⁠Startup Archive
RT @ancerj: Look at Europe. The default of civilization is decadently demanding resources be spent *now* on pet projects, retirement, "quality of life;" not on a better future that verbalists will call unreasonable, unsustainable, unequal.

It takes bold live players to halt that dynamic.

Elon Musk: “Technology does not automatically improve”

“People are mistaken when they think that technology just automatically improves. It does not automatically improve. It only improves if a lot of people work very hard to make it better. And actually it will I think—by itself—degrade.”

Elon continues:

“If you look at the progress in space, in 1969 we were able to send somebody to the moon. Then we had the Space Shuttle. The Space Shuttle could only take people to low-earth orbit. Then the Space Shuttle retired and the United States could take no one to orbit.”

This is why he believe SpacEx’s mission of making humans a space-faring civilization is so important. It’s not inevitable, and it will require a lot of talented people working really hard to make it happen.

“You look at great civilizations like ancient Egypt, and they were able to make the pyramids, and they forgot how to do that. And the Romans, they built these incredible aqueducts. They forgot how to do it.”

Video source: @TEDTalks (2017) - Startup Archive
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⁠Startup Archive
RT @farbood: @StartupArchive_ As always he’s got the goated take
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⁠Quiver Quantitative
BREAKING: Senator Shelley Moore Capito just disclosed a purchase of stock in GE Aerospace, $GE.

GE Aerospace makes jet engines for military aircraft.

Capito sits on the Senate Appropriations Subcommittee on Defense, which oversees defense spending. https://t.co/CamVzQV09F
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⁠Investing visuals
Geopolitical tension is one of the main risks that $ASML is facing. Here's a breakdown of its revenue by geography 👇 https://t.co/mCJVzJwEoy
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⁠Stock Analysis Compilation
THB AM on Hawkins $HWKN US

Thesis: Hawkins leverages strategic acquisitions and cost synergies to dominate niche markets and drive robust cash flow growth

(Extract from their Q3 letter) https://t.co/ijuXHQwOsy
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⁠Quiver Quantitative
RT @QuiverCongress: JUST IN: Representative @VernBuchanan has introduced legislation to make daylight savings time permanent.

Follow here for updates. https://t.co/YuYewvKbQt
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⁠Quiver Quantitative
RT @QuiverCongress: JUST IN: Representative @laurenboebert has introduced legislation to abolish the ATF.

Follow here for updates. https://t.co/qc694YeJrn
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⁠Investing visuals
NVIDIA is inches away from being the most valuable company in the world.

Here's the company at a glance👇 https://t.co/3g2kb52w9A
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⁠Quiver Quantitative
RT @QuiverCongress: JUST IN: @RepAndyBiggsAZ just introduced legislation to allow NASA to establish a research center for deep space and interplanetary research.

Follow here for updates. https://t.co/i2MUWh9n3g
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AkhenOsiris
If even Emirates Bank is seeing the fruits, AI is so fucking on like donkey kong.

Jokes aside, been hearing similar anecdotal stories from non-tech and definitely not tech-savvy companies. Maybe 2025 is an inflection year of sorts.

Third-party contact works in digital transformation at Emirates Bank.

GenAI deployment going very well for them across a number of functional areas. The efficiency gains are definitely there.

Seems like 1) all this new Gen AI functionality mostly gets deployed across $AMZN, $MSFT and $GOOGL, and 2) Gen AI functionality boosting cost efficiency more than revenue for companies so maybe economic impact is more on margins.

Highlights
-Centralized team understands business requirements and deploys GenAI against it

-Vast majority of development on $MSFT Azure / OpenAI. Using infra deployed locally.

-In HR, mainly using AI to screen thousands of job applications per open role. Ranks candidates along w/ description. Have had good success here and have hired candidates that were top-ranked by AI.

-Use AI to help HR write job descriptions

-Use AI to help onboard new customers. Have to run names through various checklists and lots of little things can go wrong as many people share names. Keep a human in loop for exceptions.

-Use AI when screening new customers to see if any negative media or involvement that warrants attention.

-Use AI to help with regulation. AI digests new regulatory articles that are lengthy / nuanced, summarizes changes, and then reviews all existing contracts to see which ones may need to be amended. Also important that AI can translate different languages so can not only read regulation in Arabic but also see what changes to contracts in English are required.

-Use AI in contact center to help agents. AI can provide proposed solutions which is helpful for agents running into a new issue. AI also very helpful because have customers from Russia / China / etc. and might need agent to be able to read their statement to resolve issues. AI can translate all this.

-There is demand for local AI models bc Arabic has multiple dialects.

-Don’t fine-tune models but do have to put in place a lot of guardrails to reduce hallucination. - TechStockFundamentals
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