Month: April 2024

The Future Of War Is Drones

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🚨 🚨 Elon Musk Two Years Ago: “The future wars are really going to be drone wars. If your drones are better than their drones, then you win”

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Manufacturers Integrate AI Tech

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🚨 🚨 A joint study by Microsoft and MIT Technology Review Insights found 35% of the manufacturers surveyed have already put AI use cases into production. While most, 64%, are currently researching or experimenting with AI

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Apple: AI iPhone 16 Is Confirmed

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🚨 🚨 Apple Confirms Innovative iPhone 16 Pro Upgrade. The details come in a newly released research paper by researchers from Cornell University working with Apple titled “Ferret-UI: Grounded Mobile UI Understanding with Multimodal LLMs”

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Meta: Limitless Possibilities

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🚨 🚨 Meta’s MTIA chip is fabricated using a 7nm process by TSMC and operates at 800 MHz. It employs the RISC-V instruction set architecture (ISA), which is an open-source alternative to the x86 and ARM architectures. The chip is designed to handle high volumes of concurrent operations, often using lower-precision arithmetic, which is typically sufficient for AI workloads and allows for more computations per watt of power

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The “Games” Have Begun

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🚨 🚨 BREAKING: #Bitcoin   prices are now down over 10% in just 30 minutes to their lowest level since March 20th. Bitcoin is now also down 20% from its recent all time high. The drop in Bitcoin began shortly after it was reported that Iran had launched a drone attack against Israel. The recent pullback in Bitcoin has erased over $300 billion from crypto markets

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ETFs Attract $126B In March

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💥💥 Investors pumped an outsized $126.5bn into exchange traded funds in March as a series of markets from Wall Street to gold hit record highs, according to data from BlackRock

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AI: The Most Levered Tech Co

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🚨 🚨 UBS: This Tech co is poised for artificial intelligence success. It is the most levered to AI given its broad [intellectual property] portfolio and leverage across the data center

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Asian Equities Trade At 50% Discount

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🌏 🌍 “Asian equities are currently trading at a 50% discount to global equities on a price-to-book basis,” says Eastspring Investments. The global asset manager anticipates that this gap will continue to narrow given government efforts around the region to introduce new programmes geared at increasing profitability

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Gold ETFs Will Be Bought Eventually

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🚨 🚨 Gold ETFs Will Be Bought Eventually: The lack of demand for Gold ETFs can be largely explained by investors chasing returns in the money market. But once the Fed actually deploys its planned rate cuts, that will eventually trigger fresh inflows into ETFs and give gold prices a further boost

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Gold: Get Ready For $2700

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🚨 🚨 “What I think is really, really bullish about gold is that those ounces will be taken off the market and never come back. And that’s clearly very different to the ETFs where ultimately everyone’s a trader of it.” said Duncan MacInnes, investment director at Ruffer Investment Co. He last month increased his exposure to gold and silver to roughly 8% across his two portfolios, which combined have about $3 billion under management

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