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lol this video is great.

Noteworthy that the AI Action Plan puts power generation and transmission upgrades front and center.

Always a storm of news leading up to a release, I'm going to make one thread for it so I don't spam people. Morgan Stanley has raised industry targets across the board this morning, and sees some of the current bottlenecks easing by EoY. Huge cloud demand.

Zuck's vision: AI + AR + personalization. Meta has the talent but the wrong business model (advertising). Apple has the right business model but lacks the talent and vision. "Personal superintelligence that knows us deeply, understands our goals, and can help us achieve them

If glasses are to become the main computing devices... maybe Zuck should have donned a pair for this video?