
Mehdi Quant
2.9K posts

Mehdi Quant
@quantum_citoyen
Amateur de science-fiction 🤖🌐










engineer whose communication skills are improving now that he talks to agents all day


💬"L'hypermédiatisation qu'il a choisi a nui à la crédibilité, à la sérénité, à l'impartialité des travaux" ➡️Jérémie Patrier-Leitus, président de la Commission d'enquête sur l'audiovisuel public, fustige le comportement du rapporteur Charles Alloncle #BFM2











Rapporter la dette au PIB a ses limites. La rapporter à la maturité des titres du Trésor, n'a quasiment aucun intérêt.


#Robotics: The space where @X FOMO and unrealistic marketing claims are out of control. I had enough of cool videos with nothing IRL, so I went to #China to understand the real state of the field and a realistic timeline. open.substack.com/pub/phareal/p/…





Morgan Stanley has again raised its capex forecasts for the five hyperscalers Amazon, Alphabet, Meta, Microsoft, and Oracle. It now expects them to spend about $805bn this year, up from a previous estimate of $765bn. For next year, the forecast has been lifted from $951bn to $1.1TRILLION. To put that into perspective, their 2026 spending alone would be roughly equal to what all non-tech companies in the S&P 500 spent combined in 2025. The expected ~$800bn for 2026 is nearly double 2025 levels and about three times what was spent in 2024.


URSULA VON DER LEYEN: LOOKING BACK, I BELIEVE IT WAS A STRATEGIC MISSTEP FOR GERMANY TO ABANDON NUCLEAR ENERGY — IF WE ARE SERIOUS ABOUT CLIMATE, BOTH GAS AND COAL ARE FAR MORE HARMFUL THAN NUCLEAR.










