Tantalizing preview, its like the run up to Christmas for tech investor geeks

Time to get out that pen! bloomberg.com/news/articles/…

Like Spotify wrapped for Daily Sketch readers, this week, we revisit key trends from the past year across technology, the consumer, the economy, sustainability, and financials. open.substack.com/pub/robeco/p/s…

TikTok Americans abroad. Yesterday, I downloaded the app to see what would happen I live in the NL but my ios store is USA. Today the app still works for me, but my daughter studying in the UK, got the US block notice. #expattiktok

$137 billion? I thought they only needed $6 million

Apparently, the market has noticed Deepseek and the competition among AI developers. (USA - China competition no less!) This is further evidence that we are in a new golden age of innovation. robeco.substack.com/p/agi-race-hea…

Moving on from the ever-popular topic of AI, today we briefly discuss quantum computing in our golden age of innovation set of Daily Sketches: robeco.substack.com/p/quantum-inte…

Between reading white papers, street notes, and hot takes on X, I completely forgot to check Threads these last few days

Gauntlets thrown

Another proofpoint that the environment for innovation in the USA has not been stifled the last few years. Good ideas ( and plenty bad) get built.

These ARE the droids you are looking for. Robots are not only getting more plentiful, they are getting smarter too. robeco.substack.com/p/the-droids-y…

SemiAnalysis is like a reasoning model, rather than spit out a hot take, Dylan Patel ✈️ ICLR and team took a deep breadth, and put out a more detailed response. Thanks for helping to set record straight.

RIP Roomba

A breakthrough in quantum computing. Majorana 1 brings us closer to harnessing millions of potential qubits working together to solve the unsolvable—from new medicines to revolutionary materials—all on a single chip. #QuantumComputing #QuantumReady msft.it/6007UxEHz

Big Tech’s big AI spend is shaping investment portfolios. Spoke to Jack Neele and Daniel Ernst about this, on Robeco’s latest podcast: open.spotify.com/episode/0hpsYo…

Nvidia GTC audience is gasping at the performance of Rubin Ultra NVL576. Blows the competition out of the water. 14X GB300 NVL72 performance IN ONE RACK $NVDA

Hey Elon Musk , you may be the greatest manufacturing builder of all time. Did you need protective tariffs in order to manufacture in the USA ? Or were private capital , your investment, and local and federal government incentives the difference ? BTW, what I respect most

While there is little or no reason to cheer today, I extend my warm wishes to Microsoft, which turns 50 today! open.substack.com/pub/robeco/p/f…

Like lambs to the slaughter. Feeling extra sympathetic to the innocent creatures at the moment.