If the Waymo carbots can handle sharing the road with Boston drivers and navigating our cow-path inspired “grid”, I will finally be a believer that physical AI is ready for primetime. #L4

Solid print, but investors likely wanted a bigger beat given the multiple premium. Decelerating y/y ARR growth with so much of the platformization opportunity still in front of $PANW likely also on investors minds

I lol’d at this one, enough truth to be funny Meta and Anthropic might take issue with the lack of inclusion? It seems like this group all get their moment in the sun for a few days or weeks, and then the cycle rolls on. Titans of tech playing the world’s most expensive game

I see the logic here The iPhone worked because of personalized Apps and a touch-based interface With AI progress, the possibility is there for personalized Agents and natural language-based interface

If we're not seeing more economic impact of AI in terms of GDP growth, in my opinion, it's mostly because gains and controls are concentrated in a few companies (mostly big tech and a couple of big startups) because of the lack of open infrastructure, open science and open-source

🧵 Nomad Semi and I just published a 4,000‑word technical deep dive on HBM. A MUST READ—I can confidently say. We break down: 1) Bonding technologies behind HBM 2) Why and how  SK  Hynix has taken the lead. 3) China’s evolved HBM capabilities. /1 Link:

A window into the amazing work being done The Futurum Group by our analyst team ⬇️

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Big News Alert: 🚨 I am incredibly excited to announce the launch of Futurum Equities Research as a new division of Futurum. As markets, policy, and technology continue to converge, our industry research, analysis and our market coverage has expanded to where we see a critical

The top companies benefiting from AI adoption at scale and the resulting increase in demand for inference

The future of work is lean and fast

Apple has always had a cult-like following. Looking at the event coverage from yesterday, folks are really starting to self-identify on whether they are in or out of the club. Apple has rarely been the first-mover on new technologies, they wait for maturity, convergence, and

Physical AI will be far more disruptive to society than GenAI, the AI disruption has just begun.

Our testing and analysis of the newly announced AMD Instinct MI355X GPU accelerator compares it to the NVIDIA B200 across a range of AI workloads, including DeepSeek-R1, where AMD can see up to a 50% performance advantage. Read the full report: signal65.com/research/ai/am…

Can’t help but wonder if the outages impacting a large swath of the internet today are at all connected to the Israel-Iran conflict in the Middle East. Two well credentialed state actors in advanced cyber warfare. #cyber #outage Downdetector

Tune in this week to an incredible lineup of visionary technologists and industry leaders at The Futurum Group’s #SixFiveSummit