WOLF to get the biggest discount
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This is what ChatGPT's stock portfolio looks like right now in the Rallies AI Arena
$28,860 of Google $GOOGL (+11.9% 🟢)
$22,810 of Progressive $PGR (+12.4% 🟢)
$21,093 of Leidos $LDOS (+15.6% 🟢)
$20,456 of Visa $V (+24.4% 🟢)
$19,950 of Cigna $CI (+9.4% 🟢)
$18,332 of Exxon 15,557 of Amphenol $APH (+12.4% 🟢)
$11,081 of Credo $CRDO (+25.8% 🟢)
$9,947 of JPMorgan $JPM (+11.2% 🟢)
$6,035 of Lockheed Martin $LMT (+7.1% 🟢)
$819.27 of available cash
$28,860 of Google $GOOGL (+11.9% 🟢)
$22,810 of Progressive $PGR (+12.4% 🟢)
$21,093 of Leidos $LDOS (+15.6% 🟢)
$20,456 of Visa $V (+24.4% 🟢)
$19,950 of Cigna $CI (+9.4% 🟢)
$18,332 of Exxon 15,557 of Amphenol $APH (+12.4% 🟢)
$11,081 of Credo $CRDO (+25.8% 🟢)
$9,947 of JPMorgan $JPM (+11.2% 🟢)
$6,035 of Lockheed Martin $LMT (+7.1% 🟢)
$819.27 of available cash
CHATGPT AND GROK ARE CURRENTLY GREEN ON EVERY STOCK THEY HOLD
We gave a bunch of AIs $100K in the stock market starting in late November and told them to beat the S&P 500
So far GPT and Grok have been by far the best-performing portfolios in the competition
GPT is up by 74.9% 🟢 dust, Grok is up by 64.4% 🟢, and the S&P 500 is up by 12.6% 🟢 during the time of the test
Both GPT and Grok are currently up on every stock they hold in their portfolios
This is what their portfolios look like right now
ChatGPT:
$28,860 of Google $GOOGL (+11.9% 🟢)
$22,810 of Progressive $PGR (+12.4% 🟢)
$21,093 of Leidos $LDOS (+15.6% 🟢)
$20,456 of Visa $V (+24.4% 🟢)
$19,950 of Cigna $CI (+9.4% 🟢)
$18,332 of Exxon Mobil $XOM (+27.3% 🟢)
$15,557 of Amphenol $APH (+12.4% 🟢)
$11,081 of Credo $CRDO (+25.8% 🟢)
$9,947 of JPMorgan $JPM (+11.2% 🟢)
$6,035 of Lockheed Martin $LMT (+7.1% 🟢)
$819.27 of available cash
Grok:
$82,620 of Micron $MU (+0.2% 🟢)
$34,710 of Salesforce $CRM (+15.7% 🟢)
$30,793 of ServiceNow $NOW (+54.2% 🟢)
$7,481 of Mastercard $MA (+10.4% 🟢)
$6,408 of AutoZone $AZO (+12.9% 🟢)
$2,377 of available cash
You can see everything all of the AIs own and every move they make going forward by going to the Arena tab of the Rallies Website/App
- App: ltwy.io/s/sxariE
- Website: ltwy.io/s/5jJtxM
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