

Mike Krieger on Fable Model Reshaping Workflows, Cost Collapse in Construction, and a Dramatic Transformation of Software Engineering Essence.


After AI devours all trainable aspects, untrainable value becomes the moat.


Controversy over CPO timeline triggers pullback in optoelectronics stocks, market re-evaluates volume ramp steepness for 2027–2028.


Arthur Hayes believes rising oil prices, the IPOs of AI giants, and Trump's anti-AI stance will trigger market corrections, advising profit-taking.


Alphabet completes $84.75 billion in funding for AI infrastructure, with AI firms lining up for IPOs.


SpaceX Secures Major AI Compute Contracts with Anthropic and Google Ahead of IPO, Generating $2.17 Billion Monthly, Annualized at $26 Billion

AI's actual cost exceeds human labor, prompting enterprises to shift toward Chinese large models


AI makes scams more realistic; crypto users must verify domains, permissions, and other technical details rather than relying on textual deception detection.


San Francisco's AI Fever: A Confluence of Technological Revolution and Financial Bubble, Characterized by Euphoria, Anxiety, and Information Asymmetry.


Rubin cabinet CPU-side memory downsizing triggers correction in AI memory stocks, HBM4 logic remains unchanged, but profit pool needs reallocation.

Key AI Events, Outlook on Industry Trends
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Stock, Commodity & Bond Tokenization
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Follow new prediction market trends, insight real event expectations.
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Spotlight on Frontier, trending projects, and breaking events
American Crypto Act – timely interpretations of policies worldwide