YOU KNOW WHAT IT MEANS WHEN AN AI COMPANY CUTS OVER A QUARTER OF ITS WORKFORCE, RIGHT?

More than half of the Fortune 500 already qualifies as a significant customer, but Anthropic’s revenue from those companies averages less than 0.1% of their expenses. Its ten largest Fortune 500 customers spend more than eight times the broader cohort average while still spending less than 1% of expenses.

$LITE $COHR $AAOI $SIVE $CRDO WOW. @JensenHuang just confirmed the optical supercycle. “Scale up is going to become optical.” 15x volume. Orders of magnitude more optics. Copper is tapped out inside the rack. The bottleneck is now light. > $LITE: NVIDIA already wrote the $2B check. Sold out. > $COHR: Same deal. Capacity locked through 2028. > $AAOI: 800G/1.6T modules into a wall of demand. > $SIVE: Pure InP laser arrays for CPO. Built for this. > $CRDO: AECs today, optics + SiPho tomorrow. Jensen just named the volume. These names own the capacity. Position accordingly, be smart. We are long and bullish many of the stocks mentioned here. NFA.

It’s a great tax strategy if you need a write off to hold CCXI into the merger

$CCXI stock was 🟢 by less than 1% for over 30 min during regular market hours. @agilityrobotics should PR that. One of their biggest milestones so far.

call me a delusional bull but something about $CCXI today felt different, bottomy imo

Deploy, deploy, deploy... Korea Clears First 20 Humanoid Robots for Real Factory Lines Alongside Workers South Korea’s Ministry of Trade, Industry and Energy has approved a regulatory sandbox exemption for Robros to deploy 20 AI bipedal humanoids on live production lines without traditional safety fences. The four sites-> >Nepes (semiconductor): Clean contaminants from circular components in back-end packaging. >Sungwoo Hitech (auto parts): Place body components into designated positions. >HD Hyundai Samho (shipbuilding): Stack scaffolding brackets used on ship hulls. >Delivery Lab (logistics): Move refrigerated packaging units. The robots must move, perceive their surroundings, and operate near people rather than stay fixed at one station. Test data will feed into revisions of existing safety standards. They are Robros’ IGRIS-C (154 cm, ~56 kg)--compact for factory aisles, ~31 body DoF, tendon-driven hands, ~6 kg dual-arm payload--with RL locomotion, imitation learning, and full-body teleoperation. IGRIS-C has already done earlier trials in logistics（as in the video shared earlier）; this is a larger-scale sandbox test on real factory floors. And,this is also Korea’s first broad clearance for humanoids working on the same lines as people, focused on mature industries with existing production lines.

Looking forward to @encord_team long horizon conference next week. I'll be on a panel on data flywheels for real-world autonomy. excited to see everyone in the bay area!