Congrats to Guneet Monga Kapoor, producer of ELEPHANT WHISPERERS (Netflix) on her second #Oscar win! Here’s she is (second from left), w/ pal Vikas Khanna and… Aditi Sangal Shefali S. Kulkarni Sameepa Shetty Sree Sreenivasan (Bsky ·Threads: @sreenet) Bobby Ghosh Gitesh Pandya (TikTok @gitesh.pandya) Yoshita Singh योषिता सिंह, at Vikas’s lovely Manhattan home.

As I've often said, the Infrastructure Quadrangle (Compute, memory, storage, networking) must be balanced for any major workload. This is especially true for AI & networking is a bottleneck. Spending the new few hours with Marvell Technology "Accelerated Infra for the AI Era" event.

In today's #TimeOut segment @JonFortt talks to @Icertis CEO Samir Bodas on how his company is turning legal contracts into more strategic assets.

.Thomas (Tom) Lee (not drummer) FSInsight.com says on CNBCOvertime quantum is “an innovative technology” and while “it may do better when we are risk on” says you can’t not own them in 2025. He owns $IONQ in $GRNY I say take his BTC advice from 10 yrs ago & put 2% of your net worth in the quantum names you like

Oregon Fire Trucks Fighting L.A. Blazes Didn’t Require ‘Emissions Testing’ #LAWildfires #California #Oregon #factcheck

In an increasingly financialized economy there is a tighter connection between rising asset prices and economic strength. The 3Q24 and 4Q24 data were supported by the long rally in '24, but that has fizzled in the last couple months and with it economic conditions lately.

Finland's President is unbelievably eloquent and has obvious skin in the game — should be one of the leaders on Ukraine negotiations

The new admin followed through on its promise to impose 25% levies on CAN and MEX and an additional 10% on China today, bringing the total costs of these new tariffs to an estimated 160bln on US consumers and biz. That marks the implementation of just over 40% of the plans.

Dutch pensions to invest €100bn in risky assets boosting Europe’s defence efforts on.ft.com/4ceWEDd

PE firm Clearlake agrees to acquire and take private Dun & Bradstreet, one of Wall Street's oldest data and analytics providers, for $7.7B including debt (Ryan Gould / Bloomberg) bloomberg.com/news/articles/… techmeme.com/250330/p6#a250… x.com/Techmeme/statu…

OpenAI’s reported bid for Windsurf isn’t just about code—it’s about control. Vibecoding shifts power to the app layer, and its starting to chip away at another Microsoft stronghold (Github copilot) Great convo this morning w/ Replit CEO Amjad Masad

$SAP CEO: "With a share of more predictable revenue of 86%, SAP’s business model remains resilient in uncertain times" CFO: "Q1 marks a solid start to the year in a highly volatile environment."

The share of equities held by people who are at or near retirement age (55+) has climbed to about 80%, up from 60% two decades ago, according to an analysis of Federal Reserve data by Rosenberg Research. Read more: unusualwhales.com/news/individua…

$MSFT Microsoft Q3 FY25 revenue growth by product line [Constant Currency YoY] —Microsoft Cloud: +22% —Azure & other cloud services: +35% —Server products & cloud services: +24% —Microsoft 365 Commercial: +15% —Microsoft 365 Consumer: +12% —Dynamics 365: +18%

$META CFO hikes their capex guidance for FY 25: "We anticipate our full year 2025 capital expenditures, including principal payments on finance leases, will be in the range of $64-72 billion, increased from our prior outlook of $60-65 billion"

AI is eating financial research.

"Publishers will be able to choose from over 100 AI-generated voices in English, Spanish, Italian, and French."

India's AI usage --"Jai Jio" 🇮🇳 (a) India is the 2nd largest market for OpenAI’s ChatGPT app 🤯 13.5% of global users of ChatGPT’s mobile app come from India (b) And, more surprising, India is the largest “opt-in” market to DeepSeek 🤯 7% of global users of DeepSeek’s mobile

Andrej Karpathy's (Andrej Karpathy) keynote yesterday at AI Startup School in San Francisco.

In it’s heyday, Goldman’s special situations group was the navy SEALs of money making. Today’s guest, Alan Waxman, used to run that group before leaving to build Sixth Street, now a $115b behemoth. SSG heads were sometimes of the more brainy, nerdy variety. Not Waxman. He is a