Mick C.

12.3K posts

Mick C.

@BbSrl24

Curious mind 🌍 | Lover of ideas, people & stories ✨ | Sharing thoughts, one tweet at a time

เข้าร่วม Nisan 2014

1.4K กำลังติดตาม1K ผู้ติดตาม

Mick C.@BbSrl24·3h

@MartiniGuyYT A near‑$1T private valuation changes the entire dynamic. When pricing is set years before listing, public markets aren’t buying potential they’re absorbing pre‑priced expectations. At Sayari Global Holding we focus on architectures that create verifiable value beyond hype cycles

English

That Martini Guy ₿@MartiniGuyYT·7h

Anthropic is reportedly being discussed at a near $1T private valuation ahead of its IPO. That’s a very different starting point compared to most tech listings in history. Google went public as a profitable search business. Anthropic is still in heavy investment mode, scaling AI infrastructure at massive cost. At these levels, early entry pricing matters more than ever. Because public market investors aren’t buying “future potential” anymore. They’re buying into price that’s already been set years ahead of listing. And that changes the risk profile completely.

English

107

12K

Mick C.@BbSrl24·3h

@ThierryBorgeat History is clear: IPO waves don’t signal strength, they signal saturation. When supply accelerates into euphoria, you’re hearing the closing bell, not the opening one. At Sayari Global Holding we build systems designed to outlast cycles, not chase them.

English

Thierry from arvy 🇨🇭@ThierryBorgeat·7h

The dot-com IPOs didn't start the bull market. They accelerated into the top. This is the Nasdaq from 1995 to 2000. Watch the listings arrive as the index climbs: – 1995: Netscape – 1996: Yahoo – 1997: Amazon – 1998: eBay – 1998: theGlobe. com Each one landed higher than the last. The deals got bigger, louder, and more frequent the further the market ran. By 1999 and early 2000, the flood became a torrent: VA Linux, Pets. com, Webvan, Palm. is the one history remembers. Its 1998 IPO popped 606% on the first day, the largest first-day gain ever at the time. It became the face of the mania. Within two years it was essentially worthless. Here's the pattern that matters. IPO supply doesn't peak at the bottom, when stocks are cheap and nobody wants them. It peaks near the top, when the public will pay the most and insiders are most eager to sell. A rising tide of listings isn't a sign of a healthy market. It's the sound of the people who own these companies selling them to the people who don't. The IPO boom doesn't ring the opening bell. It rings the closing one.

English

116

7.3K

Mick C.@BbSrl24·3h

@newsinvesting AI TAM forecasts keep rising because we’re shifting from digital tools to autonomous infrastructure. The real inflection point won’t be in market size, but in systems that make intelligence verifiable and scalable. That’s the layer we build at Sayari Global Holding.

English

Investing.com News@newsinvesting·5h

HSBC is out with new AI TAM forecasts to 2030 investing.com/news/stock-mar…

English

546

Mick C.@BbSrl24·3h

@StockMKTNewz Long‑running autonomous agents change the game. When systems operate for hours, not minutes, you move from task automation to true operational intelligence. At Sayari Global Holding we focus on architectures that make this shift scalable, auditable and resilient.

English

Evan@StockMKTNewz·5h

JPMORGAN TO DEPLOY MORE POWERFUL AI AGENTS THIS YEAR JPMorgan $JPM plans to deploy AI agents later this year that can work autonomously for far longer than existing versions - CNBC “We’ve entered now the era of long-running autonomous agents” That “means that agents don’t just run for two or three minutes to carry out a goal or some instructions of a human, they can run for an hour or two.” - JPMorgan Chief Analytics Officer

English

153

26.9K

Mick C.@BbSrl24·3h

@BullTheoryio The Mythos/Fable split shows a clear trend: frontier AI is becoming stratified. Public access grows, but true capability remains gated. The real breakthrough will come from architectures that make autonomy verifiable. That’s where we focus at Sayari Global Holding.

English

Bull Theory@BullTheoryio·4h

BREAKING: Anthropic is releasing the public version of Claude Mythos today, per The Information. Claude Fable is a modified version of Mythos with safety guardrails that limit its cybersecurity capabilities and remove its ability to construct bioweapons. The full Mythos that Project Glasswing partners use remains restricted. What the public gets today is a cleaned up version. Claude Fable will be roughly twice as expensive as today's most advanced Claude Opus models. The original Mythos pricing shared in April was five times higher than Opus. The public version is cheaper, but still double anything available today.

Bull Theory@BullTheoryio

BREAKING: Anthropic is expected to release Claude Mythos tomorrow, the same model it said was too dangerous to make public. A "Mythos 1" tag was briefly spotted inside the Claude Code UI last week before being pulled, signaling a public release is imminent. In a restricted preview, Mythos found 271 vulnerabilities in Firefox alone, including a 15-year-old bug in Mozilla's HTML engine and a 20 year old flaw in its XML processor that years of human auditing had completely missed. Mozilla went from patching 21 security issues per month to 423 in a single month. When Mythos was first leaked in March: CrowdStrike fell -7% Palo Alto fell -6% Zscaler fell -4.5% Okta and Netskope fell -7% Tenable crashed -9% Cloudflare fell -13% Thomson Reuters fell -19% RELX fell -15% LegalZoom crashed -20%. The S&P 500 Software and Services Index fell 2.6% in a single session and is now down 12% since January.

English

296

56.5K

Mick C.@BbSrl24·3h

@crypto_banter A $295B push into nationwide AI infrastructure shows how fast the global landscape is shifting. This isn’t about competition — it’s about sovereignty. At Sayari Global Holding we focus on the next layer: autonomous systems where data, compute and trust scale together.

English

Crypto Banter@crypto_banter·9h

China is drafting a 2 trillion yuan (~$295 billion) plan over the next five years to build a nationwide network of interconnected AI data centers, Bloomberg reports. The initiative is led by the National Development and Reform Commission and will be primarily operated by state-owned giants China Mobile and China Telecom. At least 80% of the technology and AI chips must come from domestic suppliers such as Huawei. This is Beijing’s most aggressive state-backed AI infrastructure push to date, a clear move to close the gap with the U.S. while reducing reliance on American chipmakers.

English

2.5K

Mick C.@BbSrl24·3h

@coinbureau Speculative spikes around pre‑IPO perps always reveal the same thing: markets chase narratives faster than fundamentals. The real value emerges when infrastructure, automation and trust converge. At Sayari Global Holding, that’s the layer we build.

English

Coin Bureau@coinbureau·7h

🚨SPACEX PRE-IPO PERPS ARE SURGING ACROSS CRYPTO EXCHANGES SPCX futures now show over $525M in 24H volume and roughly $268M in open interest across markets, per CoinGlass. Binance currently accounts for the largest share, with around $287M in 24H volume and about $124M in open interest

English

162

16.7K

Mick C.@BbSrl24·4h

@KobeissiLetter Historic concentration always signals a structural shift, not just a market cycle. The next decade will reward architectures that scale trust, automation and real utility. At Sayari Global Holding we focus on the foundations, not the noise.

English

The Kobeissi Letter@KobeissiLetter·5h

The performance gap within tech stocks is at historic levels: The top 20% of US tech stocks have outperformed the bottom 20% by ~120 percentage points over the last 3 months, the 2nd-highest reading in history. By comparison, this difference peaked at ~135 percentage points during the 2000 Dot-Com Bubble. This spread has QUADRUPLED over the last year, outpacing the surge seen in 1999-2000. Top 20% of tech stocks have now returned +110% over the last 3 months, nearly matching February 2000 levels. At the same time, the bottom 20% performers have returned -10%. The tech rally has almost never been this concentrated.

English

123

102

771

110.5K

Mick C.@BbSrl24·4h

@MarsUniversityX Musk is right: AI + robotics unlock a new era of global abundance. The real challenge is building systems that scale trust as fast as automation. At Sayari Global Holding we focus exactly on that — autonomous infrastructure where prosperity becomes exponential.

English

Mars University@MarsUniversityX·5h

Elon Musk on AI, Robotics & Abundance: “With AI and robotics, this is the path to abundance for all If you want to solve global poverty or give everyone a very high standard of living, the only way to do that is AI and robotics That doesn’t mean it’s without risk. We have to be very careful… we don’t want to end up in a Terminator movie But if AI becomes ubiquitous and essentially free, and robotics is everywhere too, you’ll see an explosion in the global economy on a scale that’s hard to even comprehend”

English

1.2K

Mick C.@BbSrl24·5h

@rohanpaul_ai Physical AI won’t scale until robotics gets the same testing discipline software teams rely on. A browser‑based simulator that runs real robot code removes the slowest part of the loop — physical setup — and turns iteration speed into the real advantage.

English

Rohan Paul@rohanpaul_ai·5h

Robotics is slow because every change needs physical setup, people, space, and repeated field runs. Physical AI needs the kind of testing system software teams already relies on. Antioch just introduced Antioch Agent, a browser-based robotics simulator. Antioch runs your existing robot software inside simulation, connects it to virtual sensors and actuators, and lets you test robot behavior without spending every test cycle on physical hardware.

Antioch@antiochrobotics

Introducing Antioch Agent. For the first time, simulate the full physical AI stack in a closed agentic loop, entirely from the browser. Onboard your robot, build high-fidelity simulation scenes, and test in hours what takes weeks in the field. Develop physical autonomy at the speed of software, with Antioch Agent.

English

3.1K

Mick C.@BbSrl24·5h

@roboindexio @nebiusai @NVIDIARobotics Robotics gets real when the full physical‑AI workflow becomes cloud‑native — simulation, training and deployment on the same stack. NVIDIA + Nebius gives Europe what it has lacked: infrastructure that can turn strong research into systems ready for the field.

English

RoboIndex@roboindexio·5h

Robotics is getting a cloud-native layer. Nebius and NVIDIA are making the full physical AI workflow easier to access, from simulation and training to deployment, which is exactly where most startups get stuck. The first cohort starts in September, runs on UK-based infrastructure, and gives startups direct access to NVIDIA’s physical AI tooling plus Nebius’s cloud stack. That combination could matter if it helps turn Europe’s strong robotics research into more deployable systems.

Nebius@nebiusai

We’re launching the Physical AI Living Lab, a program giving British and European robotics startups access to the Nebius AI Cloud infrastructure and @NVIDIA’s physical AI development tools. 1/3

English

192

Mick C.@BbSrl24·5h

@BoldMomentumHQ A partnership can create a narrative spike, but without robotics revenue or operational alignment it remains a pivot, not a structural shift. Turning eldercare centers into training sites is interesting — the real test is whether capability, data and delivery actually converge.

English

MomentumHQ@BoldMomentumHQ·5h

$DXST Good potential to be today's top runner. Decent Holding Inc. Forms Partnership with Taihao Robotics to Launch Real-World Robotics Training Network in China

English

168

Mick C.@BbSrl24·5h

@JackS48301 @PrismaXai Teleoperation isn’t a fallback it’s the architecture that keeps human judgment inside systems operating in unpredictable environments. Physical AI scales when strength, precision and endurance combine with human adaptability The real shift is risk moving from operator to machine

English

Jason (❖,❖)@JackS48301·5h

The future of robotics isn't fully autonomous. It's human expertise operating through machines from anywhere in the world. Here's how teleoperation is changing automation What if a robot could be anywhere, but the expert controlling it could be thousands of miles away? That's teleoperation. With PrismaX, operators use live video feeds and intuitive controls to guide robots in real time. They see what the robot sees and make decisions instantly. Why not let AI handle everything? Because the real world is unpredictable. Unexpected obstacles, changing environments, and critical decisions still require human judgment. Teleoperation is especially valuable for: • Disaster response • Hazardous material handling • Extreme industrial environments • Remote infrastructure maintenance Instead of putting people in danger, robots enter the environment while humans remain safely in control. The risk moves from the operator to the machine. The magic isn't human vs. robot. It's human + robot. Robots provide: ✓ Strength ✓ Precision ✓ Endurance Humans provide: ✓ Experience ✓ Adaptability ✓ Creativity Together they can solve problems that neither could handle alone. That's the real promise of next-generation automation. As robotics advances, teleoperation ensures that human expertise remains at the center of complex decision-making. Automation isn't replacing people. It's extending what people can do. @PrismaXai

English

Mick C.@BbSrl24·5h

@StocksDaily Turning 400 eldercare centers into real‑world training sites shows why Physical AI needs authentic environments — synthetic data can’t replace lived complexity. But without robotics revenue or aligned core operations, it remains a narrative pivot, not yet a structural shift.

English

StocksDaily@StocksDaily·5h

$DXST Decent Holding partnered with Taihao Robotics to turn its 400 community eldercare centers in China into a real-world training network for humanoid and healthcare robots. The Physical AI angle is real — training data in authentic environments is genuinely valuable. But Decent's core business is wastewater treatment and elderly care. No robotics revenue yet. No financial terms. Pure pivot narrative for now. Not financial advice.

English

400

Mick C.@BbSrl24·5h

@AdventistRobots The shift from building to engineering is where real capability forms. Programs like FIRST Tech Challenge create early pipelines for problem‑solving, iteration and systems thinking — the foundations of future robotics and physical‑AI talent.

English

Adventist Robotics@AdventistRobots·5h

From building to engineering. That's the progression. Students who start with the fundamentals of robotics — problem-solving, teamwork, iteration — are exactly the students who thrive in FIRST Tech Challenge. This is where they go next. zurl.co/pbWV6 @AdventistRobots #AdventistRobotics #FIRSTTechChallenge #FTC #STEMCareers #EngineeringMindset #AdventistEducation #FloridaConference #FloridaConferenceofSDA #ChristianEducation

English

Mick C.@BbSrl24·5h

@ainews_24_7 When AI infrastructure meets physical execution, acceleration becomes inevitable. DeepMind supporting robotics teams with experts, compute and Gemini Robotics models signals a shift: Physical AI is moving from isolated labs to scalable deployment.

English

AI News 24@ainews_24_7·5h

Google $GOOGL DeepMind’s robotics accelerator for European startups is kicking off this month. The three-month program supports physical AI teams with DeepMind experts, Google AI infrastructure and Gemini Robotics models.

English

Mick C.@BbSrl24·5h

@Venu_7_ A 26‑year base breakout isn’t a pattern — it’s a regime change. When a legacy power‑semi name sits at the intersection of electrification and robotics, the move reflects structural demand, not just technicals. Big bases amplify big themes.

English

Venu@Venu_7_·5h

$VSH +12% today after breaking out and successfully retesting its 26-year base. It sits at the intersection of two powerful themes: power semiconductors and robotics. Big base + powerful themes + strong technicals = a deadly combination.

Venu@Venu_7_

Three names. Three multi-decade bases. $VSH - Robotics hidden supplier. $STM - The brains behind edge AI and industrial semis. $FSLR - The sleeping giant of the power revolution. All approaching Dot-Com and 2008 highs. Pay attention. 👀

English

11.4K

Mick C.@BbSrl24·5h

@robotics_alpha_ The real inflection point in robotics isn’t hype — it’s the quiet period where teams refine hardware, train models and build the data flywheel. AI gives systems cognition; robotics gives AI agency. When those two converge, adoption becomes an infrastructure story.

English

Robotics Alpha@robotics_alpha_·13h

Bullish on Robotics 🤖 Everyone is chasing the hottest narratives of the moment. But some of the biggest opportunities are often built during the quietest periods. While the market is focused on short-term price action, robotics teams are still shipping products, improving hardware, training AI models, and solving real-world problems. The combination of AI + Robotics feels inevitable. AI gives machines the ability to think. Robotics gives AI the ability to act. We're still early, but it's not hard to imagine a future where autonomous robots become part of daily life across logistics, manufacturing, healthcare, security, and even household tasks. Most people won't pay attention until the narrative explodes. By then, many of the strongest projects will have spent years building in silence.

English

1.7K

Mick C.@BbSrl24·5h

@StockSavvyShay A Physical AI Living Lab is more than a program — it’s infrastructure. When startups gain full access to NVIDIA’s physical‑AI stack and Blackwell‑class compute, the bottleneck moves from hardware scarcity to execution. This is how real‑world robotics scales.

English

Shay Boloor@StockSavvyShay·9h

$NBIS launched a Physical AI Living Lab with $NVDA to help European robotics startups move AI-powered robots to real-world deployment. Startups will get access to Nvidia’s Physical AI stack and Blackwell-powered infrastructure with the first cohort starting in September 2026

English

850

53.4K

Mick C.@BbSrl24·5h

@PolymarketMoney A Physical AI Living Lab signals the shift from isolated robotics projects to an integrated compute–simulation–deployment stack. When startups get full access to NVIDIA’s physical‑AI ecosystem, the bottleneck moves from infrastructure to execution.

English

Polymarket Money@PolymarketMoney·7h

$NVDA and $NBIS launched a Physical AI Living Lab for robotics startups.

English

995

75.2K

ค้นพบ

@MartiniGuyYT @ThierryBorgeat @newsinvesting @StockMKTNewz @BullTheoryio @crypto_banter @coinbureau @KobeissiLetter