我的关注

原文：
I just realized Boston Dynamics CEO shared the same sentiment:

“Robotics is next. America’s next 250 years will be built by robots”.

However, currently China accounts for 54%+ of all global robotics deployments.

- calls for Internet scaleable database of physical world (kinda got reminded of Niantic that has a huge dataset from Pokemon Go)

- dedicated National robotics strategy to compete against China’s leadership in this space

- ISO + regulation for robotics safety

This is all high level:

But my prioritize thought process is how do we support and scale a Made in USA supply chain for robotics/humanoids?

I’ve been hammering home rare earths for the longest time, that the US isn’t doing enough to subsidize or scale this industry.

But another thing to take note is subsidies for components, forcing $TSLA and others to use Chinese suppliers over Western ones, even if assembly is done in USA… to keep costs down.

Which is why I’ve liked Agility Robotics $CCXI since they source 75% of parts from the US, despite higher BOM to start out with.

Regardless it’s pretty clear this Robotics is coming and becoming a national security priority:

From the days of backflipping humanoid YT videos.

翻译：
我刚刚意识到波士顿动力公司的CEO也表达了相同的观点：

“机器人技术是下一个发展方向。美国接下来的250年将由机器人建设”。

然而，目前中国占全球机器人部署的54%以上。

- 呼吁建立一个可以扩展到互联网规模的物理世界数据库（这让我想起了Niantic，它从Pokémon Go中获得了大量数据）

- 制定国家机器人战略，以与中国在这一领域的领导地位竞争

- 机器人安全的ISO标准和法规

这些都是高层次的想法：

但我的优先思考过程是如何支持和扩大美国本土的机器人/人形机器人供应链？

我一直强调稀土元素的重要性，认为美国没有足够地补贴或扩大这一行业。

但需要注意的是，对零部件的补贴，迫使$TSLA和其他公司使用中国供应商而不是西方供应商，即使组装是在美国完成的……以降低成本。

这就是为什么我喜欢Agility Robotics $CCXI，因为他们从美国采购75%的零部件，尽管最初的成本更高。

无论如何，很明显机器人技术即将到来，并成为国家安全的优先事项：

从机器人后空翻的YouTube视频时代开始。 🤖💻

原文：
$IREN founders award themselves $1.14B+ of stock based compensation.

Vesting over 4 years timeframe. This is amid their active $6,000,000,000 ATM.

I’m not going to say anything but I think it speaks for itself. https://t.co/IoCHVxVIXs

翻译：
$IREN 创始人为自己授予 114 亿美元以上的股票基于的补偿。
分 4 年解锁。这是在他们活跃的 60 亿美元 ATM 期间。
我不想说什么，但我想这已经说明了一切。 https://t.co/IoCHVxVIXs

原文：
Wells Fargo: $META intent to sell excess compute is a positive signal around underlying demand and unit economics of AI.

“Despite this shift, we don’t expect a pullback in Meta’s capex or that overall compute needs are lower”

Regarding Neoclouds: WF thinks it validated the massive AI infra opportunity as well as acquisition opportunities. Despite any potential competition for Neoclouds.

I’m inclined to agree with Wells Fargo here and say markets completely misunderstood Meta’s excess compute comment.

翻译：
富国银行（Wells Fargo）表示：$META 计划出售多余的计算资源，这是对人工智能底层需求和单位经济学的积极信号。

“尽管发生这种转变，我们并不预计Meta的资本支出会减少，或者整体计算需求会降低”

关于Neoclouds：富国银行认为，这验证了大规模人工智能基础设施的机会，以及收购机会。尽管Neoclouds可能面临竞争。

我倾向于同意富国银行的观点，认为市场完全误解了Meta关于多余计算资源的评论。

原文：
I feel like Trump is probably going to like this idea:

OpenAI discussed giving the US gov a 5% stake in its company per FT.

If this turns into an $INTC type situation, would be interesting if the US government becomes a soft backstop for their $1T+ in future capex/obligations. https://t.co/KQZUyd950N

翻译：
我觉得特朗普可能会喜欢这个想法：

据金融时报报道，OpenAI曾讨论过向美国政府提供其公司5%的股份。

如果这成为类似$INTC的情况，那么如果美国政府成为他们未来1万亿美元以上资本支出/义务的软后盾，将会很有趣。 https://t.co/KQZUyd950N