Ben Volach 💎

430 posts

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Ben Volach 💎

Ben Volach 💎

@benvol

Entrepreneur • Investor • Founder @BlueMail by Blix. Prev Followap - created the first Mobile Messenger (acquired by Neustar).

Katılım Haziran 2008
280 Takip Edilen1.9K Takipçiler
Ben Volach 💎 retweetledi
Patrick McGee
Patrick McGee@PatrickMcGee_·
Emerging from stealth mode to announce my upcoming book: Apple in China: the Capture of the World’s Greatest Company. It’s the untold, 30-year story of how the tech giant tied its fortunes to America's biggest rival, transforming both company and country. A *thread*
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ShanghaiPanda ( Account deactivation)
Microsoft yesterday: DeepSeek illegally stole OpenAI's intellectual property.😤 Microsoft today: DeepSeek is now available on our AI platforms and welcome everyone trying it.🤩
ShanghaiPanda ( Account deactivation) tweet mediaShanghaiPanda ( Account deactivation) tweet media
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Ben Volach 💎@benvol·
50,000 NVIDIA GPUs later… DeepSeek was basically just trained on a Casio with AAA batteries. So no US restrictions violated - it was just a calculator! #DeepSeek #DeepSeekR1 #AI $NVDA
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The Kobeissi Letter
The Kobeissi Letter@KobeissiLetter·
Chip Stocks Pre-Market Reaction to DeepSeek: 1. Broadcom, $AVGO: -11.9% 2. Nvidia, $NVDA: -11.5% 3. Taiwan Semi, $TSM: -11.2% 4. Super Micro, $SMCI: -10.8% 5. Arm, $ARM: -10.0% 6. Micron, $MU: -8.7% 7. AMD, $AMD: -5.6% 8. Qualcomm, $QCOM: -2.9% 9. Intel, $INTC: -2.8% Nvidia is on track to erase $400 BILLION of market cap today. This would be the biggest 1-day market cap loss in a stock in history. Turn on @KobeissiLetter post notifications if you want to stay ahead of the market.
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Joanna Stern
Joanna Stern@JoannaStern·
Uber CEO: Being an Uber driver is a solid job for the next 10 years, but after that, autonomous vehicles will take over. If you’ve ever been in a Waymo you know this isn’t a crazy thing to say.
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Shay Boloor
Shay Boloor@StockSavvyShay·
$AMZN anticipates a 70% increase in shipments of its in-house chips in 2025 -- reflecting growing adoption of its custom silicon for AI workloads & cloud services. This is also bullish for $AVGO, $MRVL & $ALAB 👀
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Rihard Jarc
Rihard Jarc@RihardJarc·
The CEO of $ARM explains where the bottlenecks for AI data centers are right now: - power & power regulation, - $TSM "which is the only game in town" for 3nm and 2nm - HBM memory There is a reason why $TSM, $MU, and SK Hynix are a significant part of my portfolio.
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Townhall.com
Townhall.com@townhallcom·
Larry Ellison of Oracle: AI will design mRNA vaccines for every individual person against cancer — making them robotically in 48 hours. "This is the promise of AI."
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Ben Volach 💎
Ben Volach 💎@benvol·
Monopolies like monopolies will do whatever it takes to protect their monopoly rents. Now they’re cozying up to Republicans and attacking competition laws to keep exploiting consumers and crushing rivals. Stay vigilant.
Tim Sweeney@TimSweeneyEpic

After years of pretending to be Democrats, Big Tech leaders are now pretending to be Republicans, in hopes of currying favor with the new administration. Beware of the scummy monopoly campaign to vilify competition law as they rip off consumers and crush competitors.

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Ben Volach 💎
Ben Volach 💎@benvol·
Meta's new rule: If it’s on Facebook or Instagram - it must be true. Maybe. 🤔
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Unkonfined
Unkonfined@unkonfined·
She’s a 10 but she doesn’t have an 𝕏 account.
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Ben Volach 💎
Ben Volach 💎@benvol·
I think it’s important we all stay aware and cautious as AI technology advances at an incredible pace, especially when it’s led by mega tech companies. Aida is raising valid points about the need for oversight to ensure AI is developed responsibly, so it’s safe, ethical, and well-regulated. Unchecked, AI could bring unintended consequences in areas like privacy, misinformation, or even job shifts. By staying informed, vigilant, and engaged, we can help shape a tech industry that prioritizes accountability and works for everyone’s best interests!
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AidaBell 🔔
AidaBell 🔔@adiboaron94·
There is no regulation This is extremely dangerous Wake Up People
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