Milk Road AI
@MilkRoadAI
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Get smarter about AI investing. Capitalize on the biggest technological change in history across the infrastructure & app layers of AI. By @MilkRoad
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Joined October 2025
Right now, the U.S. government restricts which computer chips Nvidia can sell to China. They can only sell older, less powerful chips like the H20 model, not their newest and most powerful chips like the H200 and Blackwell. The new bill being proposed by U.S. senators would
$NVDA - *US SENATORS PROPOSE BILL BLOCKING NVIDIA CHIP SALES TO CHINA FOR 30 MONTHS: FT *BILL TARGETS NVIDIA'S H200 AND BLACKWELL CHIPS, CRUCIAL FOR AI DEVELOPMENT: FT
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If you own $GOOGL, you technically own a slice of SpaceX. Google’s 7% stake now carries an estimated value of $50 billion, making it one of the most valuable pieces of SpaceX outside of Elon himself.
Sundar Pichai, Google CEO: "One of our moonshots is to how do we one day have data centers in space so that we can better harness the energy from the sun... that is 100 trillion times more energy than what we produce in all of Earth today." Both Google and Sam Altman are
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Is OpenAI Losing the Race to Google? Why Compute Is About to Go Vertical w/ @FloodCapital @Potrock_ OpenAI wants ads. Anthropic wants enterprise. Google wants everything. Three strategies, three outcomes… but only one path leads to durable value. We explain which one, and
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Google released Gemini 3, and it's genuinely competitive in a way that caught OpenAI off guard. For the first time since ChatGPT launched, a competitor's AI is winning benchmarks and pulling users away from OpenAI. Reports show OpenAI lost about 6% of its users in one week
BREAKING 🚨: OpenAI may release GPT-5.2 as early as December 9 according to The Verge. RedGPT 🤖
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2025 saw roughly 1.17 million job cuts announced thus far, marking the first year since 2020 that we've breached the 1.1 million mark. We're watching massive layoffs across every sector, UPS announced 48,000 cuts, Amazon up to 30,000, Intel 24,000, and Microsoft, Meta, Verizon
Recent Layoff Announcements: 1. US Government: 307,000 employees 2. UPS: 48,000 employees 3. Amazon: Up to 30,000 employees 4. Intel: 24,000 employees 5. Nestle: 16,000 employees 6. Verizon: 15,000 employees 7. Accenture: 11,000 employees 8. Ford: 11,000 employees 9. Novo
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Since late 2022, the S&P has basically split into two markets: AI leaders and everyone else. Without the big AI names, the rest of the S&P is only up around 25% over this window, which is roughly an 8% ish annualized return. Add back the mega cap AI and tech names and the
This is wild: The S&P 500 excluding AI names has gained +25% since the launch of ChatGPT on November 30th, 2022. This translates to a +8% compounded annual return (CAGR) over this period. By comparison, the S&P 500 as a whole, including AI names, has surged +73%, which equals
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Starlink to act more like a cell carrier, not just WiFi from a satellite dish in the backyard. Instead of needing special hardware, the goal is that normal phones and devices could connect straight to Starlink satellites for calls, texts and data almost anywhere on Earth.
NEWS: SpaceX has filed a request to trademark “Starlink Mobile,” hinting that it may launch a mobile carrier.
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Starlink to act more like a cell carrier, not just WiFi from a satellite dish in the backyard. Instead of needing special hardware, the goal is that normal phones and devices could connect straight to Starlink satellites for calls, texts and data almost anywhere on Earth.
NEWS: SpaceX has filed a request to trademark “Starlink Mobile,” hinting that it may launch a mobile carrier.
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Meta just announced they're cutting 30% from their metaverse budget and the stock jumped because investors have been begging them to do this for years. The metaverse was Zuckerberg's big bet that we'd all live in virtual reality but reality had other plans. Since 2021, Reality
$META just gained ~$100B in market cap on a move that saves them ~$5B a year. Well played Zuck.
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Sundar Pichai, Google CEO: "One of our moonshots is to how do we one day have data centers in space so that we can better harness the energy from the sun... that is 100 trillion times more energy than what we produce in all of Earth today." Both Google and Sam Altman are
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We are just launched our FREE AI newsletter. Our goal is simple: help you actually understand this AI boom and show you where the real opportunities are. https://t.co/J3KUzEzjzT
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The gap between the best AI models running on expensive servers and what open source models can do on your gaming PC is closing fast and when it fully closes, the economics of software change forever. The left chart tracks how quickly open source models are catching up to the
the image on the left might be the most underappreciated chart in technology right now.
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AMD just confirmed they're willing to pay a 15% tax on MI308 chip exports to China. What's actually happening is the US is creating a toll road instead of a total ban. Companies pay the government a chunk of their China revenue in exchange for export licenses. It's clever
BREAKING: AMD, $AMD, CEO Lisa Su announces that the company will pay a 15% tax on MI308 chip exports to China. Last night, reports emerged that President Trump is considering allowing Nvidia to sell their H200 chip to China. This is beginning to sound a lot like the Nvidia and
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We just launched something new. A FREE AI newsletter - https://t.co/cuMlGVawrD AI is moving faster than any market we’ve ever covered. New winners, new power centers, and new fortunes being made overnight. Our goal is simple, help you understand it. If you want the
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Zuckerberg hired Alan Dye, Apple's lead designer for nearly two decades to run a new creative studio at Meta. He's there to treat "intelligence as a new design material" and figure out how AI should feel when you're wearing it. That's the entire Meta AI strategy in one move.
$META CEO Mark Zuckerberg just posted this: “Today we're establishing a new creative studio in Reality Labs led by Alan Dye, who has spent nearly 20 years leading design at Apple.”
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President Trump is preparing to negotiate with China to potentially lift the ban on Nvidia’s powerful H200 AI chips, effectively using this advanced technology as high value bait to secure a better trade deal. For years, the U.S has blocked these top tier processors to prevent
BREAKING: President Trump is preparing to hold high-level talks with China to decide whether to allow Nvidia, $NVDA, to sell H200 chips to the country, per FT.
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