anon
RT @zephyr_z9: "Synthetic Diamonds for Semis (heat sink for AI chips)"

Not ready for Primetime yet

A new release shows Japan is investing:

$550B USD (86 Trillion Yen) into several sectors.

The first round of investments go into these three:

1. Synthetic Diamonds for Semis (heat sink for AI chips)

- J-TEC Corporation (3446.T)
- $COHR - diamond substrates into optical (likely partner). They launched bondable diamonds in Jan 2026. Likely Element Six grows Diamondond Wafer -> $COHR bonds it to AI processors.
- EDP (7794.T)
- Element Six

Are the likely winners for this sector. The text mentions a "synthetic diamond production plant," but it does not name these companies. They are the logical technical winners.

2. Gas Power for Data Centers

- SoftBank (Explicitly named)
- GE Vernova $GEV
- Quanta Services $PWR
- Hitachi (6501.T)

3. Deepwater Oil Terminals

- EPD $EDP
- ENEOS (5020.T)
- Idemitsu Kosan (5019.T)

Sorry couldn't find English version of the article yet (and translation tools were off).

Phase 1 is $40–45 Billion (approx. 6–7 Trillion Yen). - Serenity
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anon
RT @zephyr_z9: Cuz both drug discovery and material discovery require finding the right molecule/compound (the labs are focusing on that)
U can basically do both as the pipeline is similar

i like Insilico Medicine but can't understand why it suddenly went from pure drug discovery to drug discovery AND advanced material discovery (similar to XtalPi).

why distract yourself + reallocate resources to non-drug discovery when you should be hyper focused on the extremely difficult mission of AI-powered drug discovery

it's like Cambricon, which is busy trying to gain market share for AI chips, suddenly saying they're also tackling CPUs or APs now.

any explanation why Insilico is now trying to tackle two extremely difficult problems at the same time? Can doing advanced materials discovery (for EV batteries or solar panels) help with drug discovery? - lisasufanclub
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Brady Long
Wait what? https://t.co/Iw1bHyOGTq

everyones talking about how anthropic fumbled openclaw to openai but not enough are talking about how peter steinberger is fucking jacked - luca
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Brady Long
Can’t believe this guy made OpenClaw https://t.co/SzmFV88erc
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The Transcript
RT @TheTranscript_: $GM CFO humorously reflects on scrutiny of GM commentary versus prior airline role:

“I learned that the world cares a whole lot more what the CFO of General Motors says than the CFO of Delta" https://t.co/SsaV3mtypr
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Michael Fritzell (Asian Century Stocks)
Well, that's interesting https://t.co/RzL0OBzcYo
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Javier Blas
GAS MARKET: After a cold blast triggered sild price moves, US gas benchmark Henry Hub has fallen back below $3 per mBtu. Warmer temperatures and the irresistible supply force of the US shale revolution behind the pullback.
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j-contra
RT @Larryjamieson_: Just buy secular winners for 7x ebit. It’s that simple. https://t.co/jp8Qn13xut
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NecoKronos
NEW NEW UPDATE 🚨👇

https://t.co/As5Rgw3ZJ0 - MMT
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j-contra
Love how Tsubaki $6464 called 2025 a 'pus-draining year for precision balls'. And they go on saying 2026 recovery will be driven by "ceramic balls for aerospace" https://t.co/Tnp0ye5nHa
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God of Prompt
🚨 BREAKING: OpenAI just hired the creator of OpenClaw, the most viral AI agent of 2026.

Peter Steinberger will lead the next generation of personal agents. Sam Altman called him “a genius.”

I see it differently.

OpenClaw went viral. It also got flagged by Gartner as a cybersecurity risk, went rogue on users’ iMessage accounts, and had its own maintainer warn people not to use it if they can’t run a command line.

Manus hit $100M ARR without a proprietary model. OpenClaw spawned an entire agent ecosystem overnight.

Neither solved the hard problem: making autonomous agents reliable at scale.

Error recovery at step 14. State management across sessions.

Permission boundaries that stop your agent from emailing your entire contact list.

The wrapper layer is not the moat. The reliability engineering layer is.

Models are commoditizing. The value just migrated to the teams who make unreliable systems actually work.

There are maybe three teams on Earth who’ve proven they can do that.

OpenAI didn’t acquire an agent platform. They acquired a vision they still need to engineer into something trustworthy.

The real AI agent war isn’t who builds the flashiest demo. It’s who solves reliability first.

Peter Steinberger is joining OpenAI to drive the next generation of personal agents. He is a genius with a lot of amazing ideas about the future of very smart agents interacting with each other to do very useful things for people. We expect this will quickly become core to our product offerings.

OpenClaw will live in a foundation as an open source project that OpenAI will continue to support. The future is going to be extremely multi-agent and it's important to us to support open source as part of that. - Sam Altman
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God of Prompt
RT @alex_prompter: Siri promised you a personal AI assistant in 2011.

14 years later, it still can't clear your inbox.

OpenClaw actually does it. From WhatsApp. While you sleep.

That's why I wrote the complete OpenClaw guide covering:
→ Full architecture breakdown
→ 30-minute setup walkthrough
→ Security hardening (this is critical)
→ Cost-saving tricks ($14/month vs $400/month)
→ A memory upgrade prompt that makes it 10x smarter

One user saved $4,200 negotiating a car through it.

Comment "Claw" and I'll DM you the full guide.
(Must be following me to receive it)
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