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The company's American Depository Receipts opened. The ADR shares opened at one seventy fourteen percent above the one forty nine they were offered at, giving XSK Hynix a market cap of roughly one point zero three.
Sonos confirmed the reductions late last month, but senior-level details were previously unreported. CEO Tom Conrad internally framed the cuts as a way to reduce management layers. That's probably good and make Sonos move faster. Fewer months in conference rooms, more prototypes in our labs, more decisions made and executed, more exceptional products in the world of our consumers. You have to imagine that there's something interesting for Sonos to do with an AI company.
That giving SK Hynix a market cap of roughly $1.03 trillion. We got another one, another, another one, another trillion-dollar company in the AI boom. The blockbuster listing caps an extraordinary run for memory manufacturers fueled by surging demand from AI systems, particularly for high-bandwidth memory used alongside advanced AI accelerators. SK Hynix, Samsung, And U.S.-based Micron dominate the global memory market.
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}AISO Market Calls classifies public statements from public sources. A classification such as long thesis, short thesis, or explicit call describes the content of the public statement and does not prove that the speaker actually entered, exited, or held a position. Market performance shown is calculated from public market data around the source publication or timestamp. It is not investment advice.
Memory chipmakers keep pricing power as inference volume explodes; wafers are 90%-allocated to AI, DRAM up double digits, no supply relief until 2027 whether usage stays frontier or goes cheap.
It'll be among the most affordable options on the market, Zuckerberg said in an interview ahead of the release. Quote, since this is not an open-source model, this is, I think, the first time that we're doing a real serious API, and the pricing is going to be very aggressive and attractive.
I was demoing the latest VO model and it's good, but it's still clockable as AI generated. There's still, I had some cars spinning around and, you know, it's 3 cars and then it's 4 cars and then it's 2 cars and they're sort of melding into one another.
I can't imagine a better defensive move than putting Getty Images and Shutterstock together.
But Getty Images was planning to merge with Shutterstock. These are 2 essentially stock photo sites. In theory, they should be absolutely decimated by AI image generation. Meta put out a new one, Muse Image. Nano Banana Pro has been fantastic. Images 2 from OpenAI has been really good. And like, they're honestly getting to the point where a lot of the example images are just like, okay, that's just a photo.
$30 billion company. And I don't believe that they've gotten much to orbit yet. They've done some experiments, some tests. They're still early, but it's a huge market.
The valuation is expected to be $130 billion, big for a private company.
Durbin?
They're going after the debit card rails. They're going after Visa. Hmm. This is news today. JPMorgan, Bank of America, Wells Fargo, PNC, and other big banks are reportedly exploring a deal to buy a Fiserv debit card network
It should be good given that they have all the Instagram and Facebook data to train on.
Text is the universal interface. Place in a future world where, you know, everything is done via voice or via an agent or via text stream, having a centralized place and not having to use a bunch of different apps and have the best app at the right time and this one's on discount and that one's not and this one's your payments information safe, having all of that happen below the fold is just another layer to the user experience in the modern era that it feels like it's on the way.
I think it's difficult for other car manufacturers to do first-party accessories because there's so many SKUs, whereas when you're selling as many Model Ys as they are and as many vehicles that have that exact trunk configuration with that exact port, uh, you can, you can underwrite the mass manufacturing a lot easier than if you're, you know, Kia or Hyundai and you have 25 different vehicles all with slightly different configurations.
Maybe. Who knows? Um, but overall, is there cause for optimism with Xbox? It's the hardest gaming platform to be excited about. When you think about Valve, it's just a money printing machine on top of PC. Uh, the PC gaming industry broadly is, is doing well. And, and PlayStation's done such a good job. Sony's done such a good job with PlayStation with creating like true intellectual property.
Really, it feels like Microsoft is having the biggest win in, in enterprise and Teams and, uh, and cloud and all of the workforce, uh, and productivity tools that they launch. Obviously, they're very big in AI.
Recently, Hyundai bought Boston Dynamics for $1.1 billion in 2021.
The, the NeoCloud market is selling off. Oddly enough, Meta has a bunch of NeoCloud contracts. Some of those companies are selling off because now they're a buyer and also a competitor.
So own the house, don't bet on the actual casino. Stay out of the casino, stay in the stock market potentially. Um, anyway, um, moving on, uh, Google Gemini. There's some news there. Google AI overviews decreased, uh, outbound organic clicks by 40%. Eric Sufert is sharing a new paper by researchers at Carnegie Mellon and the Indian School of Business finds that AI overviews were triggered in roughly 41% of observed Google searches.
this company went public in 1993, and if you went to the Monarch Casino Resort and every week you gambled $100 on their stock by buying the stock over the run, one— just gambling $100 a week on their stock from 1993 to today, you would have put in $174,000 and it would be worth $3.3 million.
That's good for brands. That's good for companies. Businesses that advertise on Meta. It's good for Meta. It's good for users. And it just doesn't feel like that's where the energy has been in terms of productizing AI within the family of apps. And so it feels like e-commerce will see agentic shopping happening. We're getting closer. Computer use is getting better. APIs are there. MCP servers and Shopify has a bunch of tools for this stuff. But it's weird that Meta hasn't even been experiment.
The company is considering selling access to various AI models hosted on its existing AI infrastructure, as well as raw computing capacity As part of its Meta Compute initiative, Meta plans to generate revenue from excessive computing power, could help return its investment in AI infrastructure, which includes hundreds of billions of dollars spent on data centers and expensive chips. And so
My latest hot take is that self-driving technology is commoditizing as fast as LLM technology and that companies that take it seriously and actually prioritize it, it is not some insane, insane tech breakthrough that cannot be implemented in other vehicles. It in fact can be implemented in other vehicles.
With the Iridium acquisition, Rocket Lab is positioning itself to compete directly with SpaceX, which already connects, which already operates a 10,000-satellite fleet.
It's not exactly the same as white nicotine pouches that actually don't have tobacco in them. But anyway, the FDA has to review each one. They reviewed Zyn and they gave them the MRTP approval. It's huge news for the industry. It's very good news. It's good news for everyone, I think. Anyway, the other news is that NVIDIA and Eli Lilly are building an AI lab, $1 billion lab for drug discovery in San Francisco. Eli Lilly CEO Dave Ricks talks about their data advantage.
Zyn can now market and put on the label and advertise that it is better for you than cigarettes, which is such a mild claim, but it's huge for the industry. If you know what this means, it's an extremely high bar.
With the Iridium acquisition, Rocket Lab is positioning itself to compete directly with SpaceX, which already operates a 10,000-satellite fleet.
the explosive growth in Micron Technologies profit in the latest quarter is extraordinarily good news for its shareholders... Micron, along with the Korea— with Korea's Samsung Electronics and SK Hynix, are to AI what oil producers are to the airlines, makers of an essential input that this year suddenly became much more pricey because there is extremely limited capacity to make the high-bandwidth memory that AI needs
I mean, it sounds extremely bullish for Google.
The impulse to release open source models makes sense as a free marketing strategy and as a path to commoditize your complements. But open source model providers will lose the capital expenditure war as open source ROI continues to decline.
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