🥋 BOJ Signals Further Rate Hikes
The Bank of Japan voted 7-2 to raise rates to 1.25%. Further hikes will depend on activity, prices, and financial conditions.
Underlying inflation could exceed the 2%... Read more →
Venture Capital
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Open in Telegram “You don't need a lot of brains in this business…What you do need is emotional stability.
You have to be able to think independently: when you come to a conclusion, you have to really not care what... Read more →
You have to be able to think independently: when you come to a conclusion, you have to really not care what... Read more →
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☺️ AMD Chip Prices
AMD is reportedly preparing to raise chip prices by ~10% as higher TSM wafer costs flow through to customers.
The increases are expected to hit AI accelerators and consumer GPUs in... Read more →
AMD is reportedly preparing to raise chip prices by ~10% as higher TSM wafer costs flow through to customers.
The increases are expected to hit AI accelerators and consumer GPUs in... Read more →
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📉 Treasury Yields Fall
After rate hike, the 10-year yield fell to 4.94% and the 20-year yield to 5.337%.
The move suggests the bond market is pricing in lower inflation after the Fed reaffirmed its... Read more →
After rate hike, the 10-year yield fell to 4.94% and the 20-year yield to 5.337%.
The move suggests the bond market is pricing in lower inflation after the Fed reaffirmed its... Read more →
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"If the new thing isn’t better than what is available, it hasn’t met your threshold; then that screens out 99% of what you see, and it’s an enormous thought conserver. That is not taught in business... Read more →
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🛢China Crude Futures Hit Record
China’s benchmark crude futures hit a record 929.4 yuan a barrel after a major Middle East pipeline shutdown disrupted supply. Chinese refiners bought more cargoes,... Read more →
China’s benchmark crude futures hit a record 929.4 yuan a barrel after a major Middle East pipeline shutdown disrupted supply. Chinese refiners bought more cargoes,... Read more →
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🤩The Rule Behind AI Obedience
Ask an AI assistant to block a gambling app for 30 days, and to keep the block even if you later ask for it back. On day 2, you ask for access. Both outcomes are... Read more →
Ask an AI assistant to block a gambling app for 30 days, and to keep the block even if you later ask for it back. On day 2, you ask for access. Both outcomes are... Read more →
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☁️ Oracle’s Customer-Funded AI Buildout
$11.4 billion in customer advances helped Oracle report operating cash flow of $23.1 billion, up 184%. Yet free cash flow was negative $5.4 billion for the... Read more →
$11.4 billion in customer advances helped Oracle report operating cash flow of $23.1 billion, up 184%. Yet free cash flow was negative $5.4 billion for the... Read more →
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